Meriwether Wealth & Planning, LLC Purchases in Q4 2024

Meriwether Wealth & Planning, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
578K
New
$25.93 - $105.3 $15M - $60.9M
578K $16.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
550K
New
$25.79 - $80.4 $14.2M - $44.2M
550K $14.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
312K
New
$44.87 - $46.86 $14M - $14.6M
312K $14B
BOND
Pimco Active Bond Exchange Tra

ETFs
114K
New
$90.42 - $94.5 $10.3M - $10.8M
114K $10.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
91.3K
New
$63.58 - $71.15 $5.8M - $6.49M
91.3K $5.94B
JPM
Jpmorgan Chase & CO

Financial Services
15.4K
New
$205.18 - $250.29 $3.16M - $3.85M
15.4K $3.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.22K
New
$442.29 - $483.08 $2.75M - $3M
6.22K $2.82B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
111K
New
$23.29 - $23.93 $2.59M - $2.67M
111K $2.61B
XOM
Exxon Mobil Corp

Energy
21K
New
$105.51 - $125.37 $2.21M - $2.63M
21K $2.26B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
58.3K
New
$35.84 - $41.12 $2.09M - $2.4M
58.3K $2.25B
GOOG
Alphabet Inc.

Communication Services
11.3K
New
$163.08 - $198.16 $1.84M - $2.24M
11.3K $2.15B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
56.2K
New
$34.1 - $36.82 $1.92M - $2.07M
56.2K $1.97B
ORCL
Oracle Corp

Technology
11.1K
New
$165.41 - $192.43 $1.84M - $2.14M
11.1K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
7.71K
New
$180.88 - $232.93 $1.39M - $1.79M
7.71K $1.69B
AAPL
Apple Inc.

Technology
6.75K
New
$221.69 - $259.02 $1.5M - $1.75M
6.75K $1.69B
BKNG
Booking Holdings Inc.

Consumer Cyclical
329
New
$4100.99 - $5300.34 $1.35M - $1.74M
329 $1.63B
OACP
Unified Ser Tr Oneascent Core

ETFs
71.2K
New
$22.48 - $23.46 $1.6M - $1.67M
71.2K $1.6B
CVX
Chevron Corp

Energy
10.3K
New
$141.15 - $162.53 $1.45M - $1.67M
10.3K $1.49B
V
Visa Inc.

Financial Services
4.69K
New
$273.87 - $320.91 $1.28M - $1.5M
4.69K $1.48B
XLE
Energy Sector Spdr

ETFs
14.1K
New
$83.32 - $97.27 $1.18M - $1.37M
14.1K $1.21B
CMCSA
Comcast Corp

Communication Services
31.7K
New
$37.39 - $45.14 $1.19M - $1.43M
31.7K $1.19B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
46.2K
New
$25.35 - $25.53 $1.17M - $1.18M
46.2K $1.18B
SCHW
Schwab Charles Corp

Financial Services
15.9K
New
$63.31 - $82.85 $1M - $1.31M
15.9K $1.17B
KMX
Carmax Inc

Consumer Cyclical
13.9K
New
$71.11 - $87.2 $988K - $1.21M
13.9K $1.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
40.7K
New
$26.93 - $84.95 $1.1M - $3.46M
40.7K $1.11B
FLRN
Spdr Bloomberg Investment Grad

ETFs
36K
New
$30.67 - $30.84 $1.1M - $1.11M
36K $1.11B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11K
New
$100.22 - $100.73 $1.1M - $1.11M
11K $1.1B
NVDA
Nvidia Corp

Technology
8.02K
New
$117.0 - $148.88 $938K - $1.19M
8.02K $1.08B
LOW
Lowes Companies Inc

Consumer Cyclical
4.02K
New
$244.52 - $284.07 $982K - $1.14M
4.02K $992M
BK
Bank Of New York Mellon Corp

Financial Services
12.8K
New
$70.82 - $81.87 $908K - $1.05M
12.8K $985M
BFST
Business First Bancshares, Inc.

Financial Services
37.6K
New
$23.96 - $29.86 $902K - $1.12M
37.6K $967M
EBAY
Ebay Inc

Consumer Cyclical
15.2K
New
$57.51 - $67.17 $874K - $1.02M
15.2K $942M
COP
Conocophillips

Energy
9.07K
New
$95.12 - $114.72 $863K - $1.04M
9.07K $900M
UL
Unilever PLC

Consumer Defensive
15.5K
New
$56.7 - $64.64 $880K - $1M
15.5K $880M
ET
Energy Transfer LP

Energy
44.2K
New
$16.05 - $19.86 $709K - $877K
44.2K $865M
NVS
Novartis Ag

Healthcare
8.43K
New
$96.78 - $117.18 $816K - $988K
8.43K $821M
OALC
Unified Ser Tr Oneascent Large
27.1K
New
N/A
27.1K $804M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
New
$77.86 - $79.27 $798K - $812K
10.2K $800M
GD
General Dynamics Corp

Industrials
3.03K
New
$260.28 - $314.03 $788K - $950K
3.03K $797M
BAC
Bank Of America Corp

Financial Services
17.6K
New
$39.22 - $47.77 $689K - $839K
17.6K $772M
BDX
Becton Dickinson & CO

Healthcare
3.39K
New
$220.02 - $243.75 $745K - $825K
3.39K $768M
ADI
Analog Devices Inc

Technology
3.52K
New
$206.35 - $236.48 $726K - $832K
3.52K $747M
MDT
Medtronic PLC

Healthcare
8.98K
New
$79.61 - $92.24 $715K - $828K
8.98K $717M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4K
New
$174.22 - $187.62 $697K - $750K
4K $701M
EPD
Enterprise Products Partners L.P.

Energy
22.2K
New
$28.66 - $34.43 $636K - $764K
22.2K $696M
CAT
Caterpillar Inc

Industrials
1.81K
New
$360.37 - $416.88 $653K - $755K
1.81K $657M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.2K
New
$43.02 - $47.32 $652K - $717K
15.2K $655M
MCK
Mckesson Corp

Healthcare
1.11K
New
$482.27 - $628.5 $537K - $700K
1.11K $634M
Canadian Pacific Kansas City
8.63K
New
N/A
8.63K $625M
Activity Summary
Buys All Purchases 117 New Holdings 117 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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