Merriman Wealth Management, LLC Purchases 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
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.43K
New
$481.22 - $538.17 $2.61M - $2.92M
5.43K $2.78M
TSLA
Tesla, Inc.

Consumer Cyclical
510
+ 4.05%
$213.65 - $479.86 $109K - $245K
13.1K $5.29M
VDE
Vanguard Energy ETF

ETFs
16.1K
New
$116.67 - $136.78 $1.87M - $2.2M
16.1K $1.95M
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.67K
New
$124.61 - $133.96 $457K - $492K
3.67K $472K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
15.9K
New
$28.96 - $31.91 $460K - $507K
15.9K $462K
VGIT
Vanguard Intermediate Term Tre

ETFs
9.33K
+ 25.19%
$57.78 - $60.4 $539K - $563K
46.4K $2.69M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
6.52K
New
$67.37 - $73.76 $439K - $481K
6.52K $439K
RELY
Remitly Global, Inc.

Technology
18.7K
New
$12.69 - $23.07 $237K - $431K
18.7K $421K
AMD
Advanced Micro Devices Inc

Technology
3.41K
New
$118.88 - $172.8 $405K - $589K
3.41K $411K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.3K
New
$75.65 - $83.47 $325K - $359K
4.3K $327K
VUG
Vanguard Growth ETF

ETFs
740
+ 86.15%
$378.79 - $428.11 $280K - $317K
1.6K $656K
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
CSCO
Cisco Systems, Inc.

Technology
4.57K
New
$52.45 - $60.02 $240K - $274K
4.57K $270K
BAC
Bank Of America Corp

Financial Services
6K
New
$39.22 - $47.77 $235K - $287K
6K $263K
IGOV
Ishares 1 3 International Trea

ETFs
6.63K
New
$38.42 - $41.79 $255K - $277K
6.63K $254K
INTU
Intuit Inc

Technology
377
New
$602.01 - $706.25 $227K - $266K
377 $236K
TMO
Thermo Fisher Scientific Inc.

Healthcare
421
New
$501.29 - $612.85 $211K - $258K
421 $219K
WFC
Wells Fargo & Company

Financial Services
3.12K
New
$54.98 - $77.35 $171K - $241K
3.12K $218K
BMY
Bristol Myers Squibb CO

Healthcare
3.71K
New
$51.92 - $59.94 $192K - $222K
3.71K $209K
V
Visa Inc.

Financial Services
394
+ 19.22%
$273.87 - $320.91 $108K - $126K
2.44K $772K
ROK
Rockwell Automation, Inc

Industrials
721
New
$264.65 - $302.92 $191K - $218K
721 $206K
APH
Amphenol Corp

Technology
2.89K
New
$62.07 - $75.35 $179K - $218K
2.89K $200K
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
GOSS
Gossamer Bio, Inc.

Healthcare
142K
New
$0.66 - $1.07 $93.9K - $152K
142K $128K
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
VEA
Vanguard Ftse Developed Market

ETFs
3.61K
+ 15.61%
$47.57 - $52.44 $172K - $189K
26.7K $1.28M
META
Meta Platforms, Inc.

Communication Services
9
+ 0.3%
$554.08 - $632.68 $4.99K - $5.69K
3K $1.77M
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
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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