Meriwether Wealth & Planning, LLC Incresed Positions in Q2 2025

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.8K
+ 3.87%
$22.27 - $29.21 $575K - $754K
693K $20.3B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
37.9K
+ 53.8%
$31.4 - $37.18 $1.19M - $1.41M
108K $4.03B
SCHV
Schwab Strategic Tr Us Large C

ETFs
27.3K
+ 4.09%
$23.55 - $27.67 $643K - $755K
695K $19.2B
AMAT
Applied Materials Inc

Technology
2.12K
+ 73.49%
$126.95 - $183.52 $268K - $388K
4.99K $914M
NVDA
Nvidia Corp

Technology
145
+ 1.91%
$94.31 - $157.99 $13.7K - $22.9K
7.72K $1.22B
GOOG
Alphabet Inc.

Communication Services
358
+ 2.96%
$146.58 - $180.01 $52.5K - $64.4K
12.5K $2.21B
AMZN
Amazon Com Inc

Consumer Cyclical
257
+ 3.42%
$167.32 - $223.3 $43K - $57.4K
7.76K $1.7B
PLTR
Palantir Technologies Inc.

Technology
193
+ 5.51%
$74.01 - $144.25 $14.3K - $27.8K
3.69K $503M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.9K
+ 2.82%
$19.44 - $19.56 $154K - $155K
288K $5.62B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
31
+ 1.39%
$141.37 - $228.57 $4.38K - $7.09K
2.27K $514M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.86K
+ 2.24%
$22.4 - $23.8 $64K - $68K
130K $3.1B
ISRG
Intuitive Surgical Inc

Healthcare
122
+ 11.93%
$451.58 - $565.94 $55.1K - $69K
1.15K $622M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.36%
$484.66 - $738.09 $969 - $1.48K
556 $410M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 3.61%
$221.86 - $362.89 $9.98K - $16.3K
1.29K $410M
PGR
Progressive Corp

Financial Services
290
+ 39.35%
$255.27 - $288.74 $74K - $83.7K
1.03K $274M
VUG
Vanguard Growth ETF

ETFs
31
+ 5.46%
$329.49 - $438.4 $10.2K - $13.6K
599 $263M
DE
Deere & CO

Industrials
5
+ 0.47%
$412.99 - $531.48 $2.06K - $2.66K
1.08K $549M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.1K
+ 21.02%
$20.66 - $20.74 $43.4K - $43.6K
12.1K $250M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.28%
$144.7 - $178.6 $724 - $893
1.8K $317M
VXF
Vanguard Extended Market ETF

ETFs
26
+ 1.79%
$150.43 - $192.71 $3.91K - $5.01K
1.48K $284M
UPS
United Parcel Service Inc

Industrials
448
+ 24.48%
$91.92 - $110.2 $41.2K - $49.4K
2.28K $230M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
869
+ 3.93%
$20.93 - $22.05 $18.2K - $19.2K
23K $507M
BSJR
Invesco Indx Tr

ETFs
840
+ 2.94%
$21.81 - $22.71 $18.3K - $19.1K
29.4K $668M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
815
+ 3.33%
$22.66 - $23.41 $18.5K - $19.1K
25.3K $589M
F
Ford Motor CO

Consumer Cyclical
985
+ 6.94%
$8.69 - $10.85 $8.56K - $10.7K
15.2K $165M
JEPI
J P Morgan Exchange Traded Fd

ETFs
371
+ 6.35%
$51.14 - $57.0 $19K - $21.1K
6.21K $353M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
823
+ 5.45%
$22.87 - $23.14 $18.8K - $19K
15.9K $367M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
112
+ 1.45%
$22.92 - $28.05 $2.57K - $3.14K
7.85K $220M
BFST
Business First Bancshares, Inc.

Financial Services
106
+ 0.28%
$21.5 - $24.92 $2.28K - $2.64K
37.8K $931M
ET
Energy Transfer LP

Energy
1.62K
+ 3.64%
$15.65 - $18.93 $25.3K - $30.6K
46.1K $836M
AAPL
Apple Inc.

Technology
580
+ 8.81%
$172.42 - $223.89 $100K - $130K
7.16K $1.47B
CRM
Salesforce, Inc.

Technology
7
+ 0.73%
$236.26 - $291.15 $1.65K - $2.04K
965 $263M
CMCSA
Comcast Corp

Communication Services
1.3K
+ 3.37%
$32.84 - $36.72 $42.7K - $47.7K
39.9K $1.42B
NEE
Nextera Energy Inc

Utilities
2
+ 0.06%
$64.11 - $75.0 $128 - $150
3.23K $224M
PEP
Pepsico Inc

Consumer Defensive
335
+ 12.02%
$128.02 - $151.37 $42.9K - $50.7K
3.12K $412M
OMC
Omnicom Group Inc.

Communication Services
848
+ 13.21%
$69.22 - $79.77 $58.7K - $67.6K
7.27K $523M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.11%
$157.66 - $172.39 $315 - $345
1.82K $290M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.6%
$713.71 - $898.95 $2.14K - $2.7K
505 $394M
KMX
Carmax Inc

Consumer Cyclical
1.26K
+ 7.9%
$62.27 - $82.77 $78.1K - $104K
17.1K $1.15B
COP
Conocophillips

Energy
282
+ 2.71%
$82.66 - $106.1 $23.3K - $29.9K
10.7K $959M
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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