Meriwether Wealth & Planning, LLC Portfolio Holdings by Sector
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG SCHV FBND BOND DFAS SPHY SEIM SEIQ 34 stocks |
$82.1 Million
59.18% of portfolio
|
34
|
- |
34
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PLTR CHKP 5 stocks |
$4.8 Million
3.46% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$4.46 Million
3.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3.75 Million
2.7% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
NVS SNY ABBV AMGN LLY PFE 6 stocks |
$2.94 Million
2.12% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA 3 stocks |
$2.85 Million
2.06% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.82 Million
2.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$2.8 Million
2.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI TSM QCOM 4 stocks |
$2.49 Million
1.8% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD ENB 3 stocks |
$1.98 Million
1.43% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1.94 Million
1.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.69 Million
1.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$1.63 Million
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ETR EIX NEE SO AEP 6 stocks |
$1.61 Million
1.16% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG 2 stocks |
$1.31 Million
0.94% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$1.22 Million
0.88% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP WDS 2 stocks |
$1.19 Million
0.86% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$1.19 Million
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$1.17 Million
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$1.14 Million
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$1.12 Million
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1.11 Million
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BFST LYG 2 stocks |
$1.11 Million
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$991,642
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$984,576
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$855,775
0.62% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$852,220
0.61% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$717,402
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$634,310
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$586,383
0.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK 2 stocks |
$522,109
0.38% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$504,638
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$469,864
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR FPI 2 stocks |
$437,966
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
JXN 1 stocks |
$412,585
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$411,446
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$375,602
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$355,429
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$350,533
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$325,217
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$218,925
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$210,460
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ZNTL 1 stocks |
$65,569
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI 1 stocks |
$47,126
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|