The Analysis of Meriwether Wealth & Planning, LLC's Holdings
Currently, Meriwether Wealth & Planning, LLC holds 123 types of securities in its portfolio with a total value $177.3M. In the most recent quarter, they have increased their positions in SCHA (+195.9K shares, valued at $5.6M), VEA (+20.2K shares, valued at $1.3M), N/A (+15.9K shares, valued at $1.0M); decreased their positions in N/A (-2.2K shares, valued at $685.3K), CVX (-3.1K shares, valued at $470.2K), JPM (-981 shares, valued at $316.1K); initiated new positions in SCHA (+195.9K shares, valued at $5.6M), VEA (+20.2K shares, valued at $1.3M), N/A (+15.9K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR721.9K shares-0.05%2025-12-312026-01-14
SCHV SCHWAB STRATEGIC TR763.8K shares3.84%2025-12-312026-01-14 FBND FIDELITY MERRIMACK STR TR362.4K shares2.07%2025-12-312026-01-14 BSCR INVESCO EXCH TRD SLF IDX FD339.5K shares3.63%2025-12-312026-01-14 BSCQ INVESCO EXCH TRD SLF IDX FD314.6K shares5.82%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR195.9K sharesnew addition2025-12-312026-01-14 XOM EXXON MOBIL CORP39.9K shares-1.48%2025-12-312026-01-14 SEIQ SEI EXCHANGE TRADED FUNDS120.7K shares6.03%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.13.6K shares-6.74%2025-12-312026-01-14 SPHY SPDR SERIES TRUST140.3K shares4.41%2025-12-312026-01-14 ALPHABET INC ALPHABET INC10.4K shares-17.42%2025-12-312026-01-14 MSFT MICROSOFT CORP5.0K shares-4.23%2025-12-312026-01-14 AMZN AMAZON COM INC9.3K shares-5.43%2025-12-312026-01-14 AAPL APPLE INC6.6K shares-3.91%2025-12-312026-01-14 SEIM SEI EXCHANGE TRADED FUNDS37.2K shares42.25%2025-12-312026-01-14 IDMO INVESCO EXCH TRADED FD TR II30.8K shares46.36%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP16.5K shares-4.31%2025-12-312026-01-14 NVDA NVIDIA CORPORATION8.0K shares-2.07%2025-12-312026-01-14 BKNG BOOKING HOLDINGS INC276 shares-1.43%2025-12-312026-01-14 NVS NOVARTIS AG9.5K shares-3.18%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP10.9K shares-17.71%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS20.2K sharesnew addition2025-12-312026-01-14 CMCSA COMCAST CORP NEW40.4K shares30.18%2025-12-312026-01-14 CAT CATERPILLAR INC2.0K shares15.51%2025-12-312026-01-14 LOW LOWES COS INC4.6K shares27.91%2025-12-312026-01-14 BAC BANK AMERICA CORP19.5K shares-2.97%2025-12-312026-01-14 V VISA INC3.0K shares-11.35%2025-12-312026-01-14 UNILEVER PLC UNILEVER PLC15.9K sharesnew addition2025-12-312026-01-14 AMAT APPLIED MATLS INC4.0K shares-20.87%2025-12-312026-01-14 COP CONOCOPHILLIPS10.9K shares14.38%2025-12-312026-01-14 ORCL ORACLE CORP5.2K shares6.29%2025-12-312026-01-14 ADI ANALOG DEVICES INC3.7K shares-8.15%2025-12-312026-01-14 OACP UNIFIED SER TR43.8K shares11.21%2025-12-312026-01-14 BFST BUSINESS FIRST BANCSHARES IN37.6K shares0.00%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR20.5K shares51.88%2025-12-312026-01-14 MCK MCKESSON CORP1.1K shares-8.91%2025-12-312026-01-14 BDX BECTON DICKINSON & CO4.5K shares0.45%2025-12-312026-01-14 KMX CARMAX INC22.3K shares59.32%2025-12-312026-01-14 ET ENERGY TRANSFER L P51.4K shares6.91%2025-12-312026-01-14 OMC OMNICOM GROUP INC10.1K shares2.24%2025-12-312026-01-14 SNY SANOFI SA16.1K shares12.02%2025-12-312026-01-14 CVX CHEVRON CORP NEW4.9K shares-38.46%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L22.6K shares0.00%2025-12-312026-01-14 WMT WALMART INC6.4K shares17.59%2025-12-312026-01-14 DE DEERE & CO1.5K shares41.52%2025-12-312026-01-14 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares-1.17%2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC1.2K shares-0.08%2025-12-312026-01-14 TYL TYLER TECHNOLOGIES INC1.5K sharesnew addition2025-12-312026-01-14 BSJR INVESCO EXCH TRD SLF IDX FD29.6K shares0.10%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC3.7K shares-3.10%2025-12-312026-01-14 OALC UNIFIED SER TR17.4K shares-11.94%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR21.9K shares-13.96%2025-12-312026-01-14 