Meridian-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  "RJF",
  "STR",
  "LBRT",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "CSQ",
  "KRP",
  null,
  "EOG",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  null,
  "INBX",
  "ITW",
  "ICE",
  "META",
  "IVW",
  "RSVR",
  "RNTX",
  "IQV",
  null,
  null,
  null,
  "EXG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "AESI",
  "MSFT",
  "MDLZ",
  "EQIX",
  "NVS",
  "ORLY",
  "BX",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  "VHT",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "SPGI",
  null,
  null,
  "NOW",
  "O",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "TXN",
  "TMO",
  "TJX",
  "VO",
  "VV",
  "PUMP",
  null,
  "VIG",
  null,
  null,
  "TSM",
  null,
  null,
  "MGC",
  "TT",
  "STWD",
  "AMD",
  "SDY",
  "FI",
  "WM",
  "AMZN",
  "MSI",
  null,
  null,
  "VUG",
  "VEA",
  "VTWO",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  "SCHD",
  "ET",
  "NXPI",
  "PSX",
  "CRM",
  "MELI",
  "MCK",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DVN",
  "FANG",
  "RSP",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 170
Total Value: 589039409
Accession Number: 0001951757-25-000506
Form Type: 13F-HR
CIK: meridian-wealth-advisors
Manager Name: Meridian-Wealth-Advisors

Data Enrichment

88% identified

150 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $589.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:111.7K

Value:$62.8M

% of Portfolio:10.7% ($62.8M/$589.0M)

Atlas Energy Solutions Inc.

AESI|642045108

Shares:2.6M

Value:$47.2M

% of Portfolio:8.0% ($47.2M/$589.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:306.3K

Value:$36.4M

% of Portfolio:6.2% ($36.4M/$589.0M)

464285204

Shares:509.6K

Value:$30.0M

% of Portfolio:5.1% ($30.0M/$589.0M)

Apple Inc.

AAPL|037833100

Shares:96.0K

Value:$21.3M

% of Portfolio:3.6% ($21.3M/$589.0M)

MICROSOFT CORP

MSFT|594918104

Shares:55.8K

Value:$21.0M

% of Portfolio:3.6% ($21.0M/$589.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:33.6K

Value:$18.8M

% of Portfolio:3.2% ($18.8M/$589.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:57.2K

Value:$14.0M

% of Portfolio:2.4% ($14.0M/$589.0M)

921908844

VIG|921908844

Shares:62.1K

Value:$12.0M

% of Portfolio:2.0% ($12.0M/$589.0M)

46429B697

USMV|46429B697

Shares:122.2K

Value:$11.4M

% of Portfolio:1.9% ($11.4M/$589.0M)

69374H105

Shares:206.2K

Value:$10.6M

% of Portfolio:1.8% ($10.6M/$589.0M)

AMAZON COM INC

AMZN|023135106

Shares:54.2K

Value:$10.3M

% of Portfolio:1.8% ($10.3M/$589.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:10.8K

Value:$10.2M

% of Portfolio:1.7% ($10.2M/$589.0M)

NVIDIA CORP

NVDA|67066G104

Shares:88.1K

Value:$9.5M

% of Portfolio:1.6% ($9.5M/$589.0M)

922908629

VO|922908629

Shares:36.7K

Value:$9.5M

% of Portfolio:1.6% ($9.5M/$589.0M)

VISA INC.

V|92826C839

Shares:26.5K

Value:$9.3M

% of Portfolio:1.6% ($9.3M/$589.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:59.6K

Value:$9.2M

% of Portfolio:1.6% ($9.2M/$589.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.9K

Value:$7.9M

% of Portfolio:1.3% ($7.9M/$589.0M)

Trane Technologies plc

TT|G8994E103

Shares:22.5K

Value:$7.6M

% of Portfolio:1.3% ($7.6M/$589.0M)

