Merriman Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.36 Billion distributed in 217 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 $345M, Dimensional ETF Tr Dimensional with a value of $284M, Dimensional ETF Tr Dimensional with a value of $250M, Ishares Msci Usa Quality Facto with a value of $249M, and Ishares S&P 100 ETF with a value of $203M.
Examining the 13F form we can see an increase of $159M in the current position value, from $2.2B to 2.36B.
Below you can find more details about Merriman Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.36 Billion
ETFs: $2.06 Billion
Technology: $75 Million
Consumer Cyclical: $16.7 Million
Consumer Defensive: $12 Million
Financial Services: $8.21 Million
Communication Services: $6.68 Million
Healthcare: $6.43 Million
Industrials: $5.23 Million
Other: $2.68 Million
Stock Holdings Table Market Cap. of $200 Billions or more
