Meridian-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "ALNY",
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "ITW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "VHT",
  null,
  null,
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  null,
  null,
  "RTX",
  "SPDW",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "UTHR",
  "VO",
  "VV",
  "VOE",
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "XLB",
  null,
  null,
  "VYM",
  "AVY",
  "SDY",
  "WM",
  "AEP",
  "VIGI",
  "AMZN",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "SO",
  null,
  null,
  "RDDT",
  "DIA",
  null,
  null,
  "DGRO",
  "BALL",
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "CRWD",
  "CVS",
  "RSP",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "NEE",
  "MDY",
  "GOOG",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 121
Total Value: 142522367
Accession Number: 0002032629-25-000004
Form Type: 13F-HR
CIK: meridian-financial
Manager Name: Meridian-Financial

Data Enrichment

64% identified

77 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $142.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524797

SCHD|808524797

Shares:362.4K

Value:$10.1M

% of Portfolio:7.1% ($10.1M/$142.5M)

46641Q837

Shares:195.5K

Value:$9.9M

% of Portfolio:6.9% ($9.9M/$142.5M)

464287200

IVV|464287200

Shares:15.3K

Value:$8.6M

% of Portfolio:6.0% ($8.6M/$142.5M)

464287804

IJR|464287804

Shares:68.0K

Value:$7.1M

% of Portfolio:5.0% ($7.1M/$142.5M)

46434V621

DGRO|46434V621

Shares:114.6K

Value:$7.1M

% of Portfolio:5.0% ($7.1M/$142.5M)

464287507

IJH|464287507

Shares:118.1K

Value:$6.9M

% of Portfolio:4.8% ($6.9M/$142.5M)

922908629

VO|922908629

Shares:17.4K

Value:$4.5M

% of Portfolio:3.2% ($4.5M/$142.5M)

78464A854

SPLG|78464A854

Shares:57.4K

Value:$3.8M

% of Portfolio:2.6% ($3.8M/$142.5M)

46137V357

RSP|46137V357

Shares:20.8K

Value:$3.6M

% of Portfolio:2.5% ($3.6M/$142.5M)

78464A763

SDY|78464A763

Shares:24.6K

Value:$3.3M

% of Portfolio:2.3% ($3.3M/$142.5M)

922908751

VB|922908751

Shares:13.9K

Value:$3.1M

% of Portfolio:2.2% ($3.1M/$142.5M)

97717X669

Shares:37.5K

Value:$3.0M

% of Portfolio:2.1% ($3.0M/$142.5M)

MICROSOFT CORP

MSFT|594918104

Shares:7.1K

Value:$2.7M

% of Portfolio:1.9% ($2.7M/$142.5M)

78468R853

Shares:64.2K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$142.5M)

46138G649

Shares:12.8K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$142.5M)

922908538

VOT|922908538

Shares:9.0K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$142.5M)

00162Q783

Shares:90.0K

Value:$2.1M

% of Portfolio:1.5% ($2.1M/$142.5M)

921908844

VIG|921908844

Shares:10.3K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$142.5M)

Apple Inc.

