Merriman Wealth Management, LLC Incresed Positions in Q3 2024

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
205K
+ 2.44%
$26.06 - $29.18 $5.34M - $5.98M
8.59M $250M
DUHP
Dimensional ETF Tr Dimensional

ETFs
130K
+ 1.59%
$30.74 - $34.07 $4.01M - $4.44M
8.34M $284M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.1K
+ 0.3%
$162.64 - $179.3 $667K - $736K
1.39M $249M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
121K
+ 177.53%
$60.13 - $68.17 $7.3M - $8.27M
190K $12.8M
AVLV
American Centy ETF Tr Avantis
41.2K
+ 2.09%
$60.05 - $65.83 $2.47M - $2.71M
2.01M $132M
DIHP
Dimensional ETF Tr Dimensional

ETFs
98.6K
+ 3.27%
$25.23 - $27.94 $2.49M - $2.75M
3.12M $86.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.51K
+ 0.93%
$51.0 - $57.07 $434K - $486K
920K $51.2M
OEF
Ishares S&P 100 ETF

ETFs
9.67K
+ 1.29%
$266.03 - $266.03 $2.57M - $2.57M
762K $203M
SUB
Ishares Short Term National Mu

ETFs
28.7K
+ 17.91%
$104.3 - $106.3 $2.99M - $3.05M
189K $20.1M
AVES
American Centy ETF Tr Avantis

ETFs
14K
+ 1.85%
$46.0 - $52.55 $645K - $737K
774K $40.4M
AVRE
American Centy ETF Tr Avantis
16.8K
+ 6.31%
$40.95 - $48.28 $686K - $809K
282K $13.3M
AVEM
American Centy ETF Tr Avantis

ETFs
28.8K
+ 26.17%
$57.2 - $65.59 $1.65M - $1.89M
139K $8.98M
DFIV
Dimensional ETF Tr

ETFs
20.3K
+ 3.12%
$34.66 - $38.38 $705K - $781K
672K $25.6M
AVDE
American Centy ETF Tr Avantis

ETFs
30.7K
+ 139.01%
$60.09 - $67.67 $1.84M - $2.08M
52.7K $3.53M
BANR
Banner Corp

Financial Services
27.9K
+ 126.17%
$47.37 - $61.4 $1.32M - $1.71M
49.9K $2.97M
AVSU
American Centy ETF Tr Avantis

ETFs
11K
+ 3.67%
$59.01 - $65.3 $649K - $718K
310K $20.3M
ESGA
American Centy ETF Tr Sustaina

Technology
11.4K
+ 4.74%
$63.64 - $70.3 $724K - $800K
251K $17.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
9.91K
+ 1.81%
$24.06 - $26.97 $238K - $267K
559K $15M
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
+ 8.05%
$520.18 - $576.82 $780K - $865K
20.1K $11.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
12K
+ 11.88%
$40.45 - $47.24 $487K - $569K
113K $5.32M
XJR
Ishares Tresg Screened S&P Sma

ETFs
15.1K
+ 41.25%
$37.45 - $42.19 $564K - $636K
51.6K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
435
+ 5.21%
$801.83 - $917.05 $349K - $399K
8.78K $7.78M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.62K
+ 30.33%
$57.8 - $60.8 $498K - $524K
37K $2.24M
ISCV
Ishares Morningstar Small Cap

ETFs
773
+ 0.98%
$57.26 - $64.12 $44.3K - $49.6K
79.9K $5.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.33K
+ 1.62%
$33.74 - $37.96 $78.5K - $88.3K
146K $5.47M
NVDA
Nvidia Corp

Technology
4.07K
+ 4.92%
$98.91 - $134.91 $402K - $549K
86.8K $10.5M
AXP
American Express CO

Financial Services
1K
+ 84.06%
$225.92 - $271.17 $226K - $272K
2.19K $594K
VTI
Vanguard Total Stock Market Et

ETFs
441
+ 3.65%
$255.18 - $283.2 $113K - $125K
12.5K $3.55M
SBUX
Starbucks Corp

Consumer Cyclical
285
+ 2.04%
$72.51 - $98.6 $20.7K - $28.1K
14.3K $1.39M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.73K
+ 29.04%
$48.06 - $49.39 $275K - $283K
25.5K $1.26M
GE
General Electric CO

Industrials
1.16K
+ 51.31%
$156.66 - $189.66 $181K - $219K
3.41K $642K
META
Meta Platforms, Inc.

Communication Services
146
+ 5.13%
$453.41 - $572.44 $66.2K - $83.6K
2.99K $1.71M
SCHX
Schwab Strategic Tr Us Large C

ETFs
257
+ 0.42%
$61.11 - $67.85 $15.7K - $17.4K
60.9K $4.13M
WMT
Walmart Inc.

Consumer Defensive
94
+ 0.54%
$66.91 - $81.4 $6.29K - $7.65K
17.5K $1.41M
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 0.63%
$517.38 - $573.86 $17.1K - $18.9K
5.25K $3.01M
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
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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