Merriman Wealth Management, LLC

Filing Details

13F-HR • 2024-12-31
SEC
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

209 positions
Manager:
SEC
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Page 3 of 11
Tesla, Inc.
TSLA|88160R101
Shares:
13106(+4.0%)
Value:
$5.3B(+60.6%)
922908629
VO|922908629
Shares:
19529(-3.3%)
Value:
$5.2B(-3.1%)
464288703
464288703
Shares:
80256(+0.4%)
Value:
$5.1B(+0.3%)
78463X889
SPDW|78463X889
Shares:
135739(-6.7%)
Value:
$4.6B(-15.3%)
922908363
VOO|922908363
Shares:
8516(-0.3%)
Value:
$4.6B(+1.6%)
808524201
SCHX|808524201
Shares:
182759(+200.2%)
Value:
$4.2B(+2.6%)
464288273
464288273
Shares:
65739(-65.3%)
Value:
$4.0B(-68.9%)
025072299
025072299
Shares:
68364(+1.1%)
Value:
$3.8B(-7.1%)
922908769
VTI|922908769
Shares:
12885(+2.8%)
Value:
$3.7B(+5.0%)
Alphabet Inc.
GOOG|02079K107
Shares:
18958(+33.2%)
Value:
$3.6B(+51.7%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
5424(+3.4%)
Value:
$3.2B(+5.6%)
46434V647
46434V647
Shares:
128851(+0.0%)
Value:
$3.1B(-10.2%)
78463X509
78463X509
Shares:
80057(-41.4%)
Value:
$3.1B(-45.6%)
BANNER CORP
BANR|06652V208
Shares:
45153(-9.6%)
Value:
$3.0B(+1.4%)
464287655
IWM|464287655
Shares:
13279(-0.4%)
Value:
$2.9B(-0.4%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
5432
Value:
$2.8B
92206C706
VGIT|92206C706
Shares:
46354(+25.2%)
Value:
$2.7B(+20.2%)
464287614
IWF|464287614
Shares:
6536(-4.6%)
Value:
$2.6B(+2.0%)
46641Q373
46641Q373
Shares:
44476(+14.2%)
Value:
$2.5B(+3.5%)
25434V880
DFAX|25434V880
Shares:
94008(+4.1%)
Value:
$2.3B(-4.2%)