Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AXSM",
  "ENVX",
  "HIO",
  "ARES",
  "HOOD",
  "GDX",
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AKAM",
  "HUM",
  null,
  null,
  "RF",
  "SMCI",
  "ARM",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "MAIN",
  null,
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "GDXJ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CP.TO",
  "ARCC",
  "SAN",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "CLM",
  "DBEF",
  "USA",
  "DUK",
  "EVT",
  "D",
  "EHC",
  null,
  "SONO",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GFS",
  "FITB",
  "ETB",
  null,
  null,
  null,
  "NUVB",
  "GD",
  null,
  "GILD",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "SYBT",
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  null,
  "META",
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  "RBCAA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "DMAC",
  null,
  "BOE",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "STK",
  "IMMP",
  "MPC",
  "WDFC",
  "MMC",
  "MA",
  null,
  "QXO",
  "PODD",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "ESPR",
  "FICO",
  null,
  null,
  "GAB",
  "GE",
  "NVS",
  "OXY",
  null,
  "ORLY",
  "PCAR",
  "AER",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  null,
  "PKG",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "SOUN",
  "MKZR",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "RKLB",
  "HYMC",
  "SCHW",
  "MNST",
  "VWO",
  "ETV",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "VIG",
  "TSCO",
  "CTM",
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "RMD",
  "HUMA",
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  null,
  "VRTX",
  null,
  null,
  "EW",
  "TT",
  "VRT",
  "SYNA",
  "GM",
  "HAL",
  "STWD",
  "AXON",
  "AMD",
  "X",
  "SDY",
  "FI",
  "VVV",
  "F",
  "DECK",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "EFX",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "ESQ",
  "HWKN",
  null,
  null,
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  "CHY",
  null,
  null,
  null,
  null,
  null,
  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  null,
  "DKNG",
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WMB",
  null,
  null,
  null,
  "YUM",
  null,
  "IUSG",
  null,
  null,
  "GRMN",
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  null,
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "SBSW",
  "SJM",
  null,
  "OTIS",
  "SSD",
  "ROL",
  "CRM",
  null,
  "RDDT",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ARLP",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  "GWW",
  "ESGU",
  null,
  "PSA",
  "NUE",
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "BA",
  "BLNK",
  "OWL",
  "BMY",
  "AI",
  "CZR",
  "CM",
  "CNI",
  "CDNS",
  "CVNA",
  "CARR",
  "CSL",
  "CBRE",
  "CASY",
  "CVE",
  "CVX",
  "LNG",
  "CB",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "COHR",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CTMX",
  "DVA",
  "DE",
  "DAL",
  "DFAC",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "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

Search and click to pin securities to the top

Page 7 of 31

Sort by:

HORTON D R INC /DE/

DHI|23331A109

Shares:31.1K

Value:$4.0M

ARES CAPITAL CORP

ARCC|04010L103

Shares:178.2K

Value:$3.9M

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:22.0K

Value:$3.9M

464287481

IWP|464287481

Shares:33.1K

Value:$3.9M

33741X102

Shares:113.9K

Value:$3.8M

EMERSON ELECTRIC CO

EMR|291011104

Shares:34.5K

Value:$3.8M

65339F713

Shares:90.9K

Value:$3.7M

25434V708

DFAC|25434V708

Shares:111.1K

Value:$3.7M

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:32.0K

Value:$3.6M

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:313.3K

Value:$3.6M

46138G649

Shares:18.8K

Value:$3.6M

46432F842

IEFA|46432F842

Shares:47.5K

Value:$3.6M

464287721

Shares:25.3K

Value:$3.6M

032108664

Shares:48.5K

Value:$3.5M

922042866

VPL|922042866

Shares:47.6K

Value:$3.4M

464287465

EFA|464287465

Shares:41.8K

Value:$3.4M

ADOBE INC.

ADBE|00724F101

Shares:8.9K

Value:$3.4M

S&P Global Inc.

