Meriwether Wealth & Planning, LLC New Holdings in Q4 2024

Meriwether Wealth & Planning, LLC

Stock	Shares change	Price Range	Shares Held
KO Coca Cola CO Consumer Defensive	3.84K New	$61.74 - $71.71 $237K - $275K	3.84K $239M
SELV Sei Exchange Traded Fds Enhanc ETFs	8.1K New	$28.96 - $30.87 $235K - $250K	8.1K $236M
NEE Nextera Energy Inc Utilities	3.2K New	$69.77 - $85.43 $223K - $273K	3.2K $229M
PFE Pfizer Inc Healthcare	8.5K New	$24.8 - $30.19 $211K - $257K	8.5K $226M
QCOM Qualcomm Inc Technology	1.46K New	$150.4 - $178.04 $219K - $259K	1.46K $224M
BABA Alibaba Group Holding LTD Consumer Cyclical	2.59K New	$82.28 - $117.52 $213K - $304K	2.59K $220M
GPC Genuine Parts CO Consumer Cyclical	1.88K New	$113.11 - $143.63 $212K - $269K	1.88K $219M
CHKP Check Point Software Technologies LTD Technology	1.16K New	$170.18 - $209.01 $197K - $242K	1.16K $216M
SCHM Schwab Strategic U.S. Mid Cap ETFs	7.66K New	$27.54 - $83.04 $211K - $636K	7.66K $212M
KLAC Kla Corp Technology	334 New	$614.46 - $829.55 $205K - $277K	334 $210M
SO Southern CO Utilities	2.54K New	$81.5 - $94.15 $207K - $239K	2.54K $209M
AEP American Electric Power CO Inc Utilities	2.24K New	$90.91 - $102.21 $204K - $229K	2.24K $207M
ADSK Autodesk, Inc. Technology	693 New	N/A	693 $205M
LYG Lloyds Banking Group PLC Financial Services	51.2K New	$2.67 - $3.23 $137K - $165K	51.2K $139M
FPI Farmland Partners Inc. Real Estate	10.1K New	$10.17 - $12.76 $103K - $129K	10.1K $119M
ZNTL Zentalis Pharmaceuticals, Inc. Healthcare	21.6K New	$2.7 - $4.03 $58.4K - $87.2K	21.6K $65.6M
SLI Standard Lithium Ltd. Basic Materials	32.3K New	$1.36 - $2.51 $43.9K - $81K	32.3K $47.1M

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