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 |
|---|---|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 3,840 | $239.1K | 0.2% | – | – | History |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $236.0K | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 3,200 | $229.4K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 8,502 | $225.6K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,456 | $223.7K | 0.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,591 | $219.7K | 0.2% | – | – | History |
| GPCGenuine Parts Co | Stock | 1,875 | $218.9K | 0.2% | – | – | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,157 | $216.0K | 0.2% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,656 | $212.1K | 0.2% | – | – | – |
| KLACKLA Corp | COM NEW | 334 | $210.5K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 2,542 | $209.3K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,241 | $206.7K | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 693 | $204.8K | 0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 51,163 | $139.2K | 0.1% | – | – | History |
| FPIFarmland Partners Inc. | COM | 10,130 | $119.1K | 0.1% | – | – | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 21,640 | $65.6K | <0.1% | – | – | History |
| SLIStandard Lithium Ltd. | COM | 32,278 | $47.1K | <0.1% | – | – | History |