Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  "O",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "LLY",
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  "PM",
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  null,
  "MO",
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  "URI",
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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 29 of 31

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.1K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$2.1B)

Zoetis Inc.

ZTS|98978V103

Shares:1.5K

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$2.1B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:435

Value:$239.3K

% of Portfolio:0.0% ($239.3K/$2.1B)

46438F101

Shares:5.1K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$2.1B)

GSK plc

GSK|37733W204

Shares:6.2K

Value:$239.1K

% of Portfolio:0.0% ($239.1K/$2.1B)

33740F854

Shares:6.2K

Value:$239.0K

% of Portfolio:0.0% ($239.0K/$2.1B)

Prologis, Inc.

PLD|74340W103

Shares:2.1K

Value:$238.8K

% of Portfolio:0.0% ($238.8K/$2.1B)

46436E486

Shares:11.4K

Value:$236.8K

% of Portfolio:0.0% ($236.8K/$2.1B)

78468R523

Shares:2.4K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$2.1B)

092528603

Shares:4.5K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$2.1B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:1.4K

Value:$230.1K

% of Portfolio:0.0% ($230.1K/$2.1B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.8K

Value:$229.9K

% of Portfolio:0.0% ($229.9K/$2.1B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:861

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$2.1B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.3K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$2.1B)

464287705

IJJ|464287705

Shares:1.9K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$2.1B)

808524862

Shares:9.3K

Value:$227.2K

% of Portfolio:0.0% ($227.2K/$2.1B)

78464A847

Shares:4.4K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$2.1B)

Esquire Financial Holdings, Inc.

ESQ|29667J101

Shares:3.0K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$2.1B)

82889N764

Shares:7.9K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$2.1B)

464287812

Shares:3.1K

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$2.1B)	QoQ NEW(+$241.0K) YoY NEW(+$241.0K)
Zoetis Inc.(ZTScusip98978V103)	1.5K	QoQ -11.30% (-186) YoY NEW(+1.5K)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$2.1B)	QoQ -10.39% (-$27.9K) YoY NEW(+$240.2K)
Spotify Technology S.A.(SPOTcusipL8681T102)	435	QoQ NEW(+435) YoY NEW(+435)	All Managers (Combined)	$239.3K	0.0% ($239.3K/$2.1B)	QoQ NEW(+$239.3K) YoY NEW(+$239.3K)
(cusip46438F101)✕	5.1K	QoQ +21.44% (+902) YoY NEW(+5.1K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$2.1B)	QoQ +7.15% (+$16.0K) YoY NEW(+$239.2K)
GSK plc(GSKcusip37733W204)	6.2K	QoQ -45.77% (-5.2K) YoY NEW(+6.2K)	All Managers (Combined)	$239.1K	0.0% ($239.1K/$2.1B)	QoQ -37.88% (-$145.8K) YoY NEW(+$239.1K)
(cusip33740F854)✕	6.2K	QoQ -7.08% (-470) YoY NEW(+6.2K)	All Managers (Combined)	$239.0K	0.0% ($239.0K/$2.1B)	QoQ -9.15% (-$24.1K) YoY NEW(+$239.0K)
Prologis, Inc.(PLDcusip74340W103)	2.1K	QoQ -45.18% (-1.8K) YoY NEW(+2.1K)	All Managers (Combined)	$238.8K	0.0% ($238.8K/$2.1B)	QoQ -42.03% (-$173.1K) YoY NEW(+$238.8K)
(cusip46436E486)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$236.8K	0.0% ($236.8K/$2.1B)	QoQ NEW(+$236.8K) YoY NEW(+$236.8K)
(cusip78468R523)✕	2.4K	QoQ +4.77% (+108) YoY NEW(+2.4K)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$2.1B)	QoQ +5.13% (+$11.5K) YoY NEW(+$235.9K)
(cusip092528603)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$2.1B)	QoQ NEW(+$233.5K) YoY NEW(+$233.5K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	1.4K	QoQ -41.82% (-1.0K) YoY NEW(+1.4K)	All Managers (Combined)	$230.1K	0.0% ($230.1K/$2.1B)	QoQ -44.24% (-$182.6K) YoY NEW(+$230.1K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.8K	QoQ -3.87% (-115) YoY NEW(+2.8K)	All Managers (Combined)	$229.9K	0.0% ($229.9K/$2.1B)	QoQ -0.79% (-$1.8K) YoY NEW(+$229.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	861	QoQ -1.82% (-16) YoY NEW(+861)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$2.1B)	QoQ +7.81% (-$16.5K) YoY NEW(+$227.8K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.3K	QoQ +2.87% (-36) YoY NEW(+1.3K)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$2.1B)	QoQ -6.68% (-$16.3K) YoY NEW(+$227.7K)
(IJJcusip464287705)	1.9K	QoQ +1.33% (-25) YoY -18.95% (-444)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$2.1B)	QoQ -2.88% (-$6.8K) YoY -17.93% (-$49.7K)
(cusip808524862)✕	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$227.2K	0.0% ($227.2K/$2.1B)	QoQ NEW(+$227.2K) YoY NEW(+$227.2K)
(cusip78464A847)✕	4.4K	QoQ -3.12% (-143) YoY NEW(+4.4K)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$2.1B)	QoQ -9.35% (-$23.4K) YoY NEW(+$226.8K)
Esquire Financial Holdings, Inc.(ESQcusip29667J101)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$2.1B)	QoQ -5.18% (-$12.4K) YoY NEW(+$226.1K)
(cusip82889N764)✕	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$2.1B)	QoQ NEW(+$224.9K) YoY NEW(+$224.9K)
(cusip464287812)✕	3.1K	QoQ -0.57% (-18) YoY -27.04% (-1.2K)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$2.1B)	QoQ +8.50% (-$17.6K) YoY -22.78% (-$66.0K)