Merriman Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Merriman Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 209 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
Page 1 of 11
025072877
Shares:
3520278(-2.1%)
Value:
$339.8B(-1.5%)
25434V831
Shares:
8149756(-2.3%)
Value:
$275.4B(-3.1%)
25434V781
Shares:
8865282(+3.2%)
Value:
$235.6B(-5.7%)
464287101
Shares:
749310(-1.6%)
Value:
$216.4B(+2.7%)
025072349
Shares:
1969084(-2.1%)
Value:
$131.5B(-0.7%)
25434V765
Shares:
3165787(+1.6%)
Value:
$79.9B(-7.5%)
25434V609
Shares:
880267(-4.3%)
Value:
$49.0B(-4.3%)
25434V716
Shares:
988593(-2.9%)
Value:
$37.5B(-1.0%)
025072372
Shares:
797725(+3.1%)
Value:
$36.9B(-8.7%)
46436E718
Shares:
353423(+1088.5%)
Value:
$35.5B(+1083.8%)
25434V724
Shares:
646928(-3.1%)
Value:
$26.5B(-4.9%)
25434V807
Shares:
669875(-0.3%)
Value:
$23.8B(-7.1%)
025072281
Shares:
319392(+2.9%)
Value:
$21.1B(+4.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip025072877)✕ | 3.5M | YoY- | All Managers (Combined) | $339.8M | YoY- |
(cusip25434V831)✕ | 8.1M | YoY- | All Managers (Combined) | $275.4M | YoY- |
| 1.4M | YoY- | All Managers (Combined) | $242.9M | YoY- | |
(cusip25434V781)✕ | 8.9M | YoY- | All Managers (Combined) | $235.6M | YoY- |
(cusip464287101)✕ | 749.3K | YoY- | All Managers (Combined) | $216.4M | YoY- |
(cusip025072349)✕ | 2.0M | YoY- | All Managers (Combined) | $131.5M | YoY- |
(cusip25434V765)✕ | 3.2M | YoY- | All Managers (Combined) | $79.9M | YoY- |
| 2.0M | YoY- | All Managers (Combined) | $70.7M | YoY- | |
| 846.0K | YoY- | All Managers (Combined) | $49.2M | YoY- | |
(cusip25434V609)✕ | 880.3K | YoY- | All Managers (Combined) | $49.0M | YoY- |
| 205.1K | YoY- | All Managers (Combined) | $40.7M | YoY- | |
Microsoft Corp(MSFTcusip594918104) | 92.2K | QoQ +1.01% (-930)YoY- | All Managers (Combined) | $38.9M | YoY- |
(cusip25434V716)✕ | 988.6K | YoY- | All Managers (Combined) | $37.5M | YoY- |
(cusip025072372)✕ | 797.7K | YoY- | All Managers (Combined) | $36.9M | YoY- |
(cusip46436E718)✕ | 353.4K | YoY- | All Managers (Combined) | $35.5M | YoY- |
| 704.3K | YoY- | All Managers (Combined) | $35.3M | YoY- | |
(cusip25434V724)✕ | 646.9K | YoY- | All Managers (Combined) | $26.5M | YoY- |
(cusip25434V807)✕ | 669.9K | YoY- | All Managers (Combined) | $23.8M | YoY- |
Apple Inc.(AAPLcusip037833100) | 88.9K | YoY- | All Managers (Combined) | $22.3M | YoY- |
(cusip025072281)✕ | 319.4K | YoY- | All Managers (Combined) | $21.1M | YoY- |