Portfolio (Quarterly)
Guide ↗
Meriwether Wealth & Planning, LLC
· CIK 0002055554| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SEIQ | SEI EXCHANGE TRADED FUNDS | — | 128,484 | $4.7M | 2.56% | SOLD |
| 2 | SNY | SANOFI SA | Healthcare | 17,376 | $837K | 0.46% | SOLD |
| 3 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,122 | $280K | 0.15% | SOLD |
| 4 | VYM | VANGUARD WHITEHALL FDS | — | 1,766 | $262K | 0.14% | SOLD |
| 5 | BND | VANGUARD BD INDEX FDS | — | 3,400 | $250K | 0.14% | SOLD |
| 6 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,993 | $250K | 0.14% | SOLD |
| 7 | LAMR | LAMAR ADVERTISING CO | Real Estate | 1,893 | $240K | 0.13% | SOLD |
| 8 | NEE | NEXTERA ENERGY INC | Utilities | 2,459 | $228K | 0.12% | SOLD |
| 9 | — | IQVIA HLDGS INC | — | 1,239 | $211K | 0.12% | SOLD |
| 10 | CRM | SALESFORCE INC | Technology | 1,106 | $206K | 0.11% | SOLD |
| 11 | NRG | NRG ENERGY INC | Utilities | 1,408 | $206K | 0.11% | SOLD |
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%