$635 Million is the total value of Meristem Family Wealth, LLC's 318 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 48.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OEF | Sell | ISHARES TRs&p 100 etf | $106,763,000 | +7.6% | 544,207 | -1.4% | 16.80% | -15.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $84,482,000 | +42.5% | 196,507 | +31.8% | 13.30% | +11.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $68,358,000 | +23.2% | 605,049 | +18.3% | 10.76% | -3.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $25,639,000 | +10.5% | 59,896 | +2.3% | 4.04% | -13.6% |
| AAPL | Sell | APPLE INC | $17,047,000 | +10.2% | 124,466 | -1.7% | 2.68% | -14.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $11,464,000 | +164.8% | 77,641 | +138.2% | 1.80% | +106.9% |
| PEP | Buy | PEPSICO INC | $11,172,000 | +4.9% | 75,403 | +0.1% | 1.76% | -18.1% |
| MSFT | Buy | MICROSOFT CORP | $8,711,000 | +46.8% | 32,157 | +27.8% | 1.37% | +14.6% |
| AMZN | Buy | AMAZON COM INC | $7,912,000 | +42.2% | 2,300 | +27.9% | 1.24% | +11.1% |
| USB | Sell | US BANCORP DEL | $7,349,000 | -4.0% | 128,998 | -6.8% | 1.16% | -25.0% |
| CNC | Buy | CENTENE CORP DEL | $6,899,000 | +15.6% | 94,598 | +1.3% | 1.09% | -9.7% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,404,000 | +0.4% | 13,042 | -2.7% | 1.01% | -21.6% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $6,182,000 | +27.0% | 61,094 | +19.4% | 0.97% | -0.8% |
| TGT | Buy | TARGET CORP | $6,049,000 | +28.6% | 25,022 | +5.4% | 0.95% | +0.4% |
| DE | Buy | DEERE & CO | $6,051,000 | -5.7% | 17,156 | +0.0% | 0.95% | -26.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,798,000 | +1413.8% | 16,360 | +1263.3% | 0.91% | +1085.7% |
| INTU | Sell | INTUIT | $5,298,000 | +27.8% | 10,809 | -0.1% | 0.83% | -0.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $5,052,000 | +43.7% | 64,043 | +38.2% | 0.80% | +12.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $4,868,000 | +1.7% | 21,221 | -2.1% | 0.77% | -20.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $4,615,000 | +38.5% | 36,643 | +28.4% | 0.73% | +8.2% |
| XLC | Buy | SELECT SECTOR SPDR TR | $4,381,000 | +136.9% | 54,110 | +114.5% | 0.69% | +85.0% |
| BDC | BELDEN INC | $4,355,000 | +14.0% | 86,110 | 0.0% | 0.68% | -11.0% | |
| MMM | Sell | 3M CO | $4,220,000 | +2.6% | 21,245 | -0.5% | 0.66% | -19.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,012,000 | +7.6% | 24,356 | +7.4% | 0.63% | -15.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,653,000 | +30.0% | 1,496 | +9.8% | 0.58% | +1.6% |
| FB | Buy | FACEBOOK INCcl a | $3,562,000 | +70.6% | 10,243 | +44.5% | 0.56% | +33.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,461,000 | +36.5% | 1,381 | +12.6% | 0.54% | +6.7% |
| V | Buy | VISA INC | $3,167,000 | +28.1% | 13,544 | +16.0% | 0.50% | 0.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,875,000 | +10.7% | 39,534 | -0.9% | 0.45% | -13.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,663,000 | +4.2% | 72,570 | -3.3% | 0.42% | -18.6% |
| NKE | Sell | NIKE INCcl b | $2,566,000 | +16.1% | 16,607 | -0.2% | 0.40% | -9.2% |
| DIS | Buy | DISNEY WALT CO | $2,566,000 | +13.9% | 14,600 | +19.7% | 0.40% | -11.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,482,000 | +62.8% | 8,932 | +49.6% | 0.39% | +27.4% |
| AMCR | Sell | AMCOR PLCord | $2,467,000 | -63.9% | 215,253 | -63.2% | 0.39% | -71.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,301,000 | +37.5% | 5,745 | +27.8% | 0.36% | +7.4% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,274,000 | +2.9% | 7,296 | -0.7% | 0.36% | -19.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,192,000 | +43.6% | 14,093 | +40.6% | 0.34% | +12.4% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,178,000 | – | 6,313 | +100.0% | 0.34% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,178,000 | +113.7% | 31,132 | +108.6% | 0.34% | +67.3% |
