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:

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FORD MOTOR CO

F|345370860

Shares:14.2K

Value:$142.4K

% of Portfolio:0.1% ($142.4K/$153.3M)

Farmland Partners Inc.

FPI|31154R109

Shares:10.1K

Value:$113.0K

% of Portfolio:0.1% ($113.0K/$153.3M)

STANDARD LITHIUM LTD.

SLI|853606101

Shares:37.8K

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$153.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FORD MOTOR CO(Fcusip345370860)	14.2K	QoQ NEW(+14.2K) YoY-	All Managers (Combined)	$142.4K	0.1% ($142.4K/$153.3M)	QoQ NEW(+$142.4K) YoY-
Farmland Partners Inc.(FPIcusip31154R109)	10.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$113.0K	0.1% ($113.0K/$153.3M)	QoQ -5.18% (-$6.2K) YoY-
STANDARD LITHIUM LTD.(SLIcusip853606101)	37.8K	QoQ +17.17% (+5.5K) YoY-	All Managers (Combined)	$48.0K	0.0% ($48.0K/$153.3M)	QoQ +1.92% (+$907) YoY-