Meredith Wealth Planning Portfolio Holdings by Sector

Meredith Wealth Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUV DUHP AVDV MTUM AVES DIHP DFCF IMTM 27 stocks	$168 Million 94.27% of portfolio	21	6	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$2.38 Million 1.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.14 Million 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.11 Million 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.08 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$848,350 0.48% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$837,740 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical AGS 1 stocks	$488,517 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$461,533 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$350,936 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$321,453 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBT 1 stocks	$209,917 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

Stay updated on Meredith Wealth Planning with notifications on news.