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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ALLSTATE CORP

ALL|020002101

Shares:34.0K

Value:$7.0M

% of Portfolio:1.2% ($7.0M/$589.0M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:4.8K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$589.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:12.8K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$589.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:12.9K

Value:$6.8M

% of Portfolio:1.1% ($6.8M/$589.0M)

Walmart Inc.

WMT|931142103

Shares:75.5K

Value:$6.6M

% of Portfolio:1.1% ($6.6M/$589.0M)

HOME DEPOT, INC.

HD|437076102

Shares:17.0K

Value:$6.2M

% of Portfolio:1.1% ($6.2M/$589.0M)

S&P Global Inc.

SPGI|78409V104

Shares:11.7K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$589.0M)

FISERV INC

FI|337738108

Shares:26.9K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$589.0M)

921943858

VEA|921943858

Shares:116.2K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$589.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:24.8K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$589.0M)

Meta Platforms, Inc.

META|30303M102

Shares:10.0K

Value:$5.7M

% of Portfolio:1.0% ($5.7M/$589.0M)

Salesforce, Inc.

CRM|79466L302

Shares:19.8K

Value:$5.3M

% of Portfolio:0.9% ($5.3M/$589.0M)

ELI LILLY & Co

LLY|532457108

Shares:6.4K

Value:$5.3M

% of Portfolio:0.9% ($5.3M/$589.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:53.8K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$589.0M)

MCKESSON CORP

MCK|58155Q103

Shares:6.8K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$589.0M)

REALTY INCOME CORP

O|756109104

Shares:75.3K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$589.0M)

81369Y803

XLK|81369Y803

Shares:20.0K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$589.0M)

78464A763

SDY|78464A763

Shares:29.4K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$589.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:20.8K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$589.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:13.4K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLSTATE CORP(ALLcusip020002101)	34.0K	QoQ +1.53% (+515) YoY +6.43% (+2.1K)	All Managers (Combined)	$7.0M	1.2% ($7.0M/$589.0M)	QoQ +9.05% (+$584.4K) YoY +27.38% (+$1.5M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	4.8K	QoQ +0.10% (+5) YoY -5.43% (-274)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$589.0M)	QoQ +20.93% (+$1.2M) YoY +20.00% (-$1.1M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	12.8K	QoQ +0.36% (-47) YoY -0.91% (-118)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$589.0M)	QoQ -5.98% (-$434.4K) YoY -4.99% (-$358.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	12.9K	QoQ -2.00% (-265) YoY +2.56% (+323)	All Managers (Combined)	$6.8M	1.1% ($6.8M/$589.0M)	QoQ +1.45% (-$97.3K) YoY +8.58% (+$535.6K)
Walmart Inc.(WMTcusip931142103)	75.5K	QoQ +167.91% (+47.3K) YoY +151.80% (+45.5K)	All Managers (Combined)	$6.6M	1.1% ($6.6M/$589.0M)	QoQ +160.32% (+$4.1M) YoY +267.39% (+$4.8M)
HOME DEPOT, INC.(HDcusip437076102)	17.0K	QoQ +1.28% (-216) YoY -5.77% (-1.0K)	All Managers (Combined)	$6.2M	1.1% ($6.2M/$589.0M)	QoQ -4.57% (-$298.4K) YoY -9.98% (-$690.2K)
S&P Global Inc.(SPGIcusip78409V104)	11.7K	QoQ +1.76% (+203) YoY +16.28% (+1.6K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$589.0M)	QoQ +3.82% (+$219.0K) YoY +38.87% (+$1.7M)
FISERV INC(FIcusip337738108)	26.9K	QoQ +4.05% (+1.0K) YoY +4.73% (+1.2K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$589.0M)	QoQ +11.85% (+$628.9K) YoY +44.71% (+$1.8M)
(VEAcusip921943858)	116.2K	QoQ +4.22% (+4.7K) YoY +10.53% (+11.1K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$589.0M)	QoQ +10.78% (+$575.1K) YoY +11.99% (+$632.3K)
UNION PACIFIC CORP(UNPcusip907818108)	24.8K	QoQ +2.48% (+602) YoY +11.21% (+2.5K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$589.0M)	QoQ +6.17% (+$340.9K) YoY +6.83% (+$375.4K)
Meta Platforms, Inc.(METAcusip30303M102)	10.0K	QoQ +11.84% (+1.1K) YoY +382.58% (+7.9K)	All Managers (Combined)	$5.7M	1.0% ($5.7M/$589.0M)	QoQ +10.10% (+$526.2K) YoY +472.79% (+$4.7M)
Salesforce, Inc.(CRMcusip79466L302)	19.8K	QoQ +1.07% (-211) YoY +3.27% (-630)	All Managers (Combined)	$5.3M	0.9% ($5.3M/$589.0M)	QoQ -18.86% (-$1.2M) YoY -7.97% (-$461.6K)
ELI LILLY & Co(LLYcusip532457108)	6.4K	QoQ -6.68% (-459) YoY -9.96% (-709)	All Managers (Combined)	$5.3M	0.9% ($5.3M/$589.0M)	QoQ -0.16% (-$8.8K) YoY -4.41% (-$244.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	53.8K	QoQ +6.15% (-3.1K) YoY +4.28% (-2.2K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$589.0M)	QoQ -4.21% (-$212.5K) YoY -29.05% (-$2.0M)
MCKESSON CORP(MCKcusip58155Q103)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$589.0M)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
REALTY INCOME CORP(Ocusip756109104)	75.3K	QoQ +62.35% (+28.9K) YoY NEW(+75.3K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$589.0M)	QoQ +76.33% (+$1.9M) YoY NEW(+$4.4M)
(XLKcusip81369Y803)	20.0K	QoQ +1.80% (-355) YoY -6.29% (-1.3K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$589.0M)	QoQ -9.59% (-$437.8K) YoY -7.10% (-$315.5K)
(SDYcusip78464A763)	29.4K	QoQ -0.55% (-164) YoY -6.32% (-2.0K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$589.0M)	QoQ +2.14% (-$83.7K) YoY -3.15% (-$130.2K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	20.8K	QoQ +47.33% (+6.7K) YoY +1535.22% (+19.5K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$589.0M)	QoQ +34.72% (+$1.0M) YoY +1154.35% (+$3.6M)
Air Products & Chemicals, Inc.(APDcusip009158106)	13.4K	QoQ +0.79% (+105) YoY +49.01% (+4.4K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$589.0M)	QoQ +2.48% (+$95.6K) YoY +81.40% (+$1.8M)