Meridian-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  null,
  "DUK",
  null,
  "HD",
  "MCD",
  "FULT",
  null,
  "MUB",
  "META",
  null,
  "MRBK",
  "IVW",
  null,
  null,
  "LIN",
  "MA",
  "MSFT",
  "EFG",
  "ORCL",
  "VGIT",
  "PNC",
  "VGSH",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "PPG",
  "SPGI",
  "SCHX",
  null,
  "RTX",
  "GLD",
  "TXN",
  "TMO",
  "VO",
  "VXF",
  "IWV",
  "NJR",
  null,
  "VIG",
  "AMD",
  "WM",
  "AMZN",
  "SCHB",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VXUS",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "SCHD",
  null,
  "SCHA",
  "STBA",
  "IXUS",
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CBU",
  "COST",
  null,
  null,
  "DFAX",
  "DFAC",
  "IWB",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 103
Total Value: 626564240
Accession Number: 0001951757-25-000551
Form Type: 13F-HR
CIK: meridian-wealth-partners
Manager Name: Meridian-Wealth-Partners

Data Enrichment

84% identified

87 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $626.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V708

DFAC|25434V708

Shares:2.7M

Value:$90.7M

% of Portfolio:14.5% ($90.7M/$626.6M)

464287226

Shares:769.0K

Value:$76.1M

% of Portfolio:12.1% ($76.1M/$626.6M)

25434V104

Shares:1.8M

Value:$69.7M

% of Portfolio:11.1% ($69.7M/$626.6M)

808524201

SCHX|808524201

Shares:2.9M

Value:$64.9M

% of Portfolio:10.4% ($64.9M/$626.6M)

25434V880

DFAX|25434V880

Shares:948.6K

Value:$24.9M

% of Portfolio:4.0% ($24.9M/$626.6M)

464288588

Shares:231.1K

Value:$21.7M

% of Portfolio:3.5% ($21.7M/$626.6M)

464288414

MUB|464288414

Shares:199.5K

Value:$21.0M

% of Portfolio:3.4% ($21.0M/$626.6M)

464288885

EFG|464288885

Shares:207.3K

Value:$20.7M

% of Portfolio:3.3% ($20.7M/$626.6M)

46432F834

IXUS|46432F834

Shares:265.6K

Value:$18.5M

% of Portfolio:3.0% ($18.5M/$626.6M)

46432F339

QUAL|46432F339

Shares:108.4K

Value:$18.5M

% of Portfolio:3.0% ($18.5M/$626.6M)

808524102

SCHB|808524102

Shares:854.8K

Value:$18.4M

% of Portfolio:2.9% ($18.4M/$626.6M)

46432F388

Shares:168.7K

Value:$18.0M

% of Portfolio:2.9% ($18.0M/$626.6M)

464287309

IVW|464287309

Shares:164.9K

Value:$15.3M

% of Portfolio:2.4% ($15.3M/$626.6M)

PPG INDUSTRIES INC

PPG|693506107

Shares:129.1K

Value:$14.1M

% of Portfolio:2.3% ($14.1M/$626.6M)

46434G103

IEMG|46434G103

Shares:241.0K

Value:$13.0M

% of Portfolio:2.1% ($13.0M/$626.6M)

808524862

Shares:447.4K

Value:$10.9M

% of Portfolio:1.7% ($10.9M/$626.6M)

464288877

Shares:166.8K

Value:$9.8M

% of Portfolio:1.6% ($9.8M/$626.6M)

Apple Inc.

AAPL|037833100

Shares:39.5K

Value:$8.8M

% of Portfolio:1.4% ($8.8M/$626.6M)

464288158

Shares:76.1K

Value:$8.0M

% of Portfolio:1.3% ($8.0M/$626.6M)

