MM
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MERIDIAN MANAGEMENT CO13F | |
| MERIDIAN MANAGEMENT CO | |
| Last update 2025-05-07 | 71 Stocks (0 new) |
| Value $323.00 Mil | Turnover 1 % |
MERIDIAN MANAGEMENT CO Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 686,287 | 34,884.0 | -9.00% | 10.800 | -0.86% | 0.030 | +11.05% | +21.48% | 162,442.1 | ||
IVV | iShares Core S&P 500 ETF | 48,593 | 27,304.5 | -25.74% | 8.460 | -2.61% | 0.000 | +16.09% | +8.31% | 642,461.0 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 283,408 | 23,171.4 | -1.56% | 7.180 | -0.10% | 0.040 | +1.59% | +2.69% | 53,299.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 471,433 | 21,337.1 | -9.29% | 6.610 | -0.56% | 0.030 | +13.24% | +15.76% | 86,139.9 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 166,815 | 17,685.7 | +0.05% | 5.480 | 0% | 0.520 | +0.28% | +1.89% | 3,494.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 124,102 | 12,977.4 | -11.60% | 4.020 | -0.49% | 0.020 | +12.45% | -2.52% | 81,849.8 | ||
WMT | Walmart Inc | 135,962 | 11,936.1 | -5.54% | 3.700 | -0.19% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
TIP | iShares TIPS Bond ETF | 100,700 | 11,186.8 | +0.63% | 3.460 | +0.02% | 0.080 | -0.04% | +2.98% | 13,760.1 | ||
VO | Vanguard Mid-Cap ETF | 39,739 | 10,277.3 | -13.61% | 3.180 | -0.44% | 0.010 | +13.14% | +8.83% | 80,610.0 | ||
SCHA | Schwab U.S. Small-Cap ETF | 434,175 | 10,172.7 | -10.41% | 3.150 | -0.34% | 0.060 | +15.11% | +1.31% | 17,833.0 |
MERIDIAN MANAGEMENT CO's Historical Top Holdings Breakdowns
MERIDIAN MANAGEMENT CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.61% | 554.06 ($590.51) 615.85 | $637.58 | 7.97% | Reduce -25.74% | 48,593 | -16,843 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.89% | 200.51 ($218.93) 237.79 | $140.08 | -36.02% | Reduce -53.95% | 14,071 | -16,484 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.86% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Reduce -9% | 686,287 | -67,914 | |
ALGN | Align Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.62% | 158.86 ($196.3) 234.89 | $202.18 | 3.00% | Sold Out | 0 | -11,314 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.56% | 42.5 ($45.01) 46.71 | $50.98 | 13.26% | Reduce -9.29% | 471,433 | -48,286 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.51% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -30.66% | 17,593 | -7,779 | |
KEYS | Keysight Technologies Inc | 2025-03-31 | Add Add | +0.50% | 148.16 ($165.11) 185.11 | $165.61 | 0.30% | Add 48.98% | 32,654 | 10,736 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -0.50% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Sold Out | 0 | -3,686 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.49% | 102.49 ($112.84) 119.96 | $112.32 | -0.46% | Reduce -11.6% | 124,102 | -16,283 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.44% | 251.87 ($268.43) 277.95 | $287.44 | 7.08% | Reduce -13.61% | 39,739 | -6,260 |
MERIDIAN MANAGEMENT CO Total Holding History ($B)
MERIDIAN MANAGEMENT CO's Asset Allocation
MERIDIAN MANAGEMENT CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MERIDIAN MANAGEMENT CO's Hypothetical Growth since 2025-03-31
MERIDIAN MANAGEMENT CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MERIDIAN MANAGEMENT CO's Holdings Heat Map
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MERIDIAN MANAGEMENT CO's Holdings Bubble Chart
MERIDIAN MANAGEMENT CO News
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