Merriman Wealth Management, LLC Purchases in Q3 2024

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.8K
+ 5.2%
$41.9 - $48.26 $75.5K - $87K
36.5K $1.75M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.05K
+ 23.76%
$44.9 - $47.55 $182K - $193K
21.1K $996K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.4K
New
$25.07 - $29.94 $185K - $221K
7.4K $218K
SPMD
Spdr Portfolio

ETFs
3.87K
New
$50.29 - $54.92 $195K - $212K
3.87K $211K
PHM
Pultegroup Inc

Consumer Cyclical
1.47K
New
$103.95 - $144.98 $153K - $213K
1.47K $210K
BLK
Black Rock Inc.

Financial Services
220
New
$782.27 - $949.51 $172K - $209K
220 $208K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.09K
New
$175.0 - $190.72 $191K - $208K
1.09K $208K
HD
Home Depot, Inc.

Consumer Cyclical
181
+ 8.69%
$333.64 - $405.2 $60.4K - $73.3K
2.27K $917K
IEFA
Ishares Tr

ETFs
1.85K
+ 18.16%
$70.09 - $78.74 $130K - $146K
12K $939K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
20.3K
New
$7.86 - $8.77 $159K - $178K
20.3K $176K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.73K
+ 10.06%
$76.38 - $78.87 $132K - $137K
18.9K $1.49M
GWW
W.W. Grainger, Inc.

Industrials
12
+ 1.07%
$896.19 - $1044.18 $10.8K - $12.5K
1.14K $1.18M
V
Visa Inc.

Financial Services
526
+ 34.51%
$253.74 - $291.56 $133K - $153K
2.05K $563K
BA
Boeing CO

Industrials
1.58K
+ 45.83%
$152.04 - $190.6 $240K - $301K
5.02K $763K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.06%
$233.44 - $279.45 $467 - $559
3.17K $876K
ICLN
Ishares

ETFs
7.17K
+ 62.74%
$13.26 - $14.77 $95K - $106K
18.6K $273K
ORCL
Oracle Corp

Technology
125
+ 3.84%
$125.9 - $170.35 $15.7K - $21.3K
3.38K $575K
VB
Vanguard Small Cap ETF

ETFs
268
+ 12.21%
$214.77 - $237.72 $57.6K - $63.7K
2.46K $584K
JNJ
Johnson & Johnson

Healthcare
31
+ 0.5%
$145.48 - $167.38 $4.51K - $5.19K
6.25K $1.01M
MMM
3 M CO

Industrials
30
+ 1.1%
$99.69 - $139.42 $2.99K - $4.18K
2.76K $377K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
510
+ 32.46%
$147.95 - $191.05 $75.5K - $97.4K
2.08K $361K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.12%
$163.84 - $199.33 $655 - $797
3.29K $649K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
437
+ 17.65%
$117.9 - $128.2 $51.5K - $56K
2.91K $373K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.02%
$47.6 - $53.31 $190 - $213
23.1K $1.22M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
694
+ 16.5%
$64.57 - $71.76 $44.8K - $49.8K
4.9K $351K
SDG
Ishares Trust Ishares Msci Glo

ETFs
214
+ 3.97%
$74.95 - $85.33 $16K - $18.3K
5.6K $475K
JPM
Jpmorgan Chase & CO

Financial Services
218
+ 8.13%
$194.9 - $224.8 $42.5K - $49K
2.9K $611K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
298
+ 2.32%
$57.32 - $62.65 $17.1K - $18.7K
13.1K $818K
AVGO
Broadcom Inc.

Technology
4.05K
+ 915.16%
$136.27 - $1745.86 $551K - $7.06M
4.49K $774K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
228
+ 6.37%
$105.53 - $118.34 $24.1K - $27K
3.81K $445K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.71%
$488.01 - $604.18 $2.44K - $3.02K
710 $415K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 0.81%
$416.14 - $494.01 $3.33K - $3.95K
996 $489K
PCAR
Paccar Inc

Industrials
720
+ 13.05%
$91.64 - $109.98 $66K - $79.2K
6.24K $615K
KO
Coca Cola CO

Consumer Defensive
61
+ 1.22%
$62.69 - $73.01 $3.82K - $4.45K
5.08K $364K
SO
Southern CO

Utilities
8
+ 0.24%
$77.0 - $90.52 $616 - $724
3.4K $306K
MSI
Motorola Solutions, Inc.

Technology
18
+ 3.23%
$385.65 - $450.49 $6.94K - $8.11K
575 $258K
NEE
Nextera Energy Inc

Utilities
18
+ 0.62%
$69.9 - $84.97 $1.26K - $1.53K
2.92K $247K
NFLX
Netflix Inc

Communication Services
11
+ 1.5%
$598.55 - $722.26 $6.58K - $7.94K
745 $528K
CMF
Ishares California Muni Bond E

ETFs
72
+ 0.36%
$56.65 - $58.17 $4.08K - $4.19K
20.3K $1.18M
AOM
Ishares Tr Core Moderate Alloc

ETFs
24
+ 0.21%
$42.66 - $45.18 $1.02K - $1.08K
11.2K $504K
VGSH
Vanguard

ETFs
328
+ 9.11%
$57.74 - $59.13 $18.9K - $19.4K
3.93K $231K
IQLT
Ishares Msci Intl Quality Fact

ETFs
49
+ 0.73%
$37.37 - $41.82 $1.83K - $2.05K
6.8K $282K
ARCC
Ares Capital Corp

Financial Services
724
+ 2.29%
$19.8 - $21.28 $14.3K - $15.4K
32.3K $677K
PFE
Pfizer Inc

Healthcare
94
+ 0.59%
$27.7 - $31.39 $2.6K - $2.95K
16K $461K
SAN
Banco Santander, S.A.

Financial Services
540
+ 1.9%
$4.37 - $5.16 $2.36K - $2.79K
29K $147K
GOOGL
Alphabet Inc.

Communication Services
765
+ 10.84%
$148.65 - $191.18 $114K - $146K
7.82K $1.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.08%
$92.63 - $105.69 $185 - $211
2.64K $274K
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 0.53%
$135.05 - $148.35 $1.08K - $1.19K
1.53K $217K
DFSU
Dimensional ETF Tr Dimen Us Su
11.4K
+ 1.13%
N/A
1.02M $0
Activity Summary
Buys All Purchases 112 New Holdings 23 Increased Positions 89 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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