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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ONEOK INC /NEW/

OKE|682680103

Shares:4.3K

Value:$429.6K

% of Portfolio:0.1% ($429.6K/$589.0M)

92204A603

Shares:1.7K

Value:$428.9K

% of Portfolio:0.1% ($428.9K/$589.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.0K

Value:$408.1K

% of Portfolio:0.1% ($408.1K/$589.0M)

53656F623

Shares:10.0K

Value:$405.2K

% of Portfolio:0.1% ($405.2K/$589.0M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.6K

Value:$401.8K

% of Portfolio:0.1% ($401.8K/$589.0M)

46137V266

Shares:10.4K

Value:$396.1K

% of Portfolio:0.1% ($396.1K/$589.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.7K

Value:$396.1K

% of Portfolio:0.1% ($396.1K/$589.0M)

85210B102

Shares:10.0K

Value:$379.4K

% of Portfolio:0.1% ($379.4K/$589.0M)

Zoetis Inc.

ZTS|98978V103

Shares:2.3K

Value:$377.0K

% of Portfolio:0.1% ($377.0K/$589.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:8.3K

Value:$375.9K

% of Portfolio:0.1% ($375.9K/$589.0M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:26.4K

Value:$369.6K

% of Portfolio:0.1% ($369.6K/$589.0M)

AUTOZONE INC

AZO|053332102

Shares:95

Value:$362.2K

% of Portfolio:0.1% ($362.2K/$589.0M)

KLA CORP

KLAC|482480100

Shares:520

Value:$353.5K

% of Portfolio:0.1% ($353.5K/$589.0M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$350.6K

% of Portfolio:0.1% ($350.6K/$589.0M)

Inhibrx Biosciences, Inc.

INBX|45720N103

Shares:25.0K

Value:$349.8K

% of Portfolio:0.1% ($349.8K/$589.0M)

EQUINIX INC

EQIX|29444U700

Shares:423

Value:$345.2K

% of Portfolio:0.1% ($345.2K/$589.0M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:9.1K

Value:$341.0K

% of Portfolio:0.1% ($341.0K/$589.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:592

Value:$323.4K

% of Portfolio:0.1% ($323.4K/$589.0M)

46138J817

Shares:13.9K

Value:$320.4K

% of Portfolio:0.1% ($320.4K/$589.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$319.5K

% of Portfolio:0.1% ($319.5K/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ONEOK INC /NEW/(OKEcusip682680103)	4.3K	QoQ 0.00% (-0) YoY -6.45% (-299)	All Managers (Combined)	$429.6K	0.1% ($429.6K/$589.0M)	QoQ -1.17% (-$5.1K) YoY +15.76% (-$58.5K)
(cusip92204A603)✕	1.7K	QoQ -0.68% (-12) YoY -7.27% (-136)	All Managers (Combined)	$428.9K	0.1% ($428.9K/$589.0M)	QoQ -3.35% (-$14.9K) YoY -6.02% (-$27.5K)
Mondelez International, Inc.(MDLZcusip609207105)	6.0K	QoQ -3.37% (-210) YoY -31.52% (-2.8K)	All Managers (Combined)	$408.1K	0.1% ($408.1K/$589.0M)	QoQ +9.76% (-$36.3K) YoY -33.62% (-$206.8K)
(cusip53656F623)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$405.2K	0.1% ($405.2K/$589.0M)	QoQ +6.74% (+$25.6K) YoY NEW(+$405.2K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.6K	QoQ +0.18% (+3) YoY +0.61% (+10)	All Managers (Combined)	$401.8K	0.1% ($401.8K/$589.0M)	QoQ +15.08% (+$52.7K) YoY +19.20% (+$64.7K)
(cusip46137V266)✕	10.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$396.1K	0.1% ($396.1K/$589.0M)	QoQ -7.29% (-$31.2K) YoY +4.16% (+$15.8K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.7K	QoQ +0.11% (+2) YoY -7.36% (-136)	All Managers (Combined)	$396.1K	0.1% ($396.1K/$589.0M)	QoQ +14.85% (+$51.2K) YoY +0.61% (-$2.4K)
(cusip85210B102)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$379.4K	0.1% ($379.4K/$589.0M)	QoQ +36.66% (+$101.8K) YoY +49.72% (+$126.0K)
Zoetis Inc.(ZTScusip98978V103)	2.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$377.0K	0.1% ($377.0K/$589.0M)	QoQ +1.05% (+$3.9K) YoY -2.69% (-$10.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	8.3K	QoQ -11.97% (-1.1K) YoY +2.30% (+187)	All Managers (Combined)	$375.9K	0.1% ($375.9K/$589.0M)	QoQ -0.14% (-$553) YoY +10.59% (+$36.0K)
Kimbell Royalty Partners, LP(KRPcusip49435R102)	26.4K	QoQ -13.01% (-4.0K) YoY -17.62% (-5.7K)	All Managers (Combined)	$369.6K	0.1% ($369.6K/$589.0M)	QoQ -24.96% (-$123.0K) YoY -25.69% (-$127.8K)
AUTOZONE INC(AZOcusip053332102)	95	QoQ 0.00% (+0) YoY +18.75% (+15)	All Managers (Combined)	$362.2K	0.1% ($362.2K/$589.0M)	QoQ +19.07% (+$58.0K) YoY +43.66% (+$110.1K)
KLA CORP(KLACcusip482480100)	520	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$353.5K	0.1% ($353.5K/$589.0M)	QoQ +7.88% (+$25.8K) YoY -2.68% (-$9.8K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ +0.09% (-1) YoY +4.62% (-47)	All Managers (Combined)	$350.6K	0.1% ($350.6K/$589.0M)	QoQ -9.04% (-$34.9K) YoY -5.83% (-$21.7K)
Inhibrx Biosciences, Inc.(INBXcusip45720N103)	25.0K	QoQ 0.00% (-0) YoY NEW(+25.0K)	All Managers (Combined)	$349.8K	0.1% ($349.8K/$589.0M)	QoQ -9.15% (-$35.3K) YoY NEW(+$349.8K)
EQUINIX INC(EQIXcusip29444U700)	423	QoQ 0.00% (-0) YoY +46.36% (+134)	All Managers (Combined)	$345.2K	0.1% ($345.2K/$589.0M)	QoQ -13.37% (-$53.3K) YoY +44.72% (+$106.7K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	9.1K	QoQ -3.79% (-360) YoY -88.69% (-71.5K)	All Managers (Combined)	$341.0K	0.1% ($341.0K/$589.0M)	QoQ +9.93% (-$30.8K) YoY -91.57% (-$3.7M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	592	QoQ +0.16% (-1) YoY NEW(+592)	All Managers (Combined)	$323.4K	0.1% ($323.4K/$589.0M)	QoQ -4.51% (-$15.3K) YoY NEW(+$323.4K)
(cusip46138J817)✕	13.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$320.4K	0.1% ($320.4K/$589.0M)	QoQ -0.08% (-$278) YoY +0.43% (+$1.4K)
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ +20.64% (-211) YoY +1.48% (+18)	All Managers (Combined)	$319.5K	0.1% ($319.5K/$589.0M)	QoQ -22.57% (-$93.2K) YoY +49.60% (+$106.0K)