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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JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.1K

Value:$759.3K

% of Portfolio:0.5% ($759.3K/$142.5M)

316092352

Shares:18.0K

Value:$720.6K

% of Portfolio:0.5% ($720.6K/$142.5M)

922908512

VOE|922908512

Shares:4.4K

Value:$699.4K

% of Portfolio:0.5% ($699.4K/$142.5M)

81369Y209

Shares:4.7K

Value:$681.0K

% of Portfolio:0.5% ($681.0K/$142.5M)

46137V472

Shares:7.1K

Value:$648.2K

% of Portfolio:0.5% ($648.2K/$142.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.8K

Value:$641.5K

% of Portfolio:0.5% ($641.5K/$142.5M)

78464A375

Shares:19.0K

Value:$631.9K

% of Portfolio:0.4% ($631.9K/$142.5M)

922908736

VUG|922908736

Shares:1.6K

Value:$585.9K

% of Portfolio:0.4% ($585.9K/$142.5M)

921946794

VYMI|921946794

Shares:7.7K

Value:$566.6K

% of Portfolio:0.4% ($566.6K/$142.5M)

464287671

IUSG|464287671

Shares:4.4K

Value:$565.0K

% of Portfolio:0.4% ($565.0K/$142.5M)

464288802

Shares:4.9K

Value:$564.9K

% of Portfolio:0.4% ($564.9K/$142.5M)

921946406

VYM|921946406

Shares:4.3K

Value:$556.5K

% of Portfolio:0.4% ($556.5K/$142.5M)

808524508

Shares:21.1K

Value:$552.7K

% of Portfolio:0.4% ($552.7K/$142.5M)

464287887

IJT|464287887

Shares:4.4K

Value:$547.6K

% of Portfolio:0.4% ($547.6K/$142.5M)

33734X853

Shares:11.6K

Value:$545.3K

% of Portfolio:0.4% ($545.3K/$142.5M)

Alphabet Inc.

GOOG|02079K107

Shares:3.3K

Value:$517.1K

% of Portfolio:0.4% ($517.1K/$142.5M)

464287606

IJK|464287606

Shares:5.9K

Value:$488.8K

% of Portfolio:0.3% ($488.8K/$142.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.8K

Value:$459.4K

% of Portfolio:0.3% ($459.4K/$142.5M)

46138E214

Shares:15.3K

Value:$456.9K

% of Portfolio:0.3% ($456.9K/$142.5M)