| NVDA | Buy | NVIDIA CORPORATION | $2,041,000 | +118.3% | 2,551 | +45.8% | 0.32% | +70.7% |
| PFE | Buy | PFIZER INC | $1,993,000 | +14.3% | 50,891 | +5.8% | 0.31% | -10.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,985,000 | +29.0% | 6,810 | +7.5% | 0.31% | +0.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,885,000 | +3.2% | 12,766 | -1.3% | 0.30% | -19.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,872,000 | +131.1% | 33,949 | +123.7% | 0.30% | +81.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,855,000 | +33.5% | 29,408 | +18.2% | 0.29% | +4.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,745,000 | +3.4% | 10,524 | -0.5% | 0.28% | -19.1% |
| HD | Buy | HOME DEPOT INC | $1,735,000 | +75.4% | 5,441 | +67.9% | 0.27% | +37.2% |
| VTV | VANGUARD INDEX FDSvalue etf | $1,720,000 | +4.6% | 12,516 | 0.0% | 0.27% | -18.1% | |
| COST | Buy | COSTCO WHSL CORP NEW | $1,670,000 | +47.9% | 4,220 | +31.8% | 0.26% | +15.9% |
| IWL | ISHARES TRrus top 200 etf | $1,573,000 | +8.6% | 15,300 | 0.0% | 0.25% | -15.1% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,570,000 | +10.7% | 10,140 | +5.2% | 0.25% | -13.6% |
| ABBV | Buy | ABBVIE INC | $1,485,000 | +55.5% | 13,180 | +49.4% | 0.23% | +21.9% |
| MRK | Sell | MERCK & CO INC | $1,477,000 | -4.8% | 18,992 | -5.7% | 0.23% | -25.9% |
| IWF | ISHARES TRrus 1000 grw etf | $1,444,000 | +11.8% | 5,318 | 0.0% | 0.23% | -12.7% | |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,437,000 | – | 5,347 | +100.0% | 0.23% | – |
| CRM | Buy | SALESFORCE COM INC | $1,437,000 | +58.6% | 5,881 | +37.5% | 0.23% | +23.5% |
| HON | Buy | HONEYWELL INTL INC | $1,380,000 | +32.8% | 6,291 | +31.5% | 0.22% | +3.8% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $1,372,000 | +3.9% | 14,521 | +1.9% | 0.22% | -18.8% |
| VGT | VANGUARD WORLD FDSinf tech etf | $1,309,000 | +11.2% | 3,283 | 0.0% | 0.21% | -13.1% | |
| UNP | Buy | UNION PAC CORP | $1,263,000 | +70.9% | 5,742 | +71.2% | 0.20% | +33.6% |
| NFLX | Buy | NETFLIX INC | $1,264,000 | +90.9% | 2,393 | +88.6% | 0.20% | +49.6% |
| BDX | Sell | BECTON DICKINSON & CO | $1,264,000 | -0.2% | 5,199 | -0.2% | 0.20% | -22.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,238,000 | +155.3% | 21,703 | +142.2% | 0.20% | +99.0% |
| ABT | Sell | ABBOTT LABS | $1,235,000 | -7.9% | 10,651 | -4.8% | 0.19% | -28.1% |
| CMI | CUMMINS INC | $1,230,000 | -5.9% | 5,045 | 0.0% | 0.19% | -26.2% | |
| TEAM | ATLASSIAN CORP PLCcl a | $1,209,000 | +21.9% | 4,706 | 0.0% | 0.19% | -5.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,192,000 | +55.8% | 4,043 | +46.0% | 0.19% | +22.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,188,000 | +13.4% | 8,803 | +13.8% | 0.19% | -11.4% |
| AGG | New | ISHARES TRcore us aggbd et | $1,152,000 | – | 9,990 | +100.0% | 0.18% | – |
| BSM | BLACK STONE MINERALS L P | $1,141,000 | +23.4% | 106,114 | 0.0% | 0.18% | -3.2% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,140,000 | +62.9% | 4,535 | +18.2% | 0.18% | +27.0% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $1,126,000 | – | 12,425 | +100.0% | 0.18% | – |
| KO | Buy | COCA COLA CO | $1,116,000 | +74.6% | 20,623 | +70.2% | 0.18% | +36.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,103,000 | +77.3% | 1,883 | +43.9% | 0.17% | +39.2% |
| TTC | TORO CO | $1,099,000 | +6.6% | 10,000 | 0.0% | 0.17% | -16.8% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $1,090,000 | +3.6% | 10,407 | 0.0% | 0.17% | -18.9% | |
| ASML | Sell | ASML HOLDING N V | $1,086,000 | -2.4% | 1,572 | -12.8% | 0.17% | -23.7% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,080,000 | – | 10,425 | +100.0% | 0.17% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $1,080,000 | +44.6% | 6,539 | +23.8% | 0.17% | +12.6% |
| CSCO | Buy | CISCO SYS INC | $1,073,000 | +33.8% | 20,237 | +30.6% | 0.17% | +4.3% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $1,052,000 | +24.5% | 3,351 | +17.1% | 0.17% | -2.4% |
