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Merriman Wealth Management

Latest statistics and disclosures from Merriman Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DUHP, DISV, QUAL, OEF, and represent 54.35% of Merriman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SLYV (+$10M), SCZ (+$8.2M), DLS (+$6.2M), DISV (+$6.0M), VO (+$5.3M), DUHP, MSFT, DWX, SUB, DIHP.
Started 23 new stock positions in SLYV, IPO, Clough Global Opportunities, MUB, Invesco Qqq Tr, VO, GNR, REZ, SPMD, RUM. DWX, IUSV, VOOV, FREL, BLK, SHOP, BND, XLK, PHM, SPYG, EXG, ACN, DLS.
Reduced shares in these 10 stocks: VXF (-$5.8M), AVDV (-$5.8M), AVUV (-$5.7M), VSS, VYMI, PDN, Invesco Qqq Trust etf, FNDF, , VTEB.
Sold out of its positions in ARKK, FAX, EYLD, COLB, Invesco Qqq Trust etf, Invesco S P International Mmom Etf, PDN, ROK, FEZ, EWX. SPLG, FNDF, SMCI, VYMI.
Merriman Wealth Management was a net buyer of stock by $35M.
Merriman Wealth Management has $2.5B in assets under management (AUM), dropping by 7.67%.
Central Index Key (CIK): 0001568389

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Portfolio Holdings for Merriman Wealth Management

