Merriman Wealth Management, LLC
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- 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% identified139 identified70 unidentified
Holdings
209 positions
Manager:
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Page 8 of 11
46435G532
Shares:
5713(+1.9%)
Value:
$408.8M(-14.0%)
46436E569
Shares:
8768(-2.5%)
Value:
$397.2M(-0.1%)
78464A862
Shares:
1547(+0.0%)
Value:
$384.5M(+3.4%)
464288323
Shares:
6531(+1.3%)
Value:
$347.6M(-0.8%)
97717Y543
Shares:
15242(+11.8%)
Value:
$335.3M(+23.4%)
025072885
Shares:
3455(+0.7%)
Value:
$334.9M(+2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.2K | QoQ +4.03% (+84)YoY- | All Managers (Combined) | $429.0K | YoY- | |
3.6K | QoQ -1.16% (-43)YoY- | All Managers (Combined) | $427.6K | YoY- | |
729 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $426.8K | YoY- | |
18.7K | QoQ NEW(+18.7K) YoY- | All Managers (Combined) | $422.0K | QoQ NEW(+$422.0K) YoY- | |
Pfizer Inc(PFEcusip717081103) | 15.8K | QoQ -1.07% (-171)YoY- | All Managers (Combined) | $418.6K | YoY- |
2.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $412.8K | YoY- | |
3.4K | QoQ NEW(+3.4K) YoY- | All Managers (Combined) | $411.8K | QoQ NEW(+$411.8K) YoY- | |
(cusip46435G532)✕ | 5.7K | QoQ +1.94% (-109)YoY- | All Managers (Combined) | $408.8K | YoY- |
(cusip46436E569)✕ | 8.8K | QoQ -2.48% (-223)YoY- | All Managers (Combined) | $397.2K | YoY- |
1.8K | QoQ +4.18% (+71)YoY- | All Managers (Combined) | $388.2K | YoY- | |
(cusip78464A862)✕ | 1.5K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $384.5K | YoY- |
1.8K | YoY- | All Managers (Combined) | $363.8K | YoY- | |
2.8K | QoQ +0.18% (-5)YoY- | All Managers (Combined) | $357.1K | YoY- | |
Coca Cola Co(KOcusip191216100) | 5.7K | YoY- | All Managers (Combined) | $354.8K | YoY- |
(cusip464288323)✕ | 6.5K | QoQ +1.27% (-82)YoY- | All Managers (Combined) | $347.6K | YoY- |
3.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $342.6K | YoY- | |
6.5K | YoY- | All Managers (Combined) | $340.9K | YoY- | |
Broadcom Inc.(AVGOcusip11135F101) | 1.5K | QoQ -0.20% (-3)YoY- | All Managers (Combined) | $340.5K | YoY- |
(cusip97717Y543)✕ | 15.2K | YoY- | All Managers (Combined) | $335.3K | YoY- |
(cusip025072885)✕ | 3.5K | QoQ +0.67% (+23)YoY- | All Managers (Combined) | $334.9K | YoY- |