| MDT | Buy | MEDTRONIC PLC | $1,048,000 | +130.8% | 8,442 | +119.8% | 0.16% | +81.3% |
| PINS | Buy | PINTEREST INCcl a | $1,042,000 | +11.4% | 13,197 | +4.4% | 0.16% | -12.8% |
| WFC | Sell | WELLS FARGO CO NEW | $1,034,000 | -26.9% | 22,821 | -37.0% | 0.16% | -42.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,037,000 | +100.6% | 2,055 | +81.4% | 0.16% | +56.7% |
| SEIC | Sell | SEI INVTS CO | $1,037,000 | +1.1% | 16,733 | -0.6% | 0.16% | -21.3% |
| VOO | Buy | VANGUARD INDEX FDS | $1,032,000 | +369.1% | 2,622 | +334.1% | 0.16% | +268.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,023,000 | +20.6% | 3,216 | +10.3% | 0.16% | -5.8% |
| VHT | VANGUARD WORLD FDShealth car etf | $1,009,000 | +8.0% | 4,084 | 0.0% | 0.16% | -15.4% | |
| GS | New | GOLDMAN SACHS GROUP INC | $1,002,000 | – | 2,641 | +100.0% | 0.16% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,002,000 | +335.7% | 3,708 | +284.6% | 0.16% | +243.5% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $1,005,000 | +21.5% | 5,114 | +17.1% | 0.16% | -5.4% |
| MCD | Buy | MCDONALDS CORP | $991,000 | +344.4% | 4,291 | +330.4% | 0.16% | +246.7% |
| DHR | Buy | DANAHER CORPORATION | $991,000 | +105.6% | 3,691 | +72.3% | 0.16% | +60.8% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $976,000 | +4.1% | 9,530 | 0.0% | 0.15% | -18.5% | |
| ILMN | Buy | ILLUMINA INC | $956,000 | +84.2% | 2,021 | +49.6% | 0.15% | +42.9% |
| SBUX | Buy | STARBUCKS CORP | $953,000 | +47.3% | 8,520 | +43.9% | 0.15% | +15.4% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $935,000 | +26.5% | 10,337 | +18.2% | 0.15% | -1.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $933,000 | +54.2% | 9,166 | +39.1% | 0.15% | +20.5% |
| EMB | New | ISHARES TRjpmorgan usd emg | $900,000 | – | 8,000 | +100.0% | 0.14% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $894,000 | +9.3% | 7,437 | +7.5% | 0.14% | -14.5% |
| HUBS | Sell | HUBSPOT INC | $889,000 | +13.4% | 1,526 | -11.6% | 0.14% | -11.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $881,000 | +60.8% | 8,507 | +29.7% | 0.14% | +26.4% |
| SHY | New | ISHARES TR1 3 yr treas bd | $884,000 | – | 10,262 | +100.0% | 0.14% | – |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $856,000 | +25.3% | 4,733 | +19.9% | 0.14% | -2.2% |
| ORCL | Buy | ORACLE CORP | $857,000 | +94.8% | 11,016 | +75.8% | 0.14% | +51.7% |
| WMT | Buy | WALMART INC | $843,000 | +147.9% | 5,978 | +139.1% | 0.13% | +92.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $837,000 | +123.8% | 2,212 | +118.6% | 0.13% | +76.0% |
| DVY | ISHARES TRselect divid etf | $825,000 | +2.1% | 7,078 | 0.0% | 0.13% | -20.2% | |
| LIN | Buy | LINDE PLC | $822,000 | +304.9% | 2,844 | +291.7% | 0.13% | +214.6% |
| IWD | ISHARES TRrus 1000 val etf | $816,000 | +4.7% | 5,142 | 0.0% | 0.13% | -18.5% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $814,000 | +11.7% | 2,838 | 0.0% | 0.13% | -12.9% | |
| TNC | TENNANT CO | $815,000 | -0.1% | 10,210 | 0.0% | 0.13% | -22.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $794,000 | +3.7% | 10,500 | 0.0% | 0.12% | -18.8% | |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $790,000 | +52.5% | 8,431 | +55.2% | 0.12% | +19.2% |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $782,000 | – | 23,578 | +100.0% | 0.12% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $776,000 | – | 6,721 | +100.0% | 0.12% | – |
| HRL | Sell | HORMEL FOODS CORP | $764,000 | -1.9% | 16,000 | -1.9% | 0.12% | -23.6% |
| XLE | SELECT SECTOR SPDR TRenergy | $765,000 | +9.9% | 14,195 | 0.0% | 0.12% | -14.3% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $741,000 | +2.1% | 35,865 | 0.0% | 0.12% | -19.9% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $733,000 | -1.3% | 11,597 | 0.0% | 0.12% | -23.3% | |