SPGI|78409V104

Shares:6.7K

Value:$3.4M

33738R605

Shares:61.0K

Value:$3.3M

808524201

SCHX|808524201

Shares:151.2K

Value:$3.3M

Instrument	Shares		Other Manager	Value
HORTON D R INC /DE/(DHIcusip23331A109)	31.1K	QoQ -1.92% (-611) YoY NEW(+31.1K)	All Managers (Combined)	$4.0M	QoQ -10.82% (-$480.1K) YoY NEW(+$4.0M)
ARES CAPITAL CORP(ARCCcusip04010L103)	178.2K	QoQ -0.93% (-1.7K) YoY NEW(+178.2K)	All Managers (Combined)	$3.9M	QoQ +0.28% (-$11.1K) YoY NEW(+$3.9M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	22.0K	QoQ 0.00% (-1) YoY NEW(+22.0K)	All Managers (Combined)	$3.9M	QoQ -4.16% (-$171.6K) YoY NEW(+$3.9M)
(IWPcusip464287481)	33.1K	QoQ +24.46% (+6.5K) YoY +127.33% (+18.5K)	All Managers (Combined)	$3.9M	QoQ +15.37% (+$517.9K) YoY +134.00% (+$2.2M)
(cusip33741X102)✕	113.9K	QoQ +63.01% (+44.0K) YoY NEW(+113.9K)	All Managers (Combined)	$3.8M	QoQ +52.32% (+$1.3M) YoY NEW(+$3.8M)
EMERSON ELECTRIC CO(EMRcusip291011104)	34.5K	QoQ -0.17% (-62) YoY +5.55% (+1.8K)	All Managers (Combined)	$3.8M	QoQ -11.69% (-$501.2K) YoY +2.03% (+$75.5K)
(cusip65339F713)✕	90.9K	QoQ +15.52% (+12.2K) YoY NEW(+90.9K)	All Managers (Combined)	$3.7M	QoQ +14.71% (+$473.7K) YoY NEW(+$3.7M)
(DFACcusip25434V708)	111.1K	QoQ -1.92% (-2.2K) YoY NEW(+111.1K)	All Managers (Combined)	$3.7M	QoQ -6.46% (-$253.1K) YoY NEW(+$3.7M)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	32.0K	QoQ +0.72% (-229) YoY +7.35% (+2.2K)	All Managers (Combined)	$3.6M	QoQ -5.86% (-$227.0K) YoY +2.29% (+$81.7K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	313.3K	QoQ +12.50% (+34.8K) YoY NEW(+313.3K)	All Managers (Combined)	$3.6M	QoQ +8.13% (+$274.2K) YoY NEW(+$3.6M)
(cusip46138G649)✕	18.8K	QoQ -4.10% (-805) YoY NEW(+18.8K)	All Managers (Combined)	$3.6M	QoQ -12.04% (-$497.3K) YoY NEW(+$3.6M)
(IEFAcusip46432F842)	47.5K	QoQ +32.65% (+11.7K) YoY NEW(+47.5K)	All Managers (Combined)	$3.6M	QoQ +42.78% (+$1.1M) YoY NEW(+$3.6M)
(cusip464287721)✕	25.3K	QoQ -2.64% (-689) YoY +173.62% (+16.1K)	All Managers (Combined)	$3.6M	QoQ -14.29% (-$593.2K) YoY +184.51% (+$2.3M)
(cusip032108664)✕	48.5K	QoQ +20.35% (+8.2K) YoY +648.54% (+42.0K)	All Managers (Combined)	$3.5M	QoQ +16.01% (+$480.4K) YoY +738.33% (+$3.1M)
(VPLcusip922042866)	47.6K	QoQ +1.99% (+931) YoY NEW(+47.6K)	All Managers (Combined)	$3.4M	QoQ +4.03% (+$133.8K) YoY NEW(+$3.4M)
(EFAcusip464287465)	41.8K	QoQ -6.51% (-2.9K) YoY +2.65% (+1.1K)	All Managers (Combined)	$3.4M	QoQ +1.05% (-$35.6K) YoY +5.05% (+$164.4K)
ADOBE INC.(ADBEcusip00724F101)	8.9K	QoQ +36.29% (+2.4K) YoY NEW(+8.9K)	All Managers (Combined)	$3.4M	QoQ +17.55% (+$508.4K) YoY NEW(+$3.4M)
S&P Global Inc.(SPGIcusip78409V104)	6.7K	QoQ -0.52% (-35) YoY NEW(+6.7K)	All Managers (Combined)	$3.4M	QoQ +1.49% (-$49.8K) YoY NEW(+$3.4M)
(cusip33738R605)✕	61.0K	QoQ 0.00% (-0) YoY NEW(+61.0K)	All Managers (Combined)	$3.3M	QoQ -7.11% (-$256.3K) YoY NEW(+$3.3M)
(SCHXcusip808524201)	151.2K	QoQ -10.69% (-18.1K) YoY NEW(+151.2K)	All Managers (Combined)	$3.3M	QoQ -14.93% (-$585.9K) YoY NEW(+$3.3M)