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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Meridian-Wealth-Partners
Data Enrichment
84% identified87 identified16 unidentified
Holdings
103 positions • $626.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
438 | QoQ NEW(+438) YoY -4.36% (-20) | All Managers (Combined) | $204.1K | 0.0% ($204.1K/$626.6M) | QoQ NEW(+$204.1K) | |
4.1K | All Managers (Combined) | $203.3K | 0.0% ($203.3K/$626.6M) | |||
3.3K | All Managers (Combined) | $201.6K | 0.0% ($201.6K/$626.6M) |