81369Y803

XLK|81369Y803

Shares:2.2K

Value:$454.1K

% of Portfolio:0.3% ($454.1K/$142.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.1K	QoQ -0.48% (-15) YoY -16.57% (-615)	All Managers (Combined)	$759.3K	0.5% ($759.3K/$142.5M)	QoQ +1.83% (-$13.7K) YoY +2.16% (-$16.1K)
(cusip316092352)✕	18.0K	QoQ -3.74% (-702) YoY -5.24% (-998)	All Managers (Combined)	$720.6K	0.5% ($720.6K/$142.5M)	QoQ -16.83% (-$145.9K) YoY -1.55% (-$11.4K)
(VOEcusip922908512)	4.4K	QoQ +0.13% (-6) YoY +1.58% (+68)	All Managers (Combined)	$699.4K	0.5% ($699.4K/$142.5M)	QoQ -0.62% (-$4.4K) YoY +4.59% (+$30.7K)
(cusip81369Y209)✕	4.7K	QoQ +1.76% (+81) YoY +9.09% (+389)	All Managers (Combined)	$681.0K	0.5% ($681.0K/$142.5M)	QoQ +8.01% (+$50.5K) YoY +7.83% (+$49.5K)
(cusip46137V472)✕	7.1K	QoQ -6.09% (-460) YoY +14.52% (-898)	All Managers (Combined)	$648.2K	0.5% ($648.2K/$142.5M)	QoQ -12.71% (-$94.4K) YoY -4.75% (-$32.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$641.5K	0.5% ($641.5K/$142.5M)	QoQ +14.72% (+$82.4K) YoY +8.61% (+$50.9K)
(cusip78464A375)✕	19.0K	QoQ +21.15% (+3.3K) YoY NEW(+19.0K)	All Managers (Combined)	$631.9K	0.4% ($631.9K/$142.5M)	QoQ +22.93% (+$117.9K) YoY NEW(+$631.9K)
(VUGcusip922908736)	1.6K	QoQ +1.02% (-16) YoY +20.51% (+269)	All Managers (Combined)	$585.9K	0.4% ($585.9K/$142.5M)	QoQ -8.72% (-$56.0K) YoY +29.83% (+$134.7K)
(VYMIcusip921946794)	7.7K	QoQ +7.56% (+541) YoY +28.62% (+1.7K)	All Managers (Combined)	$566.6K	0.4% ($566.6K/$142.5M)	QoQ +16.77% (+$81.4K) YoY +37.76% (+$155.3K)
(IUSGcusip464287671)	4.4K	QoQ +21.17% (+777) YoY NEW(+4.4K)	All Managers (Combined)	$565.0K	0.4% ($565.0K/$142.5M)	QoQ +10.50% (+$53.7K) YoY NEW(+$565.0K)
(cusip464288802)✕	4.9K	QoQ -1.99% (-100) YoY -13.23% (-750)	All Managers (Combined)	$564.9K	0.4% ($564.9K/$142.5M)	QoQ -7.40% (-$45.2K) YoY -8.70% (-$53.8K)
(VYMcusip921946406)	4.3K	QoQ +6.75% (+273) YoY +20.29% (+728)	All Managers (Combined)	$556.5K	0.4% ($556.5K/$142.5M)	QoQ +7.90% (+$40.7K) YoY +28.21% (+$122.5K)
(cusip808524508)✕	21.1K	QoQ -2.66% (-578) YoY +153.23% (-12.8K)	All Managers (Combined)	$552.7K	0.4% ($552.7K/$142.5M)	QoQ -7.96% (-$47.9K) YoY -18.52% (-$125.7K)
(IJTcusip464287887)	4.4K	QoQ +4.09% (-173) YoY +73.21% (+1.9K)	All Managers (Combined)	$547.6K	0.4% ($547.6K/$142.5M)	QoQ -4.26% (-$24.4K) YoY +64.96% (+$215.6K)
(cusip33734X853)✕	11.6K	QoQ -3.74% (-450) YoY -12.32% (-1.6K)	All Managers (Combined)	$545.3K	0.4% ($545.3K/$142.5M)	QoQ -3.84% (-$21.8K) YoY -10.57% (-$64.5K)
Alphabet Inc.(GOOGcusip02079K107)	3.3K	QoQ 0.00% (-0) YoY +1.53% (+50)	All Managers (Combined)	$517.1K	0.4% ($517.1K/$142.5M)	QoQ -17.96% (-$113.2K) YoY +4.18% (+$20.8K)
(IJKcusip464287606)	5.9K	QoQ +3.94% (-223) YoY +62.71% (+2.3K)	All Managers (Combined)	$488.8K	0.3% ($488.8K/$142.5M)	QoQ -4.79% (-$24.6K) YoY +48.49% (+$159.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.8K	QoQ 0.00% (+0) YoY -12.61% (-400)	All Managers (Combined)	$459.4K	0.3% ($459.4K/$142.5M)	QoQ +14.67% (+$58.8K) YoY -8.39% (-$42.1K)
(cusip46138E214)✕	15.3K	QoQ +0.19% (+29) YoY -1.26% (-195)	All Managers (Combined)	$456.9K	0.3% ($456.9K/$142.5M)	QoQ +5.91% (+$25.5K) YoY -3.61% (-$17.1K)
(XLKcusip81369Y803)	2.2K	QoQ -1.56% (-35) YoY -6.78% (-160)	All Managers (Combined)	$454.1K	0.3% ($454.1K/$142.5M)	QoQ -12.59% (-$65.4K) YoY -7.58% (-$37.3K)