Meredith Wealth Planning Portfolio Holdings by Sector

Meredith Wealth Planning

$275 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUV DUHP AVDV MTUM AVES DIHP DFCF IMTM 36 stocks	$213 Million 93.75% of portfolio	30	5	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.01 Million 1.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$2.83 Million 1.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.01 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.29 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.2 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.01 Million 0.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$661,257 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$641,143 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$337,657 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$280,982 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$267,659 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBT 1 stocks	$241,865 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology RIOT 1 stocks	$226,475 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$200,271 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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