Portfolio (Quarterly)
Guide ↗
Meriwether Wealth & Planning, LLC
· CIK 0002055554| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SMH | VANECK ETF TRUST | — | 1,728.0 | $1.1M | 0.56% | +478.0 | +38.2% | $655.89 | -16.9% |
| 22 | BDX | BECTON DICKINSON & CO | Healthcare | 7,069.0 | $1.1M | 0.53% | +386.0 | +5.8% | $151.33 | +23.7% |
| 23 | WMT | WALMART INC | Consumer Defensive | 9,057.0 | $1.0M | 0.51% | +3K | +39.1% | $113.26 | -6.5% |
| 24 | — | UNILEVER PLC | — | 16,521.0 | $993K | 0.49% | +537.0 | +3.4% | $60.12 | — |
| 25 | ET | ENERGY TRANSFER L P | Energy | 51,011.0 | $975K | 0.48% | +625.0 | +1.2% | $19.12 | +12.0% |
| 26 | MDT | MEDTRONIC PLC | Healthcare | 12,444.0 | $973K | 0.48% | +3K | +26.6% | $78.23 | +17.7% |
| 27 | NVS | NOVARTIS AG | Healthcare | 6,134.0 | $961K | 0.48% | +61.0 | +1.0% | $156.72 | +2.9% |
| 28 | KLAC | KLA CORP | Technology | 2,983.0 | $900K | 0.45% | +3K | +901.0% | $301.71 | -43.4% |
| 29 | OMC | OMNICOM GROUP INC | Communication Services | 11,193.0 | $815K | 0.40% | +73.0 | +0.7% | $72.83 | +18.2% |
| 30 | TSLA | TESLA INC | Consumer Cyclical | 1,464.0 | $616K | 0.30% | +85.0 | +6.2% | $420.60 | -15.3% |
| 31 | SCHD | SCHWAB STRATEGIC TR | — | 19,041.0 | $604K | 0.30% | +131.0 | +0.7% | $31.71 | +9.8% |
| 32 | VCIT | VANGUARD SCOTTSDALE FDS | — | 6,747.0 | $558K | 0.28% | +386.0 | +6.1% | $82.65 | -2.7% |
| 33 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,904.0 | $455K | 0.23% | +190.0 | +5.1% | $116.67 | +54.2% |
| 34 | ACN | ACCENTURE PLC IRELAND | Technology | 3,606.0 | $449K | 0.22% | +2K | +81.6% | $124.44 | +51.1% |
| 35 | SPYD | SPDR SERIES TRUST | — | 9,221.0 | $440K | 0.22% | +53.0 | +0.6% | $47.71 | +3.8% |
| 36 | SCHM | SCHWAB STRATEGIC TR | — | 11,012.0 | $406K | 0.20% | +2K | +24.1% | $36.87 | -4.6% |
| 37 | VUG | VANGUARD INDEX FDS | — | 4,277.0 | $368K | 0.18% | +4K | +512.8% | $86.14 | +1.4% |
| 38 | META | META PLATFORMS INC | Communication Services | 575.0 | $324K | 0.16% | +4.0 | +0.7% | $563.29 | +2.7% |
| 39 | VOE | VANGUARD INDEX FDS | — | 1,514.0 | $299K | 0.15% | +109.0 | +7.8% | $197.60 | +4.1% |
| 40 | F | FORD MTR CO | Consumer Cyclical | 20,405.0 | $284K | 0.14% | +2K | +11.3% | $13.90 | -0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.9%
Financial Services
18.2%
Energy
14.7%
Healthcare
11.6%
Consumer Cyclical
10.4%
Industrials
9.0%
Communication Services
4.9%
Consumer Defensive
3.3%
Utilities
2.3%
Basic Materials
0.6%