Equal-WT
WhaleScore 2.0
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Meridian Wealth Partners is based out of Blue Bell. Meridian Wealth Partners is a large advisory firm with 721 clients and discretionary assets under management (AUM) of $863,957,225 (Form ADV from 2023-11-16). Their last reported 13F filing for Q4 2023 included $523,818,608 in managed 13F securities
and a top 10 holdings concentration of 73.05%. Meridian Wealth Partners's largest holding is Dimensional U.S. Core Equity 2 ETF- with shares held of 3,055,719. Whalewisdom has at least 18 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VTEB VANGUARD TAX-EXEMPT | 0.33% |
| IUSB iShares Core Total U | 0.13% |
| VLUE iShares MSCI USA Val | 0.11% |
| SCHB Schwab U.S. Broad Ma | 0.1% |
| IWM iShares Russell 2000 | 0.07% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| MUB iShares National Mun | 0.82% |
| SUB iShares Short-Term N | 0.32% |
| SCHO Schwab Short-Term U. | 0.25% |
| XOM ExxonMobil Corp. (St | 0.14% |
| DFAX Dimensional World ex | 0.12% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| DFAC Dimensional U.S. Cor | 17.05% |
| DFAU Dimensional US Core | 11.9% |
| SCHX Schwab U.S. Large-Ca | 11.33% |
| AGG iShares Core U.S. Ag | 9.43% |
| MUB iShares National Mun | 5.21% |
2023-12-31
13F Activity
| Market Value | $0.52b, Prior: $480m |
| New Purchases | 11 stocks |
| Added To | 45 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 38 stocks |
| Top 10 Holdings % | 73.05% |
| Turnover %[1] | 15.84% |
| Turnover Alt %[2] | 1.42% |
| Time Held Top 20 | 12.2 quarters |
| Time Held Top 10 | 11.4 quarters |
| Time Held All | 10.14 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