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

170 positions • $589.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOWES COMPANIES INC

Shares:6.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$589.0M)

PEPSICO INC

Shares:9.8K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$589.0M)

92206C664

Shares:17.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$589.0M)

ENTERPRISE PRODUCTS PARTNERS L.P.

Shares:41.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$589.0M)

RAYMOND JAMES FINANCIAL INC

Shares:10.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$589.0M)

92204A504

Shares:5.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$589.0M)

MCDONALDS CORP

Shares:4.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$589.0M)

922908769

Shares:4.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$589.0M)

Energy Transfer LP

Shares:69.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$589.0M)

464287721

Shares:9.1K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$589.0M)

ANALOG DEVICES INC

Shares:6.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$589.0M)

INVESCO QQQ TRUST, SERIES 1

Shares:2.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$589.0M)

Chubb Ltd

Shares:3.7K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$589.0M)

69374H204

Shares:31.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$589.0M)

Motorola Solutions, Inc.

Shares:2.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$589.0M)

ABBOTT LABORATORIES

Shares:7.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$589.0M)

BlackRock, Inc.

Shares:1.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$589.0M)

PFIZER INC

Shares:38.8K

Value:$983.8K

% of Portfolio:0.2% ($983.8K/$589.0M)

LOCKHEED MARTIN CORP

Shares:2.2K

Value:$969.5K

% of Portfolio:0.2% ($969.5K/$589.0M)

464287622

Shares:3.2K

Value:$966.5K

% of Portfolio:0.2% ($966.5K/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	6.4K	QoQ +0.01% (-1) YoY +0.06% (-4)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$589.0M)	QoQ -5.48% (-$87.2K) YoY -8.37% (-$137.4K)
PEPSICO INC(PEPcusip713448108)	9.8K	QoQ -13.23% (-1.5K) YoY -22.07% (-2.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$589.0M)	QoQ -14.44% (-$248.9K) YoY -33.23% (-$734.0K)
(VTWOcusip92206C664)	17.9K	QoQ -8.65% (-1.7K) YoY -3.72% (-694)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$589.0M)	QoQ -17.53% (-$307.6K) YoY -8.71% (-$138.1K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	41.3K	QoQ 0.00% (+0) YoY -21.79% (-11.5K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$589.0M)	QoQ +8.86% (+$114.9K) YoY -8.50% (-$131.2K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	10.2K	QoQ -2.54% (-265) YoY -19.85% (-2.5K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$589.0M)	QoQ -12.84% (-$207.9K) YoY -13.30% (-$216.5K)
(VHTcusip92204A504)	5.2K	QoQ -3.65% (-199) YoY +0.44% (-23)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$589.0M)	QoQ +0.53% (-$7.4K) YoY -1.71% (-$24.2K)
MCDONALDS CORP(MCDcusip580135101)	4.4K	QoQ -3.02% (-136) YoY -2.91% (-131)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$589.0M)	QoQ +4.51% (-$58.9K) YoY +7.56% (-$96.0K)
(VTIcusip922908769)	4.8K	QoQ -3.54% (-177) YoY +20.66% (+825)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$589.0M)	QoQ -8.53% (-$123.6K) YoY +27.58% (+$286.3K)
Energy Transfer LP(ETcusip29273V100)	69.9K	QoQ +5.58% (+3.7K) YoY +14.53% (+8.9K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$589.0M)	QoQ +0.19% (+$2.6K) YoY +35.35% (+$339.6K)
(cusip464287721)✕	9.1K	QoQ -1.41% (-130) YoY -1.41% (-130)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$589.0M)	QoQ -13.20% (-$194.1K) YoY +2.51% (-$31.3K)
ANALOG DEVICES INC(ADIcusip032654105)	6.0K	QoQ -5.94% (-381) YoY +20.70% (+1.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$589.0M)	QoQ -10.71% (-$145.9K) YoY +23.07% (+$227.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.5K	QoQ +36.28% (+667) YoY +36.73% (+673)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$589.0M)	QoQ +25.00% (+$235.0K) YoY +44.38% (+$361.1K)
Chubb Ltd(CBcusipH1467J104)	3.7K	QoQ -2.48% (-94) YoY -19.10% (-873)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$589.0M)	QoQ +6.58% (-$69.0K) YoY -5.72% (-$67.8K)
(cusip69374H204)✕	31.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$589.0M)	QoQ -6.20% (-$71.1K) YoY -3.96% (-$44.4K)
Motorola Solutions, Inc.(MSIcusip620076307)	2.4K	QoQ -11.56% (-314) YoY -14.21% (-398)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$589.0M)	QoQ -16.25% (-$204.0K) YoY +5.79% (-$57.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	7.8K	QoQ +0.01% (+1) YoY +2.53% (+192)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$589.0M)	QoQ +17.28% (+$151.7K) YoY +19.66% (+$169.2K)
BlackRock, Inc.(BLKcusip09290D101)	1.1K	QoQ -6.03% (-69) YoY NEW(+1.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$589.0M)	QoQ -13.22% (-$155.1K) YoY NEW(+$1.0M)
PFIZER INC(PFEcusip717081103)	38.8K	QoQ -1.74% (-691) YoY +150.83% (+23.3K)	All Managers (Combined)	$983.8K	0.2% ($983.8K/$589.0M)	QoQ -6.15% (-$64.5K) YoY +129.05% (+$554.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.2K	QoQ +0.27% (-6) YoY -24.15% (-691)	All Managers (Combined)	$969.5K	0.2% ($969.5K/$589.0M)	QoQ -7.81% (-$82.1K) YoY -25.50% (-$332.0K)
(IWBcusip464287622)	3.2K	QoQ 0.00% (-0) YoY +0.25% (+8)	All Managers (Combined)	$966.5K	0.2% ($966.5K/$589.0M)	QoQ -4.78% (-$48.6K) YoY +6.76% (+$61.3K)