Meriwether Wealth & Planning, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$153.3B
Holdings
123
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHVSCHWAB STRATEGIC TR | 668,002 | $17.8B | 11.59% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 667,512 | $16.7B | 10.91% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 347,692 | $15.9B | 10.36% | |
| 4 | DFASDIMENSIONAL ETF TRUST | 109,575 | $6.5B | 4.27% | |
| 5 | BSCRINVESCO EXCH TRD SLF IDX FD | 313,800 | $6.1B | 4.01% | |
| 6 | BSCQINVESCO EXCH TRD SLF IDX FD | 280,182 | $5.5B | 3.56% | |
| 7 | JPMJPMORGAN CHASE & CO. | 15,931 | $3.9B | 2.55% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,698 | $3.0B | 1.98% | |
| 9 | SPHYSPDR SER TR | 127,377 | $3.0B | 1.95% | |
| 10 | XOMEXXON MOBIL CORP | 22,356 | $2.7B | 1.73% | |
| 11 | SEIQSEI EXCHANGE TRADED FUNDS | 70,444 | $2.5B | 1.61% | |
| 12 | SEIMSEI EXCHANGE TRADED FUNDS | 67,612 | $2.4B | 1.59% | |
| 13 | MSFTMICROSOFT CORP | 5,850 | $2.2B | 1.43% | |
| 14 | GOOGALPHABET INC | 12,100 | $1.9B | 1.23% | |
| 15 | XLESELECT SECTOR SPDR TR | 18,740 | $1.8B | 1.14% | |
| 16 | CVXCHEVRON CORP NEW | 10,298 | $1.7B | 1.12% | |
| 17 | AAPLAPPLE INC | 6,584 | $1.5B | 0.95% | |
| 18 | BKNGBOOKING HOLDINGS INC | 311 | $1.4B | 0.93% | |
| 19 | AMZNAMAZON COM INC | 7,506 | $1.4B | 0.93% | |
| 20 | CMCSACOMCAST CORP NEW | 38,572 | $1.4B | 0.93% | |
| 21 | ORCLORACLE CORP | 9,937 | $1.4B | 0.91% | |
| 22 | SCHWSCHWAB CHARLES CORP | 17,716 | $1.4B | 0.90% | |
| 23 | VVISA INC | 3,835 | $1.3B | 0.88% | |
| 24 | OACPUNIFIED SER TR | 57,289 | $1.3B | 0.85% | |
| 25 | SCHDSCHWAB STRATEGIC TR | 45,145 | $1.3B | 0.82% | |
| 26 | KMXCARMAX INC | 15,883 | $1.2B | 0.81% | |
| 27 | BKBANK NEW YORK MELLON CORP | 14,345 | $1.2B | 0.79% | |
| 28 | EBAEBAY INC. | 16,621 | $1.1B | 0.73% | |
| 29 | COPCONOCOPHILLIPS | 10,406 | $1.1B | 0.71% | |
| 30 | NVSNNOVARTIS AG | 9,727 | $1.1B | 0.71% | |
| 31 | ULUNILEVER PLC | 17,676 | $1.1B | 0.69% | |
| 32 | GDGENERAL DYNAMICS CORP | 3,668 | $999.8M | 0.65% | |
| 33 | FLTRVANECK ETF TRUST | 38,456 | $982.6M | 0.64% | |
| 34 | MINTPIMCO ETF TR | 9,718 | $977.8M | 0.64% | |
| 35 | FLRNSPDR SER TR | 31,719 | $977.6M | 0.64% | |
| 36 | ELVELEVANCE HEALTH INC | 2,144 | $932.6M | 0.61% | |
| 37 | MDTMEDTRONIC PLC | 10,338 | $929.0M | 0.61% | |
| 38 | BFSTBUSINESS FIRST BANCSHARES IN | 37,676 | $917.4M | 0.60% | |
| 39 | BDXBECTON DICKINSON & CO | 3,938 | $902.0M | 0.59% | |
| 40 | BACBANK AMERICA CORP | 20,441 | $853.0M | 0.56% | |
| 41 | MCKMCKESSON CORP | 1,253 | $843.3M | 0.55% | |
| 42 | LOWLOWES COS INC | 3,602 | $840.1M | 0.55% | |
| 43 | ADIANALOG DEVICES INC | 4,104 | $827.7M | 0.54% | |
| 44 | ETENERGY TRANSFER L P | 44,466 | $826.6M | 0.54% | |
| 45 | NVDANVIDIA CORPORATION | 7,576 | $821.1M | 0.54% | |
| 46 | SPYDSPDR SER TR | 18,344 | $811.9M | 0.53% | |
| 47 | SNYSANOFI | 14,189 | $786.9M | 0.51% | |
| 48 | EPDENTERPRISE PRODS PARTNERS L | 22,098 | $754.4M | 0.49% | |
| 49 | OALCUNIFIED SER TR | 25,088 | $716.9M | 0.47% | |
| 50 | RSPINVESCO EXCHANGE TRADED FD T | 4,000 | $692.9M | 0.45% | |
