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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VISA INC.

V|92826C839

Shares:1.4K

Value:$494.7K

% of Portfolio:0.1% ($494.7K/$626.6M)

922908629

VO|922908629

Shares:1.8K

Value:$453.4K

% of Portfolio:0.1% ($453.4K/$626.6M)

92206C771

Shares:9.6K

Value:$445.3K

% of Portfolio:0.1% ($445.3K/$626.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.9K

Value:$441.7K

% of Portfolio:0.1% ($441.7K/$626.6M)

92206C102

VGSH|92206C102

Shares:7.5K

Value:$439.9K

% of Portfolio:0.1% ($439.9K/$626.6M)

46434G863

Shares:12.4K

Value:$434.1K

% of Portfolio:0.1% ($434.1K/$626.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.2K

Value:$429.2K

% of Portfolio:0.1% ($429.2K/$626.6M)

Prologis, Inc.

PLD|74340W103

Shares:3.8K

Value:$428.2K

% of Portfolio:0.1% ($428.2K/$626.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.6K

Value:$427.5K

% of Portfolio:0.1% ($427.5K/$626.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:789

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$626.6M)

Walmart Inc.

WMT|931142103

Shares:4.7K

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$626.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:412

Value:$389.7K

% of Portfolio:0.1% ($389.7K/$626.6M)

808524607

SCHA|808524607

Shares:16.6K

Value:$388.1K

% of Portfolio:0.1% ($388.1K/$626.6M)

Duke Energy CORP

DUK|26441C204

Shares:3.1K

Value:$376.5K

% of Portfolio:0.1% ($376.5K/$626.6M)

Mastercard Inc

MA|57636Q104

Shares:650

Value:$356.4K

% of Portfolio:0.1% ($356.4K/$626.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:635

Value:$355.2K

% of Portfolio:0.1% ($355.2K/$626.6M)

464287622

IWB|464287622

Shares:1.1K

Value:$340.9K

% of Portfolio:0.1% ($340.9K/$626.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.9K

Value:$330.3K

% of Portfolio:0.1% ($330.3K/$626.6M)

922908744

VTV|922908744

Shares:1.9K

Value:$329.1K

% of Portfolio:0.1% ($329.1K/$626.6M)

808524854

Shares:13.2K

Value:$327.2K

% of Portfolio:0.1% ($327.2K/$626.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	1.4K	QoQ -6.30% (-95) YoY -4.20% (-62)	All Managers (Combined)	$494.7K	0.1% ($494.7K/$626.6M)	QoQ +3.89% (-$18.6K) YoY +20.29% (-$83.5K)
(VOcusip922908629)	1.8K	QoQ -9.63% (-187) YoY -20.06% (-440)	All Managers (Combined)	$453.4K	0.1% ($453.4K/$626.6M)	QoQ -11.52% (-$59.1K) YoY -17.26% (-$94.6K)
(cusip92206C771)✕	9.6K	QoQ +1.32% (+126) YoY +13.31% (+1.1K)	All Managers (Combined)	$445.3K	0.1% ($445.3K/$626.6M)	QoQ +3.49% (+$15.0K) YoY +15.05% (+$58.3K)
LOWES COMPANIES INC(LOWcusip548661107)	1.9K	QoQ +1.17% (-22) YoY +3.04% (-56)	All Managers (Combined)	$441.7K	0.1% ($441.7K/$626.6M)	QoQ -4.38% (-$20.3K) YoY -5.66% (-$26.5K)
(VGSHcusip92206C102)	7.5K	QoQ +0.91% (+68) YoY +12.75% (+848)	All Managers (Combined)	$439.9K	0.1% ($439.9K/$626.6M)	QoQ +1.80% (+$7.8K) YoY +13.95% (+$53.9K)
(cusip46434G863)✕	12.4K	QoQ -12.65% (-1.8K) YoY -26.43% (-4.5K)	All Managers (Combined)	$434.1K	0.1% ($434.1K/$626.6M)	QoQ -8.56% (-$40.7K) YoY -20.22% (-$110.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.2K	QoQ -5.13% (-175) YoY -0.55% (-18)	All Managers (Combined)	$429.2K	0.1% ($429.2K/$626.6M)	QoQ +11.25% (-$43.4K) YoY +16.06% (-$59.4K)
Prologis, Inc.(PLDcusip74340W103)	3.8K	QoQ -2.02% (-79) YoY -7.44% (-308)	All Managers (Combined)	$428.2K	0.1% ($428.2K/$626.6M)	QoQ +3.62% (-$15.0K) YoY -20.54% (-$110.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.6K	QoQ -11.68% (-341) YoY -13.75% (-411)	All Managers (Combined)	$427.5K	0.1% ($427.5K/$626.6M)	QoQ +1.27% (-$5.4K) YoY -9.56% (-$45.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	789	QoQ -9.82% (-86) YoY -1.98% (-16)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$626.6M)	QoQ -6.64% (-$29.4K) YoY +3.76% (-$15.0K)
Walmart Inc.(WMTcusip931142103)	4.7K	QoQ -14.17% (-777) YoY -29.65% (-2.0K)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$626.6M)	QoQ -16.60% (-$82.2K) YoY +2.63% (-$10.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	412	QoQ +0.98% (+4) YoY +3.77% (+15)	All Managers (Combined)	$389.7K	0.1% ($389.7K/$626.6M)	QoQ +4.23% (+$15.8K) YoY +34.10% (+$99.1K)
(SCHAcusip808524607)	16.6K	QoQ -15.03% (-2.9K) YoY +51.30% (-5.6K)	All Managers (Combined)	$388.1K	0.1% ($388.1K/$626.6M)	QoQ -23.01% (-$116.0K) YoY -28.00% (-$150.9K)
Duke Energy CORP(DUKcusip26441C204)	3.1K	QoQ -2.64% (-84) YoY +1.61% (+49)	All Managers (Combined)	$376.5K	0.1% ($376.5K/$626.6M)	QoQ +10.20% (-$34.9K) YoY +28.15% (+$82.7K)
Mastercard Inc(MAcusip57636Q104)	650	QoQ -16.45% (-128) YoY -20.14% (-164)	All Managers (Combined)	$356.4K	0.1% ($356.4K/$626.6M)	QoQ -13.02% (-$53.4K) YoY -9.10% (-$35.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	635	QoQ +3.25% (-20) YoY +7.62% (+45)	All Managers (Combined)	$355.2K	0.1% ($355.2K/$626.6M)	QoQ -1.43% (-$5.2K) YoY +15.17% (+$46.8K)
(IWBcusip464287622)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$340.9K	0.1% ($340.9K/$626.6M)	QoQ -4.78% (-$17.1K) YoY +6.49% (+$20.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.9K	QoQ -6.33% (-535) YoY +2.68% (+207)	All Managers (Combined)	$330.3K	0.1% ($330.3K/$626.6M)	QoQ -11.06% (-$41.1K) YoY +12.99% (+$38.0K)
(VTVcusip922908744)	1.9K	QoQ -16.70% (-382) YoY +38.14% (+526)	All Managers (Combined)	$329.1K	0.1% ($329.1K/$626.6M)	QoQ -15.01% (-$58.1K) YoY +46.52% (+$104.5K)
(cusip808524854)✕	13.2K	QoQ +0.05% (+7) YoY NEW(+13.2K)	All Managers (Combined)	$327.2K	0.1% ($327.2K/$626.6M)	QoQ +2.40% (+$7.7K) YoY NEW(+$327.2K)