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 30 of 31

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09290C509

Shares:3.7K

Value:$221.5K

% of Portfolio:0.0% ($221.5K/$2.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:903

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$2.1B)

46137V886

Shares:2.0K

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$2.1B)

92204A884

Shares:1.5K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$2.1B)

SYNAPTICS Inc

SYNA|87157D109

Shares:3.4K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$2.1B)

46431W606

Shares:2.6K

Value:$217.7K

% of Portfolio:0.0% ($217.7K/$2.1B)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:8.7K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$2.1B)

33733E104

Shares:2.4K

Value:$216.2K

% of Portfolio:0.0% ($216.2K/$2.1B)

33734X135

Shares:4.1K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$2.1B)

33740F698

Shares:5.3K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$2.1B)

808524748

Shares:5.9K

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$2.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.1K

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$2.1B)

Trane Technologies plc

TT|G8994E103

Shares:631

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$2.1B)

46090F100

Shares:15.5K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$2.1B)

Sonos Inc

SONO|83570H108

Shares:19.3K

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$2.1B)

78464A201

Shares:2.5K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$2.1B)

389930207

Shares:5.6K

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$2.1B)

74347X831

Shares:3.5K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$2.1B)

09789C853

Shares:4.1K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$2.1B)

ICAHN ENTERPRISES L.P.

IEP|451100101

Shares:21.2K

Value:$191.8K

% of Portfolio:0.0% ($191.8K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09290C509)✕	3.7K	QoQ -6.87% (-270) YoY NEW(+3.7K)	All Managers (Combined)	$221.5K	0.0% ($221.5K/$2.1B)	QoQ -11.88% (-$29.9K) YoY NEW(+$221.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	903	QoQ -11.47% (-117) YoY -19.08% (-213)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$2.1B)	QoQ +1.71% (-$3.7K) YoY -4.12% (-$9.5K)
(cusip46137V886)✕	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$2.1B)	QoQ +3.25% (+$6.9K) YoY NEW(+$219.1K)
(cusip92204A884)✕	1.5K	QoQ -8.61% (-139) YoY NEW(+1.5K)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$2.1B)	QoQ -12.48% (-$31.2K) YoY NEW(+$218.9K)
SYNAPTICS Inc(SYNAcusip87157D109)	3.4K	QoQ 0.00% (-0) YoY NEW(+3.4K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$2.1B)	QoQ -16.50% (-$43.2K) YoY NEW(+$218.2K)
(cusip46431W606)✕	2.6K	QoQ +0.74% (-19) YoY NEW(+2.6K)	All Managers (Combined)	$217.7K	0.0% ($217.7K/$2.1B)	QoQ -0.59% (-$1.3K) YoY NEW(+$217.7K)
Caesars Entertainment, Inc.(CZRcusip12769G100)	8.7K	QoQ +2.98% (-251) YoY NEW(+8.7K)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$2.1B)	QoQ -22.96% (-$64.6K) YoY NEW(+$216.7K)
(cusip33733E104)✕	2.4K	QoQ 0.00% (+0) YoY NEW(+2.4K)	All Managers (Combined)	$216.2K	0.0% ($216.2K/$2.1B)	QoQ +2.07% (+$4.4K) YoY NEW(+$216.2K)
(cusip33734X135)✕	4.1K	QoQ -6.12% (-266) YoY NEW(+4.1K)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$2.1B)	QoQ -8.08% (-$19.0K) YoY NEW(+$215.9K)
(cusip33740F698)✕	5.3K	QoQ +1.05% (-55) YoY NEW(+5.3K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$2.1B)	QoQ -1.54% (-$3.4K) YoY NEW(+$215.3K)
(cusip808524748)✕	5.9K	QoQ -56.74% (-7.8K) YoY NEW(+5.9K)	All Managers (Combined)	$215.2K	0.0% ($215.2K/$2.1B)	QoQ -54.13% (-$254.0K) YoY NEW(+$215.2K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$2.1B)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
Trane Technologies plc(TTcusipG8994E103)	631	QoQ -1.40% (-9) YoY NEW(+631)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$2.1B)	QoQ -10.06% (-$23.8K) YoY NEW(+$212.7K)
(cusip46090F100)✕	15.5K	QoQ -19.26% (-3.7K) YoY NEW(+15.5K)	All Managers (Combined)	$211.3K	0.0% ($211.3K/$2.1B)	QoQ -15.28% (-$38.1K) YoY NEW(+$211.3K)
Sonos Inc(SONOcusip83570H108)	19.3K	QoQ -2.53% (-500) YoY NEW(+19.3K)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$2.1B)	QoQ -30.85% (-$91.7K) YoY NEW(+$205.5K)
(cusip78464A201)✕	2.5K	QoQ -3.88% (-100) YoY NEW(+2.5K)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$2.1B)	QoQ -11.70% (-$27.2K) YoY NEW(+$205.4K)
(cusip389930207)✕	5.6K	QoQ -31.71% (-2.6K) YoY NEW(+5.6K)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$2.1B)	QoQ -40.48% (-$138.6K) YoY NEW(+$203.7K)
(cusip74347X831)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$2.1B)	QoQ NEW(+$201.3K) YoY NEW(+$201.3K)
(cusip09789C853)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$2.1B)	QoQ NEW(+$200.6K) YoY NEW(+$200.6K)
ICAHN ENTERPRISES L.P.(IEPcusip451100101)	21.2K	QoQ 0.00% (+0) YoY NEW(+21.2K)	All Managers (Combined)	$191.8K	0.0% ($191.8K/$2.1B)	QoQ +4.49% (+$8.3K) YoY NEW(+$191.8K)