Merriman Wealth Management, LLC Incresed Positions in Q4 2024

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
842K
+ 21432.6%
$58.02 - $58.88 $48.9M - $49.6M
846K $49.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
324K
+ 1088.54%
$100.16 - $100.7 $32.4M - $32.6M
353K $35.5M
AAPL
Apple Inc.

Technology
5.24K
+ 6.27%
$221.69 - $259.02 $1.16M - $1.36M
88.9K $22.3M
TSLA
Tesla, Inc.

Consumer Cyclical
510
+ 4.05%
$213.65 - $479.86 $109K - $245K
13.1K $5.29M
GOOG
Alphabet Inc.

Communication Services
4.72K
+ 33.19%
$163.08 - $198.16 $770K - $936K
19K $3.61M
AVSU
American Centy ETF Tr Avantis

ETFs
8.92K
+ 2.87%
$64.29 - $69.59 $574K - $621K
319K $21.1M
ESGA
American Centy ETF Tr Sustaina

Technology
9.98K
+ 3.97%
$68.91 - $73.51 $688K - $734K
261K $18.4M
GOOGL
Alphabet Inc.

Communication Services
2.14K
+ 27.34%
$161.86 - $196.66 $346K - $420K
9.96K $1.89M
MUB
Ishares National Muni Bond ETF

ETFs
5.14K
+ 212.36%
$105.78 - $108.7 $543K - $558K
7.56K $805K
VGIT
Vanguard Intermediate Term Tre

ETFs
9.33K
+ 25.19%
$57.78 - $60.4 $539K - $563K
46.4K $2.69M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.75K
+ 26.5%
$48.33 - $49.08 $326K - $331K
32.2K $1.56M
AVGO
Broadcom Inc.

Technology
161
+ 3.59%
$159.67 - $250.0 $25.7K - $40.3K
4.65K $1.08M
V
Visa Inc.

Financial Services
394
+ 19.22%
$273.87 - $320.91 $108K - $126K
2.44K $772K
JPM
Jpmorgan Chase & CO

Financial Services
481
+ 16.58%
$205.18 - $250.29 $98.7K - $120K
3.38K $810K
VTI
Vanguard Total Stock Market Et

ETFs
351
+ 2.8%
$280.04 - $302.45 $98.3K - $106K
12.9K $3.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
179
+ 3.41%
$567.81 - $607.81 $102K - $109K
5.42K $3.18M
NFLX
Netflix Inc

Communication Services
19
+ 2.55%
$687.65 - $936.56 $13.1K - $17.8K
764 $680K
SCHX
Schwab Strategic Tr Us Large C

ETFs
122K
+ 200.24%
$22.4 - $68.28 $2.73M - $8.32M
183K $4.24M
IEMG
Ishares Inc

ETFs
1.77K
+ 37.11%
N/A
6.53K $350K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.54K
+ 14.23%
$57.07 - $62.58 $316K - $347K
44.5K $2.54M
ORCL
Oracle Corp

Technology
586
+ 17.34%
$165.41 - $192.43 $96.9K - $113K
3.97K $660K
WM
Waste Management Inc

Industrials
446
+ 32.87%
$201.79 - $228.46 $90K - $102K
1.8K $363K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 4.04%
$172.07 - $207.36 $14.5K - $17.4K
2.17K $427K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.61K
+ 11.83%
$19.51 - $23.42 $31.5K - $37.8K
15.2K $335K
VTV
Vanguard Value ETF

ETFs
640
+ 7.47%
$168.32 - $181.87 $108K - $116K
9.21K $1.56M
META
Meta Platforms, Inc.

Communication Services
9
+ 0.3%
$554.08 - $632.68 $4.99K - $5.69K
3K $1.77M
VEA
Vanguard Ftse Developed Market

ETFs
3.61K
+ 15.61%
$47.57 - $52.44 $172K - $189K
26.7K $1.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
52.3K
+ 216.81%
$25.79 - $80.4 $1.35M - $4.21M
76.4K $1.99M
DIS
Walt Disney CO

Communication Services
79
+ 2.97%
$92.39 - $117.6 $7.3K - $9.29K
2.74K $304K
AMAT
Applied Materials Inc

Technology
633
+ 45.67%
$161.44 - $213.89 $102K - $135K
2.02K $328K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
465
+ 12.2%
$113.92 - $127.38 $53K - $59.2K
4.28K $492K
UNH
Unitedhealth Group Inc

Healthcare
178
+ 25.07%
$485.52 - $625.25 $86.4K - $111K
888 $449K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.3%
$471.27 - $550.62 $1.41K - $1.65K
999 $521K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
713
+ 3.76%
$77.02 - $78.58 $54.9K - $56K
19.7K $1.52M
IAU
Ishares Gold Trust

ETFs
538
+ 10.76%
$48.37 - $52.65 $26K - $28.3K
5.54K $274K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.91K
+ 300.0%
$25.93 - $105.3 $205K - $833K
10.6K $294K
TXN
Texas Instruments Inc

Technology
99
+ 8.01%
N/A
1.34K $259K
ISCV
Ishares Morningstar Small Cap

ETFs
333
+ 0.42%
$62.21 - $69.5 $20.7K - $23.1K
80.3K $5.09M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.16%
$340.59 - $380.5 $341 - $381
645 $236K
IBM
International Business Machines Corp

Technology
71
+ 4.19%
$204.9 - $238.04 $14.5K - $16.9K
1.77K $388K
AVUS
American Centy ETF Tr Avantis

ETFs
23
+ 0.67%
$94.36 - $102.06 $2.17K - $2.35K
3.46K $334K
IWD
Ishares Russell 1000 Val ETF

ETFs
67
+ 4.55%
$183.23 - $199.79 $12.3K - $13.4K
1.54K $284K
AVIV
American Centy ETF Tr Avantis
1.32K
+ 8.58%
$51.24 - $55.81 $67.5K - $73.6K
16.7K $865K
Canadian Pacific Kansas City
11
+ 0.35%
N/A
3.12K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
12.5K
+ 4.56%
N/A
286K $0
DFSI
Dimensional ETF Tr Dimen Intl
20K
+ 3.53%
N/A
588K $0
Manager Directed Portfolios
19.3K
+ 0.95%
N/A
2.05M $0
NYF
Ishares New York Muni Bond ETF

ETFs
82
+ 1.27%
$52.85 - $54.34 $4.33K - $4.46K
6.53K $347K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.2K
+ 190.88%
$22.01 - $66.82 $401K - $1.22M
27.7K $629K
Activity Summary
Buys All Purchases 104 New Holdings 20 Increased Positions 84 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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