Merriman Wealth Management holds 215 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	14.0	$345M		3.6M	95.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.5	$284M		8.3M	34.07	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	10.1	$250M	+2%	8.6M	29.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	10.1	$249M		1.4M	179.30	View chart
Ishares Tr S&p 100 Etf (OEF)	8.6	$211M		762k	276.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.4	$132M	+2%	2.0M	65.83	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.5	$86M	+3%	3.1M	27.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$73M		2.1M	34.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$51M		920k	55.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$43M	-2%	213k	200.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.6	$40M		774k	52.14	View chart
Microsoft Corporation (MSFT)	1.6	$39M	+12%	91k	430.30	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.5	$38M		1.0M	37.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$36M	-4%	708k	51.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$28M		668k	41.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$26M	+3%	672k	38.08	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.9	$23M		2.0M	11.11	View chart
Dimensional Etf Trust International (DFSI)	0.8	$20M	+2%	568k	35.74	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.8	$20M	+3%	311k	65.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$20M	+17%	189k	106.19	View chart
Apple (AAPL)	0.8	$20M	-2%	84k	233.00	View chart
American Centy Etf Tr Sustainable Eqty (ESGA)	0.7	$18M	+4%	251k	70.30	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$15M		559k	26.83	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.6	$14M		365k	38.15	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$13M	+6%	282k	47.14	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$13M	+177%	190k	67.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$12M	+8%	20k	576.81	View chart
Ishares Tr Msci Usa Value (VLUE)	0.5	$11M		105k	109.04	View chart
NVIDIA Corporation (NVDA)	0.4	$11M	+4%	87k	121.45	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$10M	NEW	117k	86.82	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$9.7M	+2%	273k	35.42	View chart
Amazon (AMZN)	0.4	$9.6M		52k	186.33	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$9.4M	-2%	84k	112.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$9.0M	+26%	139k	64.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$7.9M	-4%	30k	263.45	View chart
Costco Wholesale Corporation (COST)	0.3	$7.8M	+5%	8.8k	886.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$7.0M		57k	123.62	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$6.7M	-3%	109k	61.57	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$6.6M	-4%	124k	52.86	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.3	$6.2M	NEW	89k	69.05	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$6.1M		205k	29.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$6.0M	-6%	75k	80.30	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$6.0M	-7%	62k	97.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$6.0M	-6%	59k	101.27	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$5.7M	-6%	61k	94.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$5.7M	-7%	52k	110.47	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.2	$5.7M	-6%	206k	27.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$5.6M	-2%	137k	41.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$5.5M		146k	37.56	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$5.4M	-3%	118k	45.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.3M	NEW	20k	263.83	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$5.3M	+11%	113k	46.91	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$5.1M	-3%	52k	98.10	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$5.1M		80k	63.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$5.0M	-3%	87k	57.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.5M		8.5k	528.79	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$4.1M	NEW	108k	38.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.1M		61k	67.85	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$4.1M		68k	60.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.6M	+3%	13k	283.65	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$3.5M	+139%	53k	67.03	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$3.4M	-4%	129k	26.69	View chart
Tesla Motors (TSLA)	0.1	$3.3M	-5%	13k	261.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$3.0M		5.2k	574.84	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.0M	-34%	30k	100.72	View chart
Banner Corp Com New (BANR)	0.1	$3.0M	+126%	50k	59.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.9M		13k	220.88	View chart
Invesco Qqq Tr Unit Ser 1	0.1	$2.6M	NEW	5.3k	488.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.6M	-7%	6.9k	375.36	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$2.5M	-4%	39k	63.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.4M	-7%	90k	27.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.4M	-8%	14k	167.19	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.3M	-4%	89k	26.02	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.2M	+30%	37k	60.42	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.1	$2.2M	+41%	52k	41.81	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$2.1M	NEW	36k	57.67	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.1	$2.0M	-3%	71k	28.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$2.0M	-74%	28k	70.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M		24k	80.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	+5%	37k	47.85	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	+5%	3.0k	572.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	-8%	8.6k	174.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M	+10%	19k	78.69	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M		18k	80.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.4M	-2%	23k	62.20	View chart
Starbucks Corporation (SBUX)	0.1	$1.4M	+2%	14k	97.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	691180.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.4M	-75%	11k	125.96	View chart
Shopify Cl A (SHOP)	0.1	$1.3M	NEW	17k	80.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M	+10%	7.8k	165.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.3M	+29%	26k	49.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.2M		16k	78.37	View chart
Procter & Gamble Company (PG)	0.0	$1.2M	-2%	7.1k	173.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.2M		23k	52.81	View chart
W.W. Grainger (GWW)	0.0	$1.2M		1.1k	1038.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$1.2M		20k	58.11	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.1M		9.7k	117.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.0M		8.3k	125.62	View chart
Danaher Corporation (DHR)	0.0	$1.0M		3.7k	278.28	View chart
Johnson & Johnson (JNJ)	0.0	$1.0M		6.2k	162.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$996k	+23%	21k	47.21	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$945k		4.6k	206.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$943k		15k	63.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$940k	+18%	12k	78.05	View chart
Home Depot (HD)	0.0	$918k	+8%	2.3k	405.12	View chart
Automatic Data Processing (ADP)	0.0	$881k		3.2k	278.10	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$864k	-10%	24k	36.44	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$862k		15k	56.14	View chart
Eli Lilly & Co. (LLY)	0.0	$859k	+2%	970.00	885.81	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$855k	-10%	13k	66.19	View chart
Global X Fds Adaptive Us (AUSF)	0.0	$842k	-10%	20k	42.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$819k	+2%	13k	62.32	View chart
Ishares Tr Residential Mult (REZ)	0.0	$798k	NEW	9.0k	88.82	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$784k	NEW	2.2k	353.47	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$774k	NEW	18k	42.88	View chart
Broadcom (AVGO)	0.0	$774k	+915%	4.5k	172.50	View chart
Boeing Company (BA)	0.0	$764k	+45%	5.0k	152.03	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$737k		13k	55.32	View chart
United Fire & Casualty (UFCS)	0.0	$721k		34k	20.93	View chart
Chevron Corporation (CVX)	0.0	$718k	+4%	4.9k	147.28	View chart
Colgate-Palmolive Company (CL)	0.0	$717k		6.9k	103.81	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$700k	-4%	11k	61.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$698k	-7%	17k	41.12	View chart
Nike CL B (NKE)	0.0	$698k		7.9k	88.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$679k	-4%	11k	64.86	View chart
Ares Capital Corporation (ARCC)	0.0	$677k	+2%	32k	20.94	View chart
Abbvie (ABBV)	0.0	$650k		3.3k	197.49	View chart
Ge Aerospace Com New (GE)	0.0	$644k	+51%	3.4k	188.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$634k	-28%	9.5k	66.52	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$631k		11k	58.77	View chart
Paccar (PCAR)	0.0	$615k	+13%	6.2k	98.67	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$614k		9.6k	63.79	View chart
JPMorgan Chase & Co. (JPM)	0.0	$612k	+8%	2.9k	210.87	View chart
American Express Company (AXP)	0.0	$595k	+84%	2.2k	271.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$595k	-2%	3.0k	198.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$586k	+12%	2.5k	237.77	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$582k		4.9k	117.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$580k	-3%	5.9k	98.09	View chart
Oracle Corporation (ORCL)	0.0	$576k	+3%	3.4k	170.43	View chart
Amgen (AMGN)	0.0	$568k	-5%	1.8k	322.17	View chart
Visa Com Cl A (V)	0.0	$564k	+34%	2.1k	274.90	View chart
Merck & Co (MRK)	0.0	$557k	+4%	4.9k	114.28	View chart
McDonald's Corporation (MCD)	0.0	$533k		1.7k	304.51	View chart
Netflix (NFLX)	0.0	$529k		745.00	709.46	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$505k		11k	45.11	View chart
Intuitive Surgical Com New (ISRG)	0.0	$489k		996.00	491.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$480k		2.7k	179.16	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$475k	+3%	5.6k	84.79	View chart
Pfizer (PFE)	0.0	$462k		16k	28.94	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$460k		4.7k	96.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$446k	+6%	3.8k	116.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$441k	-3%	3.7k	119.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$424k	-7%	5.0k	84.53	View chart
UnitedHealth (UNH)	0.0	$415k		710.00	585.04	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$398k		9.0k	44.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$396k	-93%	2.2k	182.41	View chart
3M Company (MMM)	0.0	$378k		2.8k	136.70	View chart
International Business Machines (IBM)	0.0	$375k	-14%	1.7k	221.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$373k	+17%	2.9k	128.20	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.0	$372k		1.5k	240.32	View chart
Coca-Cola Company (KO)	0.0	$366k		5.1k	72.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$363k	+32%	2.1k	174.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$353k	NEW	3.7k	95.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$352k		3.9k	91.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$351k	+16%	4.9k	71.74	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$350k		6.4k	54.33	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$347k		4.3k	80.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$330k	-15%	859.00	384.06	View chart
Pepsi (PEP)	0.0	$328k		1.9k	170.06	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$327k		3.4k	95.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$323k		565.00	571.34	View chart
Verizon Communications (VZ)	0.0	$308k	-10%	6.8k	44.91	View chart
Southern Company (SO)	0.0	$306k		3.4k	90.18	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$292k		7.6k	38.53	View chart
Novo-nordisk A S Adr (NVO)	0.0	$283k	+2%	2.4k	119.06	View chart
Adobe Systems Incorporated (ADBE)	0.0	$282k		545.00	517.98	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$282k		6.8k	41.49	View chart
Waste Management (WM)	0.0	$282k	-3%	1.4k	207.56	View chart
Applied Materials (AMAT)	0.0	$280k	-3%	1.4k	202.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$279k	-31%	1.5k	189.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$275k		2.6k	104.16	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$273k	-16%	4.8k	57.41	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$273k	+62%	19k	14.69	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$272k	-6%	14k	19.93	View chart
Public Storage (PSA)	0.0	$269k		740.00	363.87	View chart
Intel Corporation (INTC)	0.0	$269k	-2%	12k	23.46	View chart
Canadian Pacific Kansas City (CP)	0.0	$266k	-9%	3.1k	85.68	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$263k	NEW	2.4k	108.63	View chart
Motorola Solutions Com New (MSI)	0.0	$259k	+3%	575.00	450.03	View chart
Lockheed Martin Corporation (LMT)	0.0	$256k	-8%	438.00	584.56	View chart
Walt Disney Company (DIS)	0.0	$256k	-16%	2.7k	96.18	View chart
Texas Instruments Incorporated (TXN)	0.0	$255k		1.2k	206.57	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$251k	NEW	3.0k	82.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$249k		5.0k	49.70	View chart
Nextera Energy (NEE)	0.0	$247k		2.9k	84.53	View chart
Honeywell International (HON)	0.0	$244k		1.2k	206.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$238k	NEW	3.2k	75.11	View chart
Rumble Com Cl A (RUM)	0.0	$233k	NEW	44k	5.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$233k	NEW	1.0k	225.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$232k	+9%	3.9k	59.02	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$223k		644.00	345.76	View chart
Kimberly-Clark Corporation (KMB)	0.0	$219k		1.5k	143.31	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$218k	NEW	7.4k	29.48	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$212k	NEW	3.9k	54.68	View chart
Pulte (PHM)	0.0	$211k	NEW	1.5k	143.54	View chart
BlackRock (BLK)	0.0	$209k	NEW	220.00	948.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$208k	NEW	1.1k	190.72	View chart
At&t (T)	0.0	$201k	-23%	9.1k	22.00	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$177k	NEW	20k	8.72	View chart
Banco Santander Adr (SAN)	0.0	$148k		29k	5.10	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$114k		27k	4.18	View chart
Clough Global Opportunities Sh Ben Int	0.0	$109k	NEW	20k	5.45	View chart
Health Catalyst (HCAT)	0.0	$81k		10k	8.14	View chart
TCW Strategic Income Fund (TSI)	0.0	$52k		10k	5.18	View chart
Chromadex Corp Com New (CDXC)	0.0	$43k		12k	3.65	View chart

