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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464287804

IJR|464287804

Shares:5.7K

Value:$600.6K

% of Portfolio:0.1% ($600.6K/$589.0M)

37954Y657

Shares:29.0K

Value:$552.2K

% of Portfolio:0.1% ($552.2K/$589.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.1K

Value:$548.6K

% of Portfolio:0.1% ($548.6K/$589.0M)

92189F106

GDX|92189F106

Shares:11.9K

Value:$545.7K

% of Portfolio:0.1% ($545.7K/$589.0M)

464287598

IWD|464287598

Shares:2.9K

Value:$545.3K

% of Portfolio:0.1% ($545.3K/$589.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.2K

Value:$525.4K

% of Portfolio:0.1% ($525.4K/$589.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.1K

Value:$514.9K

% of Portfolio:0.1% ($514.9K/$589.0M)

81369Y407

Shares:2.6K

Value:$513.4K

% of Portfolio:0.1% ($513.4K/$589.0M)

464287671

IUSG|464287671

Shares:4.0K

Value:$508.3K

% of Portfolio:0.1% ($508.3K/$589.0M)

921910873

MGC|921910873

Shares:2.5K

Value:$501.0K

% of Portfolio:0.1% ($501.0K/$589.0M)

922908744

VTV|922908744

Shares:2.8K

Value:$490.8K

% of Portfolio:0.1% ($490.8K/$589.0M)

808524797

SCHD|808524797

Shares:17.2K

Value:$479.9K

% of Portfolio:0.1% ($479.9K/$589.0M)

COMCAST CORP

CMCSA|20030N101

Shares:12.3K

Value:$453.7K

% of Portfolio:0.1% ($453.7K/$589.0M)

922908538

VOT|922908538

Shares:1.9K

Value:$453.6K

% of Portfolio:0.1% ($453.6K/$589.0M)

MERCADOLIBRE INC

MELI|58733R102

Shares:232

Value:$452.6K

% of Portfolio:0.1% ($452.6K/$589.0M)

Accenture plc

ACN|G1151C101

Shares:1.4K

Value:$452.2K

% of Portfolio:0.1% ($452.2K/$589.0M)

Sitio Royalties Corp.

STR|82983N108

Shares:22.7K

Value:$451.2K

% of Portfolio:0.1% ($451.2K/$589.0M)

ORACLE CORP

ORCL|68389X105

Shares:3.2K

Value:$448.6K

% of Portfolio:0.1% ($448.6K/$589.0M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.5K

Value:$435.2K

% of Portfolio:0.1% ($435.2K/$589.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:540

