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 31 of 31

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25459W458

Shares:10.1K

Value:$160.4K

% of Portfolio:0.0% ($160.4K/$2.1B)

Nuvation Bio Inc.

NUVB|67080N101

Shares:82.3K

Value:$144.9K

% of Portfolio:0.0% ($144.9K/$2.1B)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:14.0K

Value:$138.5K

% of Portfolio:0.0% ($138.5K/$2.1B)

BlackRock Enhanced Global Dividend Trust

BOE|092501105

Shares:11.9K

Value:$129.1K

% of Portfolio:0.0% ($129.1K/$2.1B)

DiaMedica Therapeutics Inc.

DMAC|25253X207

Shares:28.8K

Value:$109.2K

% of Portfolio:0.0% ($109.2K/$2.1B)

92864M400

Shares:55.0K

Value:$100.9K

% of Portfolio:0.0% ($100.9K/$2.1B)

GABELLI EQUITY TRUST INC

GAB|362397101

Shares:14.1K

Value:$77.5K

% of Portfolio:0.0% ($77.5K/$2.1B)

Cornerstone Strategic Investment Fund, Inc.

CLM|21924B302

Shares:10.0K

Value:$74.3K

% of Portfolio:0.0% ($74.3K/$2.1B)

LIBERTY ALL STAR EQUITY FUND

USA|530158104

Shares:10.9K

Value:$71.1K

% of Portfolio:0.0% ($71.1K/$2.1B)

Banco Santander, S.A.

SAN|05964H105

Shares:10.4K

Value:$69.5K

% of Portfolio:0.0% ($69.5K/$2.1B)

Sibanye Stillwater Ltd

SBSW|82575P107

Shares:13.9K

Value:$63.6K

% of Portfolio:0.0% ($63.6K/$2.1B)

AMC ENTERTAINMENT HOLDINGS, INC.

AMC|00165C302

Shares:19.5K

Value:$56.1K

% of Portfolio:0.0% ($56.1K/$2.1B)

Blink Charging Co.

BLNK|09354A100

Shares:52.5K

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$2.1B)

WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.

HIO|95766K109

Shares:11.2K

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$2.1B)

HYCROFT MINING HOLDING CORP

HYMC|44862P208

Shares:11.0K

Value:$35.6K

% of Portfolio:0.0% ($35.6K/$2.1B)

Esperion Therapeutics, Inc.

ESPR|29664W105

Shares:20.0K

Value:$28.8K

% of Portfolio:0.0% ($28.8K/$2.1B)

184492106

Shares:24.9K

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$2.1B)

MacKenzie Realty Capital, Inc.

MKZR|55453W105

Shares:15.0K

Value:$22.5K

% of Portfolio:0.0% ($22.5K/$2.1B)

Humacyte, Inc.

HUMA|44486Q103

Shares:10.0K

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$2.1B)

CytomX Therapeutics, Inc.

