Daniel Meuser

Committees

Service

Trading Style

• Net Seller: 100% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
• Sector Focus: 77% of trades are in Technology.
• Spouse-Managed Portfolio: 77% of trades are executed through a spouse's accounts.
• Concentrated Holdings: Top positions (NVDA, GOOGL, AMGN) account for 68% of all trades, with NVDA alone at 59%.
• Mid-to-Large Sizing: 27% of trades exceed $100K, with a median trade around $50K.