BSJQ INVESCO EXCH TRD SLF IDX FD25.4K shares0.09%2025-12-312026-01-14 ABBV ABBVIE INC2.6K shares-7.60%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.9K shares-1.22%2025-12-312026-01-14 TSLA TESLA INC1.2K shares-4.48%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares-9.46%2025-12-312026-01-14 BSJS INVESCO EXCH TRD SLF IDX FD22.5K shares-2.84%2025-12-312026-01-14 EBAY EBAY INC.5.5K shares-8.98%2025-12-312026-01-14 LLY ELI LILLY & CO431 shares-2.05%2025-12-312026-01-14 RTX RTX CORPORATION2.5K shares-11.73%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS5.4K shares3.54%2025-12-312026-01-14 SPYD SPDR SERIES TRUST10.4K shares-12.88%2025-12-312026-01-14 SMH VANECK ETF TRUST1.2K shares4.81%2025-12-312026-01-14 JXN JACKSON FINANCIAL INC4.0K shares-2.46%2025-12-312026-01-14 PEP PEPSICO INC2.7K shares-0.63%2025-12-312026-01-14 META META PLATFORMS INC569 shares0.53%2025-12-312026-01-14 MA MASTERCARD INCORPORATED650 shares-13.56%2025-12-312026-01-14 KLAC KLA CORP298 shares-3.56%2025-12-312026-01-14 ENB ENBRIDGE INC7.4K shares-7.87%2025-12-312026-01-14 AMGN AMGEN INC1.1K shares-6.40%2025-12-312026-01-14 SEIV SEI EXCHANGE TRADED FUNDS8.2K shares0.00%2025-12-312026-01-14 OKLO OKLO INC4.5K shares2.71%2025-12-312026-01-14 VUG VANGUARD INDEX FDS668 shares11.52%2025-12-312026-01-14 ESUM STRATEGY SHS11.8K sharesnew addition2025-12-312026-01-14 VXF VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-14 DIS DISNEY WALT CO2.6K shares-2.58%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP846 shares0.00%2025-12-312026-01-14 BABA ALIBABA GROUP HLDG LTD2.0K shares-15.06%2025-12-312026-01-14 GLD SPDR GOLD TR738 shares0.00%2025-12-312026-01-14 FDX FEDEX CORP1.0K shares0.00%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS3.5K shares0.00%2025-12-312026-01-14 PFE PFIZER INC10.9K sharesnew addition2025-12-312026-01-14 SBUX STARBUCKS CORP3.2K shares-17.23%2025-12-312026-01-14 CRM SALESFORCE INC1.0K shares-9.29%2025-12-312026-01-14 JEPI J P MORGAN EXCHANGE TRADED F4.7K shares-10.33%2025-12-312026-01-14 SELV SEI EXCHANGE TRADED FUNDS8.1K shares0.00%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-01-14 MINT PIMCO ETF TR2.6K shares-1.45%2025-12-312026-01-14 SCHM SCHWAB STRATEGIC TR8.6K shares4.31%2025-12-312026-01-14 FLTR VANECK ETF TRUST10.1K shares-1.29%2025-12-312026-01-14 BROADCOM INC BROADCOM INC734 shares5.92%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-12-312026-01-14 FLRN SPDR SERIES TRUST8.2K shares-1.48%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS3.4K shares0.65%2025-12-312026-01-14 TLN TALEN ENERGY CORP667 shares-6.32%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO1.7K shares0.81%2025-12-312026-01-14 VOE VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-14 LAMR LAMAR ADVERTISING CO NEW1.9K shares-2.99%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP963 shares-4.08%2025-12-312026-01-14 F FORD MTR CO17.7K shares15.88%2025-12-312026-01-14 SO SOUTHERN CO2.6K shares0.57%2025-12-312026-01-14 NEE NEXTERA ENERGY INC2.9K shares-12.78%2025-12-312026-01-14 APD AIR PRODS & CHEMS INC905 shares-15.66%2025-12-312026-01-14 BSJT INVESCO EXCH TRD SLF IDX FD10.3K shares2.93%2025-12-312026-01-14 ETR ENTERGY CORP NEW2.4K shares-33.04%2025-12-312026-01-14 NRG NRG ENERGY INC1.4K shares-0.22%2025-12-312026-01-14 ONEY SPDR SERIES TRUST1.9K shares-15.05%2025-12-312026-01-14 BSJU INVESCO EXCH TRD SLF IDX FD8.4K sharesnew addition2025-12-312026-01-14 SLI STANDARD LITHIUM LTD46.1K shares15.97%2025-12-312026-01-14 QCOM QUALCOMM INC1.2K shares-12.88%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW235 shares-0.42%2025-12-312026-01-14 CSCO CISCO SYS INC2.6K sharesnew addition2025-12-312026-01-14 WDS WOODSIDE ENERGY GROUP LTD11.6K shares-14.75%2025-12-312026-01-14 LYG LLOYDS BANKING GROUP PLC29.6K shares-18.48%2025-12-312026-01-14 MMLP MARTIN MIDSTREAM PRTNRS L P10.3K shares1.42%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available