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
PEG
Public Service Enterprise Group Inc

Utilities
2.79K
+ 35.01%
$81.87 - $94.51 $228K - $263K
10.7K $908K
ED
Consolidated Edison Inc

Utilities
3.2K
+ 54.04%
$88.87 - $107.38 $285K - $344K
9.13K $814K
LOW
Lowes Companies Inc

Consumer Cyclical
2.44K
+ 14.45%
$244.52 - $284.07 $596K - $692K
19.3K $4.76M
IEFA
Ishares Tr

ETFs
198K
+ 11.21%
$70.06 - $77.43 $13.9M - $15.3M
1.97M $138M
ADSK
Autodesk, Inc.

Technology
790
+ 84.22%
N/A
1.73K $424K
EPAM
Epam Systems, Inc.

Technology
1.05K
New
N/A
1.05K $194K
HAL
Halliburton CO

Energy
7.52K
+ 107.82%
$25.77 - $31.99 $194K - $240K
14.5K $393K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.36K
+ 12.43%
$29.73 - $30.81 $159K - $165K
48.5K $1.48M
ALK
Alaska Air Group, Inc.

Industrials
906
+ 13.98%
$42.48 - $67.6 $38.5K - $61.2K
7.39K $478K
ENB
Enbridge Inc

Energy
3.23K
+ 12.51%
$40.4 - $43.92 $131K - $142K
29.1K $1.23M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.61K
+ 47.76%
$107.41 - $115.71 $173K - $187K
4.99K $549K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.62K
+ 26.85%
$50.73 - $51.08 $183K - $185K
17.1K $868K
ADT
Adt Inc.

Industrials
26.2K
New
$6.71 - $8.14 $176K - $214K
26.2K $181K
KMB
Kimberly Clark Corp

Consumer Defensive
2K
+ 26.44%
$130.37 - $146.09 $261K - $292K
9.57K $1.25M
VT
Vanguard Total World Stk Index

ETFs
1.57K
+ 42.31%
$117.09 - $123.07 $184K - $193K
5.27K $619K
MFG
Mizuho Financial Group Inc

Financial Services
36.1K
New
$4.05 - $5.26 $146K - $190K
36.1K $176K
HPI
John Hancock Preferred Income Fund

Financial Services
10.5K
New
$16.37 - $19.3 $172K - $203K
10.5K $174K
UL
Unilever PLC

Consumer Defensive
4.48K
+ 45.55%
$56.7 - $64.64 $254K - $290K
14.3K $812K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.51K
+ 15.62%
$131.66 - $144.0 $330K - $361K
18.6K $2.45M
VLO
Valero Energy Corp

Energy
1.9K
+ 38.1%
$118.59 - $144.02 $225K - $273K
6.88K $843K
LYFT
Lyft, Inc.

Technology
13.1K
New
$12.36 - $18.59 $162K - $244K
13.1K $169K
A
Agilent Technologies, Inc.

Healthcare
1.41K
+ 102.4%
$125.69 - $146.56 $177K - $206K
2.78K $373K
EOG
Eog Resources Inc

Energy
1.4K
+ 32.33%
$118.22 - $136.54 $165K - $190K
5.71K $699K
PID
Invesco Exchange Traded Fd Tr

ETFs
9.28K
+ 21.16%
N/A
53.2K $948K
TTD
Trade Desk, Inc.

Technology
989
+ 16.82%
$108.7 - $139.51 $108K - $138K
6.87K $807K
ILCB
Ishares Morningstar U.S. Equit

ETFs
440
+ 0.67%
$78.43 - $84.56 $34.5K - $37.2K
66.1K $5.37M
GD
General Dynamics Corp

Industrials
1.64K
+ 23.4%
$260.28 - $314.03 $427K - $515K
8.65K $2.28M
EEM
Ishares Msci Emerging Markets

ETFs
5.87K
+ 27.54%
$41.82 - $47.36 $246K - $278K
27.2K $1.14M
OHI
Omega Healthcare Investors Inc

Real Estate
6.26K
+ 22.5%
$37.51 - $42.56 $235K - $266K
34.1K $1.29M
NU
Nu Holdings Ltd.

Financial Services
15.3K
New
$10.24 - $15.89 $157K - $243K
15.3K $158K
DHI
Horton D R Inc

Consumer Cyclical
1.69K
+ 110.48%
$137.24 - $194.56 $231K - $328K
3.21K $449K
HLN
Haleon PLC

Healthcare
16K
New
$9.23 - $10.71 $147K - $171K
16K $152K
ATO
Atmos Energy Corp

Utilities
1.08K
+ 35.21%
$136.41 - $151.43 $148K - $164K
4.16K $578K
SHW
Sherwin Williams CO

Basic Materials
523
+ 79.97%
$338.75 - $399.71 $177K - $209K
1.18K $400K
XLP
Consumer Staples Sector Spdr

ETFs
1.96K
+ 9.0%
N/A
23.8K $1.81M
KLAC
Kla Corp

Technology
559
+ 39.65%
$614.46 - $829.55 $343K - $464K
1.97K $1.24M
SLB
Schlumberger Limited

Energy
4.82K
+ 48.88%
$36.83 - $45.59 $178K - $220K
14.7K $563K
URA
Global X Uranium ETF

ETFs
8.35K
+ 20.51%
$26.78 - $33.46 $224K - $279K
49.1K $1.31M
GE
General Electric CO

Industrials
4.3K
+ 16.45%
$159.95 - $194.23 $687K - $835K
30.4K $5.07M
DOV
Dover Corp

Industrials
839
+ 35.9%
$184.72 - $206.51 $155K - $173K
3.18K $595K
SIVR
Abrdn Silver ETF Trust

ETFs
13.1K
+ 13.08%
$27.61 - $33.22 $362K - $436K
114K $3.13M
PK
Park Hotels & Resorts Inc.

Real Estate
10.3K
New
$13.68 - $15.82 $141K - $164K
10.3K $145K
HSIC
Henry Schein Inc

Healthcare
3.16K
+ 15.8%
$66.54 - $77.66 $210K - $245K
23.1K $1.6M
APO
Apollo Global Management, Inc.

Financial Services
358
+ 18.29%
$131.36 - $178.61 $47K - $63.9K
2.32K $382K
XP
Xp Inc.

Financial Services
11.6K
New
$11.78 - $18.17 $136K - $210K
11.6K $137K
NWL
Newell Brands Inc.

Consumer Defensive
13.8K
New
$7.18 - $11.63 $99.2K - $161K
13.8K $137K
DUK
Duke Energy Corp

Utilities
3.31K
+ 11.17%
$105.76 - $120.76 $350K - $400K
33K $3.55M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
287
+ 6.14%
$417.69 - $450.94 $120K - $129K
4.97K $2.11M
SKYY
First Trust Cloud Computing Et

ETFs
366
+ 6.95%
$99.98 - $130.46 $36.6K - $47.7K
5.63K $670K
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
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