464287655

IWM|464287655

Shares:40.0K

Value:$8.0M

% of Portfolio:1.3% ($8.0M/$626.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	2.7M	QoQ -4.12% (-118.3K) YoY -8.10% (-242.4K)	All Managers (Combined)	$90.7M	14.5% ($90.7M/$626.6M)	QoQ -8.56% (-$8.5M) YoY -5.11% (-$4.9M)
(cusip464287226)✕	769.0K	QoQ +0.25% (+2.0K) YoY +26.76% (+162.4K)	All Managers (Combined)	$76.1M	12.1% ($76.1M/$626.6M)	QoQ +2.34% (+$1.7M) YoY +28.03% (+$16.7M)
(cusip25434V104)✕	1.8M	QoQ -1.88% (-34.8K) YoY -4.66% (-88.7K)	All Managers (Combined)	$69.7M	11.1% ($69.7M/$626.6M)	QoQ -6.85% (-$5.1M) YoY +0.29% (-$202.9K)
(SCHXcusip808524201)	2.9M	QoQ -1.73% (-51.8K) YoY +178.52% (-1.9M)	All Managers (Combined)	$64.9M	10.4% ($64.9M/$626.6M)	QoQ -6.39% (-$4.4M) YoY -0.90% (-$592.0K)
(DFAXcusip25434V880)	948.6K	QoQ -5.35% (-53.6K) YoY -7.87% (-81.1K)	All Managers (Combined)	$24.9M	4.0% ($24.9M/$626.6M)	QoQ -0.25% (-$62.4K) YoY -5.12% (-$1.3M)
(cusip464288588)✕	231.1K	QoQ +0.34% (+803) YoY +29.80% (+53.1K)	All Managers (Combined)	$21.7M	3.5% ($21.7M/$626.6M)	QoQ +2.64% (+$558.9K) YoY +31.71% (+$5.2M)
(MUBcusip464288414)	199.5K	QoQ -9.45% (-20.8K) YoY -24.34% (-64.2K)	All Managers (Combined)	$21.0M	3.4% ($21.0M/$626.6M)	QoQ -10.39% (-$2.4M) YoY -25.86% (-$7.3M)
(EFGcusip464288885)	207.3K	QoQ -1.35% (-2.9K) YoY NEW(+207.3K)	All Managers (Combined)	$20.7M	3.3% ($20.7M/$626.6M)	QoQ +1.87% (-$380.8K) YoY NEW(+$20.7M)
(IXUScusip46432F834)	265.6K	QoQ +0.32% (+854) YoY +16.88% (+38.4K)	All Managers (Combined)	$18.5M	3.0% ($18.5M/$626.6M)	QoQ +5.88% (+$1.0M) YoY +20.24% (+$3.1M)
(QUALcusip46432F339)	108.4K	QoQ -2.16% (-2.4K) YoY -7.98% (-9.4K)	All Managers (Combined)	$18.5M	3.0% ($18.5M/$626.6M)	QoQ -6.11% (-$1.2M) YoY -4.32% (-$837.3K)
(SCHBcusip808524102)	854.8K	QoQ -2.57% (-22.6K) YoY +216.21% (+584.5K)	All Managers (Combined)	$18.4M	2.9% ($18.4M/$626.6M)	QoQ -7.60% (-$1.5M) YoY +11.51% (+$1.9M)
(cusip46432F388)✕	168.7K	QoQ +0.93% (+1.6K) YoY +17.29% (+24.9K)	All Managers (Combined)	$18.0M	2.9% ($18.0M/$626.6M)	QoQ +1.92% (+$340.6K) YoY +15.49% (+$2.4M)
(IVWcusip464287309)	164.9K	QoQ -1.94% (-3.3K) YoY NEW(+164.9K)	All Managers (Combined)	$15.3M	2.4% ($15.3M/$626.6M)	QoQ -10.34% (-$1.8M) YoY NEW(+$15.3M)
PPG INDUSTRIES INC(PPGcusip693506107)	129.1K	QoQ -0.87% (-1.1K) YoY NEW(+129.1K)	All Managers (Combined)	$14.1M	2.3% ($14.1M/$626.6M)	QoQ -9.25% (-$1.4M) YoY NEW(+$14.1M)
(IEMGcusip46434G103)	241.0K	QoQ -0.60% (-1.5K) YoY +71.79% (+100.7K)	All Managers (Combined)	$13.0M	2.1% ($13.0M/$626.6M)	QoQ +2.72% (-$344.5K) YoY +79.68% (+$5.8M)
(cusip808524862)✕	447.4K	QoQ -0.38% (-1.7K) YoY +142.31% (+262.8K)	All Managers (Combined)	$10.9M	1.7% ($10.9M/$626.6M)	QoQ +0.77% (-$83.8K) YoY +22.33% (+$2.0M)
(cusip464288877)✕	166.8K	QoQ -1.58% (-2.7K) YoY NEW(+166.8K)	All Managers (Combined)	$9.8M	1.6% ($9.8M/$626.6M)	QoQ +10.54% (-$937.7K) YoY NEW(+$9.8M)
Apple Inc.(AAPLcusip037833100)	39.5K	QoQ -11.43% (-5.1K) YoY +3.02% (+1.2K)	All Managers (Combined)	$8.8M	1.4% ($8.8M/$626.6M)	QoQ -21.43% (-$2.4M) YoY +33.45% (+$2.2M)
(cusip464288158)✕	76.1K	QoQ -6.29% (-5.1K) YoY -24.63% (-24.9K)	All Managers (Combined)	$8.0M	1.3% ($8.0M/$626.6M)	QoQ -6.18% (-$529.7K) YoY -24.01% (-$2.5M)
(IWMcusip464287655)	40.0K	QoQ -4.77% (-2.0K) YoY -15.51% (-7.3K)	All Managers (Combined)	$8.0M	1.3% ($8.0M/$626.6M)	QoQ -14.02% (-$1.3M) YoY -19.85% (-$2.0M)