Meriwether Wealth & Planning, LLC Reduced Holdings in Q2 2025

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-53.1K
- 78.54%
$32.02 - $42.16 $1.7M - $2.24M
14.5K $612M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-32.7K
- 29.84%
$52.31 - $63.72 $1.71M - $2.08M
76.9K $4.9B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-25.8K
- 66.97%
$24.96 - $25.5 $643K - $657K
12.7K $324M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-21.3K
- 67.21%
$30.29 - $30.83 $646K - $657K
10.4K $321M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.5K
- 66.89%
$100.04 - $100.54 $650K - $654K
3.22K $324M
CVX
Chevron Corp

Energy
-2.2K
- 21.36%
$133.73 - $168.51 $294K - $371K
8.1K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-548
- 9.62%
$483.48 - $539.8 $265K - $296K
5.15K $2.5B
EBAY
Ebay Inc

Consumer Cyclical
-8.13K
- 48.91%
$59.52 - $79.36 $484K - $645K
8.49K $632M
XLE
Energy Sector Spdr

ETFs
-3.81K
- 20.34%
$76.44 - $94.13 $291K - $359K
14.9K $1.27B
OACP
Unified Ser Tr Oneascent Core

ETFs
-17.9K
- 31.24%
$22.32 - $22.91 $400K - $410K
39.4K $898M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.78K
- 21.67%
$24.32 - $27.87 $238K - $273K
35.4K $937M
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.2%
$165.15 - $226.42 $1.32K - $1.81K
3.93K $677M
IQV
Iqvia Holdings Inc.

Healthcare
-908
- 35.3%
$137.0 - $174.37 $124K - $158K
1.66K $262M
AMGN
Amgen Inc

Healthcare
-364
- 22.13%
$262.28 - $309.85 $95.5K - $113K
1.28K $358M
V
Visa Inc.

Financial Services
-395
- 10.3%
$308.27 - $373.31 $122K - $147K
3.44K $1.22B
ETR
Entergy Corp

Utilities
-1.28K
- 26.11%
$79.01 - $86.61 $101K - $111K
3.62K $301M
SNY
Sanofi

Healthcare
-239
- 1.68%
$47.62 - $55.44 $11.4K - $13.3K
14K $674M
ELV
Elevance Health, Inc.

Healthcare
-17
- 0.79%
$372.27 - $452.69 $6.33K - $7.7K
2.13K $827M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.38K
- 7.54%
$38.81 - $44.28 $53.7K - $61.3K
17K $720M
MDT
Medtronic PLC

Healthcare
-723
- 6.99%
$80.68 - $88.86 $58.3K - $64.2K
9.62K $838M
ABBV
Abb Vie Inc.

Healthcare
-56
- 1.9%
$170.16 - $206.27 $9.53K - $11.6K
2.89K $536M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.5K
- 0.72%
$44.68 - $45.96 $112K - $115K
345K $15.8B
SBUX
Starbucks Corp

Consumer Cyclical
-419
- 8.9%
$79.69 - $99.41 $33.4K - $41.7K
4.29K $393M
DUK
Duke Energy Corp

Utilities
-430
- 11.44%
$112.46 - $124.05 $48.4K - $53.3K
3.33K $393M
ENB
Enbridge Inc

Energy
-1.62K
- 15.49%
$41.09 - $47.16 $66.5K - $76.3K
8.83K $400M
OALC
Unified Ser Tr Oneascent Large
-4.86K
- 19.36%
N/A
20.2K $656M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-48
- 1.85%
$99.37 - $134.05 $4.77K - $6.43K
2.54K $288M
KO
Coca Cola CO

Consumer Defensive
-697
- 16.68%
$68.37 - $73.9 $47.7K - $51.5K
3.48K $246M
MA
Mastercard Inc

Financial Services
-111
- 12.79%
$479.92 - $590.74 $53.3K - $65.6K
757 $425M
LYG
Lloyds Banking Group PLC

Financial Services
-17.3K
- 31.38%
$3.32 - $4.29 $57.6K - $74.4K
37.9K $161M
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 0.94%
$210.83 - $235.28 $7.17K - $8K
3.57K $792M
APD
Air Products & Chemicals, Inc.

Basic Materials
-102
- 7.55%
$248.61 - $294.96 $25.4K - $30.1K
1.25K $352M
GPC
Genuine Parts CO

Consumer Cyclical
-390
- 18.82%
$105.54 - $129.09 $41.2K - $50.3K
1.68K $204M
FDX
Fedex Corp

Industrials
-81
- 6.97%
$198.07 - $245.17 $16K - $19.9K
1.08K $246M
LAMR
Lamar Advertising CO

Real Estate
-480
- 16.71%
$102.35 - $121.67 $49.1K - $58.4K
2.39K $290M
PFE
Pfizer Inc

Healthcare
-685
- 7.37%
$21.59 - $24.84 $14.8K - $17K
8.62K $209M
WDS
Woodside Energy Group LTD

Energy
-2.3K
- 15.45%
$11.5 - $16.77 $26.5K - $38.6K
12.6K $194M
ADBE
Adobe Inc.

Technology
-53
- 7.76%
$340.0 - $420.68 $18K - $22.3K
630 $244M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-11
- 0.36%
$95.52 - $109.98 $1.05K - $1.21K
3.06K $331M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-70
- 1.95%
$77.94 - $79.5 $5.46K - $5.57K
3.53K $280M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 4.33%
$908.13 - $1056.85 $9.99K - $11.6K
243 $241M
UL
Unilever PLC

Consumer Defensive
-429
- 2.43%
$57.9 - $65.43 $24.8K - $28.1K
17.2K $1.05B
JXN
Jackson Financial Inc.

Financial Services
-111
- 2.35%
$70.35 - $89.5 $7.81K - $9.93K
4.62K $410M
DIS
Walt Disney CO

Communication Services
-456
- 14.2%
$81.72 - $124.01 $37.3K - $56.5K
2.76K $342M
RTX
Raytheon Technologies Corp

Industrials
-106
- 3.57%
$113.75 - $148.48 $12.1K - $15.7K
2.87K $419M
BK
Bank Of New York Mellon Corp

Financial Services
-840
- 5.86%
$73.31 - $91.62 $61.6K - $77K
13.5K $1.23B
GD
General Dynamics Corp

Industrials
-72
- 1.96%
$247.68 - $291.66 $17.8K - $21K
3.6K $1.05B
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.02%
$81.79 - $99.98 $81.8 - $100
5.45K $533M
MCK
Mckesson Corp

Healthcare
-21
- 1.68%
$652.83 - $732.78 $13.7K - $15.4K
1.23K $903M
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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