Merit Financial Group, LLC Purchases in Q4 2024

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
2.56K
New
$86.08 - $111.3 $220K - $284K
2.56K $219K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
5.84K
New
$31.2 - $41.46 $182K - $242K
5.84K $219K
MKL
Markel Corp

Financial Services
127
New
$1542.01 - $1785.11 $196K - $227K
127 $219K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
4.24K
New
$51.76 - $56.72 $219K - $240K
4.24K $219K
XPO
Xpo Logistics, Inc.

Industrials
1.67K
New
$105.35 - $158.2 $176K - $264K
1.67K $218K
BXP
Boston Properties Inc

Real Estate
2.94K
New
$73.33 - $89.72 $216K - $264K
2.94K $218K
VTR
Ventas, Inc.

Real Estate
5.12K
+ 31.99%
$57.73 - $66.48 $295K - $340K
21.1K $1.24M
WING
Wingstop Inc.

Consumer Cyclical
761
New
$281.09 - $422.95 $214K - $322K
761 $216K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
7.97K
New
$26.79 - $30.35 $213K - $242K
7.97K $216K
CGCP
Capital Group Core Plus Income

ETFs
12.9K
+ 17.0%
$22.13 - $23.17 $285K - $299K
88.7K $1.97M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.94K
New
$104.0 - $138.19 $202K - $269K
1.94K $215K
TRGP
Targa Resources Corp.

Energy
1.21K
New
$150.58 - $207.69 $182K - $251K
1.21K $215K
EQT
Eqt Corp

Energy
4.65K
New
$35.62 - $46.89 $166K - $218K
4.65K $214K
TM
Toyota Motor Corp

Consumer Cyclical
1.1K
New
$169.2 - $199.52 $186K - $220K
1.1K $214K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2.38K
New
$72.67 - $99.25 $173K - $237K
2.38K $213K
KMPR
Kemper Corp

Financial Services
3.2K
New
$59.0 - $72.1 $189K - $230K
3.2K $212K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.16K
+ 4.16%
$42.33 - $43.3 $388K - $397K
229K $9.77M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 8.15%
$98.04 - $108.11 $149K - $164K
20.1K $2.05M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.51K
New
$46.75 - $47.8 $211K - $216K
4.51K $211K
AOA
Ishares Tr Core Aggressive All

ETFs
2.76K
New
$76.61 - $79.88 $211K - $220K
2.76K $211K
MFC
Manulife Financial Corp

Financial Services
6.9K
New
$29.21 - $32.87 $201K - $227K
6.9K $211K
AZN
Astrazeneca PLC

Healthcare
4.12K
+ 87.17%
$63.2 - $79.58 $260K - $328K
8.84K $579K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.34K
New
$48.33 - $49.08 $210K - $213K
4.34K $209K
CW
Curtiss Wright Corp

Industrials
591
New
$335.08 - $389.49 $198K - $230K
591 $209K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.22K
New
$48.45 - $52.57 $204K - $222K
4.22K $209K
CNA
Cna Financial Corp

Financial Services
4.3K
New
$46.76 - $50.95 $201K - $219K
4.3K $207K
ORI
Old Republic International Corp

Financial Services
5.73K
New
$34.4 - $38.98 $197K - $223K
5.73K $207K
ANSS
Ansys Inc

Technology
616
New
$313.05 - $361.45 $193K - $223K
616 $207K
AMH
American Homes 4 Rent

Real Estate
5.51K
New
$35.02 - $39.25 $193K - $216K
5.51K $206K
IBN
Icici Bank LTD

Financial Services
6.93K
New
$28.69 - $31.9 $199K - $221K
6.93K $206K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.64K
New
$76.21 - $82.24 $201K - $217K
2.64K $205K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.47K
New
$71.19 - $91.57 $175K - $226K
2.47K $205K
SF
Stifel Financial Corp

Financial Services
1.94K
New
$93.4 - $117.72 $181K - $228K
1.94K $205K
XDSQ
Innovator Etfs Tr Us Equity Ac
5.62K
New
$34.76 - $37.22 $195K - $209K
5.62K $204K
EXC
Exelon Corp

Utilities
5.44K
New
$36.22 - $40.97 $197K - $223K
5.44K $204K
ETSY
Etsy Inc

Consumer Cyclical
3.86K
New
$47.48 - $61.61 $183K - $238K
3.86K $203K
BRO
Brown & Brown, Inc.

Financial Services
1.99K
New
$100.93 - $113.42 $201K - $226K
1.99K $203K
PEGA
Pegasystems Inc

Technology
2.18K
New
$69.42 - $97.28 $152K - $212K
2.18K $203K
AVY
Avery Dennison Corp

Industrials
1.08K
New
$186.26 - $220.48 $202K - $239K
1.08K $202K
HCA
Hca Healthcare, Inc.

Healthcare
909
+ 137.73%
$297.52 - $415.61 $270K - $378K
1.57K $470K
SLM
Slm Corp

Financial Services
7.33K
New
$21.37 - $28.14 $157K - $206K
7.33K $202K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.94K
+ 36.43%
$75.95 - $88.05 $375K - $435K
18.5K $1.41M
WEX
Wex Inc.

Technology
1.14K
New
$167.45 - $216.67 $191K - $248K
1.14K $200K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.09K
New
$64.2 - $72.31 $199K - $224K
3.09K $200K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
3.09K
New
$64.45 - $66.99 $199K - $207K
3.09K $200K
KR
Kroger CO

Consumer Defensive
2.67K
+ 28.65%
$55.21 - $63.3 $147K - $169K
12K $732K
CNHI
Cnh Industrial N.V.

Industrials
19.1K
New
N/A
19.1K $199K
PULS
Pgim ETF Tr

ETFs
4.07K
+ 25.71%
$49.51 - $49.79 $202K - $203K
19.9K $985K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.2K
+ 11.22%
$14.38 - $15.35 $161K - $172K
111K $1.66M
Activity Summary
Buys All Purchases 960 New Holdings 372 Increased Positions 588 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email