Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ARES",
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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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  "SCHX",
  null,
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  "O",
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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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  "IJT",
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  "XOM",
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  "PM",
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  null,
  "MO",
  "XLK",
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  "URI",
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  "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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WATERS CORP /DE/

WAT|941848103

Shares:9.1K

Value:$3.3M

Fidelity National Financial, Inc.

FNF|31620R303

Shares:49.9K

Value:$3.2M

922907746

VTEB|922907746

Shares:64.9K

Value:$3.2M

921946406

VYM|921946406

Shares:24.8K

Value:$3.2M

921943858

VEA|921943858

Shares:62.1K

Value:$3.2M

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:21.9K

Value:$3.1M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:50.5K

Value:$3.1M

Arista Networks, Inc.

ANET|040413205

Shares:39.2K

Value:$3.0M

ING GROEP NV

ING|456837103

Shares:154.6K

Value:$3.0M

UNILEVER PLC

UL|904767704

Shares:50.7K

Value:$3.0M

37954Y673

Shares:79.8K

Value:$3.0M

464287614

IWF|464287614

Shares:8.1K

Value:$2.9M

464287234

EEM|464287234

Shares:66.8K

Value:$2.9M

808524771

FNDX|808524771

Shares:123.5K

Value:$2.9M

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:35.4K

Value:$2.9M

922908629

VO|922908629

Shares:11.0K

Value:$2.9M

MORGAN STANLEY

MS|617446448

Shares:23.9K

Value:$2.8M

00162Q858

Shares:47.3K

Value:$2.7M

316092808

Shares:16.7K

Value:$2.7M

LOWES COMPANIES INC

LOW|548661107

Shares:11.4K

Value:$2.7M

Instrument	Shares		Other Manager	Value
WATERS CORP /DE/(WATcusip941848103)	9.1K	QoQ +1.78% (+159) YoY NEW(+9.1K)	All Managers (Combined)	$3.3M	QoQ +1.12% (+$37.2K) YoY NEW(+$3.3M)
Fidelity National Financial, Inc.(FNFcusip31620R303)	49.9K	QoQ +0.31% (+156) YoY NEW(+49.9K)	All Managers (Combined)	$3.2M	QoQ +16.28% (+$454.7K) YoY NEW(+$3.2M)
(VTEBcusip922907746)	64.9K	QoQ +2.66% (+1.7K) YoY NEW(+64.9K)	All Managers (Combined)	$3.2M	QoQ +1.62% (+$51.4K) YoY NEW(+$3.2M)
(VYMcusip921946406)	24.8K	QoQ +3.13% (+754) YoY NEW(+24.8K)	All Managers (Combined)	$3.2M	QoQ +4.24% (+$130.2K) YoY NEW(+$3.2M)
(VEAcusip921943858)	62.1K	QoQ +2.35% (+1.4K) YoY NEW(+62.1K)	All Managers (Combined)	$3.2M	QoQ +8.76% (+$254.6K) YoY NEW(+$3.2M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	21.9K	QoQ -0.40% (-90) YoY +5.38% (+1.1K)	All Managers (Combined)	$3.1M	QoQ -19.52% (-$761.4K) YoY +4.82% (+$144.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	50.5K	QoQ -1.46% (-750) YoY -15.24% (-9.1K)	All Managers (Combined)	$3.1M	QoQ +6.22% (-$180.4K) YoY -4.72% (-$152.8K)
Arista Networks, Inc.(ANETcusip040413205)	39.2K	QoQ +8.93% (-3.2K) YoY NEW(+39.2K)	All Managers (Combined)	$3.0M	QoQ -23.63% (-$941.3K) YoY NEW(+$3.0M)
ING GROEP NV(INGcusip456837103)	154.6K	QoQ +0.62% (+962) YoY NEW(+154.6K)	All Managers (Combined)	$3.0M	QoQ +25.79% (+$620.9K) YoY NEW(+$3.0M)
UNILEVER PLC(ULcusip904767704)	50.7K	QoQ -3.89% (-2.1K) YoY NEW(+50.7K)	All Managers (Combined)	$3.0M	QoQ +0.93% (-$27.9K) YoY NEW(+$3.0M)
(cusip37954Y673)✕	79.8K	QoQ -0.81% (-654) YoY NEW(+79.8K)	All Managers (Combined)	$3.0M	QoQ -7.38% (-$240.4K) YoY NEW(+$3.0M)
(IWFcusip464287614)	8.1K	QoQ -2.41% (-201) YoY -5.48% (-471)	All Managers (Combined)	$2.9M	QoQ -12.25% (-$409.2K) YoY +1.25% (-$36.4K)
(EEMcusip464287234)	66.8K	QoQ +8.71% (+5.4K) YoY +6.35% (+4.0K)	All Managers (Combined)	$2.9M	QoQ +13.60% (+$349.9K) YoY +13.14% (+$339.3K)
(FNDXcusip808524771)	123.5K	QoQ -2.36% (-3.0K) YoY NEW(+123.5K)	All Managers (Combined)	$2.9M	QoQ -2.65% (-$79.4K) YoY NEW(+$2.9M)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	35.4K	QoQ +4.19% (+1.4K) YoY NEW(+35.4K)	All Managers (Combined)	$2.9M	QoQ +1.49% (+$43.0K) YoY NEW(+$2.9M)
(VOcusip922908629)	11.0K	QoQ +0.24% (-27) YoY NEW(+11.0K)	All Managers (Combined)	$2.9M	QoQ -1.84% (-$53.8K) YoY NEW(+$2.9M)
MORGAN STANLEY(MScusip617446448)	23.9K	QoQ +34.26% (+6.1K) YoY +80.81% (+10.7K)	All Managers (Combined)	$2.8M	QoQ +24.60% (+$549.8K) YoY +124.02% (+$1.5M)
(cusip00162Q858)✕	47.3K	QoQ -1.09% (-526) YoY NEW(+47.3K)	All Managers (Combined)	$2.7M	QoQ +1.68% (-$45.4K) YoY NEW(+$2.7M)
(cusip316092808)✕	16.7K	QoQ +2.17% (-355) YoY +316.10% (+12.7K)	All Managers (Combined)	$2.7M	QoQ -10.87% (-$327.8K) YoY +330.63% (+$2.1M)
LOWES COMPANIES INC(LOWcusip548661107)	11.4K	QoQ +0.93% (-106) YoY -25.52% (-3.9K)	All Managers (Combined)	$2.7M	QoQ -4.60% (-$128.8K) YoY -31.67% (-$1.2M)