Meriwether Wealth & Planning, LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$159.6B
Holdings
127
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BNDVANGUARD BD INDEX FDS | 3,378 | $248.7M | 0.16% | |
| 102 | KOCOCA COLA CO | 3,481 | $246.3M | 0.15% | |
| 103 | FDXFEDEX CORP | 1,081 | $245.7M | 0.15% | |
| 104 | ADBEADOBE INC | 630 | $243.7M | 0.15% | |
| 105 | COSTCOSTCO WHSL CORP NEW | 243 | $240.6M | 0.15% | |
| 106 | VYMVANGUARD WHITEHALL FDS | 1,766 | $235.4M | 0.15% | |
| 107 | SOSOUTHERN CO | 2,542 | $233.4M | 0.15% | |
| 108 | QCOMQUALCOMM INC | 1,465 | $233.3M | 0.15% | |
| 109 | OKLOOKLO INC | 4,115 | $230.4M | 0.14% | |
| 110 | UPSUNITED PARCEL SERVICE INC | 2,278 | $229.9M | 0.14% | |
| 111 | VOEVANGUARD INDEX FDS | 1,384 | $227.6M | 0.14% | |
| 112 | NRANRG ENERGY INC | 1,401 | $225.0M | 0.14% | |
| 113 | GQ9SPDR GOLD TR | 738 | $225.0M | 0.14% | |
| 114 | NEENEXTERA ENERGY INC | 3,228 | $224.1M | 0.14% | |
| 115 | ADSKAUTODESK INC | 711 | $220.1M | 0.14% | |
| 116 | SCHMSCHWAB STRATEGIC TR | 7,846 | $220.1M | 0.14% | |
| 117 | VSTVISTRA CORP | 1,117 | $216.5M | 0.14% | |
| 118 | BSJTINVESCO EXCH TRD SLF IDX FD | 9,850 | $212.0M | 0.13% | |
| 119 | COFCAPITAL ONE FINL CORP | 990 | $210.6M | 0.13% | |
| 120 | PFEPFIZER INC | 8,615 | $208.8M | 0.13% | |
| 121 | GPCGENUINE PARTS CO | 1,682 | $204.0M | 0.13% | |
| 122 | WOPWOODSIDE ENERGY GROUP LTD | 12,584 | $194.2M | 0.12% | |
| 123 | FFORD MTR CO | 15,186 | $164.8M | 0.10% | |
| 124 | LYGLLOYDS BANKING GROUP PLC | 37,932 | $161.2M | 0.10% | |
| 125 | FPIFARMLAND PARTNERS INC | 10,130 | $116.6M | 0.07% | |
| 126 | SLISTANDARD LITHIUM LTD | 37,821 | $74.1M | 0.05% | |
| 127 | MMLPMARTIN MIDSTREAM PRTNRS L P | 10,035 | $29.6M | 0.02% |
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