Meriwether Wealth & Planning, LLC Purchases in Q1 2025

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
314K
New
$19.43 - $19.62 $6.1M - $6.16M
314K $6.15B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
280K
New
$19.42 - $19.54 $5.44M - $5.47M
280K $5.46B
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
AMAT
Applied Materials Inc

Technology
2.88K
New
$145.06 - $195.51 $417K - $563K
2.88K $418M
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
NVS
Novartis Ag

Healthcare
1.3K
+ 15.36%
$97.14 - $115.57 $126K - $150K
9.73K $1.08B
AMT
American Tower Corp

Real Estate
1.19K
New
$173.46 - $217.6 $207K - $259K
1.19K $259M
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
VZ
Verizon Communications Inc

Communication Services
4.99K
New
$37.81 - $46.49 $188K - $232K
4.99K $226M
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
GLD
Spdr Gold Trust

ETFs
738
New
$243.19 - $288.14 $179K - $213K
738 $213M
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
PGR
Progressive Corp

Financial Services
737
New
$235.61 - $291.22 $174K - $215K
737 $209M
Gsk PLC
5.38K
New
N/A
5.38K $209M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.99K
New
$20.64 - $20.73 $206K - $207K
9.99K $207M
GD
General Dynamics Corp

Industrials
642
+ 21.22%
$241.94 - $272.58 $155K - $175K
3.67K $1B
UPS
United Parcel Service Inc

Industrials
1.83K
New
$109.66 - $136.26 $201K - $249K
1.83K $201M
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
F
Ford Motor CO

Consumer Cyclical
14.2K
New
$9.12 - $10.43 $130K - $148K
14.2K $142M
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
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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