Meritas Wealth Management, LLC Purchases and Sells in Q1 2025

Meritas Wealth Management, LLC

16 operations

Stock	Shares change	Price Range	Shares Held
DFIV	21.1K + 6.83%	$35.33 - $40.77 $746K - $861K	330K $13B
AVLV	29.9K + 26.1%	$63.51 - $70.42 $1.9M - $2.1M	144K $9.41B
DISV	38.2K + 16.81%	$26.09 - $30.21 $997K - $1.15M	265K $7.73B
BND	18.2K + 42.98%	$71.17 - $73.66 $1.29M - $1.34M	60.4K $4.44B
DIHP	32.1K + 24.92%	$25.1 - $27.85 $807K - $895K	161K $4.34B
AVUV	23.3K + 16.21%	$84.95 - $100.62 $1.98M - $2.35M	167K $14.6B

4 operations

Stock	Shares change	Price Range	Shares Held
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
CVX	1.33K New	$146.71 - $167.97 $196K - $224K	1.33K $223M
JNJ	1.23K New	$142.06 - $167.7 $175K - $206K	1.23K $204M
AVDV	2.9K New	$63.74 - $71.96 $185K - $208K	2.9K $202M

12 operations

Stock	Shares change	Price Range	Shares Held
DFAT	-8.08K - 1.82%	$50.44 - $58.1 $408K - $470K	437K $22.5B
AAPL	-249 - 0.55%	$209.68 - $247.1 $52.2K - $61.5K	45.2K $10B
DFUV	-11.7K - 1.92%	$39.96 - $43.3 $469K - $508K	599K $24.7B
DFAU	-3.17K - 4.68%	$37.84 - $42.29 $120K - $134K	64.5K $2.48B
MSFT	-26 - 0.54%	$375.39 - $447.2 $9.76K - $11.6K	4.75K $1.78B
NFLX	-152 - 27.49%	$828.4 - $1058.6 $126K - $161K	401 $374M

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Meritas Wealth Management, LLC with notifications on news.