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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  "IJT",
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  "XOM",
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  "LLY",
  "TSLA",
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  "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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808524409

Shares:168.8K

Value:$4.5M

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:7.6K

Value:$4.5M

Kayne Anderson Energy Infrastructure Fund, Inc.

KYN|486606106

Shares:347.3K

Value:$4.5M

Accenture plc

ACN|G1151C101

Shares:14.1K

Value:$4.4M

33734X846

Shares:69.3K

Value:$4.4M

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:3.0K

Value:$4.3M

922908751

VB|922908751

Shares:19.2K

Value:$4.3M

ServiceNow, Inc.

NOW|81762P102

Shares:5.3K

Value:$4.2M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:25.4K

Value:$4.2M

921937827

BSV|921937827

Shares:53.7K

Value:$4.2M

DraftKings Inc.

DKNG|26142V105

Shares:125.0K

Value:$4.2M

464287432

Shares:45.2K

Value:$4.1M

EOG RESOURCES INC

EOG|26875P101

Shares:32.0K

Value:$4.1M

464287440

IEF|464287440

Shares:42.8K

Value:$4.1M

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:7.9K

Value:$4.1M

FIRSTENERGY CORP

FE|337932107

Shares:100.1K

Value:$4.0M

81369Y209

Shares:27.7K

Value:$4.0M

GENERAL ELECTRIC CO

GE|369604301

Shares:20.1K

Value:$4.0M

97717W505

Shares:80.8K

Value:$4.0M

PAYCHEX INC

PAYX|704326107

Shares:25.8K

Value:$4.0M

Instrument	Shares		Other Manager	Value
(cusip808524409)✕	168.8K	QoQ +3.30% (+5.4K) YoY NEW(+168.8K)	All Managers (Combined)	$4.5M	QoQ +5.32% (+$226.8K) YoY NEW(+$4.5M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	7.6K	QoQ +3.07% (+227) YoY NEW(+7.6K)	All Managers (Combined)	$4.5M	QoQ +16.90% (+$648.1K) YoY NEW(+$4.5M)
Kayne Anderson Energy Infrastructure Fund, Inc.(KYNcusip486606106)	347.3K	QoQ -8.90% (-33.9K) YoY -20.04% (-87.1K)	All Managers (Combined)	$4.5M	QoQ -8.04% (-$389.6K) YoY +2.47% (-$107.7K)
Accenture plc(ACNcusipG1151C101)	14.1K	QoQ +3.33% (-456) YoY NEW(+14.1K)	All Managers (Combined)	$4.4M	QoQ -8.34% (-$401.0K) YoY NEW(+$4.4M)
(cusip33734X846)✕	69.3K	QoQ +9.40% (+6.0K) YoY NEW(+69.3K)	All Managers (Combined)	$4.4M	QoQ +8.62% (+$346.8K) YoY NEW(+$4.4M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	3.0K	QoQ +1.44% (+43) YoY NEW(+3.0K)	All Managers (Combined)	$4.3M	QoQ +22.56% (+$793.6K) YoY NEW(+$4.3M)
(VBcusip922908751)	19.2K	QoQ +1.33% (-253) YoY NEW(+19.2K)	All Managers (Combined)	$4.3M	QoQ -6.47% (-$295.2K) YoY NEW(+$4.3M)
ServiceNow, Inc.(NOWcusip81762P102)	5.3K	QoQ +21.24% (-933) YoY NEW(+5.3K)	All Managers (Combined)	$4.2M	QoQ -8.94% (-$416.7K) YoY NEW(+$4.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	25.4K	QoQ -1.70% (-441) YoY NEW(+25.4K)	All Managers (Combined)	$4.2M	QoQ -17.37% (-$887.4K) YoY NEW(+$4.2M)
(BSVcusip921937827)	53.7K	QoQ -5.79% (-3.3K) YoY NEW(+53.7K)	All Managers (Combined)	$4.2M	QoQ -4.56% (-$201.0K) YoY NEW(+$4.2M)
DraftKings Inc.(DKNGcusip26142V105)	125.0K	QoQ -4.17% (-5.5K) YoY NEW(+125.0K)	All Managers (Combined)	$4.2M	QoQ -14.45% (-$701.4K) YoY NEW(+$4.2M)
(cusip464287432)✕	45.2K	QoQ +5.49% (+2.4K) YoY +344.90% (+35.0K)	All Managers (Combined)	$4.1M	QoQ +9.96% (+$372.5K) YoY +328.01% (+$3.2M)
EOG RESOURCES INC(EOGcusip26875P101)	32.0K	QoQ +5.32% (+1.6K) YoY NEW(+32.0K)	All Managers (Combined)	$4.1M	QoQ +10.18% (+$379.4K) YoY NEW(+$4.1M)
(IEFcusip464287440)	42.8K	QoQ -1.49% (-648) YoY +24.51% (+8.4K)	All Managers (Combined)	$4.1M	QoQ +1.61% (-$64.9K) YoY +25.44% (+$827.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	7.9K	QoQ +2.72% (+210) YoY +8.79% (+641)	All Managers (Combined)	$4.1M	QoQ +12.06% (+$437.0K) YoY +16.36% (+$571.0K)
FIRSTENERGY CORP(FEcusip337932107)	100.1K	QoQ +11.08% (+10.0K) YoY +7.21% (+6.7K)	All Managers (Combined)	$4.0M	QoQ +12.87% (+$461.6K) YoY +12.21% (+$440.5K)
(cusip81369Y209)✕	27.7K	QoQ -2.03% (-574) YoY NEW(+27.7K)	All Managers (Combined)	$4.0M	QoQ +3.93% (-$153.2K) YoY NEW(+$4.0M)
GENERAL ELECTRIC CO(GEcusip369604301)	20.1K	QoQ +18.61% (+3.1K) YoY NEW(+20.1K)	All Managers (Combined)	$4.0M	QoQ +42.33% (+$1.2M) YoY NEW(+$4.0M)
(cusip97717W505)✕	80.8K	QoQ +0.75% (-605) YoY NEW(+80.8K)	All Managers (Combined)	$4.0M	QoQ -2.11% (-$86.3K) YoY NEW(+$4.0M)
PAYCHEX INC(PAYXcusip704326107)	25.8K	QoQ +0.01% (+3) YoY +14.01% (+3.2K)	All Managers (Combined)	$4.0M	QoQ +10.04% (+$363.2K) YoY +43.24% (+$1.2M)