Portfolio (Quarterly)
Guide ↗
Meriwether Wealth & Planning, LLC
· CIK 0002055554| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | OACP | UNIFIED SER TR | — | 43,820 | $1.0M | 0.57% | SOLD |
| 2 | KMX | CARMAX INC | Consumer Cyclical | 22,295 | $861K | 0.49% | SOLD |
| 3 | OALC | UNIFIED SER TR | — | 17,386 | $616K | 0.35% | SOLD |
| 4 | EBAY | EBAY INC. | Consumer Cyclical | 5,513 | $480K | 0.27% | SOLD |
| 5 | MINT | PIMCO ETF TR | — | 2,585 | $259K | 0.15% | SOLD |
| 6 | FLTR | VANECK ETF TRUST | — | 10,074 | $257K | 0.14% | SOLD |
| 7 | FLRN | SPDR SERIES TRUST | — | 8,242 | $253K | 0.14% | SOLD |
| 8 | COF | CAPITAL ONE FINL CORP | Financial Services | 963 | $233K | 0.13% | SOLD |
| 9 | QCOM | QUALCOMM INC | Technology | 1,197 | $205K | 0.12% | SOLD |
Sector Allocation
Technology
19.1%
Energy
18.6%
Financial Services
16.1%
Healthcare
12.5%
Consumer Cyclical
10.0%
Communication Services
9.5%
Industrials
7.3%
Consumer Defensive
3.1%
Utilities
2.7%
Basic Materials
0.6%