Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AXSM",
  "ENVX",
  "HIO",
  "ARES",
  "HOOD",
  "GDX",
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  "AKAM",
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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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  null,
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  null,
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  "PANW",
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  null,
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  null,
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  null,
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  "SPY",
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  "NVDA",
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  "PRU",
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  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  null,
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  null,
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  "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,
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  "SPLG",
  null,
  null,
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  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
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  "TGT",
  "TM",
  "TMO",
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  "TRV",
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  "UBER",
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  "VNQ",
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  "VV",
  "RCL",
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  "VOE",
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  null,
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  null,
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  "IWN",
  "SNY",
  "IEF",
  null,
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  null,
  null,
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  "HUMA",
  null,
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  null,
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  null,
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  null,
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  "EW",
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  "SYNA",
  "GM",
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  "STWD",
  "AXON",
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  "X",
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  "FI",
  "VVV",
  "F",
  "DECK",
  "WM",
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  "IWP",
  "IWR",
  null,
  "EFX",
  null,
  "GSLC",
  "CAH",
  "AEP",
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  null,
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  "PEG",
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  "NVO",
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  null,
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  "AMC",
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  "TPL",
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  "DKNG",
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  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
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  "WFC",
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  null,
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  "YUM",
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  null,
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  "GRMN",
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  null,
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  "LULU",
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  "AZO",
  "BALL",
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  "BK",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "BA",
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  "BMY",
  "AI",
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  "CNI",
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  "CVX",
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  "CB",
  "CHDN",
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  "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

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381430503

GSLC|381430503

Shares:24.1K

Value:$2.7M

921910709

Shares:36.3K

Value:$2.6M

922042775

VEU|922042775

Shares:42.0K

Value:$2.5M

464287101

Shares:9.4K

Value:$2.5M

464288513

Shares:31.5K

Value:$2.5M

14020G101

Shares:72.5K

Value:$2.5M

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:122.6K

Value:$2.5M

Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:21.0K

Value:$2.5M

Sanofi

SNY|80105N105

Shares:44.2K

Value:$2.4M

Philip Morris International Inc.

PM|718172109

Shares:15.0K

Value:$2.4M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.5K

Value:$2.4M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.2K

Value:$2.3M

COCA COLA CO

KO|191216100

Shares:31.8K

Value:$2.3M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:8.0K

Value:$2.3M

MCDONALDS CORP

MCD|580135101

Shares:7.2K

Value:$2.3M

81369Y407

Shares:11.1K

Value:$2.2M

Booking Holdings Inc.

BKNG|09857L108

Shares:471

Value:$2.2M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:47.0K

Value:$2.1M

PFIZER INC

PFE|717081103

Shares:82.6K

Value:$2.1M

Energy Transfer LP

ET|29273V100

Shares:110.3K

Value:$2.1M

Instrument	Shares		Other Manager	Value
(GSLCcusip381430503)	24.1K	QoQ -2.67% (-663) YoY -7.92% (-2.1K)	All Managers (Combined)	$2.7M	QoQ -6.98% (-$199.2K) YoY -2.33% (-$63.6K)
(cusip921910709)✕	36.3K	QoQ -3.53% (-1.3K) YoY NEW(+36.3K)	All Managers (Combined)	$2.6M	QoQ +1.29% (-$33.1K) YoY NEW(+$2.6M)
(VEUcusip922042775)	42.0K	QoQ -1.25% (-534) YoY NEW(+42.0K)	All Managers (Combined)	$2.5M	QoQ +4.33% (-$105.8K) YoY NEW(+$2.5M)
(cusip464287101)✕	9.4K	QoQ +179.86% (+6.0K) YoY NEW(+9.4K)	All Managers (Combined)	$2.5M	QoQ +162.36% (+$1.6M) YoY NEW(+$2.5M)
(cusip464288513)✕	31.5K	QoQ +0.99% (+310) YoY NEW(+31.5K)	All Managers (Combined)	$2.5M	QoQ +1.30% (+$32.0K) YoY NEW(+$2.5M)
(cusip14020G101)✕	72.5K	QoQ -0.25% (-185) YoY NEW(+72.5K)	All Managers (Combined)	$2.5M	QoQ -8.09% (-$218.6K) YoY NEW(+$2.5M)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	122.6K	QoQ NEW(+122.6K) YoY NEW(+122.6K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	21.0K	QoQ -0.70% (-150) YoY NEW(+21.0K)	All Managers (Combined)	$2.5M	QoQ +36.86% (-$660.4K) YoY NEW(+$2.5M)
Sanofi(SNYcusip80105N105)	44.2K	QoQ +0.89% (+391) YoY NEW(+44.2K)	All Managers (Combined)	$2.4M	QoQ +16.01% (+$338.2K) YoY NEW(+$2.4M)
Philip Morris International Inc.(PMcusip718172109)	15.0K	QoQ -4.10% (-642) YoY NEW(+15.0K)	All Managers (Combined)	$2.4M	QoQ +26.47% (-$497.8K) YoY NEW(+$2.4M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.5K	QoQ -0.15% (-7) YoY NEW(+4.5K)	All Managers (Combined)	$2.4M	QoQ -6.48% (-$164.7K) YoY NEW(+$2.4M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.2K	QoQ -14.05% (-855) YoY +0.79% (-41)	All Managers (Combined)	$2.3M	QoQ -20.98% (-$620.4K) YoY -1.01% (-$23.9K)
COCA COLA CO(KOcusip191216100)	31.8K	QoQ -21.50% (-8.7K) YoY -28.74% (-12.8K)	All Managers (Combined)	$2.3M	QoQ -9.69% (-$244.4K) YoY -16.58% (-$452.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	8.0K	QoQ +3.92% (+301) YoY NEW(+8.0K)	All Managers (Combined)	$2.3M	QoQ +22.73% (+$417.6K) YoY NEW(+$2.3M)
MCDONALDS CORP(MCDcusip580135101)	7.2K	QoQ -2.07% (-153) YoY -21.76% (-2.0K)	All Managers (Combined)	$2.3M	QoQ +5.51% (-$117.7K) YoY -13.32% (-$346.2K)
(cusip81369Y407)✕	11.1K	QoQ +3.17% (-342) YoY NEW(+11.1K)	All Managers (Combined)	$2.2M	QoQ -9.03% (-$217.2K) YoY NEW(+$2.2M)
Booking Holdings Inc.(BKNGcusip09857L108)	471	QoQ +4.43% (-20) YoY NEW(+471)	All Managers (Combined)	$2.2M	QoQ -3.15% (-$70.7K) YoY NEW(+$2.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	47.0K	QoQ +4.15% (+1.9K) YoY NEW(+47.0K)	All Managers (Combined)	$2.1M	QoQ +18.07% (+$325.9K) YoY NEW(+$2.1M)
PFIZER INC(PFEcusip717081103)	82.6K	QoQ -4.50% (-3.9K) YoY NEW(+82.6K)	All Managers (Combined)	$2.1M	QoQ -8.75% (-$201.0K) YoY NEW(+$2.1M)
Energy Transfer LP(ETcusip29273V100)	110.3K	QoQ +0.71% (-780) YoY NEW(+110.3K)	All Managers (Combined)	$2.1M	QoQ -4.42% (-$95.0K) YoY NEW(+$2.1M)