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

Page 5 of 9

Sort by:

AT&T INC.

T|00206R102

Shares:34.1K

Value:$963.1K

% of Portfolio:0.2% ($963.1K/$589.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.8K

Value:$886.2K

% of Portfolio:0.2% ($886.2K/$589.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.1K

Value:$877.4K

% of Portfolio:0.1% ($877.4K/$589.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.6K

Value:$797.4K

% of Portfolio:0.1% ($797.4K/$589.0M)

Blackstone Inc.

BX|09260D107

Shares:5.5K

Value:$773.7K

% of Portfolio:0.1% ($773.7K/$589.0M)

922908736

VUG|922908736

Shares:2.0K

Value:$747.6K

% of Portfolio:0.1% ($747.6K/$589.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.6K

Value:$715.9K

% of Portfolio:0.1% ($715.9K/$589.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.8K

Value:$709.8K

% of Portfolio:0.1% ($709.8K/$589.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:4.2K

Value:$708.5K

% of Portfolio:0.1% ($708.5K/$589.0M)

922908637

VV|922908637

Shares:2.8K

Value:$706.8K

% of Portfolio:0.1% ($706.8K/$589.0M)

RTX Corp

RTX|75513E101

Shares:5.3K

Value:$697.1K

% of Portfolio:0.1% ($697.1K/$589.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.4K

Value:$693.7K

% of Portfolio:0.1% ($693.7K/$589.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.5K

Value:$674.8K

% of Portfolio:0.1% ($674.8K/$589.0M)

81369Y209

Shares:4.6K

Value:$666.5K

% of Portfolio:0.1% ($666.5K/$589.0M)

46137V357

RSP|46137V357

Shares:3.7K

Value:$640.8K

% of Portfolio:0.1% ($640.8K/$589.0M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.1K

Value:$630.4K

% of Portfolio:0.1% ($630.4K/$589.0M)

81369Y704

Shares:4.8K

Value:$629.8K

% of Portfolio:0.1% ($629.8K/$589.0M)

CME GROUP INC.

CME|12572Q105

Shares:2.4K

Value:$629.3K

% of Portfolio:0.1% ($629.3K/$589.0M)

81369Y605

Shares:12.6K

Value:$626.7K

% of Portfolio:0.1% ($626.7K/$589.0M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:2.5K

Value:$606.1K

% of Portfolio:0.1% ($606.1K/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	34.1K	QoQ 0.00% (+0) YoY +15.32% (+4.5K)	All Managers (Combined)	$963.1K	0.2% ($963.1K/$589.0M)	QoQ +24.19% (+$187.6K) YoY +85.30% (+$443.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	5.8K	QoQ +0.69% (+40) YoY -6.17% (-380)	All Managers (Combined)	$886.2K	0.2% ($886.2K/$589.0M)	QoQ +0.69% (+$6.1K) YoY -14.87% (-$154.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.1K	QoQ -82.44% (-24.2K) YoY -46.78% (-4.5K)	All Managers (Combined)	$877.4K	0.1% ($877.4K/$589.0M)	QoQ -82.14% (-$4.0M) YoY -44.10% (-$692.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.6K	QoQ -0.15% (-4) YoY -1.17% (-31)	All Managers (Combined)	$797.4K	0.1% ($797.4K/$589.0M)	QoQ +4.21% (-$32.2K) YoY +20.90% (-$137.9K)
Blackstone Inc.(BXcusip09260D107)	5.5K	QoQ +5.73% (-300) YoY +5.73% (+300)	All Managers (Combined)	$773.7K	0.1% ($773.7K/$589.0M)	QoQ -14.28% (-$128.9K) YoY +12.49% (+$86.0K)
(VUGcusip922908736)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$747.6K	0.1% ($747.6K/$589.0M)	QoQ -9.65% (-$79.9K) YoY +7.73% (+$53.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.6K	QoQ +0.06% (+8) YoY -50.13% (-11.7K)	All Managers (Combined)	$715.9K	0.1% ($715.9K/$589.0M)	QoQ +4.31% (+$29.6K) YoY -38.34% (-$445.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.8K	QoQ +0.05% (+3) YoY +7.98% (+431)	All Managers (Combined)	$709.8K	0.1% ($709.8K/$589.0M)	QoQ +0.87% (+$6.1K) YoY +29.68% (+$162.5K)
Palo Alto Networks Inc(PANWcusip697435105)	4.2K	QoQ -0.33% (-14) YoY +136.58% (+2.4K)	All Managers (Combined)	$708.5K	0.1% ($708.5K/$589.0M)	QoQ -6.53% (-$49.5K) YoY +42.08% (+$209.8K)
(VVcusip922908637)	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$706.8K	0.1% ($706.8K/$589.0M)	QoQ -4.69% (-$34.8K) YoY +7.20% (+$47.5K)
RTX Corp(RTXcusip75513E101)	5.3K	QoQ -10.88% (-643) YoY -35.39% (-2.9K)	All Managers (Combined)	$697.1K	0.1% ($697.1K/$589.0M)	QoQ +1.98% (-$13.6K) YoY -12.26% (-$97.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.4K	QoQ -15.71% (-260) YoY -15.71% (-260)	All Managers (Combined)	$693.7K	0.1% ($693.7K/$589.0M)	QoQ -19.38% (-$166.8K) YoY -27.83% (-$267.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.5K	QoQ 0.00% (-0) YoY -1.60% (-41)	All Managers (Combined)	$674.8K	0.1% ($674.8K/$589.0M)	QoQ -9.34% (-$69.6K) YoY +16.26% (-$94.4K)
(cusip81369Y209)✕	4.6K	QoQ -0.86% (-40) YoY -0.21% (-10)	All Managers (Combined)	$666.5K	0.1% ($666.5K/$589.0M)	QoQ +5.21% (-$33.0K) YoY -1.38% (-$9.3K)
(RSPcusip46137V357)	3.7K	QoQ 0.00% (-0) YoY +68.36% (+1.5K)	All Managers (Combined)	$640.8K	0.1% ($640.8K/$589.0M)	QoQ -1.14% (-$7.4K) YoY +72.20% (+$268.7K)
DANAHER CORP /DE/(DHRcusip235851102)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$630.4K	0.1% ($630.4K/$589.0M)	QoQ -10.69% (-$75.5K) YoY -17.90% (-$137.5K)
(cusip81369Y704)✕	4.8K	QoQ 0.00% (-0) YoY -1.83% (-90)	All Managers (Combined)	$629.8K	0.1% ($629.8K/$589.0M)	QoQ -0.52% (-$3.3K) YoY +2.14% (-$13.2K)
CME GROUP INC.(CMEcusip12572Q105)	2.4K	QoQ -14.24% (-394) YoY -10.72% (-285)	All Managers (Combined)	$629.3K	0.1% ($629.3K/$589.0M)	QoQ -2.03% (-$13.1K) YoY +10.03% (-$57.4K)
(cusip81369Y605)✕	12.6K	QoQ 0.00% (+0) YoY -12.53% (-1.8K)	All Managers (Combined)	$626.7K	0.1% ($626.7K/$589.0M)	QoQ +3.06% (+$18.6K) YoY +3.43% (-$20.8K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	2.5K	QoQ -2.90% (-75) YoY +5.34% (+127)	All Managers (Combined)	$606.1K	0.1% ($606.1K/$589.0M)	QoQ +16.86% (-$87.5K) YoY +33.25% (+$151.3K)