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 3 of 31

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33740F755

Shares:370.5K

Value:$11.0M

% of Portfolio:0.5% ($11.0M/$2.1B)

AerCap Holdings N.V.

AER|N00985106

Shares:106.5K

Value:$10.9M

% of Portfolio:0.5% ($10.9M/$2.1B)

922908611

VBR|922908611

Shares:58.1K

Value:$10.8M

% of Portfolio:0.5% ($10.8M/$2.1B)

PROCTER & GAMBLE Co

PG|742718109

Shares:60.8K

Value:$10.4M

% of Portfolio:0.5% ($10.4M/$2.1B)

46429B267

Shares:434.6K

Value:$10.0M

% of Portfolio:0.5% ($10.0M/$2.1B)

Stock Yards Bancorp, Inc.

SYBT|861025104

Shares:144.1K

Value:$9.9M

% of Portfolio:0.5% ($9.9M/$2.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:92.6K

Value:$9.5M

% of Portfolio:0.5% ($9.5M/$2.1B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:21.9K

Value:$9.2M

% of Portfolio:0.4% ($9.2M/$2.1B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:218.0K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.1B)

VISA INC.

V|92826C839

Shares:25.6K

Value:$9.0M

% of Portfolio:0.4% ($9.0M/$2.1B)

808524714

Shares:363.2K

Value:$8.9M

% of Portfolio:0.4% ($8.9M/$2.1B)

Tesla, Inc.

TSLA|88160R101

Shares:33.7K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.1B)

464288679

Shares:78.7K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.1B)

UNION PACIFIC CORP

UNP|907818108

Shares:35.4K

Value:$8.4M

% of Portfolio:0.4% ($8.4M/$2.1B)

PEPSICO INC

PEP|713448108

Shares:55.3K

Value:$8.3M

% of Portfolio:0.4% ($8.3M/$2.1B)

ELI LILLY & Co

LLY|532457108

Shares:9.8K

Value:$8.1M

% of Portfolio:0.4% ($8.1M/$2.1B)

RTX Corp

RTX|75513E101

Shares:60.8K

Value:$8.0M

% of Portfolio:0.4% ($8.0M/$2.1B)

92189F106

GDX|92189F106

Shares:168.7K

Value:$7.8M

% of Portfolio:0.4% ($7.8M/$2.1B)

464288646

Shares:147.4K

Value:$7.7M

% of Portfolio:0.4% ($7.7M/$2.1B)

