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Merck & Co shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.7M 19k 90.89
2019-09-30 $3.0M 35k 84.20
2019-06-30 $2.0M 24k 84.01
2019-03-31 $1.9M 23k 83.17
2018-12-31 $1.4M 19k 76.44

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Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Merck & Co

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding Merck & Co