Meriwether Wealth & Planning LLC Portfolio
Invests via Meriwether Wealth & Planning LLC | Managed by Andrew (Andy) Pendergrass, Jeremy Pendergrass, Tracy L. Campbell
Invests via Meriwether Wealth & Planning LLC
Managed by Andrew (Andy) Pendergrass, Jeremy Pendergrass, Tracy L. Campbell
Automatically Tracked
Company Profile
Registered as a boutique wealth management and financial planning firm, Meriwether Wealth & Planning LLC provides advisory services to high-net-worth individuals, families and business owners, offering holistic wealth planning, investment portfolio construction, retirement and estate planning. The firm typically focuses on discretionary and fee-based advisory mandates, tax-aware strategies and fiduciary governance, positioning itself as a personalized, advisory-first alternative to larger RIAs and bank-affiliated wealth channels.
Registered as a boutique wealth management and financial planning firm, Meriwether Wealth & Planning LLC provides advisory services to high-net-worth individuals, families and business owners, offering holistic wealth planning, investment portfolio construction, retirement and estate planning. The firm typically focuses on discretionary and fee-based advisory mandates, tax-aware strategies and fiduciary governance, positioning itself as a personalized, advisory-first alternative to larger RIAs and bank-affiliated wealth channels.
Investment Philosophy & Strategy
Advisory-first, goals-driven wealth management underpins the firm's investment philosophy: construct diversified, tax-aware multi-asset portfolios tailored to high-net-worth households and business owners with an emphasis on capital preservation and long-term wealth transfer. Portfolios blend low-cost passive exposure with selective active managers and concentrated privately held or business-related positions when alignment and liquidity permit. Risk is managed through scenario-based stress testing, disciplined rebalancing and cash-liquidity buffers. Implementation favors fiduciary governance, fee transparency, customized estate and retirement overlay strategies, and opportunistic tactical adjustments to capture market dislocations while prioritizing tax efficiency and client objectives.
Advisory-first, goals-driven wealth management underpins the firm's investment philosophy: construct diversified, tax-aware multi-asset portfolios tailored to high-net-worth households and business owners with an emphasis on capital preservation and long-term wealth transfer. Portfolios blend low-cost passive exposure with selective active managers and concentrated privately held or business-related positions when alignment and liquidity permit. Risk is managed through scenario-based stress testing, disciplined rebalancing and cash-liquidity buffers. Implementation favors fiduciary governance, fee transparency, customized estate and retirement overlay strategies, and opportunistic tactical adjustments to capture market dislocations while prioritizing tax efficiency and client objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.92%
Gain
Monthly
0.16%
Yearly
1.89%
Drawdown
16.27%
$199.62M
Equity
Holdings
$199.62M
Investment
$173.45M
$30.31M
Profit -$1.06M
Realized
$4.13M
Unrealized
$26.18M
Dividends
$5.87M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.06M
Win %
67%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$915,205.82
Win %
67%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.2M
Win %
67%
This Year
Compared to last year
Gain
-0.65%
Profit
-$1.3M
Win %
67%
WDS Woodside Energy Group Ltd American Depositary Receipt
+4.32%
+$11,991.86 
CSCO Cisco Systems, Inc.
+1.88%
+$5,388.96 
MCK McKesson Corporation
+1.61%
+$11,361.24 
GD General Dynamics Corporation
+1.61%
+$20,468.67 
RTX RTX Corporation
+1.57%
+$7,099.2 
ABBV AbbVie Inc.
+1.57%
+$9,727.62 
APD Air Products and Chemicals, Inc.
+1.53%
+$3,835.31 
XOM Exxon Mobil Corporation
+1.32%
+$74,947.69 
CVX Chevron Corporation
+1.26%
+$11,755.39 
LLY Eli Lilly and Company
+1.17%
+$5,797.03 
VST Vistra Corp
+1.11%
+$2,335.8 
COP ConocoPhillips
+1.09%
+$13,812.9 
SO The Southern Company
+1.07%
+$2,793.36 
WMT Walmart Inc.
+1.04%
+$10,850.29 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$32,769.25 
F Ford Motor Company
+1.02%
+$2,958.72 
NVS Novartis AG Sponsored ADR
+0.99%
+$9,262.34 
DUK Duke Energy Corporation
+0.97%
+$2,763.3 
PFE Pfizer Inc.
+0.91%
+$2,018.52 
DE Deere & Company
+0.85%
+$7,797.76 
ETR Entergy Corporation
+0.85%
+$2,081.52 
XLE Energy Select Sector SPDR Fund
+0.81%
+$9,267.62 
JPM JPMorgan Chase & Co.
+0.78%
+$33,479.26 
ET Energy Transfer L.P.
+0.77%
+$7,906.7 
SPLV Invesco S&P 500 Low Volatility ETF
+0.75%
+$1,740 
ORCL Oracle Corporation
+0.72%
+$5,267.91 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.66%
+$2,996.82 
BAC Bank of America Corporation
+0.63%
+$1,684.41 
PG Procter & Gamble Co
+0.62%
+$1,616.8 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.58%
+$1,363.61 
GLD SPDR Gold Shares
+0.55%
+$1,490.77 
CP Canadian Pacific Kansas City Limited
+0.55%
+$4,378.86 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+0.54%
+$1,458 
TYL Tyler Technologies Inc.
