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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Meridian-Wealth-Management
Data Enrichment
68% identified421 identified199 unidentified
Holdings
620 positions • $2.1B total value
Manager:
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Page 9 of 31
921910709
Shares:36.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.1B)
464287101
Shares:9.4K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.1B)
464288513
Shares:31.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.1B)
14020G101
Shares:72.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.1B)
Shares:15.0K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.1B)
81369Y407
Shares:11.1K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$2.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 24.1K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.1B) | |||
(cusip921910709)✕ | 36.3K | YoY NEW(+36.3K) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.1B) | YoY NEW(+$2.6M) |
| 42.0K | QoQ -1.25% (-534)YoY NEW(+42.0K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | YoY NEW(+$2.5M) | |
(cusip464287101)✕ | 9.4K | YoY NEW(+9.4K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | YoY NEW(+$2.5M) |
(cusip464288513)✕ | 31.5K | QoQ +0.99% (+310)YoY NEW(+31.5K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | YoY NEW(+$2.5M) |
(cusip14020G101)✕ | 72.5K | QoQ -0.25% (-185)YoY NEW(+72.5K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | YoY NEW(+$2.5M) |
| 122.6K | QoQ NEW(+122.6K) YoY NEW(+122.6K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) | |
| 21.0K | QoQ -0.70% (-150)YoY NEW(+21.0K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.1B) | YoY NEW(+$2.5M) | |
| 44.2K | QoQ +0.89% (+391)YoY NEW(+44.2K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.1B) | YoY NEW(+$2.4M) | |
| 15.0K | QoQ -4.10% (-642)YoY NEW(+15.0K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.1B) | YoY NEW(+$2.4M) | |
| 4.5K | QoQ -0.15% (-7)YoY NEW(+4.5K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.1B) | YoY NEW(+$2.4M) | |
| 5.2K | YoY +0.79% (-41) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
COCA COLA CO(KOcusip191216100) | 31.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
| 8.0K | QoQ +3.92% (+301)YoY NEW(+8.0K) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | YoY NEW(+$2.3M) | |
MCDONALDS CORP(MCDcusip580135101) | 7.2K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
(cusip81369Y407)✕ | 11.1K | QoQ +3.17% (-342)YoY NEW(+11.1K) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.1B) | YoY NEW(+$2.2M) |
| 471 | QoQ +4.43% (-20)YoY NEW(+471) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.1B) | YoY NEW(+$2.2M) | |
| 47.0K | YoY NEW(+47.0K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.1B) | YoY NEW(+$2.1M) | |
PFIZER INC(PFEcusip717081103) | 82.6K | YoY NEW(+82.6K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.1B) | YoY NEW(+$2.1M) |
| 110.3K | QoQ +0.71% (-780)YoY NEW(+110.3K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.1B) | YoY NEW(+$2.1M) |