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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ORACLE CORP

ORCL|68389X105

Shares:9.9K

Value:$1.4M

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

SCHWAB CHARLES CORP

SCHW|808513105

Shares:17.7K

Value:$1.4M

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

VISA INC.

V|92826C839

Shares:3.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$153.3M)

90470L519

Shares:57.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$153.3M)

808524797

SCHD|808524797

Shares:45.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$153.3M)

CARMAX INC

KMX|143130102

Shares:15.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$153.3M)

Bank of New York Mellon Corp

BK|064058100

Shares:14.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$153.3M)

EBAY INC

EBAY|278642103

Shares:16.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$153.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:10.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$153.3M)

NOVARTIS AG

NVS|66987V109

Shares:9.7K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$153.3M)

UNILEVER PLC

UL|904767704

Shares:17.7K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$153.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.7K

Value:$999.8K

% of Portfolio:0.7% ($999.8K/$153.3M)

92189F486

Shares:38.5K

Value:$982.6K

% of Portfolio:0.6% ($982.6K/$153.3M)

72201R833

Shares:9.7K

Value:$977.8K

% of Portfolio:0.6% ($977.8K/$153.3M)

78468R200

Shares:31.7K

Value:$977.6K

% of Portfolio:0.6% ($977.6K/$153.3M)

Elevance Health, Inc.

ELV|036752103

Shares:2.1K

Value:$932.6K

% of Portfolio:0.6% ($932.6K/$153.3M)

Medtronic plc

MDT|G5960L103

Shares:10.3K

Value:$929.0K

% of Portfolio:0.6% ($929.0K/$153.3M)

Business First Bancshares, Inc.

BFST|12326C105

Shares:37.7K

Value:$917.4K

% of Portfolio:0.6% ($917.4K/$153.3M)

BECTON DICKINSON & CO

BDX|075887109

Shares:3.9K

Value:$902.0K

% of Portfolio:0.6% ($902.0K/$153.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:20.4K

Value:$853.0K

% of Portfolio:0.6% ($853.0K/$153.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	9.9K	QoQ -10.67% (-1.2K) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$153.3M)	QoQ -25.05% (-$464.6K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	17.7K	QoQ +11.73% (+1.9K) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$153.3M)	QoQ +18.17% (+$213.3K) YoY-
VISA INC.(Vcusip92826C839)	3.8K	QoQ -18.21% (-854) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$153.3M)	QoQ -9.30% (-$137.9K) YoY-
(cusip90470L519)✕	57.3K	QoQ -19.54% (-13.9K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$153.3M)	QoQ -18.48% (-$296.0K) YoY-
(SCHDcusip808524797)	45.1K	QoQ +10.95% (+4.5K) YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$153.3M)	QoQ +13.55% (+$150.6K) YoY-
CARMAX INC(KMXcusip143130102)	15.9K	QoQ +14.34% (+2.0K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$153.3M)	QoQ +8.97% (+$102.0K) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	14.3K	QoQ +11.93% (+1.5K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$153.3M)	QoQ +22.19% (+$218.5K) YoY-
EBAY INC(EBAYcusip278642103)	16.6K	QoQ +9.30% (+1.4K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$153.3M)	QoQ +19.50% (+$183.7K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	10.4K	QoQ +14.71% (+1.3K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$153.3M)	QoQ +21.48% (+$193.3K) YoY-
NOVARTIS AG(NVScusip66987V109)	9.7K	QoQ +15.35% (+1.3K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$153.3M)	QoQ +32.15% (+$263.8K) YoY-
UNILEVER PLC(ULcusip904767704)	17.7K	QoQ +13.83% (+2.1K) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$153.3M)	QoQ +19.55% (+$172.2K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	3.7K	QoQ +21.21% (+642) YoY-	All Managers (Combined)	$999.8K	0.7% ($999.8K/$153.3M)	QoQ +25.39% (+$202.5K) YoY-
(cusip92189F486)✕	38.5K	QoQ -16.81% (-7.8K) YoY-	All Managers (Combined)	$982.6K	0.6% ($982.6K/$153.3M)	QoQ -16.49% (-$194.0K) YoY-
(cusip72201R833)✕	9.7K	QoQ -11.75% (-1.3K) YoY-	All Managers (Combined)	$977.8K	0.6% ($977.8K/$153.3M)	QoQ -11.50% (-$127.1K) YoY-
(cusip78468R200)✕	31.7K	QoQ -11.94% (-4.3K) YoY-	All Managers (Combined)	$977.6K	0.6% ($977.6K/$153.3M)	QoQ -11.68% (-$129.3K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	2.1K	QoQ +33.66% (+540) YoY-	All Managers (Combined)	$932.6K	0.6% ($932.6K/$153.3M)	QoQ +57.60% (+$340.8K) YoY-
Medtronic plc(MDTcusipG5960L103)	10.3K	QoQ +15.10% (+1.4K) YoY-	All Managers (Combined)	$929.0K	0.6% ($929.0K/$153.3M)	QoQ +29.49% (+$211.6K) YoY-
Business First Bancshares, Inc.(BFSTcusip12326C105)	37.7K	QoQ +0.09% (-34) YoY-	All Managers (Combined)	$917.4K	0.6% ($917.4K/$153.3M)	QoQ -5.16% (-$50.0K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	3.9K	QoQ +16.30% (+552) YoY-	All Managers (Combined)	$902.0K	0.6% ($902.0K/$153.3M)	QoQ +17.42% (+$133.9K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	20.4K	QoQ +16.32% (+2.9K) YoY-	All Managers (Combined)	$853.0K	0.6% ($853.0K/$153.3M)	QoQ +10.44% (+$80.7K) YoY-