Meridian Management

Meridian Management as of March 31, 2025

Portfolio Holdings for Meridian Management

Meridian Management holds 71 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.8 $35M 686k 50.83
Ishares Tr Core S&p500 Etf (IVV) 8.5 $27M 49k 561.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.2 $23M 283k 81.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $21M 471k 45.26
Ishares Tr Intrm Gov Cr Etf (GVI) 5.5 $18M 167k 106.02
Ishares Tr Core S&p Scp Etf (IJR) 4.0 $13M 124k 104.57
Wal-Mart Stores (WMT) 3.7 $12M 136k 87.79
Ishares Tr Tips Bd Etf (TIP) 3.5 $11M 101k 111.09
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $10M 40k 258.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $10M 434k 23.43
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $10M 172k 58.35
Ishares Tr Intl Eqty Factor (INTF) 2.7 $8.7M 283k 30.84
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.3 $7.3M 77k 95.37
Corpay Com Shs (CPAY) 2.1 $6.8M 20k 348.72
Meta Platforms Cl A (META) 1.8 $5.9M 10k 576.37
Amazon (AMZN) 1.7 $5.4M 29k 190.26
salesforce (CRM) 1.7 $5.3M 20k 268.36
Visa Com Cl A (V) 1.6 $5.2M 15k 350.47
Paypal Holdings (PYPL) 1.6 $5.0M 77k 65.25
Keysight Technologies (KEYS) 1.5 $4.9M 33k 149.77
Epam Systems (EPAM) 1.5 $4.7M 28k 168.84
Alphabet Cap Stk Cl C (GOOG) 1.4 $4.5M 29k 156.23
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.3 $4.2M 12k 366.54
Generac Holdings (GNRC) 1.2 $4.0M 32k 126.65
Zebra Technologies Corporati Cl A (ZBRA) 1.2 $4.0M 14k 282.56
Fortinet (FTNT) 1.2 $3.9M 41k 96.26
Apple (AAPL) 1.2 $3.9M 18k 222.13
Diamondback Energy (FANG) 1.0 $3.1M 20k 159.88
Fiserv (FI) 1.0 $3.1M 14k 220.83
Texas Pacific Land Corp (TPL) 1.0 $3.1M 2.3k 1324.99
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $3.1M 8.5k 361.09
Workday Cl A (WDAY) 0.9 $2.8M 12k 233.53
Quanta Services (PWR) 0.8 $2.7M 11k 254.18
Nice Sponsored Adr (NICE) 0.8 $2.7M 17k 154.17
Thermo Fisher Scientific (TMO) 0.8 $2.6M 5.3k 497.60
Coca-Cola Company (KO) 0.7 $2.1M 30k 71.62
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.6 $2.0M 81k 24.86
International Business Machines (IBM) 0.6 $1.8M 7.3k 248.66
Raytheon Technologies Corp (RTX) 0.5 $1.7M 13k 132.46
CSX Corporation (CSX) 0.5 $1.6M 54k 29.43
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.3M 9.2k 140.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.3k 513.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $988k 8.1k 122.01
Ge Aerospace Com New (GE) 0.3 $972k 4.9k 200.15
Bristol Myers Squibb (BMY) 0.3 $870k 14k 60.99
Carrier Global Corporation (CARR) 0.2 $761k 12k 63.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $675k 7.3k 92.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $626k 4.9k 128.96
Otis Worldwide Corp (OTIS) 0.2 $624k 6.1k 103.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $611k 5.2k 117.49
Exxon Mobil Corporation (XOM) 0.2 $526k 4.4k 118.93
Ishares Tr Core High Dv Etf (HDV) 0.2 $485k 4.0k 121.12
Lockheed Martin Corporation (LMT) 0.1 $468k 1.0k 446.71
Pfizer (PFE) 0.1 $429k 17k 25.34
Regions Financial Corporation (RF) 0.1 $420k 19k 21.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $379k 7.4k 51.05
Microsoft Corporation (MSFT) 0.1 $374k 997.00 375.39
Ge Vernova (GEV) 0.1 $369k 1.2k 305.28
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $368k 877.00 419.88
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $351k 6.9k 50.87
Comstock Resources (CRK) 0.1 $318k 16k 20.34
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $305k 5.0k 60.89
Pepsi (PEP) 0.1 $290k 1.9k 149.94
FedEx Corporation (FDX) 0.1 $286k 1.2k 243.78
Ishares Tr Russell 2000 Etf (IWM) 0.1 $259k 1.3k 199.49
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $259k 4.9k 52.52
NVIDIA Corporation (NVDA) 0.1 $236k 2.2k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $235k 442.00 532.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $226k 823.00 274.84
McDonald's Corporation (MCD) 0.1 $220k 704.00 312.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $204k 2.5k 82.73