News + Filings Holdings
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Merriman Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PIMCO ETF Trust
| ZROZ | Common | 0 | -60,115 | 0 | -6,513,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| DSV | Common | 0 | -72,275 | 0 | -5,233,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ICAHN ENTERPRISES L.P.
| IEP | DEPOSITARY UNIT | 0 | -100,000 | 0 | -4,812,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BARCLAYS BANK PLC
| DJP | Call | 0 | -101,552 | 0 | -3,534,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND
| GER | COM | 0 | -222,098 | 0 | -2,474,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 0 | -20,000 | 0 | -2,297,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KAYNE ANDERSON MDSTM ENERGY
| KMF | COM | 0 | -267,424 | 0 | -2,008,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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World Gold Trust
| GLDM | ETF | 0 | -37,580 | 0 | -1,348,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WELLINGTON FUND
| VFVA | Common | 0 | -13,424 | 0 | -1,226,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| RWR | Common | 0 | -12,802 | 0 | -1,217,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| EWO | Common | 0 | -26,576 | 0 | -1,138,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CAMBRIA SHAREHOLDER YLD ETF
| SYLD | Equities | 0 | -20,604 | 0 | -1,121,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| ANGL | Common | 0 | -39,179 | 0 | -1,059,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TORTOISE ENERGY INFRASTRUCTURE CORP
| TYG | COM | 0 | -31,445 | 0 | -930,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FORD MOTOR CO
| F | Common | 0 | -83,354 | 0 | -928,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXC | COM | 0 | -21,950 | 0 | -744,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PGJ | Common | 0 | -22,468 | 0 | -732,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFAV | Common | 0 | -9,860 | 0 | -624,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| TAN | Common | 0 | -7,013 | 0 | -501,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FAN | Common | 0 | -25,000 | 0 | -430,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| MDYV | Common | 0 | -6,310 | 0 | -382,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Rumble Inc.
| | Common | 0 | -33,760 | 0 | -337,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 0 | -651 | 0 | -322,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NORDSTROM INC
| JWN | Common | 0 | -14,413 | 0 | -305,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COMCAST CORP
| CMCSA | Common | 0 | -7,431 | 0 | -292,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EXPEDITORS INTERNATIONAL OF WASHINGTON INC
| EXPD | Common | 0 | -2,874 | 0 | -280,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 0 | -3,526 | 0 | -273,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 0 | -5,775 | 0 | -268,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INTERCALLNET INC
| ICLN | Common | 0 | -13,758 | 0 | -262,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJS | S&P SMLCP VALU | 0 | -2,927 | 0 | -261,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Philip Morris International Inc.
| PM | Common | 0 | -2,485 | 0 | -248,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 0 | -5,941 | 0 | -232,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MIMEDX GROUP, INC.
| MDXG | Common | 0 | -66,000 | 0 | -229,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 0 | -5,097 | 0 | -217,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYMI | Common | 0 | -3,474 | 0 | -204,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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