Merriman Wealth Management, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.16 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $334M, Dimensional ETF Tr Dimensional with a value of $256M, Ishares Msci Usa Quality Facto with a value of $227M, Dimensional ETF Tr Dimensional with a value of $221M, and Ishares S&P 100 ETF with a value of $184M.
Examining the 13F form we can see an increase of $180M in the current position value, from $1.98B to 2.16B.
Below you can find more details about Merriman Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.16 Billion
ETFs: $1.9 Billion
Technology: $61.8 Million
Consumer Cyclical: $13.9 Million
Consumer Defensive: $9.45 Million
Healthcare: $6.15 Million
Communication Services: $5.69 Million
Industrials: $4.76 Million
Financial Services: $4.2 Million
Other: $2.61 Million
Stock Holdings Table Market Cap. of $200 Billions or more