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Meet Meridian Wealth Partners.

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MW
Meridian Wealth Partners
Menlo Park, CA · $3.86B AUM · 38 advisors · Growth-Tilt
AUM
$3.86B
Rotation Score
92
Positions
61
Advisors
38
Free preview · Top 3 Q3 moves
BUFFNEW BUY$158.2M
QQQ+22%$95.4M add
AGG-18%$32.2M trim
All 61 positions · 4 doppelgangers · full advisor list
SPY · $620.4M · 16.1% · TRIM -12%
QQQ · $431.2M · 11.2% · ADD +22%
VTI · $308.8M · 8.0% · HOLD
IWM · $189.4M · 4.9% · TRIM -8%
BUFF · $158.2M · 4.1% · NEW BUY
AGG · $146.7M · 3.8% · TRIM -18%
TLT · $124.3M · 3.2% · HOLD
JEPI · $118.9M · 3.1% · ADD +14%
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