Meritas Wealth Management, LLC Portfolio Holdings by Sector

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFUV DFAT DFUS AVUV DFIV DISV VTIP DIHP 21 stocks	$119 Million 77.51% of portfolio	13	5	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S MSFT ORCL PLTR FTNT 5 stocks	$13.8 Million 8.96% of portfolio	1	4	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$11.4 Million 7.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO ADSK 2 stocks	$2.71 Million 1.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1.06 Million 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.03 Million 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$850,356 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$839,475 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$595,810 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$586,362 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$533,069 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$480,662 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$253,932 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$246,415 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials DLB 1 stocks	$211,729 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$83,853 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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