| DGRO | Buy | ISHARES TRcore div grwth | $733,000 | +233.2% | 14,560 | +219.3% | 0.12% | +161.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $725,000 | +15.3% | 3,651 | +9.4% | 0.11% | -10.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $724,000 | +101.7% | 8,483 | +82.6% | 0.11% | +58.3% |
| AMAT | Sell | APPLIED MATLS INC | $724,000 | -15.7% | 5,085 | -20.9% | 0.11% | -34.1% |
| IJJ | ISHARES TRs&p mc 400vl etf | $725,000 | +3.3% | 6,886 | 0.0% | 0.11% | -19.1% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $720,000 | -1.6% | 9,784 | -7.5% | 0.11% | -23.1% |
| TTD | Buy | THE TRADE DESK INC | $710,000 | +21.2% | 9,180 | +920.0% | 0.11% | -5.1% |
| SHOP | New | SHOPIFY INCcl a | $706,000 | – | 483 | +100.0% | 0.11% | – |
| IBM | INTERNATIONAL BUSINESS MACHS | $693,000 | +10.0% | 4,729 | 0.0% | 0.11% | -14.2% | |
| INTC | Buy | INTEL CORP | $684,000 | +54.8% | 12,180 | +76.4% | 0.11% | +21.3% |
| QCOM | Sell | QUALCOMM INC | $687,000 | -0.4% | 4,809 | -7.5% | 0.11% | -22.3% |
| IBB | New | ISHARES TRishares biotech | $687,000 | – | 4,196 | +100.0% | 0.11% | – |
| BA | Buy | BOEING CO | $678,000 | -4.2% | 2,829 | +1.8% | 0.11% | -25.2% |
| SDGR | Sell | SCHRODINGER INC | $674,000 | -4.5% | 8,911 | -3.7% | 0.11% | -25.4% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $674,000 | +10.1% | 2,852 | 0.0% | 0.11% | -13.8% | |
| EPAM | Buy | EPAM SYS INC | $676,000 | +195.2% | 1,323 | +128.9% | 0.11% | +130.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $673,000 | +2.9% | 10,070 | -2.8% | 0.11% | -19.7% |
| ZTS | Buy | ZOETIS INCcl a | $665,000 | +202.3% | 3,569 | +155.1% | 0.10% | +138.6% |
| TXN | Buy | TEXAS INSTRS INC | $664,000 | +65.6% | 3,451 | +62.5% | 0.10% | +29.6% |
| AMP | Buy | AMERIPRISE FINL INC | $657,000 | +222.1% | 2,638 | +200.5% | 0.10% | +151.2% |
| IJK | ISHARES TRs&p mc 400gr etf | $656,000 | +3.3% | 8,104 | 0.0% | 0.10% | -19.5% | |
| CME | Buy | CME GROUP INC | $653,000 | +10.9% | 3,068 | +6.4% | 0.10% | -13.4% |
| MELI | Sell | MERCADOLIBRE INC | $650,000 | -3.0% | 417 | -8.4% | 0.10% | -24.4% |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $650,000 | – | 7,500 | +100.0% | 0.10% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $642,000 | – | 6,754 | +100.0% | 0.10% | – |
| EFX | EQUIFAX INC | $634,000 | +32.4% | 2,645 | 0.0% | 0.10% | +3.1% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $630,000 | +55.9% | 16,011 | +52.3% | 0.10% | +22.2% |
| ANET | Sell | ARISTA NETWORKS INC | $622,000 | +3.8% | 1,718 | -13.5% | 0.10% | -19.0% |
| IXN | ISHARES TRglobal tech etf | $615,000 | +9.6% | 1,823 | 0.0% | 0.10% | -14.2% | |
| CVS | Buy | CVS HEALTH CORP | $609,000 | +188.6% | 7,302 | +160.5% | 0.10% | +123.3% |
| PANW | New | PALO ALTO NETWORKS INC | $606,000 | – | 1,632 | +100.0% | 0.10% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $603,000 | – | 2,941 | +100.0% | 0.10% | – |
| IJT | ISHARES TRs&p sml 600 gwt | $586,000 | +3.5% | 4,416 | 0.0% | 0.09% | -19.3% | |
| GGG | GRACO INC | $586,000 | +5.6% | 7,744 | 0.0% | 0.09% | -17.9% | |
| DSI | New | ISHARES TRmsci kld400 soc | $581,000 | – | 7,012 | +100.0% | 0.09% | – |
| SE | Sell | SEA LTDsponsord ads | $577,000 | +4.7% | 2,100 | -15.0% | 0.09% | -18.0% |
| AMGN | Buy | AMGEN INC | $572,000 | +109.5% | 2,348 | +113.8% | 0.09% | +63.6% |
| QUAL | ISHARES TRmsci usa qlt fct | $558,000 | +9.2% | 4,196 | 0.0% | 0.09% | -14.6% | |
| IYE | New | ISHARES TRu.s. energy etf | $538,000 | – | 18,500 | +100.0% | 0.08% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $538,000 | +73.0% | 3,012 | +62.6% | 0.08% | +34.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $533,000 | +18.4% | 580 | -4.8% | 0.08% | -7.7% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $530,000 | +7.7% | 2,380 | 0.0% | 0.08% | -16.2% | |
| EMR | Buy | EMERSON ELEC CO | $529,000 | +86.3% | 5,494 | +74.6% | 0.08% | +45.6% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $526,000 | – | 2,250 | +100.0% | 0.08% | – |
| CB | Buy | CHUBB LIMITED | $512,000 | +21.0% | 3,224 | +20.4% | 0.08% | -4.7% |
