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 7 of 11
PACCAR INC
PCAR|693718108
Shares:
5564(-10.8%)
Value:
$593.3M(-3.6%)
922908751
VB|922908751
Shares:
2461(-0.1%)
Value:
$591.4M(+1.0%)
921908844
VIG|921908844
Shares:
2982(-0.3%)
Value:
$584.0M(-1.8%)
464286475
464286475
Shares:
9620(+0.0%)
Value:
$559.3M(-8.8%)
922908553
VNQ|922908553
Shares:
6237(+5.5%)
Value:
$555.5M(-4.2%)
46429B663
46429B663
Shares:
4944(+0.0%)
Value:
$555.0M(-4.5%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
5262(+7.9%)
Value:
$527.4M(-5.4%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
999(+0.3%)
Value:
$521.2M(+6.6%)
BOEING CO
BA|097023105
Shares:
2877(-42.7%)
Value:
$509.2M(-33.3%)
MCDONALDS CORP
MCD|580135101
Shares:
1706(-2.5%)
Value:
$494.6M(-7.1%)
464287804
IJR|464287804
Shares:
4275(+12.2%)
Value:
$492.6M(+10.5%)
46435G425
ESGU|46435G425
Shares:
3671
Value:
$472.9M
46137V357
RSP|46137V357
Shares:
2679(+0.0%)
Value:
$469.4M(-2.2%)
26922B832
26922B832
Shares:
15900
Value:
$462.7M
AMGEN INC
AMGN|031162100
Shares:
1767(+0.2%)
Value:
$460.5M(-18.9%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
888(+25.1%)
Value:
$449.3M(+8.2%)
92189F643
92189F643
Shares:
4748(+0.0%)
Value:
$440.3M(-4.3%)
464288125
464288125
Shares:
6517
Value:
$439.1M
GENERAL ELECTRIC CO
GE|369604301
Shares:
2592(-24.0%)
Value:
$432.7M(-32.8%)
464289875
464289875
Shares:
9883(-11.7%)
Value:
$429.3M(-14.9%)