+0.46%
+$2,190 
VOE Vanguard Mid-Cap Value ETF
+0.42%
+$1,286.9 
EPD Enterprise Products Partners L.P.
+0.41%
+$3,524.86 
MDT Medtronic plc
+0.4%
+$4,106.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$2,382.03 
UL Unilever PLC Sponsored American Depositary Receipt
+0.34%
+$3,469.41 
AMGN Amgen Inc.
+0.27%
+$1,010.61 
FERG Ferguson Enterprises Inc
+0.24%
+$812.56 
SLI Standard Lithium Ltd.
+0.23%
+$257.73 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.22%
+$1,747.39 
FBND Fidelity Total Bond ETF
+0.19%
+$34,245.06 
MU Micron Technology, Inc.
+0.17%
+$1,082.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$877.11 
CMCSA Comcast Corp
+0.14%
+$1,445.64 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$408.22 
SCHV Schwab U.S. Large-Cap Value ETF
+0.12%
+$26,840.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$289.17 
BDX Becton, Dickinson and Company
+0.07%
+$848.28 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$205.66 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$3,459.9 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$252.39 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$1,927.14 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.02%
+$111.3 
COST Costco Wholesale Corporation
+0.02%
+$43.42 
CEG Constellation Energy Corporation
+0.01%
+$23.07 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSJT Invesco BulletShares 2029 High Yield Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MMLP Martin Midstream Partners L.P.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$188,946.45 
ISRG Intuitive Surgical, Inc.
-11.93%
-$59,267.65 
META Meta Platforms Inc Class A
-5.7%
-$21,781.02 
AMAT Applied Materials, Inc.
-5.03%
-$91,940.69 
KLAC KLA Corporation
-4.33%
-$28,308.67 
ACN Accenture plc Class A
-3.03%
-$15,812.27 
AMD Advanced Micro Devices, Inc.
-2.93%
-$18,202.86 
SMH VanEck Semiconductor ETF
-2.9%
-$28,494.72 
BKNG Booking Holdings Inc.
-2.82%
-$49,155.6 
TSLA Tesla, Inc.
-2.78%
-$15,906.35 
OKLO Oklo Inc.
-2.58%
-$4,923.5 
GOOGL Alphabet Inc
-2.54%
-$17,964.99 
GOOG Alphabet Inc
-2.48%
-$82,863.42 
MSFT Microsoft Corp.
-2.36%
-$55,009.43 
KO The Coca-Cola Company
-2.29%
-$5,305.9 
BNY BlackRock New York Municipal Income Trust
-2.23%
-$28,831.9 
NVDA NVIDIA Corporation
-2.08%
-$36,755.68 
OMC Omnicom Group Inc.
-1.93%
-$18,132.66 
PLTR Palantir Technologies Inc.
-1.91%
-$10,033.28 
ADI Analog Devices, Inc.
-1.86%
-$18,441.09 
V Visa Inc. Class A
-1.83%
-$22,758.04 
MRVL Marvell Technology, Inc.
-1.82%
-$3,093.87 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$7,986 
VUG Vanguard Growth ETF
-1.69%
-$6,244.42 
LYG Lloyds Banking Group Plc ADR
-1.57%
-$2,493.37 
MA Mastercard Incorporated
-1.57%
-$4,425.26 
AVGO Broadcom Inc.
-1.47%
-$4,438.49 
ELV Elevance Health, Inc.
-1.46%
-$14,627.34 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$325,094.72 
DAL Delta Air Lines, Inc.
-1.4%
-$2,745.9 
DIS The Walt Disney Company
-1.23%
-$2,658.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$122,954.21 
IDMO Invesco S&P International Developed Momentum ETF
-1.04%
-$28,376.1 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.99%
-$29,231.09 
BFST Business First Bancshares, Inc.
-0.8%
-$9,296.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$13,268.48 
VXF Vanguard Extended Market ETF
-0.55%
-$1,989.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.53%
-$44,040.24 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$29,988.45 
AMZN Amazon.com Inc
-0.44%
-$13,305.63 
AMRZ Amrize Ltd.
-0.39%
-$1,461.2 
SCHW Charles Schwab Corporation
-0.39%
-$6,332 
LOW Lowe's Companies Inc.
-0.38%
-$3,669.5 
ESUM Eventide US Market ETF
-0.3%
-$1,312.11 
FDX FedEx Corporation
-0.27%
-$861.43 
ICE Intercontinental Exchange, Inc.
-0.26%
-$1,484.44 
AROC Archrock Inc.
-0.26%
-$575.13 
SCHM Schwab U.S. Mid-Cap ETF
-0.18%
-$715.78 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$451.86 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,125 
JXN Jackson Financial Inc.
-0.11%
-$567 
PEP PepsiCo, Inc.
-0.11%
-$386.88 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.1%
-$271.32 
AAPL Apple Inc.
-0.06%
-$1,349.95 
CAT Caterpillar Inc.
-0.05%
-$933.42 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.05%
-$204.18 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.04%
-$293.85 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$1,553.45 
AON Aon plc
-0.01%
-$67.56 Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 515/788 65% | Profit Factor 7.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,997.96 |
| Average Win $67,315.27 | Best Trade (Jul 10) $3.65M | Sharpe Ratio -10.3 |
| Average Loss -$15,967.62 | Worst Trade (Mar 30) -$463,367.11 | Z-Score 5.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $38,462.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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