| WD | Buy | WALKER & DUNLOP INC | $515,000 | +35.5% | 4,932 | +33.5% | 0.08% | +5.2% |
| PLD | Buy | PROLOGIS INC. | $508,000 | +46.4% | 4,250 | +29.9% | 0.08% | +14.3% |
| LH | New | LABORATORY CORP AMER HLDGS | $509,000 | – | 1,846 | +100.0% | 0.08% | – |
| CVX | Buy | CHEVRON CORP NEW | $504,000 | +113.6% | 4,809 | +113.4% | 0.08% | +64.6% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $494,000 | +38.8% | 2,639 | +23.7% | 0.08% | +8.3% |
| DEO | Buy | DIAGEO PLCspon adr new | $473,000 | +49.7% | 2,466 | +28.0% | 0.07% | +15.6% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $472,000 | +4.9% | 3,404 | +6.2% | 0.07% | -18.7% |
| AMG | AFFILIATED MANAGERS GROUP IN | $463,000 | +3.6% | 3,000 | 0.0% | 0.07% | -18.9% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $465,000 | +2.4% | 2,548 | 0.0% | 0.07% | -19.8% | |
| NOW | New | SERVICENOW INC | $464,000 | – | 845 | +100.0% | 0.07% | – |
| ALGN | ALIGN TECHNOLOGY INC | $461,000 | +13.0% | 754 | 0.0% | 0.07% | -11.0% | |
| HLI | New | HOULIHAN LOKEY INCcl a | $458,000 | – | 5,600 | +100.0% | 0.07% | – |
| SLB | SCHLUMBERGER LTD | $442,000 | +17.6% | 13,811 | 0.0% | 0.07% | -7.9% | |
| DON | New | WISDOMTREE TRus midcap divid | $443,000 | – | 10,563 | +100.0% | 0.07% | – |
| DOW | New | DOW INC | $440,000 | – | 6,957 | +100.0% | 0.07% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $432,000 | – | 6,920 | +100.0% | 0.07% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $432,000 | – | 2,434 | +100.0% | 0.07% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $435,000 | +22.5% | 1,191 | +19.6% | 0.07% | -5.6% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $425,000 | +4.7% | 6,984 | 0.0% | 0.07% | -18.3% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $423,000 | -14.9% | 7,549 | -11.7% | 0.07% | -33.0% |
| APPN | Sell | APPIAN CORPcl a | $418,000 | -49.9% | 3,034 | -51.6% | 0.07% | -60.7% |
| EPD | ENTERPRISE PRODS PARTNERS L | $421,000 | +9.6% | 17,429 | 0.0% | 0.07% | -14.3% | |
| VDE | VANGUARD WORLD FDSenergy etf | $420,000 | +11.7% | 5,533 | 0.0% | 0.07% | -13.2% | |
| MTCH | New | MATCH GROUP INC NEW | $419,000 | – | 2,598 | +100.0% | 0.07% | – |
| MSCI | MSCI INC | $413,000 | +27.1% | 774 | 0.0% | 0.06% | 0.0% | |
| D | New | DOMINION ENERGY INC | $411,000 | – | 5,591 | +100.0% | 0.06% | – |
| LOW | Buy | LOWES COS INC | $411,000 | +70.5% | 2,118 | +66.9% | 0.06% | +32.7% |
| DES | New | WISDOMTREE TRus smallcap divd | $405,000 | – | 12,685 | +100.0% | 0.06% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $405,000 | – | 1,788 | +100.0% | 0.06% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $400,000 | – | 6,854 | +100.0% | 0.06% | – |
| TSLA | TESLA INC | $401,000 | +1.8% | 590 | 0.0% | 0.06% | -20.3% | |
| DUK | New | DUKE ENERGY CORP NEW | $400,000 | – | 4,050 | +100.0% | 0.06% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $403,000 | +55.6% | 2,690 | +56.0% | 0.06% | +21.2% |
| THC | New | TENET HEALTHCARE CORP | $392,000 | – | 5,850 | +100.0% | 0.06% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $394,000 | – | 3,550 | +100.0% | 0.06% | – |
| MS | Buy | MORGAN STANLEY | $392,000 | +42.5% | 4,278 | +20.7% | 0.06% | +12.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $397,000 | +62.7% | 1,457 | +341.5% | 0.06% | +26.5% |
| BLK | New | BLACKROCK INC | $391,000 | – | 447 | +100.0% | 0.06% | – |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $393,000 | +4.2% | 2,794 | 0.0% | 0.06% | -18.4% | |
| SPG | New | SIMON PPTY GROUP INC NEW | $385,000 | – | 2,950 | +100.0% | 0.06% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $388,000 | – | 4,747 | +100.0% | 0.06% | – |
| SYY | Buy | SYSCO CORP | $379,000 | +39.3% | 4,876 | +41.0% | 0.06% | +9.1% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $384,000 | – | 2,492 | +100.0% | 0.06% | – |
| LAZ | LAZARD LTD | $381,000 | +4.1% | 8,414 | 0.0% | 0.06% | -18.9% | |
