Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only.
- Positions
- 117
- No filing for Q3 2024
- Portfolio value
- $140.4M
- No filing for Q3 2024
Meriwether Wealth & Planning, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLIStandard Lithium Ltd. | COM | 32,278 | $47.1K | <0.1% | – | – | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 21,640 | $65.6K | <0.1% | – | – | History |
| FPIFarmland Partners Inc. | COM | 10,130 | $119.1K | 0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 51,163 | $139.2K | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 693 | $204.8K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,241 | $206.7K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 2,542 | $209.3K | 0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 334 | $210.5K | 0.1% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,656 | $212.1K | 0.2% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,157 | $216.0K | 0.2% | – | – | History |
| GPCGenuine Parts Co | Stock | 1,875 | $218.9K | 0.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,591 | $219.7K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,456 | $223.7K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 8,502 | $225.6K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 3,200 | $229.4K | 0.2% | – | – | History |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $236.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,840 | $239.1K | 0.2% | – | – | History |
| EIXEdison International | Stock | 2,999 | $239.4K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,526 | $246.9K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 11,556 | $250.5K | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 279 | $255.6K | 0.2% | – | – | History |
| ETF Calvert US Mid-Cap Core61774R403 | CALVERT US MDCP | 4,326 | $257.0K | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,032 | $259.3K | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 522 | $264.1K | 0.2% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,602 | $264.8K | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 3,501 | $264.8K | 0.2% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 11,544 | $266.3K | 0.2% | – | – | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,460 | $267.8K | 0.2% | – | – | – |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $270.5K | 0.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,429 | $271.5K | 0.2% | – | – | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 13,193 | $278.8K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 683 | $280.3K | 0.2% | – | – | – |
| WDSWoodside Energy Group Ltd | ADR | 18,923 | $295.2K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 696 | $309.5K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $312.4K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 536 | $313.8K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 949 | $317.3K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 2,752 | $318.5K | 0.2% | – | – | History |
| LAMRLamar Advertising Co | REIT | 2,619 | $318.8K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 1,156 | $325.2K | 0.2% | – | – | History |
| ETREntergy Corp | COM | 4,417 | $334.9K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,776 | $336.2K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,011 | $337.1K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,284 | $347.3K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 868 | $350.5K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 3,192 | $355.4K | 0.3% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 16,178 | $362.4K | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 480 | $370.6K | 0.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,295 | $375.6K | 0.3% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 16,693 | $388.5K | 0.3% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,641 | $392.3K | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 4,509 | $411.4K | 0.3% | – | – | History |
| JXNJackson Financial Inc. | COM CL A | 4,738 | $412.6K | 0.3% | – | – | History |
| ENBEnbridge Inc | Stock | 9,833 | $417.2K | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 1,601 | $417.3K | 0.3% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,493 | $440.9K | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,264 | $447.1K | 0.3% | – | – | History |
| DEDeere & Co | Stock | 1,074 | $455.1K | 0.3% | – | – | History |
| MAMastercard Inc | Stock | 867 | $456.5K | 0.3% | – | – | History |
| OMCOmnicom Group Inc. | COM | 5,461 | $469.9K | 0.3% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 8,218 | $496.0K | 0.4% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 2,568 | $504.6K | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,940 | $522.4K | 0.4% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,029 | $537.1K | 0.4% | – | – | History |
| SNYSanofi | SPONSORED ADR | 12,172 | $587.1K | 0.4% | – | – | History |
| ELVElevance Health, Inc. | Stock | 1,604 | $591.7K | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 6,603 | $596.6K | 0.4% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 8,634 | $624.8K | 0.4% | – | – | History |
| MCKMcKesson Corp | Stock | 1,113 | $634.3K | 0.5% | – | – | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 15,157 | $655.4K | 0.5% | – | – | – |
| CATCaterpillar Inc | Stock | 1,812 | $657.3K | 0.5% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 22,178 | $695.5K | 0.5% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,000 | $700.9K | 0.5% | – | – | – |
| MDTMedtronic plc | Stock | 8,981 | $717.4K | 0.5% | – | – | History |
| ADIAnalog Devices Inc | Stock | 3,518 | $747.4K | 0.5% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 3,386 | $768.2K | 0.5% | – | – | History |
| BACBank of America Corp | Stock | 17,573 | $772.3K | 0.5% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 3,026 | $797.3K | 0.6% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,249 | $799.5K | 0.6% | – | – | – |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 27,130 | $803.9K | 0.6% | – | – | – |
| NVSNovartis AG | ADR | 8,432 | $820.5K | 0.6% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 44,166 | $865.2K | 0.6% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 15,528 | $880.4K | 0.6% | – | – | History |
| COPConocoPhillips | Stock | 9,071 | $899.6K | 0.6% | – | – | History |
| EBAYeBay Inc | COM | 15,206 | $942.0K | 0.7% | – | – | History |
| BFSTBusiness First Bancshares, Inc. | COM | 37,642 | $967.4K | 0.7% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 12,815 | $984.6K | 0.7% | – | – | History |
| LOWLowes Companies Inc | Stock | 4,018 | $991.6K | 0.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 8,015 | $1.08M | 0.8% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,012 | $1.10M | 0.8% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 36,020 | $1.11M | 0.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,689 | $1.11M | 0.8% | – | – | – |
| KMXCarMax Inc | COM | 13,890 | $1.14M | 0.8% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 15,856 | $1.17M | 0.8% | – | – | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 46,231 | $1.18M | 0.8% | – | – | – |
| CMCSAComcast Corp | Stock | 31,711 | $1.19M | 0.8% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,108 | $1.21M | 0.9% | – | – | – |
| VVisa Inc. | Stock | 4,689 | $1.48M | 1.1% | – | – | History |
| CVXChevron Corp | Stock | 10,295 | $1.49M | 1.1% | – | – | History |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 71,205 | $1.60M | 1.1% | – | – | – |