Merriman Wealth Management, LLC Sells in Q4 2024

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-124K
- 65.35%
$60.13 - $67.31 $7.45M - $8.34M
65.7K $3.99M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-192K
- 2.3%
$33.62 - $35.69 $6.45M - $6.85M
8.15M $275M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25.2K
- 1.81%
$176.42 - $186.91 $4.45M - $4.71M
1.36M $243M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-55.9K
- 94.73%
$96.64 - $101.23 $5.4M - $5.66M
3.11K $301K
AVUV
American Centy ETF Tr Avantis

ETFs
-76.5K
- 2.13%
$94.37 - $106.41 $7.22M - $8.14M
3.52M $340M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-89.9K
- 79.26%
$39.22 - $47.52 $3.53M - $4.27M
23.5K $930K
EFV
Msci Eafe Value ETF

ETFs
-74.2K
- 85.22%
$51.78 - $57.15 $3.84M - $4.24M
12.9K $675K
OEF
Ishares S&P 100 ETF

ETFs
-12.3K
- 1.61%
N/A
749K $199M
AVEM
American Centy ETF Tr Avantis

ETFs
-33K
- 23.78%
$58.59 - $66.14 $1.94M - $2.19M
106K $6.23M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-56.6K
- 41.43%
$38.37 - $42.82 $2.17M - $2.43M
80.1K $3.07M
AVDE
American Centy ETF Tr Avantis

ETFs
-30.4K
- 57.71%
$60.9 - $66.69 $1.85M - $2.03M
22.3K $1.37M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.67K
- 3.61%
$197.36 - $217.3 $1.51M - $1.67M
205K $40.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-74.5K
- 3.52%
$33.92 - $36.6 $2.53M - $2.73M
2.04M $70.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-23.9K
- 4.28%
$24.25 - $26.7 $581K - $639K
535K $13.1M
DFIV
Dimensional ETF Tr

ETFs
-1.95K
- 0.29%
$34.86 - $37.97 $68K - $74.1K
670K $23.8M
FNDC
Schwab Fundamental Intl Small

ETFs
-5.09K
- 1.4%
$33.92 - $38.03 $173K - $194K
360K $12.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-21.1K
- 3.16%
$40.38 - $44.35 $851K - $935K
647K $26.5M
AVLV
American Centy ETF Tr Avantis
-42.1K
- 2.09%
$65.51 - $71.22 $2.76M - $3M
1.97M $131M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.56K
- 0.5%
$49.79 - $51.14 $177K - $182K
704K $35.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-10.9K
- 38.77%
$63.85 - $70.4 $694K - $765K
17.2K $1.12M
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.7K
- 4.49%
$104.01 - $115.38 $489K - $542K
99.9K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.8K
- 6.73%
$34.13 - $37.35 $335K - $366K
136K $4.63M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-9.71K
- 4.74%
$26.65 - $29.34 $259K - $285K
195K $5.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$664750.0 - $724132.5 $665K - $724K
1 $680K
LLY
Eli Lilly & CO

Healthcare
-604
- 62.27%
$727.2 - $932.06 $439K - $563K
366 $282K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.16K
- 38.32%
$124.26 - $134.12 $393K - $424K
5.09K $654K
SUB
Ishares Short Term National Mu

ETFs
-1.83K
- 0.97%
$104.94 - $106.2 $192K - $195K
187K $19.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-956
- 4.75%
$570.51 - $610.59 $545K - $584K
19.2K $11.3M
BA
Boeing CO

Industrials
-2.15K
- 42.73%
$138.14 - $180.72 $297K - $388K
2.88K $509K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.62K
- 4.64%
$121.89 - $135.52 $319K - $355K
53.8K $6.73M
IEFA
Ishares Tr

ETFs
-1.85K
- 15.37%
$70.06 - $77.43 $130K - $143K
10.2K $715K
GE
General Electric CO

Industrials
-817
- 23.97%
$159.95 - $194.23 $131K - $159K
2.59K $432K
ADP
Automatic Data Processing Inc

Industrials
-826
- 26.07%
$280.08 - $307.97 $231K - $254K
2.34K $685K
VV
Vanguard Large Cap ETF

ETFs
-1.39K
- 4.63%
$260.27 - $280.65 $361K - $389K
28.5K $7.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-885
- 2.43%
$44.04 - $49.49 $39K - $43.8K
35.6K $1.57M
VO
Vanguard Mid Cap ETF

ETFs
-660
- 3.27%
$261.5 - $284.63 $173K - $188K
19.5K $5.16M
HYG
Ishares Tr

ETFs
-406
- 0.54%
$78.09 - $80.04 $31.7K - $32.5K
74.9K $5.89M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.52K
- 41.07%
$91.94 - $100.02 $140K - $152K
2.18K $202K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.62K
- 5.2%
$25.33 - $27.57 $117K - $127K
84.2K $2.18M
WMT
Walmart Inc.

Consumer Defensive
-3.23K
- 18.47%
$79.1 - $95.7 $255K - $309K
14.2K $1.29M
ACN
Accenture PLC

Technology
-298
- 13.44%
$343.9 - $376.86 $102K - $112K
1.92K $675K
PG
Procter & Gamble CO

Consumer Defensive
-389
- 5.49%
$161.05 - $179.7 $62.6K - $69.9K
6.7K $1.12M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-1.65K
- 3.2%
$40.62 - $45.4 $66.9K - $74.8K
49.9K $2.05M
REZ
Ishares Tr Residential And Mul

ETFs
-341
- 3.8%
$79.04 - $89.77 $27K - $30.6K
8.64K $700K
MGC
Vanguard Mega Cap ETF

ETFs
-503
- 11.0%
$204.21 - $220.18 $103K - $111K
4.07K $865K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.74K
- 7.69%
$61.52 - $66.5 $107K - $116K
20.9K $1.33M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.31K
- 11.66%
$43.44 - $45.05 $56.7K - $58.8K
9.88K $429K
CGDV
Capital Group Divid Value ETF

ETFs
-1.36K
- 5.72%
$35.16 - $37.12 $47.6K - $50.3K
22.3K $788K
PEP
Pepsico Inc

Consumer Defensive
-206
- 10.69%
$151.29 - $176.1 $31.2K - $36.3K
1.72K $261K
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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