Meriwether-Wealth--Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "FPI",
  null,
  "JXN",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  null,
  "CAT",
  "LOW",
  "KMX",
  "CP.TO",
  "DUK",
  "EBAY",
  null,
  "SLI",
  null,
  null,
  null,
  "GD",
  null,
  "QCOM",
  "LAMR",
  "ISRG",
  "AMAT",
  "BKNG",
  "META",
  null,
  null,
  "IQV",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "GPC",
  "NVS",
  "OMC",
  "KLAC",
  "ORCL",
  null,
  "PEP",
  "PGR",
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  null,
  "RTX",
  "GLD",
  null,
  "AMT",
  null,
  "SBUX",
  "UL",
  "UPS",
  "VXF",
  "VOE",
  "SCHW",
  "VCIT",
  "LYG",
  "SNY",
  "TSM",
  "GSK",
  "ETR",
  "VYM",
  "F",
  null,
  "AMZN",
  null,
  null,
  null,
  "VUG",
  null,
  null,
  "VOT",
  "V",
  "WMT",
  "WDS",
  "SCHD",
  "ET",
  "CHKP",
  "SCHG",
  null,
  null,
  "SO",
  "CRM",
  "MCK",
  "FDX",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BFST",
  "CVX",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DE",
  null,
  "RSP",
  "ADI",
  "NEE",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 123
Total Value: 153256445
Accession Number: 0001754960-25-000230
Form Type: 13F-HR
CIK: meriwether-wealth--planning
Manager Name: Meriwether-Wealth--Planning

Data Enrichment

76% identified

94 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

123 positions • $153.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524409

Shares:668.0K

Value:$17.8M

% of Portfolio:11.6% ($17.8M/$153.3M)

808524300

SCHG|808524300

Shares:667.5K

Value:$16.7M

% of Portfolio:10.9% ($16.7M/$153.3M)

316188309

Shares:347.7K

Value:$15.9M

% of Portfolio:10.4% ($15.9M/$153.3M)

25434V500

Shares:109.6K

Value:$6.5M

% of Portfolio:4.3% ($6.5M/$153.3M)

46138J783

Shares:313.8K

Value:$6.1M

% of Portfolio:4.0% ($6.1M/$153.3M)

46138J791

Shares:280.2K

Value:$5.5M

% of Portfolio:3.6% ($5.5M/$153.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:15.9K

Value:$3.9M

% of Portfolio:2.5% ($3.9M/$153.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.7K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$153.3M)

78468R606

Shares:127.4K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$153.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:22.4K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$153.3M)

81589A106

Shares:70.4K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$153.3M)

81589A205

Shares:67.6K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$153.3M)

MICROSOFT CORP

MSFT|594918104

Shares:5.8K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$153.3M)

Alphabet Inc.

GOOG|02079K107

Shares:12.1K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$153.3M)

81369Y506

Shares:18.7K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$153.3M)

CHEVRON CORP

CVX|166764100

Shares:10.3K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$153.3M)

Apple Inc.

AAPL|037833100

Shares:6.6K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$153.3M)

Booking Holdings Inc.

BKNG|09857L108

Shares:311

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$153.3M)

AMAZON COM INC

AMZN|023135106

Shares:7.5K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$153.3M)

COMCAST CORP

CMCSA|20030N101

Shares:38.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$153.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524409)✕	668.0K	QoQ +21.46% (+118.0K) YoY-	All Managers (Combined)	$17.8M	11.6% ($17.8M/$153.3M)	QoQ +23.83% (+$3.4M) YoY-
(SCHGcusip808524300)	667.5K	QoQ +15.38% (+89.0K) YoY-	All Managers (Combined)	$16.7M	10.9% ($16.7M/$153.3M)	QoQ +3.67% (+$592.1K) YoY-
(cusip316188309)✕	347.7K	QoQ +11.41% (+35.6K) YoY-	All Managers (Combined)	$15.9M	10.4% ($15.9M/$153.3M)	QoQ +13.35% (+$1.9M) YoY-
(cusip25434V500)✕	109.6K	QoQ +20.05% (+18.3K) YoY-	All Managers (Combined)	$6.5M	4.3% ($6.5M/$153.3M)	QoQ +10.22% (+$607.1K) YoY-
(cusip46138J783)✕	313.8K	QoQ NEW(+313.8K) YoY-	All Managers (Combined)	$6.1M	4.0% ($6.1M/$153.3M)	QoQ NEW(+$6.1M) YoY-
(cusip46138J791)✕	280.2K	QoQ NEW(+280.2K) YoY-	All Managers (Combined)	$5.5M	3.6% ($5.5M/$153.3M)	QoQ NEW(+$5.5M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	15.9K	QoQ +3.56% (+548) YoY-	All Managers (Combined)	$3.9M	2.5% ($3.9M/$153.3M)	QoQ +5.97% (+$220.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.7K	QoQ -8.33% (-518) YoY-	All Managers (Combined)	$3.0M	2.0% ($3.0M/$153.3M)	QoQ +7.70% (-$217.1K) YoY-
(cusip78468R606)✕	127.4K	QoQ +14.35% (+16.0K) YoY-	All Managers (Combined)	$3.0M	1.9% ($3.0M/$153.3M)	QoQ +14.10% (+$368.8K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	22.4K	QoQ +6.56% (+1.4K) YoY-	All Managers (Combined)	$2.7M	1.7% ($2.7M/$153.3M)	QoQ +17.81% (+$402.1K) YoY-
(cusip81589A106)✕	70.4K	QoQ +25.23% (+14.2K) YoY-	All Managers (Combined)	$2.5M	1.6% ($2.5M/$153.3M)	QoQ +25.16% (+$494.6K) YoY-
(cusip81589A205)✕	67.6K	QoQ +15.93% (+9.3K) YoY-	All Managers (Combined)	$2.4M	1.6% ($2.4M/$153.3M)	QoQ +8.27% (+$186.3K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	5.8K	QoQ +14.63% (+747) YoY-	All Managers (Combined)	$2.2M	1.4% ($2.2M/$153.3M)	QoQ +2.09% (+$45.1K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	12.1K	QoQ +7.16% (-809) YoY-	All Managers (Combined)	$1.9M	1.2% ($1.9M/$153.3M)	QoQ -12.08% (-$259.9K) YoY-
(cusip81369Y506)✕	18.7K	QoQ +32.83% (+4.6K) YoY-	All Managers (Combined)	$1.8M	1.1% ($1.8M/$153.3M)	QoQ +44.91% (+$542.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	10.3K	QoQ +0.02% (+3) YoY-	All Managers (Combined)	$1.7M	1.1% ($1.7M/$153.3M)	QoQ +15.53% (+$231.6K) YoY-
Apple Inc.(AAPLcusip037833100)	6.6K	QoQ -2.45% (-166) YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$153.3M)	QoQ -13.47% (-$227.8K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	311	QoQ -5.47% (-18) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$153.3M)	QoQ -12.34% (-$201.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	7.5K	QoQ -2.58% (-199) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$153.3M)	QoQ -15.51% (-$262.3K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	38.6K	QoQ +21.63% (+6.9K) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$153.3M)	QoQ +19.59% (+$233.2K) YoY-