| EES | WISDOMTREE TRus smallcap fund | $382,000 | +4.4% | 7,728 | 0.0% | 0.06% | -18.9% | |
| MGM | New | MGM RESORTS INTERNATIONAL | $384,000 | – | 9,000 | +100.0% | 0.06% | – |
| ITW | ILLINOIS TOOL WKS INC | $374,000 | +0.8% | 1,675 | 0.0% | 0.06% | -21.3% | |
| ECL | Buy | ECOLAB INC | $368,000 | +76.9% | 1,789 | +84.1% | 0.06% | +38.1% |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $367,000 | – | 2,015 | +100.0% | 0.06% | – |
| J | New | JACOBS ENGR GROUP INC | $367,000 | – | 2,750 | +100.0% | 0.06% | – |
| EZM | WISDOMTREE TRus midcap fund | $365,000 | +2.8% | 6,975 | 0.0% | 0.06% | -20.8% | |
| QDF | New | FLEXSHARES TRqualt divd idx | $365,000 | – | 6,500 | +100.0% | 0.06% | – |
| TFC | Buy | TRUIST FINL CORP | $359,000 | +62.4% | 8,627 | +41.6% | 0.06% | +26.7% |
| SNAP | Buy | SNAP INCcl a | $364,000 | +43.9% | 5,342 | +10.3% | 0.06% | +11.8% |
| ULTA | New | ULTA BEAUTY INC | $358,000 | – | 1,035 | +100.0% | 0.06% | – |
| COF | Sell | CAPITAL ONE FINL CORP | $354,000 | +20.0% | 2,286 | -1.4% | 0.06% | -5.1% |
| SO | New | SOUTHERN CO | $357,000 | – | 5,900 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $353,000 | – | 1,621 | +100.0% | 0.06% | – |
| ALC | ALCON AG | $357,000 | 0.0% | 5,084 | 0.0% | 0.06% | -22.2% | |
| NVO | NOVO-NORDISK A Sadr | $349,000 | +24.2% | 4,172 | 0.0% | 0.06% | -3.5% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $349,000 | – | 4,221 | +100.0% | 0.06% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $345,000 | – | 610 | +100.0% | 0.05% | – |
| KNSL | Buy | KINSALE CAP GROUP INC | $343,000 | +7.9% | 2,079 | +7.7% | 0.05% | -15.6% |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $344,000 | – | 10,000 | +100.0% | 0.05% | – |
| ETR | New | ENTERGY CORP NEW | $344,000 | – | 3,450 | +100.0% | 0.05% | – |
| MO | Sell | ALTRIA GROUP INC | $339,000 | -18.3% | 7,104 | -12.3% | 0.05% | -36.9% |
| ALLY | New | ALLY FINL INC | $334,000 | – | 6,692 | +100.0% | 0.05% | – |
| F | Buy | FORD MTR CO DEL | $334,000 | +118.3% | 22,503 | +80.0% | 0.05% | +71.0% |
| SRE | New | SEMPRA ENERGY | $338,000 | – | 2,550 | +100.0% | 0.05% | – |
| TECH | BIO-TECHNE CORP | $334,000 | +18.0% | 741 | 0.0% | 0.05% | -7.0% | |
| JYNT | New | JOINT CORP | $336,000 | – | 4,000 | +100.0% | 0.05% | – |
| T | New | AT&T INC | $333,000 | – | 11,585 | +100.0% | 0.05% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $329,000 | – | 1,686 | +100.0% | 0.05% | – |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $331,000 | +9.2% | 4,800 | +500.0% | 0.05% | -14.8% |
| KMI | New | KINDER MORGAN INC DEL | $329,000 | – | 18,060 | +100.0% | 0.05% | – |
| PSX | New | PHILLIPS 66 | $329,000 | – | 3,830 | +100.0% | 0.05% | – |
| SIVB | SVB FINANCIAL GROUP | $319,000 | +12.7% | 573 | 0.0% | 0.05% | -12.3% | |
| CNHI | New | CNH INDL N V | $318,000 | – | 19,000 | +100.0% | 0.05% | – |
| GD | GENERAL DYNAMICS CORP | $310,000 | +3.7% | 1,648 | 0.0% | 0.05% | -18.3% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $311,000 | -0.6% | 5,099 | 0.0% | 0.05% | -22.2% | |
| BX | BLACKSTONE GROUP INC | $311,000 | +30.7% | 3,200 | 0.0% | 0.05% | +2.1% | |
| DAL | New | DELTA AIR LINES INC DEL | $303,000 | – | 6,994 | +100.0% | 0.05% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $308,000 | – | 3,500 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $308,000 | – | 645 | +100.0% | 0.05% | – |
| SPGI | S&P GLOBAL INC | $300,000 | +16.3% | 730 | 0.0% | 0.05% | -9.6% | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $297,000 | – | 8,500 | +100.0% | 0.05% | – |
| PII | New | POLARIS INC | $301,000 | – | 2,200 | +100.0% | 0.05% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $298,000 | – | 3,517 | +100.0% | 0.05% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $293,000 | – | 2,068 | +100.0% | 0.05% | – |
| IRM | New | IRON MTN INC NEW | $293,000 | – | 6,916 | +100.0% | 0.05% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $292,000 | – | 2,457 | +100.0% | 0.05% | – |
