Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2025) About Meriwether Wealth & Planning, LLCInvestment ActivityMeriwether Wealth & Planning, LLC has $153.26 million in total holdings as of March 31, 2025.Meriwether Wealth & Planning, LLC owns shares of 123 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 18.64% of the portfolio was purchased this quarter.About 9.38% of the portfolio was sold this quarter.This quarter, Meriwether Wealth & Planning, LLC has purchased 117 new stocks and bought additional shares in 69 stocks.Meriwether Wealth & Planning, LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Value ETF $17,755,493Schwab U.S. Large-Cap Growth ETF $16,714,500Fidelity Total Bond ETF $15,872,140Dimensional U.S. Small Cap ETF $6,547,106Invesco BulletShares 2027 Corporate Bond ETF $6,147,342 Largest New Holdings this Quarter 46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $6,147,342 Holding46138J791 - Invesco BulletShares 2026 Corporate Bond ETF $5,457,945 Holding038222105 - Applied Materials $417,655 Holding33733E302 - First Trust Dow Jones Internet Index Fund $388,985 Holding03027X100 - American Tower $259,379 Holding Largest Purchases this Quarter Invesco BulletShares 2027 Corporate Bond ETF 313,800 shares (about $6.15M)Invesco BulletShares 2026 Corporate Bond ETF 280,182 shares (about $5.46M)Schwab U.S. Large-Cap Value ETF 118,031 shares (about $3.14M)Schwab U.S. Large-Cap Growth ETF 89,026 shares (about $2.23M)Fidelity Total Bond ETF 35,622 shares (about $1.63M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 6,653 shares (about $525.19K)OneAscent Core Plus Bond ETF 13,916 shares (about $316.99K)Visa 854 shares (about $299.29K)Berkshire Hathaway 518 shares (about $275.88K)VanEck Floating Rate ETF 7,775 shares (about $198.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeriwether Wealth & Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHVSchwab U.S. Large-Cap Value ETF$17,755,493$3,137,264 ▲21.5%668,00211.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$16,714,500$2,229,211 ▲15.4%667,51210.9%ETFFBNDFidelity Total Bond ETF$15,872,140$1,626,144 ▲11.4%347,69210.4%ETFDFASDimensional U.S. Small Cap ETF$6,547,106$1,093,604 ▲20.1%109,5754.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$6,147,342$6,147,342 ▲New Holding313,8004.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,457,945$5,457,945 ▲New Holding280,1823.6%ETFJPMJPMorgan Chase & Co.$3,907,874$134,424 ▲3.6%15,9312.5%FinanceBRK.BBerkshire Hathaway$3,034,641$275,876 ▼-8.3%5,6982.0%FinanceSPHYSPDR Portfolio High Yield Bond ETF$2,983,169$374,392 ▲14.4%127,3771.9%ETFXOMExxon Mobil$2,658,799$163,767 ▲6.6%22,3561.7%EnergySEIQSEI Enhanced U.S. Large Cap Quality Factor ETF$2,459,904$495,689 ▲25.2%70,4441.6%ETFSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$2,438,089$335,033 ▲15.9%67,6121.6%ETFMSFTMicrosoft$2,196,032$280,416 ▲14.6%5,8501.4%Computer and TechnologyGOOGAlphabet$1,890,383$126,390 ▲7.2%12,1001.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,751,253$432,860 ▲32.8%18,7401.1%ETFCVXChevron$1,722,752$502 ▲0.0%10,2981.1%EnergyAAPLApple$1,462,504$36,874 ▼-2.5%6,5841.0%Computer and TechnologyBKNGBooking$1,432,749$82,924 ▼-5.5%3110.9%Retail/WholesaleAMZNAmazon.com$1,428,092$37,862 ▼-2.6%7,5060.9%Retail/WholesaleCMCSAComcast$1,423,307$253,171 ▲21.6%38,5720.9%Consumer DiscretionaryORCLOracle$1,389,292$166,094 ▼-10.7%9,9370.9%Computer and TechnologySCHWCharles Schwab$1,386,808$145,601 ▲11.7%17,7160.9%FinanceVVisa$1,344,014$299,293 ▼-18.2%3,8350.9%Business ServicesOACPOneAscent Core Plus Bond ETF$1,304,986$316,993 ▼-19.5%57,2890.9%ETFSCHDSchwab US Dividend Equity ETF$1,262,254$124,590 ▲11.0%45,1450.8%ETFKMXCarMax$1,237,603$155,295 ▲14.3%15,8830.8%Retail/WholesaleBKBank of New York Mellon$1,203,115$128,321 ▲11.9%14,3450.8%FinanceEBAYeBay$1,125,740$95,838 ▲9.3%16,6210.7%Retail/WholesaleCOPConocoPhillips$1,092,838$140,202 ▲14.7%10,4060.7%EnergyNVSNovartis$1,084,366$144,367 ▲15.4%9,7270.7%MedicalULUnilever$1,052,606$127,913 ▲13.8%17,6760.7%Consumer StaplesGDGeneral Dynamics$999,823$174,996 ▲21.2%3,6680.7%AerospaceFLTRVanEck Floating Rate ETF$982,551$198,651 ▼-16.8%38,4560.