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
MBB
Ishares Tr

ETFs
87.8K
+ 10.67%
$91.26 - $95.82 $8.01M - $8.41M
911K $83.5M
PANW
Palo Alto Networks Inc

Technology
25.9K
+ 2325.52%
$181.96 - $405.9 $4.71M - $10.5M
27K $4.91M
WMT
Walmart Inc.

Consumer Defensive
38.3K
+ 35.73%
$79.1 - $95.7 $3.03M - $3.66M
145K $13.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
89.9K
+ 1450.09%
$49.87 - $52.46 $4.48M - $4.71M
96.1K $4.8M
NFLX
Netflix Inc

Communication Services
3.17K
+ 39.46%
$687.65 - $936.56 $2.18M - $2.97M
11.2K $10M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 2.02%
$81.74 - $91.38 $976K - $1.09M
603K $53M
PM
Philip Morris International Inc.

Consumer Defensive
33K
+ 55.99%
$118.38 - $133.06 $3.91M - $4.4M
92.1K $11.1M
CSCO
Cisco Systems, Inc.

Technology
58K
+ 75.66%
$52.45 - $60.02 $3.04M - $3.48M
135K $7.98M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
84.8K
New
$44.57 - $46.43 $3.78M - $3.94M
84.8K $3.88M
BX
Blackstone Inc.

Financial Services
20.2K
+ 156.93%
$148.45 - $199.05 $3M - $4.02M
33.1K $5.7M
IHDG
Wisdomtree Tr

ETFs
81.8K
+ 620.91%
$43.38 - $46.0 $3.55M - $3.76M
94.9K $4.13M
FTNT
Fortinet, Inc.

Technology
15K
+ 12.09%
$76.49 - $99.21 $1.15M - $1.49M
139K $13.2M
MGV
Vanguard Mega Cap Value

ETFs
42.1K
+ 7.79%
$124.06 - $133.48 $5.23M - $5.62M
582K $72.8M
IEMG
Ishares Inc

ETFs
63.8K
+ 13.59%
N/A
533K $28.6M
ACN
Accenture PLC

Technology
9.66K
+ 212.28%
$343.9 - $376.86 $3.32M - $3.64M
14.2K $5M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
70.2K
+ 32.54%
$49.39 - $52.31 $3.47M - $3.67M
286K $14.2M
LLY
Eli Lilly & CO

Healthcare
6.31K
+ 44.28%
$727.2 - $932.06 $4.59M - $5.88M
20.6K $15.9M
CRM
Salesforce, Inc.

Technology
7.5K
+ 62.07%
$270.87 - $367.87 $2.03M - $2.76M
19.6K $6.55M
KKR
Kkr & Co. Inc.

Financial Services
20.9K
+ 358.36%
$129.87 - $162.87 $2.71M - $3.4M
26.7K $3.95M
UBER
Uber Technologies, Inc

Technology
53.5K
+ 1462.86%
$59.93 - $86.34 $3.21M - $4.62M
57.1K $3.45M
COST
Costco Wholesale Corp

Consumer Defensive
2.91K
+ 18.28%
$873.59 - $994.69 $2.54M - $2.9M
18.8K $17.3M
XLB
Select Sector Spdr Fd Material

ETFs
38.7K
+ 216.85%
$83.8 - $97.58 $3.24M - $3.77M
56.5K $4.75M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
28K
+ 74.1%
$47.29 - $84.74 $1.32M - $2.37M
65.7K $4.9M
CMI
Cummins Inc

Industrials
8.21K
+ 177.45%
$324.93 - $383.42 $2.67M - $3.15M
12.8K $4.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
38.7K
+ 40.86%
$80.93 - $85.66 $3.13M - $3.31M
133K $10.8M
MA
Mastercard Inc

Financial Services
4.43K
+ 26.44%
$491.3 - $536.15 $2.18M - $2.38M
21.2K $11.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
134K
+ 1152.04%
$25.93 - $105.3 $3.48M - $14.1M
146K $4.07M
HD
Home Depot, Inc.

Consumer Cyclical
8.68K
+ 22.27%
$385.02 - $431.37 $3.34M - $3.74M
47.7K $18.5M
USTB
Victory Portfolios Ii Victorys

ETFs
54.7K
New
$50.06 - $50.85 $2.74M - $2.78M
54.7K $2.74M
FEMS
First Trust Emerging Markets S

ETFs
69.8K
+ 564.05%
$37.58 - $41.53 $2.62M - $2.9M
82.1K $3.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.27K
+ 8.64%
$340.59 - $380.5 $1.45M - $1.62M
53.7K $19.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
69.1K
New
$35.45 - $40.33 $2.45M - $2.79M
69.1K $2.48M
UNH
Unitedhealth Group Inc

Healthcare
6.2K
+ 72.23%
$485.52 - $625.25 $3.01M - $3.88M
14.8K $7.48M
IWS
Ishares Russell Midcap Value E

ETFs
18.8K
+ 795.98%
$128.08 - $140.32 $2.41M - $2.64M
21.2K $2.74M
IWP
Ishares Russell Mid Cap Growth

ETFs
18.8K
+ 950.08%
$116.4 - $138.52 $2.19M - $2.6M
20.8K $2.63M
ORCL
Oracle Corp

Technology
14.7K
+ 45.47%
$165.41 - $192.43 $2.44M - $2.84M
47.2K $7.86M
IFRA
Ishares Tr

ETFs
50.3K
+ 198.3%
$45.94 - $51.71 $2.31M - $2.6M
75.7K $3.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.4K
+ 150.84%
$183.23 - $199.79 $2.28M - $2.48M
20.7K $3.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
17.2K
+ 16.05%
$77.25 - $91.3 $1.33M - $1.57M
124K $10.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.12K
+ 70.24%
$370.24 - $418.94 $1.9M - $2.15M
12.4K $4.99M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
104K
New
$18.2 - $27.01 $1.89M - $2.81M
104K $2.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18.7K
New
$115.08 - $119.55 $2.16M - $2.24M
18.7K $2.17M
T
At&T Inc.

Communication Services
85.5K
+ 39.86%
$21.22 - $23.88 $1.81M - $2.04M
300K $6.83M
VGSH
Vanguard

ETFs
48K
+ 5.48%
$58.02 - $58.88 $2.78M - $2.82M
923K $53.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
98.4K
+ 1741.77%
$22.4 - $68.28 $2.2M - $6.72M
104K $2.41M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8.35K
+ 541.0%
$173.13 - $258.09 $1.45M - $2.16M
9.9K $2.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.61K
+ 7.3%
$442.29 - $483.08 $2.48M - $2.71M
82.5K $37.4M
BAC
Bank Of America Corp

Financial Services
34.9K
+ 34.71%
$39.22 - $47.77 $1.37M - $1.67M
135K $5.95M
XOM
Exxon Mobil Corp

Energy
33K
+ 19.5%
$105.51 - $125.37 $3.49M - $4.14M
202K $21.8M
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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