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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-528
- 2.5%
$45.17 - $47.23 $23.8K - $24.9K
20.6K $932K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.3K
- 1.11%
$84.34 - $95.14 $109K - $123K
116K $10.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-106
- 18.76%
$563.99 - $620.12 $59.8K - $65.7K
459 $261K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-55
- 0.48%
$56.61 - $61.63 $3.11K - $3.39K
11.3K $641K
INTC
Intel Corp

Technology
-862
- 7.52%
$19.07 - $26.23 $16.4K - $22.6K
10.6K $212K
AUSF
Global X Fds Adaptive U S Fact

ETFs
-1.03K
- 5.2%
$41.71 - $45.09 $42.8K - $46.3K
18.7K $784K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-425
- 14.59%
$126.68 - $134.74 $53.8K - $57.3K
2.49K $317K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-827
- 6.4%
$65.08 - $73.72 $53.8K - $61K
12.1K $799K
PFE
Pfizer Inc

Healthcare
-171
- 1.07%
$24.8 - $30.19 $4.24K - $5.16K
15.8K $418K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-430
- 8.78%
$69.58 - $74.87 $29.9K - $32.2K
4.47K $312K
PCAR
Paccar Inc

Industrials
-673
- 10.79%
$97.92 - $118.41 $65.9K - $79.7K
5.56K $578K
CVX
Chevron Corp

Energy
-176
- 3.61%
$141.15 - $162.53 $24.8K - $28.6K
4.7K $680K
SHOP
Shopify Inc.

Technology
-4.39K
- 26.34%
$78.14 - $119.49 $343K - $524K
12.3K $1.3M
LRGF
Ishares Tr

ETFs
-694
- 6.46%
$58.25 - $63.26 $40.4K - $43.9K
10K $606K
SAN
Banco Santander, S.A.

Financial Services
-896
- 3.09%
$4.49 - $5.05 $4.02K - $4.52K
28.1K $128K
IPO
Renaissance Cap Greenwich Fds

ETFs
-681
- 3.77%
$41.85 - $47.0 $28.5K - $32K
17.4K $756K
VT
Vanguard Total World Stk Index

ETFs
-43
- 1.17%
$117.09 - $123.07 $5.03K - $5.29K
3.64K $427K
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 0.4%
$216.13 - $242.4 $11.5K - $12.8K
13.3K $2.93M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-163
- 1.56%
$63.58 - $71.15 $10.4K - $11.6K
10.3K $670K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-72
- 0.55%
$61.68 - $67.87 $4.44K - $4.89K
13.1K $813K
VIG
Vanguard Dividend Appreciation

ETFs
-9
- 0.3%
N/A
2.98K $543K
DFSU
Dimensional ETF Tr Dimen Us Su
-29.4K
- 2.88%
N/A
989K $0
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-223
- 2.48%
$43.67 - $47.04 $9.74K - $10.5K
8.77K $397K
HON
Honeywell International Inc

Industrials
-78
- 6.61%
$202.84 - $236.0 $15.8K - $18.4K
1.1K $248K
T
At&T Inc.

Communication Services
-38
- 0.42%
$21.22 - $23.88 $806 - $907
9.08K $206K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.08%
$233.76 - $261.58 $468 - $523
2.46K $591K
COST
Costco Wholesale Corp

Consumer Defensive
-267
- 3.04%
$873.59 - $994.69 $233K - $266K
8.51K $7.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.37K
- 1.64%
$111.85 - $120.71 $153K - $166K
82.2K $9.46M
BANR
Banner Corp

Financial Services
-4.78K
- 9.57%
$57.86 - $76.26 $277K - $365K
45.2K $3.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-317
- 4.63%
$370.24 - $418.94 $117K - $133K
6.54K $2.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 0.3%
$521.84 - $558.82 $13.6K - $14.5K
8.52K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.89K
- 5.61%
$180.88 - $232.93 $523K - $674K
48.7K $10.7M
NVDA
Nvidia Corp

Technology
-70
- 0.08%
$117.0 - $148.88 $8.19K - $10.4K
86.7K $11.6M
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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