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Name: |
MERRIMAN WEALTH MANAGEMENT, LLC |
City: |
SEATTLE |
State: |
WA |
Zip: |
98104 |
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Holdings
Found :
21 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
GWW |
WW Grainger Inc |
94 |
- |
$945.89 |
$925,000 |
1,116 |
0.05% |
153,000 |
0 |
0.002 |
Electronics Wholesale |
|
UFCS |
United Fire & Casualty |
99 |
- |
$23.39 |
$872,000 |
43,335 |
0.04% |
16,000 |
0 |
0.173 |
Property & Casualty I... |
|
VSGX |
Vanguard Esg International ... |
107 |
- |
$0.00 |
$802,000 |
14,499 |
0.04% |
71,000 |
0 |
0.055 |
N/A |
|
MGC |
Vanguard Mega Cap 300 Index... |
109 |
- |
$185.36 |
$774,000 |
4,574 |
0.04% |
79,000 |
0 |
0.019 |
Closed - End Fund - E... |
|
EEMS |
Ishares Msci Emerging Marke... |
119 |
- |
$60.23 |
$556,000 |
9,620 |
0.03% |
31,000 |
0 |
0.021 |
N/A |
|
ADP |
Automatic Data Processing Inc |
121 |
- |
$245.12 |
$539,000 |
2,301 |
0.03% |
-17,000 |
0 |
0.001 |
Business Software & S... |
|
HDV |
Ishares High Dividend Equit... |
123 |
- |
$109.05 |
$530,000 |
5,200 |
0.03% |
10,000 |
0 |
0.006 |
N/A |
|
LRGF |
Ishares Factorselect Msci U... |
124 |
- |
$53.10 |
$523,000 |
10,820 |
0.03% |
52,000 |
0 |
0.004 |
N/A |
|
AMGN |
Amgen Inc |
133 |
- |
$300.30 |
$460,000 |
1,597 |
0.02% |
31,000 |
0 |
0 |
Biotechnology |
|
MOAT |
VANECK VECTORS ETF TR |
140 |
- |
$53.88 |
$403,000 |
4,748 |
0.02% |
43,000 |
0 |
0.008 |
N/A |
|
XVV |
Ishares Esg Screened S&p 50... |
147 |
- |
$0.00 |
$347,000 |
9,524 |
0.02% |
37,000 |
0 |
0.011 |
N/A |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
148 |
- |
$544.68 |
$332,000 |
651 |
0.02% |
34,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
COLB |
Columbia Banking System Inc |
150 |
- |
$20.08 |
$327,000 |
12,266 |
0.02% |
78,000 |
0 |
0.006 |
Savings & Loans |
|
USMV |
iShares MSCI USA Minimum Vo... |
155 |
- |
$0.00 |
$301,000 |
3,859 |
0.01% |
20,000 |
0 |
0 |
N/A |
|
AVGO |
Broadcom Limited |
160 |
- |
$1,303.11 |
$279,000 |
250 |
0.01% |
71,000 |
0 |
0 |
Semiconductor- Broad... |
|
IBM |
International Business Mach... |
161 |
- |
$168.38 |
$277,000 |
1,695 |
0.01% |
39,000 |
0 |
0 |
Diversified Computer ... |
|
SCHC |
Schwab International Small-... |
164 |
- |
$35.74 |
$268,000 |
7,695 |
0.01% |
20,000 |
0 |
0.009 |
Closed - End Fund - E... |
|
HON |
Honeywell International Inc |
167 |
- |
$196.85 |
$244,000 |
1,162 |
0.01% |
29,000 |
0 |
0 |
Conglomerates |
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ROK |
Rockwell Automation Inc |
170 |
- |
$272.04 |
$238,000 |
767 |
0.01% |
19,000 |
0 |
0 |
Conglomerates |
|
HCAT |
Health Catalyst, Inc. |
183 |
- |
$0.00 |
$93,000 |
10,000 |
0% |
-8,000 |
0 |
0.018 |
N/A |
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CDXC |
ChromaDex Corporation |
186 |
- |
$3.75 |
$17,000 |
11,800 |
0% |
0 |
0 |
0.019 |
Industrial Metals & M... |
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