Meriwether Wealth & Planning, LLC Incresed Positions in Q1 2025

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
118K
+ 21.46%
$25.77 - $27.6 $3.04M - $3.26M
668K $17.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.6K
+ 11.41%
$44.41 - $45.98 $1.58M - $1.64M
348K $15.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.3K
+ 20.05%
$58.81 - $68.2 $1.08M - $1.25M
110K $6.55B
SCHG
Schwab Strategic Tr Us Large C

ETFs
89K
+ 15.39%
$24.91 - $29.02 $2.22M - $2.58M
668K $16.7B
XLE
Energy Sector Spdr

ETFs
4.63K
+ 32.83%
$85.7 - $93.96 $397K - $435K
18.7K $1.75B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
14.2K
+ 25.24%
$33.91 - $36.36 $481K - $516K
70.4K $2.46B
XOM
Exxon Mobil Corp

Energy
1.38K
+ 6.56%
$105.44 - $118.93 $145K - $164K
22.4K $2.66B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16K
+ 14.35%
$23.32 - $23.84 $373K - $381K
127K $2.98B
ELV
Elevance Health, Inc.

Healthcare
540
+ 33.67%
$365.9 - $436.25 $198K - $236K
2.14K $933M
BSJR
Invesco Indx Tr

ETFs
12.4K
+ 76.8%
$22.4 - $22.69 $278K - $282K
28.6K $641M
CMCSA
Comcast Corp

Communication Services
6.86K
+ 21.64%
$33.19 - $38.23 $228K - $262K
38.6K $1.42B
CVX
Chevron Corp

Energy
3
+ 0.03%
$146.71 - $167.97 $440 - $504
10.3K $1.72B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.6K
+ 91.55%
$21.64 - $22.08 $229K - $234K
22.1K $479M
JPM
Jpmorgan Chase & CO

Financial Services
548
+ 3.56%
$225.19 - $279.95 $123K - $153K
15.9K $3.91B
BK
Bank Of New York Mellon Corp

Financial Services
1.53K
+ 11.94%
$75.42 - $88.95 $115K - $136K
14.3K $1.2B
SCHW
Schwab Charles Corp

Financial Services
1.86K
+ 11.73%
$71.24 - $83.64 $133K - $156K
17.7K $1.39B
MDT
Medtronic PLC

Healthcare
1.36K
+ 15.11%
$79.84 - $94.5 $108K - $128K
10.3K $929M
MCK
Mckesson Corp

Healthcare
140
+ 12.58%
$566.21 - $672.99 $79.3K - $94.2K
1.25K $843M
GD
General Dynamics Corp

Industrials
642
+ 21.22%
$241.94 - $272.58 $155K - $175K
3.67K $1B
SNY
Sanofi

Healthcare
2.02K
+ 16.57%
$48.15 - $59.42 $97.1K - $120K
14.2K $787M
COP
Conocophillips

Energy
1.34K
+ 14.72%
$88.6 - $105.85 $118K - $141K
10.4K $1.09B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
9.29K
+ 15.93%
$35.37 - $41.21 $329K - $383K
67.6K $2.44B
EBAY
Ebay Inc

Consumer Cyclical
1.42K
+ 9.31%
$61.61 - $70.93 $87.2K - $100K
16.6K $1.13B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
7.75K
+ 46.43%
$23.19 - $23.5 $180K - $182K
24.4K $567M
UL
Unilever PLC

Consumer Defensive
2.15K
+ 13.83%
$54.72 - $60.29 $118K - $130K
17.7K $1.05B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.19K
+ 21.03%
$42.18 - $45.16 $134K - $144K
18.3K $812M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.46K
+ 10.95%
$27.01 - $28.54 $120K - $127K
45.1K $1.26B
BDX
Becton Dickinson & CO

Healthcare
552
+ 16.3%
$222.79 - $249.08 $123K - $137K
3.94K $902M
KMX
Carmax Inc

Consumer Cyclical
1.99K
+ 14.35%
$69.25 - $89.19 $138K - $178K
15.9K $1.24B
AMGN
Amgen Inc

Healthcare
44
+ 2.75%
$258.59 - $327.36 $11.4K - $14.4K
1.65K $513M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.17%
$169.2 - $216.66 $846 - $1.08K
2.95K $617M
ETR
Entergy Corp

Utilities
485
+ 10.98%
$75.26 - $87.89 $36.5K - $42.6K
4.9K $419M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.55K
+ 30.72%
$23.03 - $23.17 $81.7K - $82.2K
15.1K $348M
BAC
Bank Of America Corp

Financial Services
2.87K
+ 16.32%
$39.61 - $47.74 $114K - $137K
20.4K $853M
ADI
Analog Devices Inc

Technology
586
+ 16.66%
$201.56 - $243.82 $118K - $143K
4.1K $828M
RTX
Raytheon Technologies Corp

Industrials
221
+ 8.03%
$114.1 - $135.66 $25.2K - $30K
2.97K $394M
LYG
Lloyds Banking Group PLC

Financial Services
4.12K
+ 8.04%
$2.58 - $3.9 $10.6K - $16.1K
55.3K $211M
PEP
Pepsico Inc

Consumer Defensive
502
+ 21.98%
$142.64 - $156.42 $71.6K - $78.5K
2.79K $418M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 26.92%
$56.17 - $59.71 $69.6K - $74K
5.84K $334M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
608
+ 24.72%
$106.44 - $113.12 $64.7K - $68.8K
3.07K $335M
DUK
Duke Energy Corp

Utilities
118
+ 3.24%
$105.87 - $121.97 $12.5K - $14.4K
3.76K $458M
OMC
Omnicom Group Inc.

Communication Services
957
+ 17.52%
$79.43 - $88.34 $76K - $84.5K
6.42K $532M
KO
Coca Cola CO

Consumer Defensive
338
+ 8.8%
$60.81 - $72.32 $20.6K - $24.4K
4.18K $299M
SBUX
Starbucks Corp

Consumer Cyclical
201
+ 4.46%
$91.75 - $115.81 $18.4K - $23.3K
4.71K $462M
ENB
Enbridge Inc

Energy
615
+ 6.25%
$41.54 - $45.45 $25.5K - $28K
10.4K $463M
MSFT
Microsoft Corp

Technology
747
+ 14.64%
$375.39 - $447.2 $280K - $334K
5.85K $2.2B
LLY
Eli Lilly & CO

Healthcare
22
+ 4.58%
$725.72 - $929.72 $16K - $20.5K
502 $415M
GPC
Genuine Parts CO

Consumer Cyclical
197
+ 10.51%
$115.91 - $129.02 $22.8K - $25.4K
2.07K $247M
APD
Air Products & Chemicals, Inc.

Basic Materials
56
+ 4.32%
$283.24 - $338.07 $15.9K - $18.9K
1.35K $398M
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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