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 9 of 11
81369Y886
81369Y886
Shares:
4374(+1.9%)
Value:
$331.1M(-4.5%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
2019(+45.7%)
Value:
$328.4M(+17.3%)
46435G516
ESGD|46435G516
Shares:
4296
Value:
$327.1M
808524797
SCHD|808524797
Shares:
11667(+132.8%)
Value:
$318.8M(-24.8%)
921946406
VYM|921946406
Shares:
2488(-14.6%)
Value:
$317.4M(-15.0%)
025072216
025072216
Shares:
5153
Value:
$314.2M
46138E354
46138E354
Shares:
4469(-8.8%)
Value:
$312.9M(-11.0%)
Walt Disney Co
DIS|254687106
Shares:
2738(+3.0%)
Value:
$306.0M(+19.6%)
464287226
464287226
Shares:
3109(-94.7%)
Value:
$301.3M(-95.0%)
808524300
SCHG|808524300
Shares:
10552(+300.0%)
Value:
$294.1M(+7.0%)
SOUTHERN CO
SO|842587107
Shares:
3468(+2.1%)
Value:
$285.5M(-6.8%)
464287598
IWD|464287598
Shares:
1539(+4.5%)
Value:
$284.9M(+2.0%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
7111(+3.8%)
Value:
$284.4M(-7.5%)
ELI LILLY & Co
LLY|532457108
Shares:
366(-62.3%)
Value:
$282.8M(-67.1%)
ADOBE INC.
ADBE|00724F101
Shares:
625(+14.7%)
Value:
$278.0M(-1.5%)
464285204
464285204
Shares:
5539(+10.8%)
Value:
$274.2M(+10.3%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
4570
Value:
$270.6M
Motorola Solutions, Inc.
MSI|620076307
Shares:
575(+0.0%)
Value:
$266.0M(+2.8%)
808524888
808524888
Shares:
7713(+1.9%)
Value:
$264.8M(-9.2%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
6003
Value:
$263.8M