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,
  null,
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  null,
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  null,
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  null,
  null,
  "SCHX",
  null,
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  "ROP",
  "SRE",
  "O",
  "SHEL",
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  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
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  null,
  "IJT",
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  null,
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  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $2,065,706.771K total value

620 positions

Manager:

SEC FilingSEC DataHachi Filing

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46434V456

Shares:149.3K

Value:$5.9M

46138G870

Shares:241.0K

Value:$5.8M

464287549

Shares:64.2K

Value:$5.8M

Main Street Capital CORP

MAIN|56035L104

Shares:102.7K

Value:$5.8M

464287572

Shares:58.5K

Value:$5.6M

92206C409

Shares:70.0K

Value:$5.5M

922908538

VOT|922908538

Shares:22.6K

Value:$5.5M

Palo Alto Networks Inc

PANW|697435105

Shares:31.7K

Value:$5.4M

78464A409

SPYG|78464A409

Shares:65.6K

Value:$5.3M

SOUTHERN CO

SO|842587107

Shares:57.2K

Value:$5.3M

KINDER MORGAN, INC.

KMI|49456B101

Shares:177.8K

Value:$5.1M

Ares Management Corp

ARES|03990B101

Shares:33.6K

Value:$4.9M

46137V472

Shares:53.8K

Value:$4.9M

46137V746

Shares:51.1K

Value:$4.9M

78468R606

Shares:204.6K

Value:$4.8M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:13.4K

Value:$4.7M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:41.6K

Value:$4.7M

AMGEN INC

AMGN|031162100

Shares:14.7K

Value:$4.6M

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:26.4K

Value:$4.6M

81369Y506

Shares:48.4K

Value:$4.5M

Instrument	Shares		Other Manager	Value
(cusip46434V456)✕	149.3K	QoQ +11.16% (+15.0K) YoY NEW(+149.3K)	All Managers (Combined)	$5.9M	QoQ +18.86% (+$940.2K) YoY NEW(+$5.9M)
(cusip46138G870)✕	241.0K	QoQ +5.45% (+12.5K) YoY NEW(+241.0K)	All Managers (Combined)	$5.8M	QoQ +5.67% (+$313.7K) YoY NEW(+$5.8M)
(cusip464287549)✕	64.2K	QoQ +2.03% (-1.3K) YoY -7.74% (-5.4K)	All Managers (Combined)	$5.8M	QoQ -9.37% (-$602.5K) YoY -2.93% (-$176.3K)
Main Street Capital CORP(MAINcusip56035L104)	102.7K	QoQ -6.03% (-6.6K) YoY NEW(+102.7K)	All Managers (Combined)	$5.8M	QoQ -9.27% (-$593.8K) YoY NEW(+$5.8M)
(cusip464287572)✕	58.5K	QoQ +11.09% (+5.8K) YoY +134.22% (+33.5K)	All Managers (Combined)	$5.6M	QoQ +6.15% (+$326.8K) YoY +152.24% (+$3.4M)
(cusip92206C409)✕	70.0K	QoQ -1.03% (-731) YoY NEW(+70.0K)	All Managers (Combined)	$5.5M	QoQ +0.14% (-$8.2K) YoY NEW(+$5.5M)
(VOTcusip922908538)	22.6K	QoQ +3.01% (-662) YoY NEW(+22.6K)	All Managers (Combined)	$5.5M	QoQ -0.66% (-$37.2K) YoY NEW(+$5.5M)
Palo Alto Networks Inc(PANWcusip697435105)	31.7K	QoQ +3.86% (-1.2K) YoY +75.17% (+13.6K)	All Managers (Combined)	$5.4M	QoQ -2.59% (-$144.2K) YoY +5.20% (+$267.9K)
(SPYGcusip78464A409)	65.6K	QoQ +0.77% (-507) YoY NEW(+65.6K)	All Managers (Combined)	$5.3M	QoQ -7.85% (-$449.7K) YoY NEW(+$5.3M)
SOUTHERN CO(SOcusip842587107)	57.2K	QoQ +9.47% (+4.9K) YoY NEW(+57.2K)	All Managers (Combined)	$5.3M	QoQ +22.27% (+$958.3K) YoY NEW(+$5.3M)
KINDER MORGAN, INC.(KMIcusip49456B101)	177.8K	QoQ -11.67% (-23.5K) YoY NEW(+177.8K)	All Managers (Combined)	$5.1M	QoQ -8.03% (-$443.1K) YoY NEW(+$5.1M)
Ares Management Corp(AREScusip03990B101)	33.6K	QoQ -2.91% (-1.0K) YoY NEW(+33.6K)	All Managers (Combined)	$4.9M	QoQ -19.59% (-$1.2M) YoY NEW(+$4.9M)
(cusip46137V472)✕	53.8K	QoQ +0.21% (-117) YoY NEW(+53.8K)	All Managers (Combined)	$4.9M	QoQ -6.84% (-$361.8K) YoY NEW(+$4.9M)
(cusip46137V746)✕	51.1K	QoQ -0.85% (-439) YoY NEW(+51.1K)	All Managers (Combined)	$4.9M	QoQ -6.40% (-$335.6K) YoY NEW(+$4.9M)
(cusip78468R606)✕	204.6K	QoQ +17.40% (+30.3K) YoY NEW(+204.6K)	All Managers (Combined)	$4.8M	QoQ +17.15% (+$701.5K) YoY NEW(+$4.8M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	13.4K	QoQ +1.03% (+137) YoY NEW(+13.4K)	All Managers (Combined)	$4.7M	QoQ +4.10% (+$186.5K) YoY NEW(+$4.7M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	41.6K	QoQ -4.25% (-1.8K) YoY -1.17% (-495)	All Managers (Combined)	$4.7M	QoQ +16.14% (-$648.4K) YoY +51.17% (-$1.6M)
AMGEN INC(AMGNcusip031162100)	14.7K	QoQ -5.28% (-820) YoY -5.31% (-826)	All Managers (Combined)	$4.6M	QoQ +13.21% (-$535.0K) YoY +3.74% (-$165.6K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	26.4K	QoQ -0.07% (-21) YoY NEW(+26.4K)	All Managers (Combined)	$4.6M	QoQ +7.64% (-$324.5K) YoY NEW(+$4.6M)
(cusip81369Y506)✕	48.4K	QoQ -4.22% (-2.1K) YoY NEW(+48.4K)	All Managers (Combined)	$4.5M	QoQ +4.43% (-$192.1K) YoY NEW(+$4.5M)