808524797

SCHD|808524797

Shares:270.6K

Value:$7.6M

% of Portfolio:0.4% ($7.6M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F755)✕	370.5K	QoQ +4.62% (+16.4K) YoY NEW(+370.5K)	All Managers (Combined)	$11.0M	0.5% ($11.0M/$2.1B)	QoQ +1.94% (+$209.9K) YoY NEW(+$11.0M)
AerCap Holdings N.V.(AERcusipN00985106)	106.5K	QoQ +10.74% (+10.3K) YoY NEW(+106.5K)	All Managers (Combined)	$10.9M	0.5% ($10.9M/$2.1B)	QoQ +18.23% (+$1.7M) YoY NEW(+$10.9M)
(VBRcusip922908611)	58.1K	QoQ +6.97% (+3.8K) YoY NEW(+58.1K)	All Managers (Combined)	$10.8M	0.5% ($10.8M/$2.1B)	QoQ +0.55% (+$59.5K) YoY NEW(+$10.8M)
PROCTER & GAMBLE Co(PGcusip742718109)	60.8K	QoQ +3.33% (+2.0K) YoY NEW(+60.8K)	All Managers (Combined)	$10.4M	0.5% ($10.4M/$2.1B)	QoQ +5.03% (+$496.8K) YoY NEW(+$10.4M)
(cusip46429B267)✕	434.6K	QoQ +13.95% (+53.2K) YoY NEW(+434.6K)	All Managers (Combined)	$10.0M	0.5% ($10.0M/$2.1B)	QoQ +13.98% (+$1.2M) YoY NEW(+$10.0M)
Stock Yards Bancorp, Inc.(SYBTcusip861025104)	144.1K	QoQ +0.58% (-844) YoY NEW(+144.1K)	All Managers (Combined)	$9.9M	0.5% ($9.9M/$2.1B)	QoQ -2.99% (-$306.9K) YoY NEW(+$9.9M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	92.6K	QoQ -1.14% (-1.1K) YoY +6.11% (-5.3K)	All Managers (Combined)	$9.5M	0.5% ($9.5M/$2.1B)	QoQ -15.91% (-$1.8M) YoY -38.74% (-$6.0M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	21.9K	QoQ -0.31% (-69) YoY NEW(+21.9K)	All Managers (Combined)	$9.2M	0.4% ($9.2M/$2.1B)	QoQ -1.62% (-$151.8K) YoY NEW(+$9.2M)
Robinhood Markets, Inc.(HOODcusip770700102)	218.0K	QoQ +31.71% (+52.5K) YoY NEW(+218.0K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.1B)	QoQ +47.12% (+$2.9M) YoY NEW(+$9.1M)
VISA INC.(Vcusip92826C839)	25.6K	QoQ +17.10% (+3.7K) YoY NEW(+25.6K)	All Managers (Combined)	$9.0M	0.4% ($9.0M/$2.1B)	QoQ +29.85% (+$2.1M) YoY NEW(+$9.0M)
(cusip808524714)✕	363.2K	QoQ +14.88% (+47.0K) YoY NEW(+363.2K)	All Managers (Combined)	$8.9M	0.4% ($8.9M/$2.1B)	QoQ +16.13% (+$1.2M) YoY NEW(+$8.9M)
Tesla, Inc.(TSLAcusip88160R101)	33.7K	QoQ -0.26% (-89) YoY NEW(+33.7K)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.1B)	QoQ -35.99% (-$4.9M) YoY NEW(+$8.7M)
(cusip464288679)✕	78.7K	QoQ -5.31% (-4.4K) YoY +30.97% (+18.6K)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.1B)	QoQ -5.01% (-$459.0K) YoY +30.87% (+$2.1M)
UNION PACIFIC CORP(UNPcusip907818108)	35.4K	QoQ +86.35% (+16.4K) YoY NEW(+35.4K)	All Managers (Combined)	$8.4M	0.4% ($8.4M/$2.1B)	QoQ +93.05% (+$4.0M) YoY NEW(+$8.4M)
PEPSICO INC(PEPcusip713448108)	55.3K	QoQ +2.35% (+1.3K) YoY -4.31% (-2.5K)	All Managers (Combined)	$8.3M	0.4% ($8.3M/$2.1B)	QoQ +0.93% (+$76.5K) YoY -18.02% (-$1.8M)
ELI LILLY & Co(LLYcusip532457108)	9.8K	QoQ +3.34% (+316) YoY +15.01% (+1.3K)	All Managers (Combined)	$8.1M	0.4% ($8.1M/$2.1B)	QoQ +10.55% (+$770.7K) YoY +22.10% (+$1.5M)
RTX Corp(RTXcusip75513E101)	60.8K	QoQ +3.46% (+2.0K) YoY NEW(+60.8K)	All Managers (Combined)	$8.0M	0.4% ($8.0M/$2.1B)	QoQ +18.40% (+$1.3M) YoY NEW(+$8.0M)
(GDXcusip92189F106)	168.7K	QoQ +0.13% (+221) YoY NEW(+168.7K)	All Managers (Combined)	$7.8M	0.4% ($7.8M/$2.1B)	QoQ +35.74% (+$2.0M) YoY NEW(+$7.8M)
(cusip464288646)✕	147.4K	QoQ +5.77% (+8.0K) YoY -6.55% (-10.3K)	All Managers (Combined)	$7.7M	0.4% ($7.7M/$2.1B)	QoQ +7.14% (+$515.0K) YoY -4.56% (-$369.6K)
(SCHDcusip808524797)	270.6K	QoQ +4.23% (+11.0K) YoY NEW(+270.6K)	All Managers (Combined)	$7.6M	0.4% ($7.6M/$2.1B)	QoQ +6.67% (+$473.5K) YoY NEW(+$7.6M)