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
PEP
Pepsico Inc

Consumer Defensive
502
+ 21.98%
$142.64 - $156.42 $71.6K - $78.5K
2.79K $418M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 26.92%
$56.17 - $59.71 $69.6K - $74K
5.84K $334M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
608
+ 24.72%
$106.44 - $113.12 $64.7K - $68.8K
3.07K $335M
DUK
Duke Energy Corp

Utilities
118
+ 3.24%
$105.87 - $121.97 $12.5K - $14.4K
3.76K $458M
OMC
Omnicom Group Inc.

Communication Services
957
+ 17.52%
$79.43 - $88.34 $76K - $84.5K
6.42K $532M
KO
Coca Cola CO

Consumer Defensive
338
+ 8.8%
$60.81 - $72.32 $20.6K - $24.4K
4.18K $299M
SBUX
Starbucks Corp

Consumer Cyclical
201
+ 4.46%
$91.75 - $115.81 $18.4K - $23.3K
4.71K $462M
ENB
Enbridge Inc

Energy
615
+ 6.25%
$41.54 - $45.45 $25.5K - $28K
10.4K $463M
MSFT
Microsoft Corp

Technology
747
+ 14.64%
$375.39 - $447.2 $280K - $334K
5.85K $2.2B
LLY
Eli Lilly & CO

Healthcare
22
+ 4.58%
$725.72 - $929.72 $16K - $20.5K
502 $415M
APD
Air Products & Chemicals, Inc.

Basic Materials
56
+ 4.32%
$283.24 - $338.07 $15.9K - $18.9K
1.35K $398M
MA
Mastercard Inc

Financial Services
1
+ 0.12%
$504.67 - $576.31 $505 - $576
868 $476M
PFE
Pfizer Inc

Healthcare
798
+ 9.39%
$25.01 - $27.13 $20K - $21.6K
9.3K $236M
LAMR
Lamar Advertising CO

Real Estate
254
+ 9.7%
$110.65 - $132.9 $28.1K - $33.8K
2.87K $327M
META
Meta Platforms, Inc.

Communication Services
18
+ 3.36%
$576.36 - $736.67 $10.4K - $13.3K
554 $319M
QCOM
Qualcomm Inc

Technology
9
+ 0.62%
$151.94 - $175.86 $1.37K - $1.58K
1.47K $225M
SLI
Standard Lithium Ltd.

Basic Materials
5.54K
+ 17.17%
$1.2 - $1.7 $6.65K - $9.42K
37.8K $48M
NEE
Nextera Energy Inc

Utilities
26
+ 0.81%
$66.96 - $76.16 $1.74K - $1.98K
3.23K $229M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
78
+ 1.02%
$25.58 - $29.24 $2K - $2.28K
7.73K $203M
VXF
Vanguard Extended Market ETF

ETFs
20
+ 1.4%
$170.36 - $201.04 $3.41K - $4.02K
1.45K $250M
TSLA
Tesla, Inc.

Consumer Cyclical
377
+ 43.43%
$222.15 - $428.22 $83.8K - $161K
1.25K $323M
DIS
Walt Disney CO

Communication Services
19
+ 0.6%
$96.87 - $114.0 $1.84K - $2.17K
3.21K $317M
ET
Energy Transfer LP

Energy
300
+ 0.68%
$17.26 - $21.08 $5.18K - $6.32K
44.5K $827M
FDX
Fedex Corp

Industrials
6
+ 0.52%
$230.33 - $281.53 $1.38K - $1.69K
1.16K $283M
BFST
Business First Bancshares, Inc.

Financial Services
34
+ 0.09%
$23.34 - $27.96 $794 - $951
37.7K $917M
IQV
Iqvia Holdings Inc.

Healthcare
4
+ 0.16%
$176.3 - $209.96 $705 - $840
2.57K $453M
CAT
Caterpillar Inc

Industrials
6
+ 0.33%
$326.75 - $407.63 $1.96K - $2.45K
1.82K $600M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.96%
$154.33 - $206.19 $2.62K - $3.51K
1.79K $277M
CRM
Salesforce, Inc.

Technology
9
+ 0.95%
$268.36 - $359.95 $2.42K - $3.24K
958 $257M
GOOG
Alphabet Inc.

Communication Services
809
+ 7.16%
$156.06 - $207.71 $126K - $168K
12.1K $1.89B
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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