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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922908751

VB|922908751

Shares:5.1K

Value:$1.1M

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

AbbVie Inc.

ABBV|00287Y109

Shares:4.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$626.6M)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$908.7K

% of Portfolio:0.1% ($908.7K/$626.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.7K

Value:$798.7K

% of Portfolio:0.1% ($798.7K/$626.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$626.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.2K

Value:$782.0K

% of Portfolio:0.1% ($782.0K/$626.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.6K

Value:$735.3K

% of Portfolio:0.1% ($735.3K/$626.6M)

808524839

Shares:29.7K

Value:$688.7K

% of Portfolio:0.1% ($688.7K/$626.6M)

Broadcom Inc.

AVGO|11135F101

Shares:3.9K

Value:$647.3K

% of Portfolio:0.1% ($647.3K/$626.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:8.8K

Value:$629.6K

% of Portfolio:0.1% ($629.6K/$626.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.7K

Value:$623.2K

% of Portfolio:0.1% ($623.2K/$626.6M)

COMMUNITY FINANCIAL SYSTEM, INC.

CBU|203607106

Shares:10.9K

Value:$621.7K

% of Portfolio:0.1% ($621.7K/$626.6M)

Alphabet Inc.

GOOG|02079K107

Shares:3.8K

Value:$600.5K

% of Portfolio:0.1% ($600.5K/$626.6M)

Tesla, Inc.

TSLA|88160R101

Shares:2.3K

Value:$586.2K

% of Portfolio:0.1% ($586.2K/$626.6M)

MCDONALDS CORP

MCD|580135101

Shares:1.8K

Value:$552.9K

% of Portfolio:0.1% ($552.9K/$626.6M)

S&T BANCORP INC

STBA|783859101

Shares:14.3K

Value:$528.2K

% of Portfolio:0.1% ($528.2K/$626.6M)

ELI LILLY & Co

LLY|532457108

Shares:625

Value:$515.9K

% of Portfolio:0.1% ($515.9K/$626.6M)

922908652

VXF|922908652

Shares:2.9K

Value:$504.0K

% of Portfolio:0.1% ($504.0K/$626.6M)

FULTON FINANCIAL CORP

FULT|360271100

Shares:27.6K

Value:$498.9K

% of Portfolio:0.1% ($498.9K/$626.6M)

