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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MCKESSON CORP

MCK|58155Q103

Shares:1.3K

Value:$843.3K

% of Portfolio:0.6% ($843.3K/$153.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.6K

Value:$840.1K

% of Portfolio:0.5% ($840.1K/$153.3M)

ANALOG DEVICES INC

ADI|032654105

Shares:4.1K

Value:$827.7K

% of Portfolio:0.5% ($827.7K/$153.3M)

Energy Transfer LP

ET|29273V100

Shares:44.5K

Value:$826.6K

% of Portfolio:0.5% ($826.6K/$153.3M)

NVIDIA CORP

NVDA|67066G104

Shares:7.6K

Value:$821.1K

% of Portfolio:0.5% ($821.1K/$153.3M)

78468R788

Shares:18.3K

Value:$811.9K

% of Portfolio:0.5% ($811.9K/$153.3M)

Sanofi

SNY|80105N105

Shares:14.2K

Value:$786.9K

% of Portfolio:0.5% ($786.9K/$153.3M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:22.1K

Value:$754.4K

% of Portfolio:0.5% ($754.4K/$153.3M)

90470L527

Shares:25.1K

Value:$716.9K

% of Portfolio:0.5% ($716.9K/$153.3M)

46137V357

RSP|46137V357

Shares:4.0K

Value:$692.9K

% of Portfolio:0.5% ($692.9K/$153.3M)

46138J585

Shares:28.6K

Value:$640.8K

% of Portfolio:0.4% ($640.8K/$153.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.9K

Value:$617.0K

% of Portfolio:0.4% ($617.0K/$153.3M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:8.6K

Value:$606.1K

% of Portfolio:0.4% ($606.1K/$153.3M)

CATERPILLAR INC

CAT|149123101

Shares:1.8K

Value:$599.6K

% of Portfolio:0.4% ($599.6K/$153.3M)

46138J635

Shares:24.4K

Value:$566.8K

% of Portfolio:0.4% ($566.8K/$153.3M)

OMNICOM GROUP INC.

OMC|681919106

Shares:6.4K

Value:$532.1K

% of Portfolio:0.3% ($532.1K/$153.3M)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$512.5K

% of Portfolio:0.3% ($512.5K/$153.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.0K

Value:$506.7K

% of Portfolio:0.3% ($506.7K/$153.3M)

DEERE & CO

DE|244199105

Shares:1.1K

Value:$504.1K

% of Portfolio:0.3% ($504.1K/$153.3M)

46138J452

Shares:22.1K

Value:$479.0K

% of Portfolio:0.3% ($479.0K/$153.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCKESSON CORP(MCKcusip58155Q103)	1.3K	QoQ +12.57% (+140) YoY-	All Managers (Combined)	$843.3K	0.6% ($843.3K/$153.3M)	QoQ +32.94% (+$208.9K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	3.6K	QoQ -10.35% (-416) YoY-	All Managers (Combined)	$840.1K	0.5% ($840.1K/$153.3M)	QoQ -15.28% (-$151.5K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	4.1K	QoQ +16.65% (+586) YoY-	All Managers (Combined)	$827.7K	0.5% ($827.7K/$153.3M)	QoQ +10.73% (+$80.2K) YoY-
Energy Transfer LP(ETcusip29273V100)	44.5K	QoQ +0.67% (-300) YoY-	All Managers (Combined)	$826.6K	0.5% ($826.6K/$153.3M)	QoQ -4.46% (-$38.6K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	7.6K	QoQ -5.47% (-439) YoY-	All Managers (Combined)	$821.1K	0.5% ($821.1K/$153.3M)	QoQ -23.71% (-$255.2K) YoY-
(cusip78468R788)✕	18.3K	QoQ +21.02% (+3.2K) YoY-	All Managers (Combined)	$811.9K	0.5% ($811.9K/$153.3M)	QoQ +23.88% (+$156.5K) YoY-
Sanofi(SNYcusip80105N105)	14.2K	QoQ +16.57% (+2.0K) YoY-	All Managers (Combined)	$786.9K	0.5% ($786.9K/$153.3M)	QoQ +34.04% (+$199.9K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	22.1K	QoQ -0.36% (-80) YoY-	All Managers (Combined)	$754.4K	0.5% ($754.4K/$153.3M)	QoQ +8.47% (-$58.9K) YoY-
(cusip90470L527)✕	25.1K	QoQ -7.52% (-2.0K) YoY-	All Managers (Combined)	$716.9K	0.5% ($716.9K/$153.3M)	QoQ -10.81% (-$87.0K) YoY-
(RSPcusip46137V357)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$692.9K	0.5% ($692.9K/$153.3M)	QoQ -1.14% (-$8.0K) YoY-
(cusip46138J585)✕	28.6K	QoQ +76.79% (+12.4K) YoY-	All Managers (Combined)	$640.8K	0.4% ($640.8K/$153.3M)	QoQ +76.83% (+$278.4K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	2.9K	QoQ +0.17% (+5) YoY-	All Managers (Combined)	$617.0K	0.4% ($617.0K/$153.3M)	QoQ +18.10% (+$94.6K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	8.6K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$606.1K	0.4% ($606.1K/$153.3M)	QoQ -2.99% (-$18.7K) YoY-
CATERPILLAR INC(CATcusip149123101)	1.8K	QoQ +0.33% (-6) YoY-	All Managers (Combined)	$599.6K	0.4% ($599.6K/$153.3M)	QoQ -8.78% (-$57.7K) YoY-
(cusip46138J635)✕	24.4K	QoQ +46.42% (+7.8K) YoY-	All Managers (Combined)	$566.8K	0.4% ($566.8K/$153.3M)	QoQ +45.89% (+$178.3K) YoY-
OMNICOM GROUP INC.(OMCcusip681919106)	6.4K	QoQ +17.52% (+957) YoY-	All Managers (Combined)	$532.1K	0.3% ($532.1K/$153.3M)	QoQ +13.24% (+$62.3K) YoY-
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ +2.74% (+44) YoY-	All Managers (Combined)	$512.5K	0.3% ($512.5K/$153.3M)	QoQ +22.81% (+$95.2K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.0K	QoQ -0.58% (-6) YoY-	All Managers (Combined)	$506.7K	0.3% ($506.7K/$153.3M)	QoQ -5.66% (-$30.4K) YoY-
DEERE & CO(DEcusip244199105)	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$504.1K	0.3% ($504.1K/$153.3M)	QoQ +10.77% (+$49.0K) YoY-
(cusip46138J452)✕	22.1K	QoQ +91.55% (+10.6K) YoY-	All Managers (Combined)	$479.0K	0.3% ($479.0K/$153.3M)	QoQ +91.20% (+$228.5K) YoY-