Meriwether Wealth & Planning, LLC Incresed Positions in Q3 2025

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
+ 4.18%
$28.92 - $32.19 $838K - $932K
722K $23B
XOM
Exxon Mobil Corp

Energy
19.5K
+ 93.09%
$105.83 - $117.22 $2.07M - $2.29M
40.5K $4.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
40.2K
+ 5.79%
$27.61 - $29.15 $1.11M - $1.17M
736K $21.4B
GOOG
Alphabet Inc.

Communication Services
79
+ 0.63%
$175.16 - $255.24 $13.8K - $20.2K
12.5K $3.05B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.86K
+ 2.86%
$45.26 - $46.63 $446K - $460K
355K $16.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 19.53%
$459.11 - $506.91 $462K - $510K
6.16K $3.09B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
11.6K
+ 80.2%
$41.64 - $45.4 $485K - $528K
26.1K $1.19B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.71K
+ 85.61%
$50.32 - $54.01 $489K - $525K
21.1K $1.14B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.37K
+ 3.09%
$63.41 - $69.69 $150K - $165K
79.3K $5.43B
AMZN
Amazon Com Inc

Consumer Cyclical
2.12K
+ 27.24%
$211.65 - $238.24 $448K - $504K
9.88K $2.17B
NVDA
Nvidia Corp

Technology
439
+ 5.69%
$153.3 - $186.58 $67.3K - $81.9K
8.16K $1.52B
OMC
Omnicom Group Inc.

Communication Services
2.65K
+ 36.48%
$70.41 - $81.53 $187K - $216K
9.92K $809M
ALCC
Alt C Acquisition Corp.

Financial Services
310
+ 7.53%
N/A
4.43K $494M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.77K
+ 5.07%
$72.01 - $74.44 $199K - $206K
57.4K $4.22B
PLTR
Palantir Technologies Inc.

Technology
147
+ 3.98%
$130.68 - $186.97 $19.2K - $27.5K
3.84K $700M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.17K
+ 3.18%
$19.49 - $19.61 $179K - $180K
297K $5.81B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.57K
+ 2.69%
$19.61 - $19.79 $168K - $170K
328K $6.46B
BDX
Becton Dickinson & CO

Healthcare
518
+ 13.18%
$172.41 - $199.66 $89.3K - $103K
4.45K $833M
GOOGL
Alphabet Inc.

Communication Services
80
+ 4.45%
$174.36 - $254.72 $13.9K - $20.4K
1.88K $457M
AMAT
Applied Materials Inc

Technology
111
+ 2.22%
$156.25 - $204.95 $17.3K - $22.7K
5.1K $1.04B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.19K
+ 3.22%
$23.54 - $23.97 $98.7K - $100K
134K $3.22B
BAC
Bank Of America Corp

Financial Services
595
+ 3.06%
$44.92 - $52.42 $26.7K - $31.2K
20.1K $1.04B
NVS
Novartis Ag

Healthcare
329
+ 3.47%
$113.5 - $129.73 $37.3K - $42.7K
9.82K $1.26B
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.11%
$215.01 - $273.02 $860 - $1.09K
3.57K $898M
SLI
Standard Lithium Ltd.

Basic Materials
1.93K
+ 5.1%
$2.03 - $3.78 $3.92K - $7.3K
39.8K $134M
ADI
Analog Devices Inc

Technology
70
+ 1.75%
$220.68 - $255.63 $15.4K - $17.9K
4.06K $998M
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.29%
$94.4 - $104.27 $1.51K - $1.67K
5.46K $563M
VST
Vistra Corp.

Utilities
141
+ 12.62%
$182.0 - $217.92 $25.7K - $30.7K
1.26K $246M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.07%
$193.58 - $213.07 $194 - $213
1.48K $309M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
389
+ 4.96%
$28.15 - $30.13 $11K - $11.7K
8.24K $244M
NEE
Nextera Energy Inc

Utilities
50
+ 1.55%
$69.77 - $77.54 $3.49K - $3.88K
3.28K $247M
EPD
Enterprise Products Partners L.P.

Energy
500
+ 2.26%
$30.74 - $32.14 $15.4K - $16.1K
22.6K $707M
F
Ford Motor CO

Consumer Cyclical
115
+ 0.76%
$10.82 - $12.09 $1.24K - $1.39K
15.3K $183M
SO
Southern CO

Utilities
85
+ 3.34%
$90.83 - $96.0 $7.72K - $8.16K
2.63K $249M
ADSK
Autodesk, Inc.

Technology
25
+ 3.52%
N/A
736 $234M
OACP
Unified Ser Tr Oneascent Core

ETFs
13
+ 0.03%
$22.56 - $23.26 $293 - $302
39.4K $909M
WDS
Woodside Energy Group LTD

Energy
975
+ 7.75%
$15.05 - $17.66 $14.7K - $17.2K
13.6K $204M
CEG
Constellation Energy Corp

Utilities
2
+ 0.24%
$298.82 - $354.89 $598 - $710
846 $278M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
146
+ 0.58%
$23.27 - $23.51 $3.4K - $3.43K
25.4K $595M
META
Meta Platforms, Inc.

Communication Services
10
+ 1.8%
$695.21 - $791.73 $6.95K - $7.92K
566 $416M
BSJR
Invesco Indx Tr

ETFs
149
+ 0.51%
$22.64 - $22.85 $3.37K - $3.4K
29.6K $673M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
149
+ 0.65%
$21.89 - $22.2 $3.26K - $3.31K
23.2K $511M
SNY
Sanofi

Healthcare
407
+ 2.92%
$45.07 - $51.35 $18.3K - $20.9K
14.4K $678M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
144
+ 1.46%
$21.35 - $21.7 $3.07K - $3.12K
9.99K $216M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
166
+ 1.37%
$20.66 - $20.74 $3.43K - $3.44K
12.3K $254M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
148
+ 0.93%
$23.03 - $23.12 $3.41K - $3.42K
16.1K $370M
COF
Capital One Financial Corp

Financial Services
14
+ 1.41%
$207.29 - $229.74 $2.9K - $3.22K
1K $213M
CRM
Salesforce, Inc.

Technology
155
+ 16.06%
$231.66 - $273.65 $35.9K - $42.4K
1.12K $265M
MMLP
Martin Midstream Partners L.P.

Energy
104
+ 1.04%
$2.8 - $3.48 $291 - $362
10.1K $31M
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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