| DVA | DAVITA INC | $295,000 | +11.7% | 2,450 | 0.0% | 0.05% | -13.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $283,000 | +5.6% | 1,254 | 0.0% | 0.04% | -16.7% | |
| LPSN | LIVEPERSON INC | $284,000 | +19.8% | 4,485 | 0.0% | 0.04% | -6.2% | |
| EFC | New | ELLINGTON FINANCIAL INC | $287,000 | – | 15,000 | +100.0% | 0.04% | – |
| ROP | Sell | ROPER TECHNOLOGIES INC | $284,000 | +7.2% | 603 | -8.1% | 0.04% | -15.1% |
| RIO | New | RIO TINTO PLCsponsored adr | $281,000 | – | 3,350 | +100.0% | 0.04% | – |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $281,000 | +8.9% | 3,267 | 0.0% | 0.04% | -15.4% | |
| FTNT | New | FORTINET INC | $280,000 | – | 1,175 | +100.0% | 0.04% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $277,000 | +26.5% | 1,333 | +3.6% | 0.04% | 0.0% |
| A | AGILENT TECHNOLOGIES INC | $272,000 | +16.2% | 1,843 | 0.0% | 0.04% | -8.5% | |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $272,000 | – | 2,900 | +100.0% | 0.04% | – |
| HDB | Sell | HDFC BANK LTDsponsored ads | $272,000 | -18.8% | 3,718 | -13.9% | 0.04% | -35.8% |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $273,000 | +5.8% | 15,000 | 0.0% | 0.04% | -17.3% | |
| GM | New | GENERAL MTRS CO | $266,000 | – | 4,500 | +100.0% | 0.04% | – |
| DG | DOLLAR GEN CORP NEW | $268,000 | +6.8% | 1,237 | 0.0% | 0.04% | -17.6% | |
| PPG | PPG INDS INC | $260,000 | +13.0% | 1,531 | 0.0% | 0.04% | -10.9% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $263,000 | +18.5% | 6,988 | 0.0% | 0.04% | -8.9% | |
| INFL | New | LISTED FD TRhorizon kinetics | $262,000 | – | 8,720 | +100.0% | 0.04% | – |
| ETN | Buy | EATON CORP PLC | $252,000 | +21.7% | 1,700 | +13.3% | 0.04% | -4.8% |
| KRBN | New | KRANESHARES TRglobal carbon | $256,000 | – | 6,912 | +100.0% | 0.04% | – |
| CLX | CLOROX CO DEL | $249,000 | -6.7% | 1,384 | 0.0% | 0.04% | -27.8% | |
| DRI | New | DARDEN RESTAURANTS INC | $245,000 | – | 1,680 | +100.0% | 0.04% | – |
| MTZ | New | MASTEC INC | $239,000 | – | 2,250 | +100.0% | 0.04% | – |
| NTRS | New | NORTHERN TR CORP | $233,000 | – | 2,018 | +100.0% | 0.04% | – |
| KRC | KILROY RLTY CORP | $235,000 | +5.9% | 3,380 | 0.0% | 0.04% | -17.8% | |
| LULU | New | LULULEMON ATHLETICA INC | $237,000 | – | 648 | +100.0% | 0.04% | – |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $234,000 | +6.4% | 1,555 | 0.0% | 0.04% | -15.9% | |
| STAR | New | ISTAR INC | $226,000 | – | 10,900 | +100.0% | 0.04% | – |
| PH | New | PARKER-HANNIFIN CORP | $228,000 | – | 743 | +100.0% | 0.04% | – |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $228,000 | +3.2% | 3,037 | 0.0% | 0.04% | -20.0% | |
| TOL | New | TOLL BROTHERS INC | $231,000 | – | 4,000 | +100.0% | 0.04% | – |
| COP | New | CONOCOPHILLIPS | $227,000 | – | 3,733 | +100.0% | 0.04% | – |
| CCCC | New | C4 THERAPEUTICS INC | $227,000 | – | 6,000 | +100.0% | 0.04% | – |
| CFG | New | CITIZENS FINL GROUP INC | $224,000 | – | 4,880 | +100.0% | 0.04% | – |
| SYK | Sell | STRYKER CORPORATION | $224,000 | -22.2% | 861 | -27.2% | 0.04% | -39.7% |
| IEV | New | ISHARES TReurope etf | $224,000 | – | 4,210 | +100.0% | 0.04% | – |
| ITA | New | ISHARES TRus aer def etf | $221,000 | – | 2,014 | +100.0% | 0.04% | – |
| ENB | ENBRIDGE INC | $224,000 | +10.3% | 5,583 | 0.0% | 0.04% | -14.6% | |
| WTFC | Buy | WINTRUST FINL CORP | $223,000 | -0.4% | 2,953 | +0.1% | 0.04% | -22.2% |
| FDX | Sell | FEDEX CORP | $223,000 | +2.3% | 746 | -2.6% | 0.04% | -20.5% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $215,000 | +4.4% | 3,955 | 0.0% | 0.03% | -19.0% | |
| USIG | New | ISHARES TRusd inv grde etf | $215,000 | – | 3,552 | +100.0% | 0.03% | – |
| IJS | ISHARES TRsp smcp600vl etf | $218,000 | +4.3% | 2,070 | 0.0% | 0.03% | -19.0% | |
| IGIB | New | ISHARES TR | $218,000 | – | 3,600 | +100.0% | 0.03% | – |
| STWD | New | STARWOOD PPTY TR INC | $209,000 | – | 7,980 | +100.0% | 0.03% | – |
