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
MNST
Monster Beverage Corp

Consumer Defensive
1.34K
+ 25.1%
$49.24 - $56.38 $65.7K - $75.3K
6.65K $349K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.41K
+ 293.12%
$25.79 - $80.4 $243K - $756K
12.6K $328K
FNDF
Schwab Fundamental Intl Large

ETFs
3.73K
+ 29.21%
$32.92 - $37.15 $123K - $138K
16.5K $547K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
10.9K
+ 22.64%
$9.77 - $10.51 $107K - $115K
59.1K $577K
F
Ford Motor CO

Consumer Cyclical
10.2K
+ 22.82%
$9.69 - $11.4 $98.7K - $116K
54.8K $542K
EWJ
Ishares Msci Japan ETF

ETFs
1.44K
+ 24.48%
$66.18 - $71.84 $95K - $103K
7.3K $489K
MKC
Mccormick & CO Inc

Consumer Defensive
1.57K
+ 19.13%
$73.97 - $84.09 $116K - $132K
9.77K $745K
INTC
Intel Corp

Technology
12.3K
+ 22.62%
$19.07 - $26.23 $235K - $323K
66.7K $1.34M
CNP
Centerpoint Energy Inc

Utilities
1.08K
+ 8.98%
$28.58 - $32.66 $30.8K - $35.2K
13.1K $415K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
538
+ 3.9%
$103.6 - $112.52 $55.7K - $60.5K
14.3K $1.5M
CLX
Clorox CO

Consumer Defensive
336
+ 17.34%
$156.51 - $169.74 $52.6K - $57K
2.27K $369K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
9.65K
+ 20.31%
$8.17 - $8.66 $78.9K - $83.6K
57.2K $467K
RY
Royal Bank Of Canada

Financial Services
705
+ 8.88%
$119.72 - $128.02 $84.4K - $90.3K
8.65K $1.04M
GNRC
Generac Holdings Inc.

Industrials
349
+ 18.94%
$154.28 - $195.11 $53.8K - $68.1K
2.19K $339K
TEF
Telefonica S A

Communication Services
11.7K
New
$4.02 - $4.88 $46.9K - $57K
11.7K $46K
ALG
Alamo Group Inc

Industrials
53
+ 0.85%
$168.76 - $202.61 $8.94K - $10.7K
6.27K $1.17M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
857
+ 1.7%
$65.67 - $69.79 $56.3K - $59.8K
51.4K $3.45M
ES
Eversource Energy

Utilities
1.61K
+ 35.64%
$55.9 - $67.73 $90.1K - $109K
6.13K $352K
JOBY
Joby Aviation, Inc.

Industrials
626
+ 5.09%
$4.8 - $9.16 $3K - $5.73K
12.9K $105K
SAN
Banco Santander, S.A.

Financial Services
10.9K
+ 82.34%
$4.49 - $5.05 $49K - $55.1K
24.2K $110K
PFG
Principal Financial Group Inc

Financial Services
1.18K
+ 19.91%
$74.91 - $91.26 $88.2K - $107K
7.09K $548K
VPU
Vanguard Utilities ETF

ETFs
393
+ 17.55%
$160.52 - $179.11 $63.1K - $70.4K
2.63K $430K
FANG
Diamondback Energy, Inc.

Energy
353
+ 17.99%
$153.06 - $199.5 $54K - $70.4K
2.32K $379K
AMKR
Amkor Technology, Inc.

Technology
3.51K
+ 34.41%
$25.13 - $31.61 $88.3K - $111K
13.7K $352K
CTBI
Community Trust Bancorp Inc

Financial Services
462
+ 9.72%
$47.28 - $60.9 $21.8K - $28.1K
5.22K $276K
MELI
Mercadolibre Inc

Consumer Cyclical
139
+ 24.65%
$1666.0 - $2117.3 $232K - $294K
703 $1.2M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
14.1K
+ 13.38%
$28.33 - $31.77 $398K - $447K
119K $3.38M
RFG
Invesco Exchange Traded Fd Tr

ETFs
871
+ 14.5%
$47.9 - $53.39 $41.7K - $46.5K
6.88K $333K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
10.4K
+ 10.03%
$8.61 - $9.3 $89.9K - $97.2K
115K $992K
OGE
Oge Energy Corp.

Utilities
810
+ 14.22%
$39.65 - $44.08 $32.1K - $35.7K
6.51K $268K
TDG
Trans Digm Group Inc

Industrials
88
+ 17.78%
$1239.0 - $1442.53 $109K - $127K
583 $738K
CWK
Cushman & Wakefield PLC

Real Estate
3.05K
+ 20.36%
$12.34 - $15.48 $37.7K - $47.3K
18.1K $236K
LNT
Alliant Energy Corp

Utilities
630
+ 15.83%
$56.24 - $63.63 $35.4K - $40.1K
4.61K $272K
CDW
Cdw Corp

Technology
1.08K
+ 35.62%
$171.49 - $225.64 $184K - $243K
4.09K $712K
CSL
Carlisle Companies Inc

Industrials
371
+ 27.56%
$368.67 - $480.91 $137K - $178K
1.72K $633K
MGEE
Mge Energy Inc

Utilities
116
+ 1.67%
$88.55 - $108.16 $10.3K - $12.5K
7.08K $665K
KRMA
Global X Fds Global X Consciou

ETFs
744
+ 3.54%
$38.55 - $40.97 $28.7K - $30.5K
21.8K $851K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
182
+ 3.73%
$118.0 - $127.04 $21.5K - $23.1K
5.06K $614K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.5K
+ 15.18%
$23.17 - $26.26 $57.9K - $65.7K
19K $455K
CHKP
Check Point Software Technologies LTD

Technology
645
+ 4.18%
$170.18 - $209.01 $110K - $135K
16.1K $3M
HMOP
Hartford Fds Exchange Traded T

ETFs
2.31K
+ 2.71%
$38.56 - $39.45 $89.2K - $91.2K
87.7K $3.39M
OMC
Omnicom Group Inc.

Communication Services
740
+ 33.17%
$85.82 - $105.47 $63.5K - $78K
2.97K $255K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.87K
+ 24.73%
$12.12 - $13.1 $34.8K - $37.6K
14.5K $176K
SOXX
Ishares Semiconductor ETF

ETFs
876
+ 8.07%
$211.27 - $239.8 $185K - $210K
11.7K $2.53M
MLM
Martin Marietta Materials Inc

Basic Materials
79
+ 10.84%
$516.5 - $619.58 $40.8K - $48.9K
808 $417K
FTGC
First Trust Global Tactical CO

ETFs
756
+ 4.02%
$23.23 - $24.25 $17.6K - $18.3K
19.6K $468K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.6K
+ 9.77%
$18.41 - $18.97 $29.5K - $30.4K
18K $332K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
117
+ 2.24%
$77.98 - $84.06 $9.12K - $9.84K
5.34K $431K
FEX
First Tr Large Cap Core Alphde

ETFs
193
+ 6.22%
$103.29 - $112.88 $19.9K - $21.8K
3.3K $343K
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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