Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 620
Total Value: 2065706771
Accession Number: 0001697300-25-000004
Form Type: 13F-HR
CIK: meridian-wealth-management
Manager Name: Meridian-Wealth-Management

Data Enrichment

68% identified

421 identified199 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

620 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 28 of 31

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46138J445

Shares:12.4K

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$2.1B)

464288240

Shares:4.8K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$2.1B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:7.8K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$2.1B)

Coterra Energy Inc.

CTRA|127097103

Shares:9.2K

Value:$266.2K

% of Portfolio:0.0% ($266.2K/$2.1B)

46434G764

EMXC|46434G764

Shares:4.8K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$2.1B)

INTEL CORP

INTC|458140100

Shares:11.5K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$2.1B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.4K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$2.1B)

808524722

Shares:9.6K

Value:$259.0K

% of Portfolio:0.0% ($259.0K/$2.1B)

33740U760

Shares:11.5K

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$2.1B)

COPART INC

CPRT|217204106

Shares:4.5K

Value:$256.9K

% of Portfolio:0.0% ($256.9K/$2.1B)

J M SMUCKER Co

SJM|832696405

Shares:2.2K

Value:$256.8K

% of Portfolio:0.0% ($256.8K/$2.1B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.3K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$2.1B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.0K

Value:$252.2K

% of Portfolio:0.0% ($252.2K/$2.1B)

Discover Financial Services

DFS|254709108

Shares:1.5K

Value:$250.2K

% of Portfolio:0.0% ($250.2K/$2.1B)

ALLIANCE RESOURCE PARTNERS LP

ARLP|01877R108

Shares:9.0K

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$2.1B)

33740F680

Shares:6.2K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$2.1B)

464287374

Shares:5.4K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$2.1B)

46435G102

Shares:2.9K

Value:$245.3K

% of Portfolio:0.0% ($245.3K/$2.1B)

464289511

Shares:4.9K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$2.1B)

46138E537

Shares:10.6K

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J445)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$2.1B)	QoQ NEW(+$268.3K) YoY NEW(+$268.3K)
(cusip464288240)✕	4.8K	QoQ 0.00% (+0) YoY +2.36% (+111)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$2.1B)	QoQ +6.30% (+$15.8K) YoY +6.31% (+$15.8K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$2.1B)	QoQ NEW(+$266.3K) YoY NEW(+$266.3K)
Coterra Energy Inc.(CTRAcusip127097103)	9.2K	QoQ +0.31% (+29) YoY -51.22% (-9.7K)	All Managers (Combined)	$266.2K	0.0% ($266.2K/$2.1B)	QoQ +13.51% (+$31.7K) YoY -49.44% (-$260.3K)
(EMXCcusip46434G764)	4.8K	QoQ +33.45% (+1.2K) YoY NEW(+4.8K)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$2.1B)	QoQ +32.58% (+$65.2K) YoY NEW(+$265.3K)
INTEL CORP(INTCcusip458140100)	11.5K	QoQ -2.06% (-241) YoY -46.69% (-10.0K)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$2.1B)	QoQ +10.31% (-$24.8K) YoY -72.03% (-$682.2K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.4K	QoQ +3.22% (-74) YoY NEW(+2.4K)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$2.1B)	QoQ -2.74% (-$7.5K) YoY NEW(+$264.6K)
(cusip808524722)✕	9.6K	QoQ -5.61% (-572) YoY NEW(+9.6K)	All Managers (Combined)	$259.0K	0.0% ($259.0K/$2.1B)	QoQ -10.24% (-$29.5K) YoY NEW(+$259.0K)
(cusip33740U760)✕	11.5K	QoQ -13.52% (-1.8K) YoY NEW(+11.5K)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$2.1B)	QoQ -13.48% (-$40.2K) YoY NEW(+$258.3K)
COPART INC(CPRTcusip217204106)	4.5K	QoQ -1.73% (-80) YoY -44.84% (-3.7K)	All Managers (Combined)	$256.9K	0.0% ($256.9K/$2.1B)	QoQ -3.10% (-$8.2K) YoY -46.10% (-$219.8K)
J M SMUCKER Co(SJMcusip832696405)	2.2K	QoQ -0.18% (-4) YoY NEW(+2.2K)	All Managers (Combined)	$256.8K	0.0% ($256.8K/$2.1B)	QoQ +7.32% (-$17.5K) YoY NEW(+$256.8K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.3K	QoQ +57.67% (-830) YoY NEW(+2.3K)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$2.1B)	QoQ -13.19% (-$38.5K) YoY NEW(+$253.7K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.0K	QoQ -12.88% (-154) YoY NEW(+1.0K)	All Managers (Combined)	$252.2K	0.0% ($252.2K/$2.1B)	QoQ +4.89% (-$11.8K) YoY NEW(+$252.2K)
Discover Financial Services(DFScusip254709108)	1.5K	QoQ -3.74% (-57) YoY NEW(+1.5K)	All Managers (Combined)	$250.2K	0.0% ($250.2K/$2.1B)	QoQ -5.14% (-$13.6K) YoY NEW(+$250.2K)
ALLIANCE RESOURCE PARTNERS LP(ARLPcusip01877R108)	9.0K	QoQ +17.75% (+1.4K) YoY NEW(+9.0K)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$2.1B)	QoQ +22.19% (+$44.7K) YoY NEW(+$246.3K)
(cusip33740F680)✕	6.2K	QoQ -7.88% (-530) YoY NEW(+6.2K)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$2.1B)	QoQ -9.86% (-$26.9K) YoY NEW(+$245.6K)
(cusip464287374)✕	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$2.1B)	QoQ +6.41% (+$14.8K) YoY NEW(+$245.5K)
(cusip46435G102)✕	2.9K	QoQ -2.55% (-77) YoY NEW(+2.9K)	All Managers (Combined)	$245.3K	0.0% ($245.3K/$2.1B)	QoQ -4.11% (-$10.5K) YoY NEW(+$245.3K)
(cusip464289511)✕	4.9K	QoQ +0.84% (+41) YoY NEW(+4.9K)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$2.1B)	QoQ +2.55% (+$6.1K) YoY NEW(+$245.1K)
(cusip46138E537)✕	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$2.1B)	QoQ -2.41% (-$6.0K) YoY NEW(+$243.1K)