Meritas Wealth Management, LLC Portfolio Holdings by Sector

Meritas Wealth Management, LLC

$171 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUV DFAT DFUS AVUV DFIV DISV VTIP BND 22 stocks	$124 Million 79.84% of portfolio	12	5	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S MSFT ORCL PLTR FTNT 5 stocks	$11.6 Million 7.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$10 Million 6.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO ADSK 2 stocks	$2.49 Million 1.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1.78 Million 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.02 Million 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$868,432 0.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$737,448 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$684,504 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$464,471 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$438,360 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$342,610 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$222,998 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$219,977 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$204,625 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$203,817 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$62,090 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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