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MERIDIAN WEALTH MANAGEMENT, LLC

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LEXINGTON KY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance