Meriwether Wealth & Planning, LLC Portfolio Holdings

Meriwether Wealth & Planning, LLC

  • $140 Billion
  • Q4 2024

Meriwether Wealth & Planning, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $16.1B, Schwab Strategic Tr Us Large C with a value of $14.3B, Fidelity Merrimack Str Tr Tota with a value of $14B, Pimco Active Bond Exchange Tra with a value of $10.3B, and Dimensional ETF Tr U S Small C with a value of $5.94B.

Examining the 13F form we can see an increase of $140B in the current position value.

Meriwether Wealth & Planning, LLC is based out at Minden, LA

Below you can find more details about Meriwether Wealth & Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $82.1 Billion
Financial Services: $12.9 Billion
Technology: $9.71 Billion
Consumer Cyclical: $7.59 Billion
Healthcare: $7.03 Billion
Energy: $6.92 Billion
Communication Services: $4.82 Billion
Consumer Defensive: $2.66 Billion
Other: $5.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133B
$587 Million 0.42% of portfolio
12,172
Q4 2024 New
$279B
$597 Million 0.42% of portfolio
6,603
Q4 2024 New
$93.7B
$592 Million 0.42% of portfolio
1,604
Q4 2024 New
$208B
$537 Million 0.38% of portfolio
1,029
Q4 2024 New
$341B
$522 Million 0.37% of portfolio
2,940
Q4 2024 New
$39B
$505 Million 0.36% of portfolio
2,568
Q4 2024 New
$0
$496 Million 0.35% of portfolio
8,218
Q4 2024 New
$541B
$457 Million 0.33% of portfolio
867
Q4 2024 New
$17.2B
$470 Million 0.33% of portfolio
5,461
Q4 2024 New
$1.09T
$447 Million 0.32% of portfolio
2,264
Q4 2024 New
$140B
$455 Million 0.32% of portfolio
1,074
Q4 2024 New
$0
$441 Million 0.31% of portfolio
5,493
Q4 2024 New
$159B
$417 Million 0.3% of portfolio
1,601
Q4 2024 New
$89.5B
$417 Million 0.3% of portfolio
9,833
Q4 2024 New
$7.87B
$413 Million 0.29% of portfolio
4,738
Q4 2024 New
$128B
$411 Million 0.29% of portfolio
4,509
Q4 2024 New
$0
$389 Million 0.28% of portfolio
16,693
Q4 2024 New
$72.8B
$376 Million 0.27% of portfolio
1,295
Q4 2024 New
$827B
$371 Million 0.26% of portfolio
480
Q4 2024 New
$0
$362 Million 0.26% of portfolio
16,178
Q4 2024 New
$1.18T
$351 Million 0.25% of portfolio
868
Q4 2024 New
$200B
$347 Million 0.25% of portfolio
2,284
Q4 2024 New
$204B
$355 Million 0.25% of portfolio
3,192
Q4 2024 New
$16.8B
$335 Million 0.24% of portfolio
4,417
Q4 2024 New
$400B
$337 Million 0.24% of portfolio
2,011
Q4 2024 New
$1.11T
$336 Million 0.24% of portfolio
1,776
Q4 2024 New
$331B
$317 Million 0.23% of portfolio
949
Q4 2024 New
$11B
$319 Million 0.23% of portfolio
2,619
Q4 2024 New
$67.3B
$325 Million 0.23% of portfolio
1,156
Q4 2024 New
$189B
$318 Million 0.23% of portfolio
2,752
Q4 2024 New
$0
$312 Million 0.22% of portfolio
1,231
Q4 2024 New
$1.6T
$314 Million 0.22% of portfolio
536
Q4 2024 New
$202B
$309 Million 0.22% of portfolio
696
Q4 2024 New
$29.4B
$295 Million 0.21% of portfolio
18,923
Q4 2024 New
$0
$279 Million 0.2% of portfolio
13,193
Q4 2024 New
$0
$280 Million 0.2% of portfolio
683
Q4 2024 New
$0
$270 Million 0.19% of portfolio
8,167
Q4 2024 New
$0
$271 Million 0.19% of portfolio
1,429
Q4 2024 New
$496B
$264 Million 0.19% of portfolio
522
Q4 2024 New
$0
$266 Million 0.19% of portfolio
11,544
Q4 2024 New
$0
$265 Million 0.19% of portfolio
4,602
Q4 2024 New
$219B
$265 Million 0.19% of portfolio
3,501
Q4 2024 New
$0
$268 Million 0.19% of portfolio
2,460
Q4 2024 New
$0
$251 Million 0.18% of portfolio
11,556
Q4 2024 New
$0
$259 Million 0.18% of portfolio
2,032
Q4 2024 New
$0
$247 Million 0.18% of portfolio
1,526
Q4 2024 New
Morgan Stanley ETF Trust
-
$257 Million 0.18% of portfolio
-
Q4 2024 New
$465B
$256 Million 0.18% of portfolio
279
Q4 2024 New
$274B
$239 Million 0.17% of portfolio
3,840
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $140 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 117 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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