Equal-WT
WhaleScore 2.0
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Meridian Wealth Management is based out of Lexington. Meridian Wealth Management is a large advisory firm with 2942 clients and discretionary assets under management (AUM) of $1,805,674,637 (Form ADV from 2023-11-02). Their last reported 13F filing for Q4 2023 included $1,566,218,199 in managed 13F securities
and a top 10 holdings concentration of 29.21%. Meridian Wealth Management's largest holding is Apple Inc with shares held of 381,196. Whalewisdom has at least 31 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
QQQ Invesco QQQ Trust, S | 1.25% |
JPM JPMorgan Chase & Co. | 0.73% |
SPY SPDR S&P 500 ETF TRU | 0.6% |
IGSB iShares 1-5 Year Inv | 0.58% |
AVGO Broadcom Ltd. (Avago | 0.44% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 2.67% |
MSFT Microsoft Corp. | 1.58% |
AMZN Amazon.com Inc. | 1.57% |
XOM ExxonMobil Corp. (St | 1.49% |
BRK.B Berkshire Hathaway I | 1.28% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 4.69% |
QQQ Invesco QQQ Trust, S | 4.14% |
MSFT Microsoft Corp. | 3.86% |
XOM ExxonMobil Corp. (St | 3.69% |
NVDA NVIDIA Corp. | 3.13% |
2023-12-31
13F Activity
Market Value | $1.57b, Prior: $1.63b |
New Purchases | 82 stocks |
Added To | 197 stocks |
Sold out of | 30 stocks |
Reduced holdings in | 283 stocks |
Top 10 Holdings % | 29.21% |
Turnover %[1] | 18.95% |
Turnover Alt %[2] | 17.35% |
Time Held Top 20 | 11.6 quarters |
Time Held Top 10 | 13.8 quarters |
Time Held All | 10.54 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31