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 6 of 11
025072315
025072315
Shares:
14011(+5.2%)
Value:
$706.6M(-4.1%)
464288562
464288562
Shares:
8643(-3.8%)
Value:
$700.3M(-12.2%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
2342(-26.1%)
Value:
$689.1M(-21.8%)
NETFLIX INC
NFLX|64110L106
Shares:
764(+2.5%)
Value:
$681.1M(+28.9%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
1(-50.0%)
Value:
$680.9M(-50.7%)
CHEVRON CORP
CVX|166764100
Shares:
4696(-3.6%)
Value:
$680.1M(-5.2%)
464288877
464288877
Shares:
12870(-85.2%)
Value:
$675.3M(-86.5%)
Accenture plc
ACN|G1151C101
Shares:
1919(-13.4%)
Value:
$675.1M(-13.8%)
25434V500
25434V500
Shares:
10309(-1.6%)
Value:
$670.9M(-1.2%)
ORACLE CORP
ORCL|68389X105
Shares:
3965(+17.3%)
Value:
$660.8M(+14.8%)
922908736
VUG|922908736
Shares:
1599(+86.1%)
Value:
$656.5M(+99.0%)
464287150
ITOT|464287150
Shares:
5090(-38.3%)
Value:
$654.7M(-36.8%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
2194(+0.0%)
Value:
$651.3M(+9.4%)
921910725
VSGX|921910725
Shares:
11322(-0.5%)
Value:
$642.0M(-8.3%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
6978(+1.1%)
Value:
$634.4M(-11.5%)
NIKE, Inc.
NKE|654106103
Shares:
8317(+5.8%)
Value:
$632.3M(-9.3%)
808524102
SCHB|808524102
Shares:
27738(+190.9%)
Value:
$629.7M(-0.7%)
AbbVie Inc.
ABBV|00287Y109
Shares:
3499(+6.3%)
Value:
$621.8M(-4.3%)
808524805
SCHF|808524805
Shares:
33560(+97.7%)
Value:
$620.9M(-11.1%)
46434V282
46434V282
Shares:
10046(-6.5%)
Value:
$606.3M(-3.9%)