Eaton Corp plc

ETN|G29183103

Shares:27.2K

Value:$7.4M

% of Portfolio:1.3% ($7.4M/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	111.7K	QoQ +5.42% (+5.7K) YoY +21.76% (+20.0K)	All Managers (Combined)	$62.8M	10.7% ($62.8M/$589.0M)	QoQ +0.62% (+$390.7K) YoY +30.14% (+$14.5M)
Atlas Energy Solutions Inc.(AESIcusip642045108)	2.6M	QoQ -1.23% (-33.0K) YoY +24.28% (-517.0K)	All Managers (Combined)	$47.2M	8.0% ($47.2M/$589.0M)	QoQ -20.55% (-$12.2M) YoY -1.97% (-$953.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	306.3K	QoQ -1.94% (-6.1K) YoY +16.22% (+42.8K)	All Managers (Combined)	$36.4M	6.2% ($36.4M/$589.0M)	QoQ +8.41% (-$2.8M) YoY +18.91% (+$5.8M)
(cusip464285204)✕	509.6K	QoQ +7.72% (+36.5K) YoY +37.51% (+139.0K)	All Managers (Combined)	$30.0M	5.1% ($30.0M/$589.0M)	QoQ +28.28% (+$6.6M) YoY +93.00% (+$14.5M)
Apple Inc.(AAPLcusip037833100)	96.0K	QoQ -1.58% (-1.6K) YoY -7.52% (-7.8K)	All Managers (Combined)	$21.3M	3.6% ($21.3M/$589.0M)	QoQ -12.70% (-$3.1M) YoY +19.78% (-$3.5M)
MICROSOFT CORP(MSFTcusip594918104)	55.8K	QoQ +1.70% (-938) YoY +5.19% (-2.8K)	All Managers (Combined)	$21.0M	3.6% ($21.0M/$589.0M)	QoQ -9.41% (-$2.2M) YoY -6.13% (-$1.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	33.6K	QoQ -1.17% (-401) YoY +9.23% (+2.8K)	All Managers (Combined)	$18.8M	3.2% ($18.8M/$589.0M)	QoQ -5.67% (-$1.1M) YoY +16.81% (+$2.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	57.2K	QoQ -0.23% (-134) YoY +4.12% (+2.3K)	All Managers (Combined)	$14.0M	2.4% ($14.0M/$589.0M)	QoQ +2.09% (-$287.5K) YoY +27.52% (+$3.0M)
(VIGcusip921908844)	62.1K	QoQ -1.24% (-783) YoY -5.42% (-3.6K)	All Managers (Combined)	$12.0M	2.0% ($12.0M/$589.0M)	QoQ -2.17% (-$267.5K) YoY +0.46% (-$56.2K)
(USMVcusip46429B697)	122.2K	QoQ +0.11% (+139) YoY -10.96% (-15.0K)	All Managers (Combined)	$11.4M	1.9% ($11.4M/$589.0M)	QoQ +5.60% (+$607.2K) YoY -0.22% (-$26.0K)
(cusip69374H105)✕	206.2K	QoQ 0.00% (-15) YoY 0.00% (-15)	All Managers (Combined)	$10.6M	1.8% ($10.6M/$589.0M)	QoQ -3.73% (-$411.2K) YoY +7.80% (-$768.5K)
AMAZON COM INC(AMZNcusip023135106)	54.2K	QoQ -1.16% (-640) YoY -20.31% (-13.8K)	All Managers (Combined)	$10.3M	1.8% ($10.3M/$589.0M)	QoQ -14.28% (-$1.7M) YoY -15.94% (-$2.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	10.8K	QoQ +0.65% (+70) YoY +1.28% (+137)	All Managers (Combined)	$10.2M	1.7% ($10.2M/$589.0M)	QoQ +3.89% (+$383.3K) YoY +30.74% (+$2.4M)
NVIDIA CORP(NVDAcusip67066G104)	88.1K	QoQ +52.04% (+30.1K) YoY +1418.81% (+82.3K)	All Managers (Combined)	$9.5M	1.6% ($9.5M/$589.0M)	QoQ +22.71% (+$1.8M) YoY +82.17% (+$4.3M)
(VOcusip922908629)	36.7K	QoQ +7.41% (+2.5K) YoY +34.56% (+9.4K)	All Managers (Combined)	$9.5M	1.6% ($9.5M/$589.0M)	QoQ +5.17% (+$466.6K) YoY +39.27% (+$2.7M)
VISA INC.(Vcusip92826C839)	26.5K	QoQ +1.34% (+352) YoY +6.56% (+1.6K)	All Managers (Combined)	$9.3M	1.6% ($9.3M/$589.0M)	QoQ +12.38% (+$1.0M) YoY +33.81% (+$2.4M)
Alphabet Inc.(GOOGLcusip02079K305)	59.6K	QoQ +1.57% (-922) YoY +14.65% (+7.6K)	All Managers (Combined)	$9.2M	1.6% ($9.2M/$589.0M)	QoQ -17.02% (-$1.9M) YoY +17.46% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.9K	QoQ 0.00% (+0) YoY NEW(+14.9K)	All Managers (Combined)	$7.9M	1.3% ($7.9M/$589.0M)	QoQ +17.49% (+$1.2M) YoY NEW(+$7.9M)
Trane Technologies plc(TTcusipG8994E103)	22.5K	QoQ +0.54% (-122) YoY +0.52% (+118)	All Managers (Combined)	$7.6M	1.3% ($7.6M/$589.0M)	QoQ -8.28% (-$684.4K) YoY +12.82% (+$861.1K)
Eaton Corp plc(ETNcusipG29183103)	27.2K	QoQ +0.63% (-171) YoY -0.66% (-183)	All Managers (Combined)	$7.4M	1.3% ($7.4M/$589.0M)	QoQ -17.57% (-$1.6M) YoY -13.64% (-$1.2M)