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 |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 254 | $240.2M | 0.16% | |
| 102 | NUHYNUSHARES ETF TR | 11,236 | $238.0M | 0.16% | |
| 103 | PFEPFIZER INC | 9,300 | $235.7M | 0.15% | |
| 104 | SOSOUTHERN CO | 2,542 | $233.7M | 0.15% | |
| 105 | NEENEXTERA ENERGY INC | 3,226 | $228.7M | 0.15% | |
| 106 | VYMVANGUARD WHITEHALL FDS | 1,766 | $227.7M | 0.15% | |
| 107 | BACVERIZON COMMUNICATIONS INC | 4,985 | $226.1M | 0.15% | |
| 108 | CVMCMORGAN STANLEY ETF TRUST | 3,969 | $225.1M | 0.15% | |
| 109 | QCOMQUALCOMM INC | 1,465 | $225.0M | 0.15% | |
| 110 | VOEVANGUARD INDEX FDS | 1,384 | $222.2M | 0.14% | |
| 111 | WOPWOODSIDE ENERGY GROUP LTD | 14,884 | $215.7M | 0.14% | |
| 112 | GQ9SPDR GOLD TR | 738 | $212.6M | 0.14% | |
| 113 | LYGLLOYDS BANKING GROUP PLC | 55,279 | $211.2M | 0.14% | |
| 114 | KLACKLA CORP | 310 | $210.7M | 0.14% | |
| 115 | VUGVANGUARD INDEX FDS | 568 | $210.6M | 0.14% | |
| 116 | PGRPROGRESSIVE CORP | 737 | $208.6M | 0.14% | |
| 117 | GSKGSK PLC | 5,384 | $208.6M | 0.14% | |
| 118 | BSCPINVESCO EXCH TRD SLF IDX FD | 9,992 | $206.6M | 0.13% | |
| 119 | SCHMSCHWAB STRATEGIC TR | 7,734 | $202.6M | 0.13% | |
| 120 | UPSUNITED PARCEL SERVICE INC | 1,830 | $201.3M | 0.13% | |
| 121 | FFORD MTR CO | 14,201 | $142.4M | 0.09% | |
| 122 | FPIFARMLAND PARTNERS INC | 10,130 | $113.0M | 0.07% | |
| 123 | SLISTANDARD LITHIUM LTD | 37,821 | $48.0M | 0.03% |
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