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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808524508

Shares:264.8K

Value:$6.9M

% of Portfolio:1.1% ($6.9M/$626.6M)

922907746

VTEB|922907746

Shares:94.6K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$626.6M)

464287200

IVV|464287200

Shares:8.2K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$626.6M)

922908769

VTI|922908769

Shares:13.9K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$626.6M)

MICROSOFT CORP

MSFT|594918104

Shares:7.0K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$626.6M)

25434V500

Shares:43.9K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$626.6M)

922042775

VEU|922042775

Shares:37.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$626.6M)

HOME DEPOT, INC.

HD|437076102

Shares:6.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$626.6M)

NVIDIA CORP

NVDA|67066G104

Shares:20.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$626.6M)

808524797

SCHD|808524797

Shares:65.8K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$626.6M)

922908363

VOO|922908363

Shares:3.4K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$626.6M)

Meridian Corp

MRBK|58958P104

Shares:120.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$626.6M)

921909768

VXUS|921909768

Shares:26.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$626.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$626.6M)

AMAZON COM INC

AMZN|023135106

Shares:7.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$626.6M)

464287150

ITOT|464287150

Shares:11.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$626.6M)

921937835

BND|921937835

Shares:18.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$626.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:6.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$626.6M)

46434V613

Shares:25.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$626.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$626.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524508)✕	264.8K	QoQ -2.83% (-7.7K) YoY +175.25% (-168.6K)	All Managers (Combined)	$6.9M	1.1% ($6.9M/$626.6M)	QoQ -8.13% (-$614.3K) YoY -11.43% (-$896.1K)
(VTEBcusip922907746)	94.6K	QoQ 0.00% (-0) YoY +53.21% (+32.9K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$626.6M)	QoQ -1.01% (-$48.3K) YoY +50.24% (+$1.6M)
(IVVcusip464287200)	8.2K	QoQ -6.24% (-545) YoY -16.49% (-1.6K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$626.6M)	QoQ -10.51% (-$539.9K) YoY -10.74% (-$553.6K)
(VTIcusip922908769)	13.9K	QoQ -7.38% (-1.1K) YoY -13.35% (-2.1K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$626.6M)	QoQ -12.16% (-$530.1K) YoY -8.37% (-$349.7K)
MICROSOFT CORP(MSFTcusip594918104)	7.0K	QoQ -6.63% (-501) YoY -2.70% (-196)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$626.6M)	QoQ -16.84% (-$535.8K) YoY -13.18% (-$401.8K)
(cusip25434V500)✕	43.9K	QoQ +18.92% (+7.0K) YoY NEW(+43.9K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$626.6M)	QoQ +9.18% (+$220.7K) YoY NEW(+$2.6M)
(VEUcusip922042775)	37.5K	QoQ -14.27% (-6.2K) YoY -24.33% (-12.0K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$626.6M)	QoQ -9.42% (-$236.5K) YoY -21.74% (-$631.3K)
HOME DEPOT, INC.(HDcusip437076102)	6.1K	QoQ -2.08% (-130) YoY -3.30% (-209)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$626.6M)	QoQ -7.74% (-$188.1K) YoY -7.62% (-$184.9K)
NVIDIA CORP(NVDAcusip67066G104)	20.2K	QoQ -11.23% (-2.6K) YoY +606.95% (-17.4K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$626.6M)	QoQ -28.36% (-$868.2K) YoY -15.21% (-$393.4K)
(SCHDcusip808524797)	65.8K	QoQ +8.70% (+5.3K) YoY +197.39% (+43.7K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$626.6M)	QoQ +11.25% (+$186.1K) YoY +3.12% (+$55.8K)
(VOOcusip922908363)	3.4K	QoQ -5.38% (-195) YoY -8.93% (-336)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$626.6M)	QoQ -9.76% (-$190.3K) YoY -2.64% (-$47.8K)
Meridian Corp(MRBKcusip58958P104)	120.4K	QoQ -16.30% (-23.5K) YoY -43.89% (-94.2K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$626.6M)	QoQ -12.09% (-$238.5K) YoY -18.55% (-$395.0K)
(VXUScusip921909768)	26.0K	QoQ +1.08% (+279) YoY +7.94% (+1.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$626.6M)	QoQ +6.52% (+$98.9K) YoY +11.16% (+$162.2K)
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ -5.71% (-153) YoY -6.48% (-175)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$626.6M)	QoQ -7.18% (-$112.8K) YoY +10.99% (-$144.2K)
AMAZON COM INC(AMZNcusip023135106)	7.4K	QoQ -18.26% (-1.7K) YoY -26.80% (-2.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$626.6M)	QoQ -29.11% (-$579.1K) YoY -22.79% (-$416.4K)
(ITOTcusip464287150)	11.5K	QoQ +0.89% (-102) YoY -4.48% (-539)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$626.6M)	QoQ -4.28% (-$62.8K) YoY +1.07% (-$14.9K)
(BNDcusip921937835)	18.4K	QoQ +1.22% (+222) YoY +3.88% (+687)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$626.6M)	QoQ +3.39% (+$44.3K) YoY +5.05% (+$65.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	6.8K	QoQ -1.53% (-106) YoY +1.05% (+71)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$626.6M)	QoQ -5.64% (-$72.8K) YoY +4.24% (+$49.6K)
(cusip46434V613)✕	25.5K	QoQ -17.68% (-5.5K) YoY +7.87% (+1.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$626.6M)	QoQ -16.08% (-$224.8K) YoY +9.03% (+$97.2K)
Alphabet Inc.(GOOGLcusip02079K305)	7.4K	QoQ -12.83% (-1.1K) YoY -21.50% (-2.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$626.6M)	QoQ -28.78% (-$459.9K) YoY -19.57% (-$276.9K)