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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Meridian-Wealth-Advisors
Data Enrichment
88% identified150 identified20 unidentified
Holdings
170 positions • $589.0M total value
Manager:
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464288224
Shares:17.9K
Value:$204.5K
% of Portfolio:0.0% ($204.5K/$589.0M)
464287432
Shares:2.2K
Value:$201.5K
% of Portfolio:0.0% ($201.5K/$589.0M)
Shares:17.9K
Value:$146.0K
% of Portfolio:0.0% ($146.0K/$589.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 1.8K | QoQ +0.45% (+8)YoY NEW(+1.8K) | All Managers (Combined) | $218.0K | 0.0% ($218.0K/$589.0M) | YoY NEW(+$218.0K) |
1.3K | QoQ -4.29% (-60) | All Managers (Combined) | $213.8K | 0.0% ($213.8K/$589.0M) | ||
(cusip464288224)✕ | 17.9K | All Managers (Combined) | $204.5K | 0.0% ($204.5K/$589.0M) | ||
930 | All Managers (Combined) | $202.4K | 0.0% ($202.4K/$589.0M) | |||
(cusip464287432)✕ | 2.2K | QoQ NEW(+2.2K) | All Managers (Combined) | $201.5K | 0.0% ($201.5K/$589.0M) | QoQ NEW(+$201.5K) |
1.6K | QoQ NEW(+1.6K) | All Managers (Combined) | $200.3K | 0.0% ($200.3K/$589.0M) | QoQ NEW(+$200.3K) | |
17.9K | All Managers (Combined) | $146.0K | 0.0% ($146.0K/$589.0M) | |||
15.0K | QoQ 0.00% (-0) | All Managers (Combined) | $114.3K | 0.0% ($114.3K/$589.0M) | ||
10.0K | All Managers (Combined) | $73.5K | 0.0% ($73.5K/$589.0M) | |||
28.5K | QoQ NEW(+28.5K) YoY NEW(+28.5K) | All Managers (Combined) | $50.4K | 0.0% ($50.4K/$589.0M) | QoQ NEW(+$50.4K) YoY NEW(+$50.4K) |