AAPL|037833100

Shares:8.6K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$142.5M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.3K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$142.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	362.4K	QoQ +1.07% (+3.8K) YoY +211.40% (+246.0K)	All Managers (Combined)	$10.1M	7.1% ($10.1M/$142.5M)	QoQ +3.44% (+$337.1K) YoY +7.98% (+$749.3K)
(cusip46641Q837)✕	195.5K	QoQ +1.19% (+2.3K) YoY +9.19% (+16.5K)	All Managers (Combined)	$9.9M	6.9% ($9.9M/$142.5M)	QoQ +1.71% (+$166.8K) YoY +9.58% (+$865.7K)
(IVVcusip464287200)	15.3K	QoQ -0.39% (-60) YoY +0.36% (+56)	All Managers (Combined)	$8.6M	6.0% ($8.6M/$142.5M)	QoQ -4.91% (-$444.7K) YoY +7.27% (+$582.9K)
(IJRcusip464287804)	68.0K	QoQ +0.63% (-427) YoY +1.68% (-1.1K)	All Managers (Combined)	$7.1M	5.0% ($7.1M/$142.5M)	QoQ -8.67% (-$675.3K) YoY -3.79% (-$280.3K)
(DGROcusip46434V621)	114.6K	QoQ -0.74% (-859) YoY +15.72% (+15.6K)	All Managers (Combined)	$7.1M	5.0% ($7.1M/$142.5M)	QoQ -0.03% (-$2.2K) YoY +23.13% (+$1.3M)
(IJHcusip464287507)	118.1K	QoQ +0.89% (-1.0K) YoY +0.23% (-276)	All Managers (Combined)	$6.9M	4.8% ($6.9M/$142.5M)	QoQ -5.51% (-$402.5K) YoY -3.71% (-$265.5K)
(VOcusip922908629)	17.4K	QoQ -1.01% (-179) YoY -1.91% (-340)	All Managers (Combined)	$4.5M	3.2% ($4.5M/$142.5M)	QoQ -3.08% (-$143.4K) YoY +1.52% (-$67.7K)
(SPLGcusip78464A854)	57.4K	QoQ +1.63% (-924) YoY +10.67% (+5.5K)	All Managers (Combined)	$3.8M	2.6% ($3.8M/$142.5M)	QoQ -3.05% (-$118.7K) YoY +18.28% (+$583.0K)
(RSPcusip46137V357)	20.8K	QoQ +7.47% (+1.4K) YoY +20.20% (+3.5K)	All Managers (Combined)	$3.6M	2.5% ($3.6M/$142.5M)	QoQ +6.24% (+$212.0K) YoY +22.94% (+$672.8K)
(SDYcusip78464A763)	24.6K	QoQ +2.72% (+653) YoY +19.88% (+4.1K)	All Managers (Combined)	$3.3M	2.3% ($3.3M/$142.5M)	QoQ +5.50% (+$174.5K) YoY +23.93% (+$646.0K)
(VBcusip922908751)	13.9K	QoQ -0.84% (-119) YoY -0.88% (-124)	All Managers (Combined)	$3.1M	2.2% ($3.1M/$142.5M)	QoQ -8.49% (-$286.7K) YoY -3.84% (-$123.6K)
(cusip97717X669)✕	37.5K	QoQ +2.70% (+986) YoY +14.40% (+4.7K)	All Managers (Combined)	$3.0M	2.1% ($3.0M/$142.5M)	QoQ +1.34% (+$39.7K) YoY +19.91% (+$497.1K)
MICROSOFT CORP(MSFTcusip594918104)	7.1K	QoQ -1.44% (-105) YoY -11.08% (-890)	All Managers (Combined)	$2.7M	1.9% ($2.7M/$142.5M)	QoQ -12.23% (-$373.4K) YoY -20.66% (-$698.0K)
(cusip78468R853)✕	64.2K	QoQ +3.71% (-2.3K) YoY +12.12% (+6.9K)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$142.5M)	QoQ -5.89% (-$163.9K) YoY +6.18% (+$152.4K)
(cusip46138G649)✕	12.8K	QoQ -0.92% (-120) YoY +3.10% (+386)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$142.5M)	QoQ -9.13% (-$248.5K) YoY +8.93% (+$202.8K)
(VOTcusip922908538)	9.0K	QoQ -1.78% (-163) YoY +0.62% (+56)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$142.5M)	QoQ -5.31% (-$122.9K) YoY +4.40% (+$92.4K)
(cusip00162Q783)✕	90.0K	QoQ +2.65% (+2.3K) YoY +11.56% (+9.3K)	All Managers (Combined)	$2.1M	1.5% ($2.1M/$142.5M)	QoQ +2.52% (+$51.3K) YoY +12.62% (+$233.1K)
(VIGcusip921908844)	10.3K	QoQ +0.28% (-29) YoY -2.85% (-304)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$142.5M)	QoQ -0.66% (-$13.4K) YoY +3.19% (-$62.2K)
Apple Inc.(AAPLcusip037833100)	8.6K	QoQ -1.36% (-118) YoY -8.56% (-801)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$142.5M)	QoQ -12.51% (-$271.7K) YoY +18.43% (-$295.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	3.3K	QoQ -3.04% (-105) YoY -8.08% (-294)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$142.5M)	QoQ -9.19% (-$180.5K) YoY -11.87% (-$240.2K)