Past Filings by Merriman Wealth Management

SEC 13F filings are viewable for Merriman Wealth Management going back to 2013

Merriman Wealth Management 2024 Q3 filed Nov. 12, 2024
Merriman Wealth Management 2024 Q2 filed Aug. 13, 2024
Merriman Wealth Management 2024 Q1 filed May 14, 2024
Merriman Wealth Management 2023 Q3 filed Nov. 13, 2023
Merriman Wealth Management 2023 Q2 filed Aug. 14, 2023
Merriman Wealth Management 2023 Q1 filed May 4, 2023
Merriman Wealth Management 2022 Q4 filed Feb. 13, 2023
Merriman Wealth Management 2022 Q3 filed Oct. 26, 2022
Merriman Wealth Management 2022 Q2 filed July 29, 2022
Merriman Wealth Management 2022 Q1 restated filed April 29, 2022
Merriman Wealth Management 2022 Q1 filed April 28, 2022
Merriman Wealth Management 2021 Q4 filed Feb. 1, 2022
Merriman Wealth Management 2021 Q4 restated filed Feb. 1, 2022
Merriman Wealth Management 2021 Q3 restated filed Nov. 12, 2021
Merriman Wealth Management 2021 Q3 filed Nov. 9, 2021
Merriman Wealth Management 2021 Q2 restated filed Aug. 11, 2021

View all past filings

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