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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Philip Morris International Inc.

PM|718172109

Shares:2.0K

Value:$317.2K

% of Portfolio:0.1% ($317.2K/$626.6M)

ORACLE CORP

ORCL|68389X105

Shares:2.3K

Value:$316.7K

% of Portfolio:0.1% ($316.7K/$626.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.0K

Value:$306.5K

% of Portfolio:0.0% ($306.5K/$626.6M)

NETFLIX INC

NFLX|64110L106

Shares:325

Value:$303.1K

% of Portfolio:0.0% ($303.1K/$626.6M)

COMCAST CORP

CMCSA|20030N101

Shares:7.7K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$626.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:908

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$626.6M)

RTX Corp

RTX|75513E101

Shares:2.1K

Value:$273.1K

% of Portfolio:0.0% ($273.1K/$626.6M)

25434V401

Shares:4.5K

Value:$271.9K

% of Portfolio:0.0% ($271.9K/$626.6M)

922908736

VUG|922908736

Shares:732

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$626.6M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$264.0K

% of Portfolio:0.0% ($264.0K/$626.6M)

92206C706

VGIT|92206C706

Shares:4.3K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$626.6M)

092528603

Shares:4.6K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$626.6M)

COCA COLA CO

KO|191216100

Shares:3.3K

Value:$239.6K

% of Portfolio:0.0% ($239.6K/$626.6M)

921943858

VEA|921943858

Shares:4.6K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$626.6M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.3K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$626.6M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$218.5K

% of Portfolio:0.0% ($218.5K/$626.6M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:430

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$626.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.4K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$626.6M)

464287689

IWV|464287689

Shares:650

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$626.6M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:889

Value:$205.9K

% of Portfolio:0.0% ($205.9K/$626.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Philip Morris International Inc.(PMcusip718172109)	2.0K	QoQ +12.18% (+217) YoY NEW(+2.0K)	All Managers (Combined)	$317.2K	0.1% ($317.2K/$626.6M)	QoQ +47.95% (+$102.8K) YoY NEW(+$317.2K)
ORACLE CORP(ORCLcusip68389X105)	2.3K	QoQ -5.89% (-142) YoY -12.61% (-327)	All Managers (Combined)	$316.7K	0.1% ($316.7K/$626.6M)	QoQ -21.05% (-$84.4K) YoY -2.74% (-$8.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.0K	QoQ -0.86% (-26) YoY -26.32% (-1.1K)	All Managers (Combined)	$306.5K	0.0% ($306.5K/$626.6M)	QoQ -15.67% (-$57.0K) YoY -58.06% (-$424.3K)
NETFLIX INC(NFLXcusip64110L106)	325	QoQ -7.93% (-28) YoY -2.40% (-8)	All Managers (Combined)	$303.1K	0.0% ($303.1K/$626.6M)	QoQ -3.67% (-$11.6K) YoY +49.76% (-$100.7K)
COMCAST CORP(CMCSAcusip20030N101)	7.7K	QoQ -12.09% (-1.1K) YoY -11.98% (-1.1K)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$626.6M)	QoQ -13.56% (-$44.8K) YoY -25.07% (-$95.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	908	QoQ -7.06% (-69) YoY -3.09% (-29)	All Managers (Combined)	$277.4K	0.0% ($277.4K/$626.6M)	QoQ -2.99% (-$8.6K) YoY +18.55% (-$43.4K)
RTX Corp(RTXcusip75513E101)	2.1K	QoQ -7.57% (-169) YoY -3.10% (-66)	All Managers (Combined)	$273.1K	0.0% ($273.1K/$626.6M)	QoQ +5.79% (-$15.0K) YoY +31.60% (-$65.6K)
(cusip25434V401)✕	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$271.9K	0.0% ($271.9K/$626.6M)	QoQ -5.12% (-$14.7K) YoY +6.14% (+$15.7K)
(VUGcusip922908736)	732	QoQ -15.57% (-135) YoY NEW(+732)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$626.6M)	QoQ -23.72% (-$84.4K) YoY NEW(+$271.4K)
BOEING CO(BAcusip097023105)	1.5K	QoQ +7.05% (+102) YoY -8.78% (-149)	All Managers (Combined)	$264.0K	0.0% ($264.0K/$626.6M)	QoQ +3.15% (+$8.1K) YoY -19.38% (-$63.5K)
(VGITcusip92206C706)	4.3K	QoQ -0.55% (-24) YoY NEW(+4.3K)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$626.6M)	QoQ +1.84% (-$4.6K) YoY NEW(+$255.4K)
(cusip092528603)✕	4.6K	QoQ +17.36% (+680) YoY NEW(+4.6K)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$626.6M)	QoQ +18.17% (+$37.0K) YoY NEW(+$240.7K)
COCA COLA CO(KOcusip191216100)	3.3K	QoQ -21.54% (-919) YoY +0.02% (+1)	All Managers (Combined)	$239.6K	0.0% ($239.6K/$626.6M)	QoQ -9.75% (-$25.9K) YoY +17.10% (+$35.0K)
(VEAcusip921943858)	4.6K	QoQ -62.22% (-7.6K) YoY -57.16% (-6.1K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$626.6M)	QoQ -59.84% (-$347.5K) YoY -56.60% (-$304.1K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.3K	QoQ -3.65% (-49) YoY +0.07% (+1)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$626.6M)	QoQ -12.18% (-$31.5K) YoY +8.85% (+$18.5K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ -39.36% (-848) YoY -42.03% (-947)	All Managers (Combined)	$218.5K	0.0% ($218.5K/$626.6M)	QoQ -29.96% (-$93.5K) YoY -38.49% (-$136.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	430	QoQ -2.71% (-12) YoY -11.70% (-57)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$626.6M)	QoQ -6.94% (-$16.0K) YoY -24.40% (-$69.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.4K	QoQ -19.98% (-593) YoY -11.54% (-310)	All Managers (Combined)	$213.1K	0.0% ($213.1K/$626.6M)	QoQ -27.80% (-$82.1K) YoY -39.81% (-$141.0K)
(IWVcusip464287689)	650	QoQ -4.41% (-30) YoY -4.55% (-31)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$626.6M)	QoQ -9.15% (-$20.8K) YoY +1.03% (-$2.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	889	QoQ NEW(+889) YoY NEW(+889)	All Managers (Combined)	$205.9K	0.0% ($205.9K/$626.6M)	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)