Merriman Wealth Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 99,127
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/30/2014 | 38 | 99,127 | 13F-HR | Merriman Wealth Management, LLC |
| Q1 2014 | 5/14/2014 | 40 | 96,615 | 13F-HR | Merriman Wealth Management, LLC |
| Q4 2013 | 1/28/2014 | 86 | 235,486 | 13F-HR | Merriman Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.784 K | 4.8% | 0 | 2.697 K | -2.697 K |
| ETFs | 94.34 K | 95.2% | 8.665 K | 0 | 8.665 K |
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Fund Snapshot
Q2 2014
Latest filed
7/30/2014
Total value ($000)
99,127
Holdings
38
QoQ value change ($000)
2,512
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.