921908844

VIG|921908844

Shares:2.6K

Value:$497.0K

% of Portfolio:0.1% ($497.0K/$626.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	5.1K	QoQ -10.31% (-584) YoY -18.05% (-1.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$626.6M)	QoQ -17.23% (-$234.4K) YoY -20.51% (-$290.7K)
AbbVie Inc.(ABBVcusip00287Y109)	4.9K	QoQ -5.40% (-282) YoY +1.66% (+81)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$626.6M)	QoQ +11.53% (-$107.0K) YoY +16.97% (+$150.1K)
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ -2.45% (-45) YoY -1.27% (-23)	All Managers (Combined)	$908.7K	0.1% ($908.7K/$626.6M)	QoQ -0.48% (-$4.4K) YoY +17.91% (-$138.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.7K	QoQ -7.51% (-546) YoY -34.85% (-3.6K)	All Managers (Combined)	$798.7K	0.1% ($798.7K/$626.6M)	QoQ +2.25% (-$17.6K) YoY -33.34% (-$399.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$626.6M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.2K	QoQ -5.73% (-194) YoY -23.08% (-957)	All Managers (Combined)	$782.0K	0.1% ($782.0K/$626.6M)	QoQ -3.55% (-$28.8K) YoY -5.82% (-$48.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.6K	QoQ 0.00% (+0) YoY +38.39% (+708)	All Managers (Combined)	$735.3K	0.1% ($735.3K/$626.6M)	QoQ +19.00% (+$117.4K) YoY +93.84% (+$356.0K)
(cusip808524839)✕	29.7K	QoQ +0.38% (+115) YoY +97.87% (-14.7K)	All Managers (Combined)	$688.7K	0.1% ($688.7K/$626.6M)	QoQ +2.42% (+$16.3K) YoY -0.37% (-$2.6K)
Broadcom Inc.(AVGOcusip11135F101)	3.9K	QoQ +0.31% (-12) YoY +1004.57% (+3.5K)	All Managers (Combined)	$647.3K	0.1% ($647.3K/$626.6M)	QoQ -27.55% (-$246.2K) YoY +39.65% (+$183.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	8.8K	QoQ -2.52% (-227) YoY -79.20% (-33.4K)	All Managers (Combined)	$629.6K	0.1% ($629.6K/$626.6M)	QoQ -0.37% (-$2.4K) YoY -74.24% (-$1.8M)
PROCTER & GAMBLE Co(PGcusip742718109)	3.7K	QoQ -19.87% (-907) YoY -1.82% (-68)	All Managers (Combined)	$623.2K	0.1% ($623.2K/$626.6M)	QoQ -18.54% (-$141.9K) YoY +3.11% (-$18.8K)
COMMUNITY FINANCIAL SYSTEM, INC.(CBUcusip203607106)	10.9K	QoQ NEW(+10.9K) YoY +0.10% (+11)	All Managers (Combined)	$621.7K	0.1% ($621.7K/$626.6M)	QoQ NEW(+$621.7K) YoY +18.50% (+$97.1K)
Alphabet Inc.(GOOGcusip02079K107)	3.8K	QoQ -5.50% (-224) YoY -3.34% (-133)	All Managers (Combined)	$600.5K	0.1% ($600.5K/$626.6M)	QoQ -22.48% (-$174.2K) YoY -0.82% (-$5.0K)
Tesla, Inc.(TSLAcusip88160R101)	2.3K	QoQ +0.04% (-1) YoY -20.85% (-596)	All Managers (Combined)	$586.2K	0.1% ($586.2K/$626.6M)	QoQ -35.79% (-$326.9K) YoY +16.68% (-$83.8K)
MCDONALDS CORP(MCDcusip580135101)	1.8K	QoQ -4.47% (-83) YoY -4.37% (-81)	All Managers (Combined)	$552.9K	0.1% ($552.9K/$626.6M)	QoQ +2.92% (-$15.7K) YoY +5.91% (-$30.9K)
S&T BANCORP INC(STBAcusip783859101)	14.3K	QoQ +0.02% (-4) YoY +0.02% (+4)	All Managers (Combined)	$528.2K	0.1% ($528.2K/$626.6M)	QoQ -3.03% (-$16.5K) YoY +15.52% (+$71.0K)
ELI LILLY & Co(LLYcusip532457108)	625	QoQ -6.99% (-47) YoY -13.43% (-97)	All Managers (Combined)	$515.9K	0.1% ($515.9K/$626.6M)	QoQ -0.50% (-$2.6K) YoY -8.12% (-$45.6K)
(VXFcusip922908652)	2.9K	QoQ -25.01% (-976) YoY -29.69% (-1.2K)	All Managers (Combined)	$504.0K	0.1% ($504.0K/$626.6M)	QoQ -32.00% (-$237.3K) YoY -30.90% (-$225.4K)
FULTON FINANCIAL CORP(FULTcusip360271100)	27.6K	QoQ 0.00% (-0) YoY +4.76% (+1.3K)	All Managers (Combined)	$498.9K	0.1% ($498.9K/$626.6M)	QoQ -6.17% (-$32.8K) YoY +19.26% (+$80.6K)
(VIGcusip921908844)	2.6K	QoQ -11.68% (-339) YoY -23.99% (-809)	All Managers (Combined)	$497.0K	0.1% ($497.0K/$626.6M)	QoQ -12.51% (-$71.1K) YoY -19.26% (-$118.6K)