Meriwether Wealth & Planning

Meriwether Wealth & Planning as of March 31, 2025

Portfolio Holdings for Meriwether Wealth & Planning

Meriwether Wealth & Planning holds 123 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 11.6 $18M 668k 26.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.9 $17M 668k 25.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.4 $16M 348k 45.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.3 $6.5M 110k 59.75
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 4.0 $6.1M 314k 19.59
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 3.6 $5.5M 280k 19.48
JPMorgan Chase & Co. (JPM) 2.5 $3.9M 16k 245.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.0M 5.7k 532.58
Spdr Ser Tr Portfli High Yld (SPHY) 1.9 $3.0M 127k 23.42
Exxon Mobil Corporation (XOM) 1.7 $2.7M 22k 118.93
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 1.6 $2.5M 70k 34.92
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 1.6 $2.4M 68k 36.06
Microsoft Corporation (MSFT) 1.4 $2.2M 5.9k 375.39
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.9M 12k 156.23
Select Sector Spdr Tr Energy (XLE) 1.1 $1.8M 19k 93.45
Chevron Corporation (CVX) 1.1 $1.7M 10k 167.29
Apple (AAPL) 1.0 $1.5M 6.6k 222.13
Booking Holdings (BKNG) 0.9 $1.4M 311.00 4606.91
Amazon (AMZN) 0.9 $1.4M 7.5k 190.26
Comcast Corp Cl A (CMCSA) 0.9 $1.4M 39k 36.90
Oracle Corporation (ORCL) 0.9 $1.4M 9.9k 139.81
Charles Schwab Corporation (SCHW) 0.9 $1.4M 18k 78.28
Visa Com Cl A (V) 0.9 $1.3M 3.8k 350.46
Unified Ser Tr Oneascent Core P (OACP) 0.9 $1.3M 57k 22.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.3M 45k 27.96
CarMax (KMX) 0.8 $1.2M 16k 77.92
Bank of New York Mellon Corporation (BK) 0.8 $1.2M 14k 83.87
eBay (EBAY) 0.7 $1.1M 17k 67.73
ConocoPhillips (COP) 0.7 $1.1M 10k 105.02
Novartis Sponsored Adr (NVS) 0.7 $1.1M 9.7k 111.48
Unilever Spon Adr New (UL) 0.7 $1.1M 18k 59.55
General Dynamics Corporation (GD) 0.7 $1000k 3.7k 272.58
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.6 $983k 39k 25.55
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $978k 9.7k 100.62
Spdr Ser Tr Bloomberg Invt (FLRN) 0.6 $978k 32k 30.82
Anthem (ELV) 0.6 $933k 2.1k 434.96
Medtronic SHS (MDT) 0.6 $929k 10k 89.86
Business First Bancshares (BFST) 0.6 $917k 38k 24.35
Becton, Dickinson and (BDX) 0.6 $902k 3.9k 229.06
Bank of America Corporation (BAC) 0.6 $853k 20k 41.73
McKesson Corporation (MCK) 0.6 $843k 1.3k 672.99
Lowe's Companies (LOW) 0.5 $840k 3.6k 233.23
Analog Devices (ADI) 0.5 $828k 4.1k 201.67
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $827k 45k 18.59
NVIDIA Corporation (NVDA) 0.5 $821k 7.6k 108.38
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.5 $812k 18k 44.26
Sanofi Sponsored Adr (SNY) 0.5 $787k 14k 55.46
Enterprise Products Partners (EPD) 0.5 $754k 22k 34.14
Unified Ser Tr Oneascent Large (OALC) 0.5 $717k 25k 28.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $693k 4.0k 173.23
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.4 $641k 29k 22.40
Abbvie (ABBV) 0.4 $617k 2.9k 209.52
Canadian Pacific Kansas City (CP) 0.4 $606k 8.6k 70.21
Caterpillar (CAT) 0.4 $600k 1.8k 329.80
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.4 $567k 24k 23.19
Omni (OMC) 0.3 $532k 6.4k 82.91
Amgen (AMGN) 0.3 $513k 1.6k 311.55
Intuitive Surgical Com New (ISRG) 0.3 $507k 1.0k 495.27
Deere & Company (DE) 0.3 $504k 1.1k 469.35
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.3 $479k 22k 21.64
