Meriwether Wealth & Planning, LLC New Holdings in Q4 2024

Meriwether Wealth & Planning, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
6.6K
New
$79.1 - $95.7 $522K - $632K
6.6K $597M
ELV
Elevance Health, Inc.

Healthcare
1.6K
New
$365.96 - $514.62 $587K - $825K
1.6K $592M
SNY
Sanofi

Healthcare
12.2K
New
$45.89 - $57.31 $559K - $698K
12.2K $587M
ISRG
Intuitive Surgical Inc

Healthcare
1.03K
New
$471.27 - $550.62 $485K - $567K
1.03K $537M
ABBV
Abb Vie Inc.

Healthcare
2.94K
New
$164.99 - $203.87 $485K - $599K
2.94K $522M
IQV
Iqvia Holdings Inc.

Healthcare
2.57K
New
$190.97 - $236.63 $490K - $608K
2.57K $505M
KRE
Spdr S&P Regional Banking ETF

ETFs
8.22K
New
$54.6 - $68.9 $449K - $566K
8.22K $496M
OMC
Omnicom Group Inc.

Communication Services
5.46K
New
$85.82 - $105.47 $469K - $576K
5.46K $470M
MA
Mastercard Inc

Financial Services
867
New
$491.3 - $536.15 $426K - $465K
867 $457M
DE
Deere & CO

Industrials
1.07K
New
$389.45 - $466.0 $418K - $500K
1.07K $455M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.49K
New
$80.13 - $83.77 $440K - $460K
5.49K $441M
AMGN
Amgen Inc

Healthcare
1.6K
New
$258.78 - $328.31 $414K - $526K
1.6K $417M
ENB
Enbridge Inc

Energy
9.83K
New
$40.4 - $43.92 $397K - $432K
9.83K $417M
JXN
Jackson Financial Inc.

Financial Services
4.74K
New
$84.91 - $113.74 $402K - $539K
4.74K $413M
SBUX
Starbucks Corp

Consumer Cyclical
4.51K
New
$87.44 - $102.5 $394K - $462K
4.51K $411M
DUK
Duke Energy Corp

Utilities
3.64K
New
$105.76 - $120.76 $385K - $440K
3.64K $392M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
16.7K
New
$23.25 - $23.56 $388K - $393K
16.7K $389M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.3K
New
$285.5 - $335.62 $370K - $435K
1.3K $376M
LLY
Eli Lilly & CO

Healthcare
480
New
$727.2 - $932.06 $349K - $447K
480 $371M
BSJR
Invesco Indx Tr

ETFs
16.2K
New
$22.37 - $22.7 $362K - $367K
16.2K $362M
DIS
Walt Disney CO

Communication Services
3.19K
New
$92.39 - $117.6 $295K - $375K
3.19K $355M
TSLA
Tesla, Inc.

Consumer Cyclical
868
New
$213.65 - $479.86 $185K - $417K
868 $351M
PEP
Pepsico Inc

Consumer Defensive
2.28K
New
$151.29 - $176.1 $346K - $402K
2.28K $347M
PG
Procter & Gamble CO

Consumer Defensive
2.01K
New
$161.05 - $179.7 $324K - $361K
2.01K $337M
GOOGL
Alphabet Inc.

Communication Services
1.78K
New
$161.86 - $196.66 $287K - $349K
1.78K $336M
ETR
Entergy Corp

Utilities
4.42K
New
$73.19 - $156.4 $323K - $691K
4.42K $335M
FDX
Fedex Corp

Industrials
1.16K
New
$260.5 - $305.15 $301K - $353K
1.16K $325M
LAMR
Lamar Advertising CO

Real Estate
2.62K
New
$121.37 - $138.11 $318K - $362K
2.62K $319M
RTX
Raytheon Technologies Corp

Industrials
2.75K
New
$114.45 - $127.21 $315K - $350K
2.75K $318M
CRM
Salesforce, Inc.

Technology
949
New
$270.87 - $367.87 $257K - $349K
949 $317M
META
Meta Platforms, Inc.

Communication Services
536
New
$554.08 - $632.68 $297K - $339K
536 $314M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.23K
New
$241.48 - $274.89 $297K - $338K
1.23K $312M
ADBE
Adobe Inc.

Technology
696
New
$437.39 - $552.96 $304K - $385K
696 $309M
WDS
Woodside Energy Group LTD

Energy
18.9K
New
$14.38 - $18.32 $272K - $347K
18.9K $295M
VUG
Vanguard Growth ETF

ETFs
683
New
$378.79 - $428.11 $259K - $292K
683 $280M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
13.2K
New
$21.02 - $21.57 $277K - $285K
13.2K $279M
VXF
Vanguard Extended Market ETF

ETFs
1.43K
New
$179.17 - $207.15 $256K - $296K
1.43K $271M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
8.17K
New
$32.51 - $34.98 $266K - $286K
8.17K $270M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.46K
New
$108.28 - $117.54 $266K - $289K
2.46K $268M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.5K
New
$23.02 - $23.23 $266K - $268K
11.5K $266M
PLTR
Palantir Technologies Inc.

Technology
3.5K
New
$36.46 - $82.38 $128K - $288K
3.5K $265M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.6K
New
$57.53 - $60.83 $265K - $280K
4.6K $265M
UNH
Unitedhealth Group Inc

Healthcare
522
New
$485.52 - $625.25 $253K - $326K
522 $264M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.03K
New
$126.68 - $134.74 $257K - $274K
2.03K $259M
Morgan Stanley ETF Trust
4.33K
New
N/A
4.33K $257M
COST
Costco Wholesale Corp

Consumer Defensive
279
New
$873.59 - $994.69 $244K - $278K
279 $256M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11.6K
New
$21.68 - $22.16 $251K - $256K
11.6K $251M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.53K
New
$160.89 - $176.18 $246K - $269K
1.53K $247M
EIX
Edison International

Utilities
3K
New
$77.93 - $88.36 $234K - $265K
3K $239M
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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