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
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
IBM
International Business Machines Corp

Technology
71
+ 4.19%
$204.9 - $238.04 $14.5K - $16.9K
1.77K $388K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.16%
$340.59 - $380.5 $341 - $381
645 $236K
AVUS
American Centy ETF Tr Avantis

ETFs
23
+ 0.67%
$94.36 - $102.06 $2.17K - $2.35K
3.46K $334K
AVIV
American Centy ETF Tr Avantis
1.32K
+ 8.58%
$51.24 - $55.81 $67.5K - $73.6K
16.7K $865K
Blackrock Inc
229
New
N/A
229 $0
Manager Directed Portfolios
19.3K
+ 0.95%
N/A
2.05M $0
Canadian Pacific Kansas City
11
+ 0.35%
N/A
3.12K $0
American Centy ETF Tr
5.15K
New
N/A
5.15K $0
DFSI
Dimensional ETF Tr Dimen Intl
20K
+ 3.53%
N/A
588K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
12.5K
+ 4.56%
N/A
286K $0
NYF
Ishares New York Muni Bond ETF

ETFs
82
+ 1.27%
$52.85 - $54.34 $4.33K - $4.46K
6.53K $347K
ADBE
Adobe Inc.

Technology
80
+ 14.68%
$437.39 - $552.96 $35K - $44.2K
625 $277K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.2K
+ 190.88%
$22.01 - $66.82 $401K - $1.22M
27.7K $629K
KO
Coca Cola CO

Consumer Defensive
622
+ 12.25%
$61.74 - $71.71 $38.4K - $44.6K
5.7K $354K
CMF
Ishares California Muni Bond E

ETFs
98
+ 0.48%
$56.66 - $58.1 $5.55K - $5.69K
20.4K $1.17M
XLU
Utilities Sector Spdr

ETFs
81
+ 1.89%
$74.89 - $82.93 $6.07K - $6.72K
4.37K $331K
MMM
3 M CO

Industrials
5
+ 0.18%
$124.74 - $137.12 $624 - $686
2.77K $357K
SO
Southern CO

Utilities
71
+ 2.09%
$81.5 - $94.15 $5.79K - $6.68K
3.47K $285K
VNQ
Vanguard Specialized Funds Van

ETFs
323
+ 5.46%
$87.85 - $98.6 $28.4K - $31.8K
6.24K $555K
VZ
Verizon Communications Inc

Communication Services
262
+ 3.83%
$39.6 - $45.21 $10.4K - $11.8K
7.11K $284K
SCHC
Schwab Strategic Tr Intl Small

ETFs
144
+ 1.9%
$33.93 - $38.37 $4.89K - $5.53K
7.71K $264K
ABBV
Abb Vie Inc.

Healthcare
208
+ 6.32%
$164.99 - $203.87 $34.3K - $42.4K
3.5K $621K
AVSE
American Centy ETF Tr Avantis

ETFs
691
+ 5.19%
$50.47 - $56.52 $34.9K - $39.1K
14K $707K
MRK
Merck & Co., Inc.

Healthcare
384
+ 7.87%
$96.31 - $114.76 $37K - $44.1K
5.26K $523K
NEE
Nextera Energy Inc

Utilities
97
+ 3.32%
$69.77 - $85.43 $6.77K - $8.29K
3.02K $216K
SBUX
Starbucks Corp

Consumer Cyclical
634
+ 4.44%
$87.44 - $102.5 $55.4K - $65K
14.9K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.31%
$385.02 - $431.37 $2.7K - $3.02K
2.27K $883K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.91%
$479.66 - $614.62 $1.92K - $2.46K
442 $214K
ICLN
Ishares

ETFs
184
+ 0.99%
$11.35 - $14.51 $2.09K - $2.67K
18.8K $213K
NKE
Nike, Inc.

Consumer Cyclical
456
+ 5.8%
$73.36 - $89.13 $33.5K - $40.6K
8.32K $629K
SDG
Ishares Trust Ishares Msci Glo

ETFs
109
+ 1.95%
$71.56 - $85.77 $7.8K - $9.35K
5.71K $408K
XOM
Exxon Mobil Corp

Energy
213
+ 2.2%
$105.51 - $125.37 $22.5K - $26.7K
9.92K $1.07M
JNJ
Johnson & Johnson

Healthcare
252
+ 4.03%
$143.34 - $165.86 $36.1K - $41.8K
6.5K $940K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.6K
+ 97.69%
$18.41 - $40.87 $305K - $678K
33.6K $620K
CL
Colgate Palmolive CO

Consumer Defensive
74
+ 1.07%
$90.22 - $102.31 $6.68K - $7.57K
6.98K $634K
DFAX
Dimensional ETF Tr
3.71K
+ 4.1%
$24.76 - $27.04 $91.7K - $100K
94K $2.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.66K
+ 132.78%
$26.93 - $84.95 $179K - $565K
11.7K $318K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
149
+ 1.38%
$114.08 - $125.68 $17K - $18.7K
10.9K $1.25M
AMGN
Amgen Inc

Healthcare
4
+ 0.23%
$258.78 - $328.31 $1.04K - $1.31K
1.77K $460K
DHR
Danaher Corp

Healthcare
255
+ 6.98%
$226.16 - $274.52 $57.7K - $70K
3.91K $896K
AVSD
American Centy ETF Tr Avantis

ETFs
711
+ 1.05%
$55.57 - $59.89 $39.5K - $42.6K
68.4K $3.81M
MSFT
Microsoft Corp

Technology
930
+ 1.02%
$406.35 - $454.46 $378K - $423K
92.2K $38.9M
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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