Meriwether Wealth & Planning, LLC Purchases in Q4 2025

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
196K
New
$27.17 - $28.65 $5.32M - $5.61M
196K $5.58B
VEA
Vanguard Ftse Developed Market

ETFs
20.2K
New
$59.18 - $62.09 $1.2M - $1.26M
20.2K $1.26B
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.2K
+ 3.84%
$28.46 - $29.45 $803K - $831K
764K $22.6B
Unilever PLC
15.9K
New
N/A
15.9K $1.04B
TYL
Tyler Technologies Inc

Technology
1.5K
New
$460.81 - $518.69 $691K - $778K
1.5K $681M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.76K
+ 46.36%
$52.81 - $55.35 $516K - $540K
30.8K $1.71B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
11K
+ 42.25%
$44.19 - $46.84 $488K - $517K
37.2K $1.72B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
+ 5.82%
$19.54 - $19.6 $338K - $339K
315K $6.16B
CAT
Caterpillar Inc

Industrials
267
+ 15.51%
$480.82 - $585.49 $128K - $156K
1.99K $1.14B
Strategy Shs
11.8K
New
N/A
11.8K $316M
PFE
Pfizer Inc

Healthcare
10.9K
New
$24.23 - $27.37 $265K - $300K
10.9K $273M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.37K
+ 2.07%
$46.2 - $46.85 $340K - $345K
362K $16.7B
AMD
Advanced Micro Devices Inc

Technology
1.22K
New
$164.01 - $264.33 $199K - $321K
1.22K $260M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.9K
+ 3.63%
$19.7 - $19.78 $234K - $235K
340K $6.7B
KMX
Carmax Inc

Consumer Cyclical
8.3K
+ 59.32%
$30.88 - $46.81 $256K - $389K
22.3K $861M
CMCSA
Comcast Corp

Communication Services
9.38K
+ 30.18%
$26.98 - $31.09 $253K - $292K
40.4K $1.21B
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
8.4K
New
N/A
8.4K $219M
DE
Deere & CO

Industrials
448
+ 41.52%
$439.11 - $480.78 $197K - $215K
1.53K $711M
LOW
Lowes Companies Inc

Consumer Cyclical
997
+ 27.91%
$225.0 - $247.99 $224K - $247K
4.57K $1.1B
CSCO
Cisco Systems, Inc.

Technology
2.6K
New
$67.46 - $78.0 $176K - $203K
2.6K $201M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.93K
+ 6.84%
$70.3 - $73.05 $276K - $287K
61.3K $4.38B
WMT
Walmart Inc.

Consumer Defensive
961
+ 17.59%
$101.18 - $109.03 $97.2K - $105K
6.43K $716M
COP
Conocophillips

Energy
1.38K
+ 14.38%
$85.66 - $95.46 $118K - $131K
10.9K $1.02B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.92K
+ 4.41%
$23.54 - $23.93 $139K - $142K
140K $3.32B
SNY
Sanofi

Healthcare
1.73K
+ 12.02%
$48.09 - $52.34 $83K - $90.3K
16.1K $779M
OACP
Unified Ser Tr Oneascent Core

ETFs
4.42K
+ 11.21%
$23.02 - $23.34 $102K - $103K
43.8K $1.01B
SLI
Standard Lithium Ltd.

Basic Materials
6.35K
+ 15.97%
$3.18 - $5.39 $20.2K - $34.2K
46.1K $206M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
57
+ 4.81%
$325.34 - $368.61 $18.5K - $21K
1.24K $448M
F
Ford Motor CO

Consumer Cyclical
2.43K
+ 15.88%
$11.41 - $13.84 $27.7K - $33.6K
17.7K $233M
VUG
Vanguard Growth ETF

ETFs
69
+ 11.52%
$470.44 - $504.26 $32.5K - $34.8K
668 $326M
BDX
Becton Dickinson & CO

Healthcare
20
+ 0.45%
$176.39 - $193.93 $3.53K - $3.88K
4.47K $867M
AVGO
Broadcom Inc.

Technology
41
+ 5.92%
$324.63 - $385.98 $13.3K - $15.8K
734 $254M
ET
Energy Transfer LP

Energy
3.32K
+ 6.91%
$16.29 - $17.01 $54.1K - $56.5K
51.4K $847M
MDT
Medtronic PLC

Healthcare
117
+ 1.24%
$90.06 - $98.43 $10.5K - $11.5K
9.59K $921M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
355
+ 4.31%
$28.9 - $30.17 $10.3K - $10.7K
8.59K $258M
VCIT
Vanguard Intermediate Term Cor

ETFs
185
+ 3.54%
$83.45 - $84.82 $15.4K - $15.7K
5.41K $453M
OMC
Omnicom Group Inc.

Communication Services
222
+ 2.24%
$72.23 - $81.23 $16K - $18K
10.1K $819M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
293
+ 2.93%
$21.35 - $21.61 $6.26K - $6.33K
10.3K $221M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22
+ 0.65%
$74.09 - $75.1 $1.63K - $1.65K
3.4K $252M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
23
+ 0.09%
$23.36 - $23.46 $537 - $540
25.4K $593M
BSJR
Invesco Indx Tr

ETFs
29
+ 0.1%
$22.6 - $22.76 $655 - $660
29.6K $670M
MMLP
Martin Midstream Partners L.P.

Energy
144
+ 1.42%
$2.5 - $3.31 $360 - $477
10.3K $26.8M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.81%
$145.5 - $153.18 $2.04K - $2.14K
1.74K $249M
SO
Southern CO

Utilities
15
+ 0.57%
$90.58 - $99.72 $1.36K - $1.5K
2.64K $230M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.53%
$609.01 - $751.67 $1.83K - $2.26K
569 $376M
ALCC
Alt C Acquisition Corp.

Financial Services
120
+ 2.71%
N/A
4.55K $326M
XLE
Energy Sector Spdr

ETFs
7K
+ 51.88%
$85.22 - $92.02 $596K - $644K
20.5K $916M
ORCL
Oracle Corp

Technology
309
+ 6.29%
$217.57 - $313.0 $67.2K - $96.7K
5.22K $1.02B
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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