Wal-Mart Stores (WMT) 0.3 $478k 5.4k 87.79
Mastercard Incorporated Cl A (MA) 0.3 $476k 868.00 548.12
Enbridge (ENB) 0.3 $463k 10k 44.31
Starbucks Corporation (SBUX) 0.3 $462k 4.7k 98.09
Duke Energy Corp Com New (DUK) 0.3 $459k 3.8k 121.97
Iqvia Holdings (IQV) 0.3 $453k 2.6k 176.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $427k 5.2k 81.76
Entergy Corporation (ETR) 0.3 $419k 4.9k 85.49
Pepsi (PEP) 0.3 $418k 2.8k 149.94
Applied Materials (AMAT) 0.3 $418k 2.9k 145.12
Eli Lilly & Co. (LLY) 0.3 $415k 502.00 825.91
Air Products & Chemicals (APD) 0.3 $398k 1.4k 294.92
Jackson Financial Com Cl A (JXN) 0.3 $396k 4.7k 83.78
Raytheon Technologies Corp (RTX) 0.3 $394k 3.0k 132.46
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $389k 1.8k 222.15
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $371k 2.2k 166.00
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $348k 15k 23.05
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $343k 2.6k 132.23
Spdr Ser Tr Russell Yield (ONEY) 0.2 $335k 3.1k 109.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $334k 5.8k 57.14
Lamar Advertising Cl A (LAMR) 0.2 $327k 2.9k 113.78
Tesla Motors (TSLA) 0.2 $323k 1.2k 259.16
Meta Platforms Cl A (META) 0.2 $319k 554.00 576.36
Walt Disney Company (DIS) 0.2 $317k 3.2k 98.70
Procter & Gamble Company (PG) 0.2 $310k 1.8k 170.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $301k 1.2k 244.64
Coca-Cola Company (KO) 0.2 $299k 4.2k 71.62
Palantir Technologies Cl A (PLTR) 0.2 $295k 3.5k 84.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $284k 3.6k 78.94
FedEx Corporation (FDX) 0.2 $283k 1.2k 243.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $277k 1.8k 154.64
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.2 $265k 8.2k 32.46
Adobe Systems Incorporated (ADBE) 0.2 $262k 683.00 383.53
Check Point Software Tech Lt Ord (CHKP) 0.2 $260k 1.1k 227.92
American Tower Reit (AMT) 0.2 $259k 1.2k 217.60
salesforce (CRM) 0.2 $257k 958.00 268.36
UnitedHealth (UNH) 0.2 $257k 490.00 523.75
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $250k 1.4k 172.26
Sei Exchange Traded Funds Enhanced Low Vol (SELV) 0.2 $248k 8.1k 30.60
Genuine Parts Company (GPC) 0.2 $247k 2.1k 119.14
Costco Wholesale Corporation (COST) 0.2 $240k 254.00 945.78
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.2 $238k 11k 21.18
Pfizer (PFE) 0.2 $236k 9.3k 25.34
Southern Company (SO) 0.2 $234k 2.5k 91.95
Nextera Energy (NEE) 0.1 $229k 3.2k 70.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $228k 1.8k 128.96
Verizon Communications (VZ) 0.1 $226k 5.0k 45.36
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.1 $225k 4.0k 56.72
Qualcomm (QCOM) 0.1 $225k 1.5k 153.61
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $222k 1.4k 160.54
Woodside Energy Group Sponsored Adr (WDS) 0.1 $216k 15k 14.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $213k 738.00 288.14
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $211k 55k 3.82
Kla Corp Com New (KLAC) 0.1 $211k 310.00 679.80
Vanguard Index Fds Growth Etf (VUG) 0.1 $211k 568.00 370.82
Progressive Corporation (PGR) 0.1 $209k 737.00 283.01
GSK Sponsored Adr (GSK) 0.1 $209k 5.4k 38.74
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $207k 10k 20.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $203k 7.7k 26.20
United Parcel Service CL B (UPS) 0.1 $201k 1.8k 109.99
Ford Motor Company (F) 0.1 $142k 14k 10.03
Farmland Partners (FPI) 0.1 $113k 10k 11.15
Standard Lithium Corp equities (SLI) 0.0 $48k 38k 1.27