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 | SLI | STANDARD LITHIUM CORP | Basic Materials | 51,545.0 | $142K | 0.07% | — | — | $2.75 | -7.5% |
| 122 | MMLP | MARTIN MIDSTREAM PRTNRS L P | Energy | 10,557.0 | $24K | 0.01% | +183.0 | +1.8% | $2.31 | +2.6% |
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%