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 5 of 11
025072802
025072802
Shares:
17157(-38.8%)
Value:
$1.1B(-43.6%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
9916(+2.2%)
Value:
$1.1B(-6.2%)
UNITED FIRE GROUP INC
UFCS|910340108
Shares:
34439(+0.0%)
Value:
$979.8M(+35.9%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
6500(+4.0%)
Value:
$940.0M(-7.2%)
92206C771
92206C771
Shares:
20576(-2.5%)
Value:
$932.9M(-6.4%)
922042676
VNQI|922042676
Shares:
23523(-79.3%)
Value:
$930.6M(-82.5%)
DANAHER CORP /DE/
DHR|235851102
Shares:
3906(+7.0%)
Value:
$897.6M(-11.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
2272(+0.3%)
Value:
$883.7M(-3.7%)
921910873
MGC|921910873
Shares:
4071(-11.0%)
Value:
$865.7M(-8.4%)
025072364
025072364
Shares:
16672(+8.6%)
Value:
$865.3M(+0.4%)
922042775
VEU|922042775
Shares:
14969(+0.0%)
Value:
$859.4M(-8.9%)
464287507
IJH|464287507
Shares:
13063(-0.5%)
Value:
$814.0M(-0.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
3382(+16.6%)
Value:
$810.7M(+32.5%)
464288414
MUB|464288414
Shares:
7556(+212.4%)
Value:
$805.1M(+206.4%)
46137V498
46137V498
Shares:
12089(-6.4%)
Value:
$799.2M(-6.5%)
14020W106
14020W106
Shares:
22349(-5.7%)
Value:
$788.0M(-8.8%)
37954Y574
37954Y574
Shares:
18690(-5.2%)
Value:
$784.9M(-6.8%)
VISA INC.
V|92826C839
Shares:
2444(+19.2%)
Value:
$772.5M(+37.1%)
759937204
759937204
Shares:
17373(-3.8%)
Value:
$757.0M(-2.2%)
46432F842
IEFA|46432F842
Shares:
10187(-15.4%)
Value:
$715.9M(-23.8%)