MEREDITH WEALTH PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 20K | $3.75M |
 | RIOT | 20K | $381.40K |
 | AAPL | 10K | $2.62M |
 | HBT | 10K | $241.77K |
 | GOOGL | 8K | $1.89M |
 | WMT | 7K | $675.80K |
 | AMZN | 6K | $1.37M |
 | TSLA | 3K | $1.42M |
 | MSFT | 2K | $1.21M |
 | META | 2K | $1.34M |
 | CAT | 1K | $563.05K |
 | MCD | 1K | $357.00K |
 | AVGO | 764 | $252.05K |
 | JPM | 648 | $204.40K |
 | BRK-B | 563 | $283.04K |
 | ETN | 561 | $209.95K |
 | LLY | 355 | $270.62K |
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.75M
Riot Platforms, Inc.
RIOT
Shares Held
20K
Value
$381.40K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.62M
HBT Financial, Inc.
HBT
Shares Held
10K
Value
$241.77K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$1.89M
Walmart Inc.
WMT
Shares Held
7K
Value
$675.80K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.37M
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.42M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.21M
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.34M
Caterpillar Inc.
CAT
Shares Held
1K
Value
$563.05K
McDonald's Corporation
MCD
Shares Held
1K
Value
$357.00K
Broadcom Inc.
AVGO
Shares Held
764
Value
$252.05K
JPMorgan Chase & Co.
JPM
Shares Held
648
Value
$204.40K
Berkshire Hathaway Inc.
BRK-B
Shares Held
563
Value
$283.04K
Eaton Corporation plc
ETN
Shares Held
561
Value
$209.95K
Eli Lilly and Company
LLY
Shares Held
355
Value
$270.62K