| 51 | BSJRINVESCO EXCH TRD SLF IDX FD | 28,602 | $640.8M | 0.42% | |
| 52 | ABBVABBVIE INC | 2,945 | $617.0M | 0.40% | |
| 53 | CPCANADIAN PACIFIC KANSAS CITY | 8,633 | $606.1M | 0.40% | |
| 54 | CATCATERPILLAR INC | 1,818 | $599.6M | 0.39% | |
| 55 | BSJQINVESCO EXCH TRD SLF IDX FD | 24,443 | $566.8M | 0.37% | |
| 56 | OMCOMNICOM GROUP INC | 6,418 | $532.1M | 0.35% | |
| 57 | AMGNAMGEN INC | 1,645 | $512.5M | 0.33% | |
| 58 | ISRGINTUITIVE SURGICAL INC | 1,023 | $506.7M | 0.33% | |
| 59 | DEDEERE & CO | 1,074 | $504.1M | 0.33% | |
| 60 | BSJSINVESCO EXCH TRD SLF IDX FD | 22,136 | $479.0M | 0.31% | |
| 61 | WMTWALMART INC | 5,449 | $478.4M | 0.31% | |
| 62 | MAMASTERCARD INCORPORATED | 868 | $475.8M | 0.31% | |
| 63 | ENBENBRIDGE INC | 10,448 | $463.0M | 0.30% | |
| 64 | SBUXSTARBUCKS CORP | 4,710 | $462.0M | 0.30% | |
| 65 | DUKDUKE ENERGY CORP NEW | 3,759 | $458.5M | 0.30% | |
| 66 | IQVIQVIA HLDGS INC | 2,572 | $453.4M | 0.30% | |
| 67 | VCITVANGUARD SCOTTSDALE FDS | 5,223 | $427.0M | 0.28% | |
| 68 | ETRENTERGY CORP NEW | 4,902 | $419.1M | 0.27% | |
| 69 | PEPPEPSICO INC | 2,786 | $417.7M | 0.27% | |
| 70 | AMATAPPLIED MATLS INC | 2,878 | $417.7M | 0.27% | |
| 71 | LLYELI LILLY & CO | 502 | $414.6M | 0.27% | |
| 72 | APDAIR PRODS & CHEMS INC | 1,351 | $398.4M | 0.26% | |
| 73 | JXNJACKSON FINANCIAL INC | 4,730 | $396.3M | 0.26% | |
| 74 | RTXRTX CORPORATION | 2,973 | $393.8M | 0.26% | |
| 75 | FDNFIRST TR EXCHANGE-TRADED FD | 1,751 | $389.0M | 0.25% | |
| 76 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,237 | $371.3M | 0.24% | |
| 77 | BSJPINVESCO EXCH TRD SLF IDX FD | 15,090 | $347.8M | 0.23% | |
| 78 | BABAALIBABA GROUP HLDG LTD | 2,591 | $342.6M | 0.22% | |
| 79 | ONEYSPDR SER TR | 3,068 | $335.1M | 0.22% | |
| 80 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,841 | $333.8M | 0.22% | |
| 81 | LAMRLAMAR ADVERTISING CO NEW | 2,873 | $326.9M | 0.21% | |
| 82 | TSLATESLA INC | 1,245 | $322.7M | 0.21% | |
| 83 | METAMETA PLATFORMS INC | 554 | $319.3M | 0.21% | |
| 84 | DISDISNEY WALT CO | 3,211 | $316.9M | 0.21% | |
| 85 | PGPROCTER AND GAMBLE CO | 1,820 | $310.2M | 0.20% | |
| 86 | VOTVANGUARD INDEX FDS | 1,231 | $301.2M | 0.20% | |
| 87 | KOCOCA COLA CO | 4,178 | $299.2M | 0.20% | |
| 88 | PLTRPALANTIR TECHNOLOGIES INC | 3,500 | $295.4M | 0.19% | |
| 89 | VCSHVANGUARD SCOTTSDALE FDS | 3,596 | $283.9M | 0.19% | |
| 90 | FDXFEDEX CORP | 1,162 | $283.3M | 0.18% | |
| 91 | GOOGLALPHABET INC | 1,793 | $277.3M | 0.18% | |
| 92 | SEIVSEI EXCHANGE TRADED FUNDS | 8,167 | $265.1M | 0.17% | |
| 93 | ADBEADOBE INC | 683 | $262.0M | 0.17% | |
| 94 | CHKPCHECK POINT SOFTWARE TECH LT | 1,141 | $260.1M | 0.17% | |
| 95 | AMTAMERICAN TOWER CORP NEW | 1,192 | $259.4M | 0.17% | |
| 96 | CRMSALESFORCE INC | 958 | $257.1M | 0.17% | |
| 97 | UNHUNITEDHEALTH GROUP INC | 490 | $256.6M | 0.17% | |
| 98 | VXFVANGUARD INDEX FDS | 1,449 | $249.6M | 0.16% | |
| 99 | SELVSEI EXCHANGE TRADED FUNDS | 8,100 | $247.9M | 0.16% | |
| 100 | GPCGENUINE PARTS CO | 2,072 | $246.9M | 0.16% |
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