| FAST | New | FASTENAL CO | $209,000 | – | 4,017 | +100.0% | 0.03% | – |
| TJX | New | TJX COS INC NEW | $209,000 | – | 3,106 | +100.0% | 0.03% | – |
| ALLE | New | ALLEGION PLC | $210,000 | – | 1,504 | +100.0% | 0.03% | – |
| KMX | CARMAX INC | $207,000 | -2.4% | 1,600 | 0.0% | 0.03% | -23.3% | |
| OKE | New | ONEOK INC NEW | $205,000 | – | 3,677 | +100.0% | 0.03% | – |
| VRTX | VERTEX PHARMACEUTICALS INC | $204,000 | -6.0% | 1,010 | 0.0% | 0.03% | -27.3% | |
| BKT | BLACKROCK INCOME TR INC | $202,000 | +4.1% | 31,800 | 0.0% | 0.03% | -17.9% | |
| ITOT | New | ISHARES TRcore s&p ttl stk | $206,000 | – | 2,086 | +100.0% | 0.03% | – |
| RACE | FERRARI N V | $202,000 | -1.5% | 979 | 0.0% | 0.03% | -22.0% | |
| EVV | EATON VANCE LTD DURATION INC | $191,000 | +4.9% | 14,400 | 0.0% | 0.03% | -18.9% | |
| TWO | TWO HBRS INVT CORP | $181,000 | +2.8% | 23,950 | 0.0% | 0.03% | -20.0% | |
| MIN | MFS INTER INCOME TRsh ben int | $173,000 | +0.6% | 46,200 | 0.0% | 0.03% | -22.9% | |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $122,000 | -25.2% | 20,236 | -38.5% | 0.02% | -42.4% |
| SPOK | New | SPOK HLDGS INC | $106,000 | – | 11,000 | +100.0% | 0.02% | – |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $104,000 | +6.1% | 11,200 | 0.0% | 0.02% | -20.0% | |
| CAHCW | New | CA HEALTHCARE ACQUISITION CO*w exp 12/25/202 | $26,000 | – | 27,000 | +100.0% | 0.00% | – |
| AWP | Exit | ABERDEEN GLOBAL PREMIER PPTY | $0 | – | -26,927 | -100.0% | -0.03% | – |
| FMY | Exit | FIRST TRUST MORTGAGE INCM FD | $0 | – | -14,100 | -100.0% | -0.04% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,412 | -100.0% | -0.04% | – |
| AIRC | Exit | APARTMENT INCOME REIT CORP | $0 | – | -4,822 | -100.0% | -0.04% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,502 | -100.0% | -0.04% | – |
| VKQ | Exit | INVESCO MUN TR | $0 | – | -15,600 | -100.0% | -0.04% | – |
| VMO | Exit | INVESCO MUN OPPORTUNITY TR | $0 | – | -16,200 | -100.0% | -0.04% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -14,200 | -100.0% | -0.04% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -1,886 | -100.0% | -0.05% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -1,148 | -100.0% | -0.06% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -937 | -100.0% | -0.06% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -224 | -100.0% | -0.06% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,811 | -100.0% | -0.07% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -3,945 | -100.0% | -0.08% | – |
| AOD | Exit | ABERDEEN TOTAL DYNAMIC DIVD | $0 | – | -41,261 | -100.0% | -0.08% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -1,083 | -100.0% | -0.08% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -934 | -100.0% | -0.09% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -47,586 | -100.0% | -0.10% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -3,657 | -100.0% | -0.10% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -5,240 | -100.0% | -0.11% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -15,244 | -100.0% | -0.12% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -19,418 | -100.0% | -0.16% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -69,170 | -100.0% | -0.18% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -8,591 | -100.0% | -0.20% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -21,170 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q1 2022 | 45.2% |
| ISHARES TR | 36 | Q1 2022 | 12.3% |
| ISHARES TR | 36 | Q1 2022 | 20.4% |
| PEPSICO INC | 36 | Q1 2022 | 4.0% |
| US BANCORP DEL | 36 | Q1 2022 | 3.5% |
| SPDR S&P MIDCAP 400 ETF TR | 36 | Q1 2022 | 2.2% |
| APPLE INC | 36 | Q1 2022 | 3.6% |
| 3M CO | 36 | Q1 2022 | 1.9% |
| ISHARES TR | 36 | Q1 2022 | 2.0% |
| JOHNSON & JOHNSON | 36 | Q1 2022 | 1.8% |
View Meristem Family Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-06 |
| 13F-HR | 2020-05-12 |
View Meristem Family Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.