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$977,825$130,202 ▼-11.8%9,7180.6%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$977,580$132,557 ▼-11.9%31,7190.6%ETFELVElevance Health$932,554$234,878 ▲33.7%2,1440.6%MedicalMDTMedtronic$928,973$121,940 ▲15.1%10,3380.6%MedicalBFSTBusiness First Bancshares$917,411$828 ▲0.1%37,6760.6%FinanceBDXBecton, Dickinson and Company$902,038$126,441 ▲16.3%3,9380.6%MedicalBACBank of America$853,003$119,682 ▲16.3%20,4410.6%FinanceMCKMcKesson$843,256$94,219 ▲12.6%1,2530.6%MedicalLOWLowe's Companies$840,094$97,024 ▼-10.4%3,6020.5%Retail/WholesaleADIAnalog Devices$827,654$118,179 ▲16.7%4,1040.5%Computer and TechnologyETEnergy Transfer$826,623$5,577 ▲0.7%44,4660.5%EnergyNVDANVIDIA$821,087$47,579 ▼-5.5%7,5760.5%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$811,905$141,057 ▲21.0%18,3440.5%ETFSNYSanofi$786,922$111,863 ▲16.6%14,1890.5%MedicalEPDEnterprise Products Partners$754,426$2,731 ▼-0.4%22,0980.5%EnergyOALCOneAscent Large Cap Core ETF$716,890$58,350 ▼-7.5%25,0880.5%ETFRSPInvesco S&P 500 Equal Weight ETF$692,9200.0%4,0000.5%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$640,822$278,357 ▲76.8%28,6020.4%ETFABBVAbbVie$617,036$1,048 ▲0.2%2,9450.4%MedicalCPCanadian Pacific Kansas City$606,123$70 ▼0.0%8,6330.4%TransportationCATCaterpillar$599,576$1,979 ▲0.3%1,8180.4%IndustrialsBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$566,833$179,722 ▲46.4%24,4430.4%ETFOMCOmnicom Group$532,116$79,345 ▲17.5%6,4180.3%Business ServicesAMGNAmgen$512,500$13,708 ▲2.7%1,6450.3%MedicalISRGIntuitive Surgical$506,661$2,972 ▼-0.6%1,0230.3%MedicalDEDeere & Company$504,0820.0%1,0740.3%IndustrialsBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$479,023$228,951 ▲91.6%22,1360.3%ManufacturingWMTWalmart$478,368$101,310 ▼-17.5%5,4490.3%Retail/WholesaleMAMastercard$475,768$548 ▲0.1%8680.3%Business ServicesENBEnbridge$462,951$27,251 ▲6.3%10,4480.3%EnergySBUXStarbucks$462,004$19,716 ▲4.5%4,7100.3%Retail/WholesaleDUKDuke Energy$458,485$14,392 ▲3.2%3,7590.3%UtilitiesIQVIQVIA$453,444$705 ▲0.2%2,5720.3%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$427,032$22,075 ▼-4.9%5,2230.3%ETFETREntergy$419,072$41,463 ▲11.0%4,9020.3%UtilitiesPEPPepsiCo$417,733$75,270 ▲22.0%2,7860.3%Consumer StaplesAMATApplied Materials$417,655$417,655 ▲New Holding2,8780.3%Computer and TechnologyLLYEli Lilly and Company$414,607$18,170 ▲4.6%5020.3%MedicalAPDAir Products and Chemicals$398,437$16,516 ▲4.3%1,3510.3%Basic MaterialsJXNJackson Financial$396,279$670 ▼-0.2%4,7300.3%FinanceRTXRTX$393,804$29,274 ▲8.0%2,9730.3%AerospaceFDNFirst Trust Dow Jones Internet Index Fund$388,985$388,985 ▲New Holding1,7510.3%ETFTSMTaiwan Semiconductor Manufacturing$371,342$4,482 ▼-1.2%2,2370.2%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$347,825$81,735 ▲30.7%15,0900.2%ETFBABAAlibaba Group$342,6080.0%2,5910.2%Retail/WholesaleONEYSPDR Russell 1000 Yield Focus ETF$335,140$66,416 ▲24.7%3,0680.2%ETFJEPIJPMorgan Equity Premium Income ETF$333,755$70,797 ▲26.9%5,8410.2%ETFLAMRLamar Advertising$326,890$28,900 ▲9.7%2,8730.2%FinanceTSLATesla$322,654$97,703 ▲43.4%1,2450.2%Auto/Tires/TrucksMETAMeta Platforms$319,303$10,374 ▲3.4%5540.2%Computer and TechnologyDISWalt Disney$316,926$1,875 ▲0.6%3,2110.2%Consumer DiscretionaryPGProcter & Gamble$310,164$32,550 ▼-9.5%1,8200.2%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$301,1520.0%1,2310.2%ETFKOCoca-Cola$299,228$24,208 ▲8.8%4,1780.2%Consumer StaplesPALANTIR TECHNOLOGIES INC$295,400$84 ▼0.0%3,5000.2%CL AVCSHVanguard Short-Term Corporate Bond ETF$283,868$525,187 ▼-64.9%3,5960.2%ETFFDXFedEx$283,272$1,463 ▲0.5%1,1620.2%TransportationGOOGLAlphabet$277,270$2,629 ▲1.0%1,7930.2%Computer and TechnologySEIVSEI Enhanced U.S. Large Cap Value Factor ETF$265,1010.0%8,1670.2%ETFADBEAdobe$261,951$4,986 ▼-1.9%6830.2%Computer and TechnologyCHKPCheck Point Software Technologies$260,057$3,647 ▼-1.4%1,1410.2%Computer and TechnologyAMTAmerican Tower$259,379$259,379 ▲New Holding1,1920.2%FinanceCRMSalesforce$257,089$2,415 ▲0.9%9580.2%Computer and TechnologyUNHUnitedHealth Group$256,638$16,760 ▼-6.1%4900.2%MedicalVXFVanguard Extended Market ETF$249,605$3,445 ▲1.4%1,4490.2%ETFSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$247,8600.0%8,1000.2%ETFGPCGenuine Parts$246,858$23,471 ▲10.5%2,0720.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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