Merriman Wealth Management, LLC current holdings: USA Stocks
Merriman Wealth Management, LLC reported $0.14 billion in share positions in stocks (listed in the US), 77 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MSFT, AAPL, NVDA.
- MSFT: Country of operation United States; Class COM; Shares 92,179; Value $38,853,333.
- AAPL: Country of operation United States; Class COM; Shares 88,881; Value $22,257,676.
- NVDA: Country of operation United States; Class COM; Shares 86,689; Value $11,641,432.
- AMZN: Country of operation United States; Class COM; Shares 48,696; Value $10,683,343.
Form 13F-HR as filed (SEC CIK 1568389): quarter ended 2024-12-31, filed 2025-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 92,179 | $38,853,333 | 27.23% | 2024-12-31 | 2025-02-13 | +20.75% |
|---|
AAPL
APPLE INC | United States | COM | 88,881 | $22,257,676 | 15.60% | 2024-12-31 | 2025-02-13 | |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 86,689 | $11,641,432 | 8.16% | 2024-12-31 | 2025-02-13 | +69.19% |
|---|
AMZN
AMAZON COM INC | United States | COM | 48,696 | $10,683,343 | 7.49% | 2024-12-31 | 2025-02-13 | +12.43% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 8,510 | $7,797,587 | 5.46% | 2024-12-31 | 2025-02-13 | +0.91% |
|---|
TSLA
TESLA INC | United States | COM | 13,106 | $5,292,668 | 3.71% | 2024-12-31 | 2025-02-13 | -12.63% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 18,958 | $3,610,294 | 2.53% | 2024-12-31 | 2025-02-13 | +77.13% |
|---|
BANR
BANNER CORP | United States | COM NEW | 45,153 | $3,014,866 | 2.11% | 2024-12-31 | 2025-02-13 | +1.05% |
|---|
AAAU
GOLDMAN SACHS PHYSICAL GOLD | United States | UNIT | 84,210 | $2,183,987 | 1.53% | 2024-12-31 | 2025-02-13 | |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 9,958 | $1,885,058 | 1.32% | 2024-12-31 | 2025-02-13 | +80.10% |
|---|
META
META PLATFORMS INC | United States | CL A | 2,999 | $1,755,715 | 1.23% | 2024-12-31 | 2025-02-13 | +26.18% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 14,913 | $1,360,792 | 0.95% | 2024-12-31 | 2025-02-13 | +4.58% |
|---|
SHOP
SHOPIFY INC | | CL A | 12,260 | $1,303,573 | 0.91% | 2024-12-31 | 2025-02-13 | +39.43% |
|---|
WMT
WALMART INC | United States | COM | 14,248 | $1,290,072 | 0.90% | 2024-12-31 | 2025-02-13 | +18.21% |
|---|
GWW
GRAINGER W W INC | United States | COM | 1,135 | $1,196,347 | 0.84% | 2024-12-31 | 2025-02-13 | +18.46% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 6,701 | $1,123,408 | 0.79% | 2024-12-31 | 2025-02-13 | -11.53% |
|---|
AVGO
BROADCOM INC | United States | COM | 4,648 | $1,077,480 | 0.76% | 2024-12-31 | 2025-02-13 | +53.17% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 9,916 | $1,066,665 | 0.75% | 2024-12-31 | 2025-02-13 | |
|---|
UFCS
UNITED FIRE GROUP INC | United States | COM | 34,439 | $979,790 | 0.69% | 2024-12-31 | 2025-02-13 | +88.15% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 6,500 | $940,003 | 0.66% | 2024-12-31 | 2025-02-13 | +85.02% |
|---|
DHR
DANAHER CORPORATION | United States | COM | 3,906 | $897,643 | 0.63% | 2024-12-31 | 2025-02-13 | -1.50% |
|---|
HD
HOME DEPOT INC | United States | COM | 2,272 | $883,654 | 0.62% | 2024-12-31 | 2025-02-13 | -25.95% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 3,382 | $810,739 | 0.57% | 2024-12-31 | 2025-02-13 | +39.74% |
|---|
V
VISA INC | United States | COM CL A | 2,444 | $772,513 | 0.54% | 2024-12-31 | 2025-02-13 | +15.77% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,342 | $689,065 | 0.48% | 2024-12-31 | 2025-02-13 | -10.57% |
|---|
NFLX
NETFLIX INC | United States | COM | 764 | $681,149 | 0.48% | 2024-12-31 | 2025-02-13 | -21.13% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 4,696 | $680,098 | 0.48% | 2024-12-31 | 2025-02-13 | +41.11% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,919 | $675,054 | 0.47% | 2024-12-31 | 2025-02-13 | -49.65% |
|---|
ORCL
ORACLE CORP | United States | COM | 3,965 | $660,810 | 0.46% | 2024-12-31 | 2025-02-13 | -17.31% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 2,194 | $651,252 | 0.46% | 2024-12-31 | 2025-02-13 | +2.90% |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 6,978 | $634,396 | 0.44% | 2024-12-31 | 2025-02-13 | -4.89% |
|---|
NKE
NIKE INC | United States | CL B | 8,317 | $632,345 | 0.44% | 2024-12-31 | 2025-02-13 | -52.64% |
|---|
ABBV
ABBVIE INC | United States | COM | 3,499 | $621,793 | 0.44% | 2024-12-31 | 2025-02-13 | +48.17% |
|---|
PCAR
PACCAR INC | United States | COM | 5,564 | $593,264 | 0.42% | 2024-12-31 | 2025-02-13 | +7.48% |
|---|
MRK
MERCK & CO INC | United States | COM | 5,262 | $527,449 | 0.37% | 2024-12-31 | 2025-02-13 | +50.06% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 999 | $521,214 | 0.37% | 2024-12-31 | 2025-02-13 | -21.03% |