CTMX|23284F105

Shares:10.0K

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25459W458)✕	10.1K	QoQ +6.61% (-624) YoY NEW(+10.1K)	All Managers (Combined)	$160.4K	0.0% ($160.4K/$2.1B)	QoQ -37.73% (-$97.2K) YoY NEW(+$160.4K)
Nuvation Bio Inc.(NUVBcusip67080N101)	82.3K	QoQ -2.95% (-2.5K) YoY NEW(+82.3K)	All Managers (Combined)	$144.9K	0.0% ($144.9K/$2.1B)	QoQ -35.78% (-$80.8K) YoY NEW(+$144.9K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	14.0K	QoQ 0.00% (+0) YoY NEW(+14.0K)	All Managers (Combined)	$138.5K	0.0% ($138.5K/$2.1B)	QoQ +12.13% (+$15.0K) YoY NEW(+$138.5K)
BlackRock Enhanced Global Dividend Trust(BOEcusip092501105)	11.9K	QoQ -2.85% (-350) YoY 0.00% (+0)	All Managers (Combined)	$129.1K	0.0% ($129.1K/$2.1B)	QoQ -2.13% (-$2.8K) YoY +3.72% (+$4.6K)
DiaMedica Therapeutics Inc.(DMACcusip25253X207)	28.8K	QoQ +5.87% (-1.6K) YoY NEW(+28.8K)	All Managers (Combined)	$109.2K	0.0% ($109.2K/$2.1B)	QoQ -26.09% (-$38.6K) YoY NEW(+$109.2K)
(cusip92864M400)✕	55.0K	QoQ NEW(+55.0K) YoY NEW(+55.0K)	All Managers (Combined)	$100.9K	0.0% ($100.9K/$2.1B)	QoQ NEW(+$100.9K) YoY NEW(+$100.9K)
GABELLI EQUITY TRUST INC(GABcusip362397101)	14.1K	QoQ +1.01% (+142) YoY -20.64% (-3.7K)	All Managers (Combined)	$77.5K	0.0% ($77.5K/$2.1B)	QoQ +3.46% (+$2.6K) YoY -20.78% (-$20.3K)
Cornerstone Strategic Investment Fund, Inc.(CLMcusip21924B302)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$74.3K	0.0% ($74.3K/$2.1B)	QoQ NEW(+$74.3K) YoY NEW(+$74.3K)
LIBERTY ALL STAR EQUITY FUND(USAcusip530158104)	10.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$71.1K	0.0% ($71.1K/$2.1B)	QoQ -5.75% (-$4.3K) YoY -8.39% (-$6.5K)
Banco Santander, S.A.(SANcusip05964H105)	10.4K	QoQ -24.12% (-3.3K) YoY NEW(+10.4K)	All Managers (Combined)	$69.5K	0.0% ($69.5K/$2.1B)	QoQ +11.48% (-$7.2K) YoY NEW(+$69.5K)
Sibanye Stillwater Ltd(SBSWcusip82575P107)	13.9K	QoQ 0.00% (+0) YoY NEW(+13.9K)	All Managers (Combined)	$63.6K	0.0% ($63.6K/$2.1B)	QoQ +38.78% (+$17.8K) YoY NEW(+$63.6K)
AMC ENTERTAINMENT HOLDINGS, INC.(AMCcusip00165C302)	19.5K	QoQ -22.59% (-5.7K) YoY NEW(+19.5K)	All Managers (Combined)	$56.1K	0.0% ($56.1K/$2.1B)	QoQ -44.17% (-$44.4K) YoY NEW(+$56.1K)
Blink Charging Co.(BLNKcusip09354A100)	52.5K	QoQ 0.00% (-0) YoY NEW(+52.5K)	All Managers (Combined)	$48.1K	0.0% ($48.1K/$2.1B)	QoQ -33.97% (-$24.8K) YoY NEW(+$48.1K)
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.(HIOcusip95766K109)	11.2K	QoQ 0.00% (+0) YoY NEW(+11.2K)	All Managers (Combined)	$44.6K	0.0% ($44.6K/$2.1B)	QoQ +1.27% (+$560) YoY NEW(+$44.6K)
HYCROFT MINING HOLDING CORP(HYMCcusip44862P208)	11.0K	QoQ 0.00% (+0) YoY NEW(+11.0K)	All Managers (Combined)	$35.6K	0.0% ($35.6K/$2.1B)	QoQ +46.60% (+$11.3K) YoY NEW(+$35.6K)
Esperion Therapeutics, Inc.(ESPRcusip29664W105)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$28.8K	0.0% ($28.8K/$2.1B)	QoQ NEW(+$28.8K) YoY NEW(+$28.8K)
(cusip184492106)✕	24.9K	QoQ +4.18% (-1.0K) YoY NEW(+24.9K)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$2.1B)	QoQ -23.33% (-$7.2K) YoY NEW(+$23.6K)
MacKenzie Realty Capital, Inc.(MKZRcusip55453W105)	15.0K	QoQ 0.00% (-0) YoY NEW(+15.0K)	All Managers (Combined)	$22.5K	0.0% ($22.5K/$2.1B)	QoQ -52.53% (-$24.9K) YoY NEW(+$22.5K)
Humacyte, Inc.(HUMAcusip44486Q103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$2.1B)	QoQ NEW(+$17.1K) YoY NEW(+$17.1K)
CytomX Therapeutics, Inc.(CTMXcusip23284F105)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$2.1B)	QoQ NEW(+$6.4K) YoY NEW(+$6.4K)