Meriwether Wealth & Planning, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $16.1B, Schwab Strategic Tr Us Large C with a value of $14.3B, Fidelity Merrimack Str Tr Tota with a value of $14B, Pimco Active Bond Exchange Tra with a value of $10.3B, and Dimensional ETF Tr U S Small C with a value of $5.94B.
Examining the 13F form we can see an increase of $140B in the current position value.
Meriwether Wealth & Planning, LLC is based out at Minden, LA
Below you can find more details about Meriwether Wealth & Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$140 Billion
ETFs: $82.1 Billion
Financial Services: $12.9 Billion
Technology: $9.71 Billion
Consumer Cyclical: $7.59 Billion
Healthcare: $7.03 Billion
Energy: $6.92 Billion
Communication Services: $4.82 Billion
Consumer Defensive: $2.66 Billion
Other: $5.03 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