|---|
BA
BOEING CO | United States | COM | 2,877 | $509,179 | 0.36% | 2024-12-31 | 2025-02-13 | +6.03% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,706 | $494,553 | 0.35% | 2024-12-31 | 2025-02-13 | -19.29% |
|---|
AMGN
AMGEN INC | United States | COM | 1,767 | $460,494 | 0.32% | 2024-12-31 | 2025-02-13 | +62.54% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 888 | $449,340 | 0.31% | 2024-12-31 | 2025-02-13 | -25.88% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 2,592 | $432,730 | 0.30% | 2024-12-31 | 2025-02-13 | +90.59% |
|---|
RELY
REMITLY GLOBAL INC | United States | COM | 18,696 | $421,969 | 0.30% | 2024-12-31 | 2025-02-13 | -4.87% |
|---|
PFE
PFIZER INC | United States | COM | 15,779 | $418,624 | 0.29% | 2024-12-31 | 2025-02-13 | +8.25% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 3,409 | $411,765 | 0.29% | 2024-12-31 | 2025-02-13 | +403.00% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,766 | $388,202 | 0.27% | 2024-12-31 | 2025-02-13 | +0.07% |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 1,803 | $363,800 | 0.25% | 2024-12-31 | 2025-02-13 | +2.63% |
|---|
MMM
3M CO | United States | COM | 2,767 | $357,147 | 0.25% | 2024-12-31 | 2025-02-13 | +30.52% |
|---|
KO
COCA COLA CO | United States | COM | 5,699 | $354,838 | 0.25% | 2024-12-31 | 2025-02-13 | +39.48% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 2,019 | $328,395 | 0.23% | 2024-12-31 | 2025-02-13 | +214.83% |
|---|
DIS
DISNEY WALT CO | United States | COM | 2,738 | $306,017 | 0.21% | 2024-12-31 | 2025-02-13 | -5.33% |
|---|
SO
SOUTHERN CO | United States | COM | 3,468 | $285,486 | 0.20% | 2024-12-31 | 2025-02-13 | +1.37% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 7,111 | $284,372 | 0.20% | 2024-12-31 | 2025-02-13 | +14.98% |
|---|
LLY
ELI LILLY & CO | United States | COM | 366 | $282,771 | 0.20% | 2024-12-31 | 2025-02-13 | +53.45% |
|---|
ADBE
ADOBE INC | United States | COM | 625 | $278,019 | 0.19% | 2024-12-31 | 2025-02-13 | -47.56% |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 5,539 | $274,236 | 0.19% | 2024-12-31 | 2025-02-13 | +58.59% |
|---|
CSCO
CISCO SYS INC | United States | COM | 4,570 | $270,569 | 0.19% | 2024-12-31 | 2025-02-13 | +80.64% |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 575 | $266,023 | 0.19% | 2024-12-31 | 2025-02-13 | -3.49% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 6,003 | $263,826 | 0.18% | 2024-12-31 | 2025-02-13 | +25.05% |
|---|
PEP
PEPSICO INC | United States | COM | 1,721 | $262,862 | 0.18% | 2024-12-31 | 2025-02-13 | -15.37% |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 1,335 | $250,400 | 0.18% | 2024-12-31 | 2025-02-13 | +50.23% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 1,102 | $248,931 | 0.17% | 2024-12-31 | 2025-02-13 | |
|---|
INTU
INTUIT | United States | COM | 377 | $237,155 | 0.17% | 2024-12-31 | 2025-02-13 | -57.35% |
|---|
BLK
BLACKROCK INC | United States | COM | 229 | $234,564 | 0.16% | 2024-12-31 | 2025-02-13 | +4.18% |
|---|
CP
CANADIAN PACIFIC KANSAS CITY | | COM | 3,116 | $225,913 | 0.16% | 2024-12-31 | 2025-02-13 | +19.54% |
|---|
PSA
PUBLIC STORAGE OPER CO | United States | COM | 740 | $221,586 | 0.16% | 2024-12-31 | 2025-02-13 | -4.63% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 421 | $219,100 | 0.15% | 2024-12-31 | 2025-02-13 | +30.64% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,021 | $216,571 | 0.15% | 2024-12-31 | 2025-02-13 | +5.86% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 3,115 | $215,152 | 0.15% | 2024-12-31 | 2025-02-13 | +14.58% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 442 | $214,786 | 0.15% | 2024-12-31 | 2025-02-13 | +5.41% |
|---|
INTC
INTEL CORP | United States | COM | 10,608 | $212,691 | 0.15% | 2024-12-31 | 2025-02-13 | +478.20% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 3,705 | $209,555 | 0.15% | 2024-12-31 | 2025-02-13 | +11.14% |
|---|
T
AT&T INC | United States | COM | 9,084 | $206,853 | 0.14% | 2024-12-31 | 2025-02-13 | +7.51% |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 721 | $206,055 | 0.14% | 2024-12-31 | 2025-02-13 | +51.00% |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 2,889 | $200,675 | 0.14% | 2024-12-31 | 2025-02-13 | — split 2026-08-28, ratio not on file |
|---|
GOSS
GOSSAMER BIO INC | United States | COM | 142,269 | $128,697 | 0.09% | 2024-12-31 | 2025-02-13 | — split 2026-02-23, ratio not on file |
|---|
HCAT
HEALTH CATALYST INC | United States | COM | 10,000 | $70,700 | 0.05% | 2024-12-31 | 2025-02-13 | -75.25% |
|---|
NAGE
CHROMADEX CORP | United States | COM NEW | 11,800 | $62,599 | 0.04% | 2024-12-31 | 2025-02-13 | -44.44% |
|---|
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