Meriwether Wealth & Planning, LLC Reduced Holdings in Q4 2025

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-3.09K
- 38.46%
$148.9 - $157.72 $459K - $487K
4.94K $752M
MSFT
Microsoft Corp

Technology
-219
- 4.23%
$496.82 - $542.07 $109K - $119K
4.96K $2.4B
JPM
Jpmorgan Chase & CO

Financial Services
-981
- 6.74%
$294.11 - $320.41 $289K - $314K
13.6K $4.37B
BK
Bank Of New York Mellon Corp

Financial Services
-2.35K
- 17.71%
$104.54 - $112.64 $245K - $264K
10.9K $1.27B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-354
- 15.06%
$153.8 - $189.34 $54.4K - $67K
2K $293M
ETR
Entergy Corp

Utilities
-1.18K
- 33.04%
$93.4 - $97.65 $110K - $115K
2.39K $221M
V
Visa Inc.

Financial Services
-384
- 11.35%
$325.75 - $352.42 $125K - $135K
3K $1.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.55K
- 13.96%
$26.44 - $27.53 $93.9K - $97.8K
21.9K $601M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.53K
- 12.88%
$42.11 - $44.28 $64.6K - $67.9K
10.4K $449M
DUK
Duke Energy Corp

Utilities
-451
- 13.98%
$121.57 - $129.03 $54.8K - $58.2K
2.77K $325M
EBAY
Ebay Inc

Consumer Cyclical
-544
- 8.98%
$80.85 - $99.58 $44K - $54.2K
5.51K $480M
APD
Air Products & Chemicals, Inc.

Basic Materials
-168
- 15.66%
$237.56 - $271.47 $39.9K - $45.6K
905 $224M
GD
General Dynamics Corp

Industrials
-144
- 4.01%
$330.59 - $353.77 $47.6K - $50.9K
3.45K $1.16B
SBUX
Starbucks Corp

Consumer Cyclical
-673
- 17.23%
$78.46 - $87.26 $52.8K - $58.7K
3.23K $272M
ABBV
Abb Vie Inc.

Healthcare
-211
- 7.6%
$211.96 - $244.38 $44.7K - $51.6K
2.57K $586M
MA
Mastercard Inc

Financial Services
-102
- 13.56%
$536.85 - $580.45 $54.8K - $59.2K
650 $371M
Talen Energy Corp
-45
- 6.32%
N/A
667 $250M
ENB
Enbridge Inc

Energy
-631
- 7.87%
$46.39 - $50.07 $29.3K - $31.6K
7.39K $353M
PLTR
Palantir Technologies Inc.

Technology
-119
- 3.1%
$172.14 - $207.18 $20.5K - $24.7K
3.72K $661M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-344
- 15.05%
$109.53 - $114.14 $37.7K - $39.3K
1.94K $220M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 1.43%
$4804.01 - $5424.55 $19.2K - $21.7K
276 $1.48B
NVDA
Nvidia Corp

Technology
-169
- 2.07%
$179.83 - $207.04 $30.4K - $35K
7.99K $1.49B
MCK
Mckesson Corp

Healthcare
-109
- 8.91%
$738.06 - $859.37 $80.4K - $93.7K
1.11K $914M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-539
- 10.33%
$56.0 - $57.6 $30.2K - $31K
4.68K $268M
WDS
Woodside Energy Group LTD

Energy
-2K
- 14.75%
$14.28 - $17.6 $28.6K - $35.2K
11.6K $180M
QCOM
Qualcomm Inc

Technology
-177
- 12.88%
$153.59 - $187.68 $27.2K - $33.2K
1.2K $205M
TSLA
Tesla, Inc.

Consumer Cyclical
-56
- 4.48%
$401.99 - $468.37 $22.5K - $26.2K
1.19K $537M
NEE
Nextera Energy Inc

Utilities
-419
- 12.78%
$78.18 - $86.03 $32.8K - $36K
2.86K $230M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-658
- 2.84%
$21.91 - $22.1 $14.4K - $14.5K
22.5K $495M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.42%
$910.94 - $954.99 $911 - $955
235 $203M
RTX
Raytheon Technologies Corp

Industrials
-332
- 11.73%
$157.0 - $179.44 $52.1K - $59.6K
2.5K $458M
AMZN
Amazon Com Inc

Consumer Cyclical
-536
- 5.43%
$213.04 - $254.0 $114K - $136K
9.34K $2.16B
DIS
Walt Disney CO

Communication Services
-70
- 2.58%
$105.69 - $116.65 $7.4K - $8.17K
2.64K $300M
LYG
Lloyds Banking Group PLC

Financial Services
-6.71K
- 18.48%
$4.42 - $5.03 $29.7K - $33.8K
29.6K $157M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-175
- 9.46%
$280.66 - $305.09 $49.1K - $53.4K
1.68K $509M
AMAT
Applied Materials Inc

Technology
-1.07K
- 20.87%
$209.95 - $240.89 $224K - $257K
4.04K $1.04B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-124
- 1.48%
$30.72 - $30.86 $3.81K - $3.83K
8.24K $253M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-38
- 1.45%
$100.33 - $100.69 $3.81K - $3.83K
2.59K $259M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-132
- 1.29%
$25.44 - $25.56 $3.36K - $3.37K
10.1K $257M
NRG
Nrg Energy, Inc.

Utilities
-3
- 0.22%
$160.42 - $178.5 $481 - $536
1.39K $221M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.1%
$475.68 - $513.11 $2.85K - $3.08K
6.15K $3.09B
LAMR
Lamar Advertising CO

Real Estate
-59
- 2.99%
$116.11 - $129.63 $6.85K - $7.65K
1.91K $242M
SCHW
Schwab Charles Corp

Financial Services
-743
- 4.31%
$91.91 - $97.71 $68.3K - $72.6K
16.5K $1.65B
CRM
Salesforce, Inc.

Technology
-104
- 9.29%
$235.69 - $263.41 $24.5K - $27.4K
1.02K $269M
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.63%
$138.84 - $153.71 $2.36K - $2.61K
2.69K $386M
JXN
Jackson Financial Inc.

Financial Services
-102
- 2.46%
$92.13 - $103.82 $9.4K - $10.6K
4.05K $432M
ADI
Analog Devices Inc

Technology
-331
- 8.15%
$225.32 - $246.37 $74.6K - $81.5K
3.73K $1.01B
COF
Capital One Financial Corp

Financial Services
-41
- 4.08%
$201.01 - $225.01 $8.24K - $9.23K
963 $233M
AMGN
Amgen Inc

Healthcare
-73
- 6.4%
$290.13 - $341.71 $21.2K - $24.9K
1.07K $350M
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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