Merriman Wealth Management, LLC

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-13
Total Holdings: 209
Total Value: 2400068136
Accession Number: 0001765380-25-000101
Form Type: 13F-HR
CIK: 0001568389
Manager Name: Merriman Wealth Management, LLC

Data Enrichment

67% identified

139 identified70 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

209 positions • $2,400,068.136K total value

209 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287663

IUSV|464287663

2181(-41.1%)

Value:

$201.9M(-42.9%)

921932703

VOOV|921932703

1092(+0.0%)

Value:

$201.5M(-3.3%)

AMPHENOL CORP /DE/

APH|032095101

2889

Value:

$200.7M

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

27196(+0.0%)

Value:

$133.0M(+17.0%)

Gossamer Bio, Inc.

GOSS|38341P102

142269

Value:

$128.7M

Banco Santander, S.A.

SAN|05964H105

28091(-3.1%)

Value:

$128.1M(-13.3%)

Health Catalyst, Inc.

HCAT|42225T107

10000(+0.0%)

Value:

$70.7M(-13.1%)

Niagen Bioscience, Inc.

NAGE|171077407

11800(+0.0%)

Value:

$62.6M(+45.3%)

TCW STRATEGIC INCOME FUND INC

TSI|872340104

10075(+0.0%)

Value:

$50.2M(-3.8%)

Instrument	Shares		Other Manager	Value
(IUSVcusip464287663)	2.2K	QoQ -41.06% (-1.5K) YoY-	All Managers (Combined)	$201.9K	QoQ -42.85% (-$151.5K) YoY-
(VOOVcusip921932703)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$201.5K	QoQ -3.25% (-$6.8K) YoY-
Amphenol Corp /De/(APHcusip032095101)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$200.7K	QoQ NEW(+$200.7K) YoY-
Mizuho Financial Group Inc(MFGcusip60687Y109)	27.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$133.0K	QoQ +16.98% (+$19.3K) YoY-
Gossamer Bio, Inc.(GOSScusip38341P102)	142.3K	QoQ NEW(+142.3K) YoY-	All Managers (Combined)	$128.7K	QoQ NEW(+$128.7K) YoY-
Banco Santander, S.A.(SANcusip05964H105)	28.1K	QoQ -3.09% (-896) YoY-	All Managers (Combined)	$128.1K	QoQ -13.35% (-$19.7K) YoY-
Health Catalyst, Inc.(HCATcusip42225T107)	10.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$70.7K	QoQ -13.14% (-$10.7K) YoY-
Niagen Bioscience, Inc.(NAGEcusip171077407)	11.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$62.6K	QoQ +45.34% (+$19.5K) YoY-
Tcw Strategic Income Fund Inc(TSIcusip872340104)	10.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$50.2K	QoQ -3.83% (-$2.0K) YoY-