Value:$429.9K

% of Portfolio:0.1% ($429.9K/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	5.7K	QoQ -10.09% (-645) YoY +152.48% (+3.5K)	All Managers (Combined)	$600.6K	0.1% ($600.6K/$589.0M)	QoQ -18.40% (-$135.5K) YoY +138.86% (+$349.2K)
(cusip37954Y657)✕	29.0K	QoQ +3.57% (+1.0K) YoY NEW(+29.0K)	All Managers (Combined)	$552.2K	0.1% ($552.2K/$589.0M)	QoQ +1.07% (+$5.9K) YoY NEW(+$552.2K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.1K	QoQ -2.46% (-77) YoY -2.30% (-72)	All Managers (Combined)	$548.6K	0.1% ($548.6K/$589.0M)	QoQ -6.53% (-$38.3K) YoY +0.76% (-$4.2K)
(GDXcusip92189F106)	11.9K	QoQ 0.00% (+0) YoY +1.16% (+137)	All Managers (Combined)	$545.7K	0.1% ($545.7K/$589.0M)	QoQ +35.56% (+$143.2K) YoY +47.09% (+$174.7K)
(IWDcusip464287598)	2.9K	QoQ 0.00% (+0) YoY +37.08% (+784)	All Managers (Combined)	$545.3K	0.1% ($545.3K/$589.0M)	QoQ +1.63% (+$8.8K) YoY +44.01% (+$166.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.2K	QoQ 0.00% (-0) YoY +1.11% (+35)	All Managers (Combined)	$525.4K	0.1% ($525.4K/$589.0M)	QoQ -15.94% (-$99.7K) YoY +23.38% (+$99.6K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$514.9K	0.1% ($514.9K/$589.0M)	QoQ -2.18% (-$11.5K) YoY -7.57% (-$42.2K)
(cusip81369Y407)✕	2.6K	QoQ 0.00% (-0) YoY -5.10% (-140)	All Managers (Combined)	$513.4K	0.1% ($513.4K/$589.0M)	QoQ -11.98% (-$69.9K) YoY +1.89% (-$9.5K)
(IUSGcusip464287671)	4.0K	QoQ -0.62% (-25) YoY -1.84% (-75)	All Managers (Combined)	$508.3K	0.1% ($508.3K/$589.0M)	QoQ -9.37% (-$52.6K) YoY +6.42% (-$30.7K)
(MGCcusip921910873)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$501.0K	0.1% ($501.0K/$589.0M)	QoQ -5.30% (-$28.1K) YoY +7.76% (+$36.1K)
(VTVcusip922908744)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$490.8K	0.1% ($490.8K/$589.0M)	QoQ +2.03% (+$9.8K) YoY +6.07% (+$28.1K)
(SCHDcusip808524797)	17.2K	QoQ 0.00% (+0) YoY +391.63% (+13.7K)	All Managers (Combined)	$479.9K	0.1% ($479.9K/$589.0M)	QoQ +2.34% (+$11.0K) YoY +70.48% (+$198.4K)
COMCAST CORP(CMCSAcusip20030N101)	12.3K	QoQ -36.06% (-6.9K) YoY -85.95% (-75.2K)	All Managers (Combined)	$453.7K	0.1% ($453.7K/$589.0M)	QoQ -37.13% (-$268.1K) YoY -88.04% (-$3.3M)
(VOTcusip922908538)	1.9K	QoQ -16.63% (-370) YoY +9.44% (+160)	All Managers (Combined)	$453.6K	0.1% ($453.6K/$589.0M)	QoQ -19.62% (-$110.8K) YoY +13.55% (+$54.1K)
MERCADOLIBRE INC(MELIcusip58733R102)	232	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$452.6K	0.1% ($452.6K/$589.0M)	QoQ +14.72% (+$58.1K) YoY +29.02% (+$101.8K)
Accenture plc(ACNcusipG1151C101)	1.4K	QoQ -6.39% (-99) YoY -5.35% (-82)	All Managers (Combined)	$452.2K	0.1% ($452.2K/$589.0M)	QoQ -16.94% (-$92.3K) YoY -14.80% (-$78.6K)
Sitio Royalties Corp.(STRcusip82983N108)	22.7K	QoQ -6.96% (-1.7K) YoY -55.09% (-27.9K)	All Managers (Combined)	$451.2K	0.1% ($451.2K/$589.0M)	QoQ -3.61% (-$16.9K) YoY -63.90% (-$798.9K)
ORACLE CORP(ORCLcusip68389X105)	3.2K	QoQ +0.03% (-1) YoY +14.23% (+400)	All Managers (Combined)	$448.6K	0.1% ($448.6K/$589.0M)	QoQ -16.07% (-$85.9K) YoY +27.14% (+$95.8K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.5K	QoQ +0.04% (-1) YoY +8.02% (+184)	All Managers (Combined)	$435.2K	0.1% ($435.2K/$589.0M)	QoQ -8.80% (-$42.0K) YoY +17.50% (+$64.8K)
ServiceNow, Inc.(NOWcusip81762P102)	540	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$429.9K	0.1% ($429.9K/$589.0M)	QoQ -24.90% (-$142.5K) YoY +4.42% (+$18.2K)