Meriwether Wealth & Planning, LLC Reduced Holdings in Q3 2025

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-4.93K
- 50.11%
$218.96 - $328.33 $1.08M - $1.62M
4.91K $1.38B
KMX
Carmax Inc

Consumer Cyclical
-3.14K
- 18.35%
$44.86 - $71.57 $141K - $225K
14K $628M
CMCSA
Comcast Corp

Communication Services
-8.8K
- 22.07%
$31.41 - $36.33 $276K - $320K
31.1K $976M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.91K
- 28.03%
$26.38 - $27.95 $261K - $277K
25.4K $695M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.05K
- 29.78%
$42.43 - $45.05 $214K - $228K
11.9K $524M
ELV
Elevance Health, Inc.

Healthcare
-158
- 7.43%
$274.66 - $395.76 $43.4K - $62.5K
1.97K $636M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 4.44%
$5364.25 - $5815.92 $69.7K - $75.6K
280 $1.51B
EBAY
Ebay Inc

Consumer Cyclical
-2.44K
- 28.67%
$75.33 - $100.77 $183K - $245K
6.06K $551M
MSFT
Microsoft Corp

Technology
-368
- 6.63%
$491.09 - $535.64 $181K - $197K
5.18K $2.68B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-772
- 25.25%
$108.77 - $115.6 $84K - $89.2K
2.29K $259M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.5K
- 19.66%
$25.39 - $25.57 $63.4K - $63.8K
10.2K $261M
SBUX
Starbucks Corp

Consumer Cyclical
-384
- 8.95%
$81.9 - $96.86 $31.4K - $37.2K
3.91K $331M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.03K
- 19.56%
$30.71 - $30.86 $62.5K - $62.8K
8.37K $258M
XLE
Energy Sector Spdr

ETFs
-1.45K
- 9.68%
$84.25 - $91.99 $122K - $133K
13.5K $1.2B
APD
Air Products & Chemicals, Inc.

Basic Materials
-176
- 14.09%
$265.78 - $299.3 $46.8K - $52.7K
1.07K $293M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-595
- 18.49%
$100.16 - $100.7 $59.6K - $59.9K
2.62K $264M
LLY
Eli Lilly & CO

Healthcare
-65
- 12.87%
$625.65 - $812.69 $40.7K - $52.8K
440 $336M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-995
- 16.02%
$55.61 - $57.37 $55.3K - $57.1K
5.22K $298M
COP
Conocophillips

Energy
-1.12K
- 10.47%
$91.0 - $98.99 $102K - $111K
9.57K $905M
LAMR
Lamar Advertising CO

Real Estate
-422
- 17.63%
$114.98 - $128.82 $48.5K - $54.4K
1.97K $241M
BFST
Business First Bancshares, Inc.

Financial Services
-199
- 0.53%
$22.92 - $26.38 $4.56K - $5.25K
37.6K $887M
AMGN
Amgen Inc

Healthcare
-140
- 10.93%
$271.18 - $309.22 $38K - $43.3K
1.14K $322M
PEP
Pepsico Inc

Consumer Defensive
-417
- 13.36%
$133.81 - $152.16 $55.8K - $63.5K
2.7K $380M
DIS
Walt Disney CO

Communication Services
-46
- 1.67%
$112.25 - $124.0 $5.16K - $5.7K
2.71K $310M
PG
Procter & Gamble CO

Consumer Defensive
-97
- 5.32%
$150.47 - $161.22 $14.6K - $15.6K
1.73K $265M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 2.88%
$915.95 - $994.57 $6.41K - $6.96K
236 $218M
FDX
Fedex Corp

Industrials
-81
- 7.49%
$217.1 - $243.2 $17.6K - $19.7K
1K $236M
QCOM
Qualcomm Inc

Technology
-91
- 6.21%
$145.84 - $173.55 $13.3K - $15.8K
1.37K $229M
NRG
Nrg Energy, Inc.

Utilities
-10
- 0.71%
$144.77 - $173.91 $1.45K - $1.74K
1.39K $225M
GPC
Genuine Parts CO

Consumer Cyclical
-205
- 12.19%
$122.23 - $142.77 $25.1K - $29.3K
1.48K $205M
MA
Mastercard Inc

Financial Services
-5
- 0.66%
$550.18 - $598.96 $2.75K - $2.99K
752 $428M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-418
- 18.43%
$224.68 - $282.71 $93.9K - $118K
1.85K $517M
LYG
Lloyds Banking Group PLC

Financial Services
-1.6K
- 4.23%
$4.03 - $4.63 $6.46K - $7.43K
36.3K $165M
ENB
Enbridge Inc

Energy
-812
- 9.2%
$43.79 - $50.46 $35.6K - $41K
8.02K $405M
DUK
Duke Energy Corp

Utilities
-104
- 3.12%
$116.31 - $125.93 $12.1K - $13.1K
3.23K $399M
JXN
Jackson Financial Inc.

Financial Services
-467
- 10.11%
$84.06 - $103.8 $39.3K - $48.5K
4.15K $420M
OALC
Unified Ser Tr Oneascent Large
-487
- 2.41%
N/A
19.7K $687M
ETR
Entergy Corp

Utilities
-48
- 1.33%
$80.93 - $93.55 $3.88K - $4.49K
3.57K $333M
MCK
Mckesson Corp

Healthcare
-9
- 0.73%
$659.01 - $772.54 $5.93K - $6.95K
1.22K $945M
RTX
Raytheon Technologies Corp

Industrials
-36
- 1.26%
$144.19 - $167.33 $5.19K - $6.02K
2.83K $474M
MDT
Medtronic PLC

Healthcare
-144
- 1.5%
$87.67 - $95.74 $12.6K - $13.8K
9.47K $902M
SCHW
Schwab Charles Corp

Financial Services
-72
- 0.42%
$91.03 - $98.69 $6.55K - $7.11K
17.2K $1.65B
CVX
Chevron Corp

Energy
-76
- 0.94%
$145.57 - $161.83 $11.1K - $12.3K
8.02K $1.25B
ABBV
Abb Vie Inc.

Healthcare
-112
- 3.88%
$184.85 - $231.54 $20.7K - $25.9K
2.78K $643M
CAT
Caterpillar Inc

Industrials
-94
- 5.18%
$390.92 - $477.15 $36.7K - $44.9K
1.72K $821M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-193
- 7.59%
$103.83 - $179.9 $20K - $34.7K
2.35K $420M
TSLA
Tesla, Inc.

Consumer Cyclical
-40
- 3.1%
$293.94 - $444.72 $11.8K - $17.8K
1.25K $556M
GD
General Dynamics Corp

Industrials
-2
- 0.06%
$293.92 - $341.0 $588 - $682
3.59K $1.23B
BK
Bank Of New York Mellon Corp

Financial Services
-263
- 1.95%
$90.65 - $109.75 $23.8K - $28.9K
13.2K $1.44B
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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