Portfolio (Quarterly)
Guide ↗
Meriwether Wealth & Planning, LLC
· CIK 0002055554| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 11,559.0 | $180K | 0.10% | NEW | — | $15.59 | +44.9% |
| 122 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 29,614.0 | $157K | 0.09% | NEW | — | $5.30 | +3.8% |
| 123 | MMLP | MARTIN MIDSTREAM PRTNRS L P | Energy | 10,283.0 | $27K | 0.01% | NEW | — | $2.61 | -4.0% |
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
19.5%
Financial Services
19.0%
Energy
14.0%
Healthcare
12.5%
Consumer Cyclical
11.9%
Communication Services
10.5%
Industrials
6.0%
Utilities
3.0%
Consumer Defensive
2.5%
Basic Materials
0.7%