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
BKNG
Booking Holdings Inc.

Consumer Cyclical
276
+ 38.12%
$4100.99 - $5300.34 $1.13M - $1.46M
1K $4.97M
IGHG
Proshares Investment Grade Int

ETFs
24.3K
New
$76.8 - $78.32 $1.87M - $1.9M
24.3K $1.9M
VO
Vanguard Mid Cap ETF

ETFs
7.11K
+ 14.05%
$261.5 - $284.63 $1.86M - $2.02M
57.7K $15.2M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
11.4K
New
$159.11 - $178.39 $1.81M - $2.03M
11.4K $1.87M
SCHO
Schwab Short Term Us Treasury

ETFs
276K
+ 143.56%
$24.06 - $48.88 $6.65M - $13.5M
469K $11.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 116.95%
$96.64 - $101.23 $1.91M - $2M
36.7K $3.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.5K
+ 572.11%
$178.39 - $215.0 $1.69M - $2.04M
11.2K $2.15M
SCHW
Schwab Charles Corp

Financial Services
23.4K
+ 230.08%
$63.31 - $82.85 $1.48M - $1.94M
33.5K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
8.14K
+ 45.61%
$216.13 - $242.4 $1.76M - $1.97M
26K $5.74M
VB
Vanguard Small Cap ETF

ETFs
6.51K
+ 8.6%
$233.76 - $261.58 $1.52M - $1.7M
82.2K $19.8M
CVX
Chevron Corp

Energy
13.4K
+ 19.7%
$141.15 - $162.53 $1.9M - $2.18M
81.7K $11.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
34.8K
+ 16.24%
$50.23 - $50.46 $1.75M - $1.75M
249K $12.5M
HON
Honeywell International Inc

Industrials
4.36K
+ 10.69%
$202.84 - $236.0 $883K - $1.03M
45.1K $10.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
30.5K
New
$53.94 - $58.15 $1.64M - $1.77M
30.5K $1.72M
NOW
Service Now, Inc.

Technology
1.35K
+ 79.56%
$867.18 - $1148.42 $1.17M - $1.55M
3.05K $3.23M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8.49K
+ 95.38%
$209.89 - $233.24 $1.78M - $1.98M
17.4K $3.69M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22K
+ 101.3%
$87.1 - $98.49 $1.92M - $2.17M
43.8K $3.83M
ETN
Eaton Corp PLC

Industrials
5.06K
+ 20.39%
$326.96 - $377.52 $1.65M - $1.91M
29.9K $9.91M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
155K
+ 120.41%
$11.1 - $12.03 $1.72M - $1.86M
284K $3.2M
IAU
Ishares Gold Trust

ETFs
33K
+ 177.64%
$48.37 - $52.65 $1.6M - $1.74M
51.5K $2.55M
FAST
Fastenal CO

Industrials
21.4K
+ 18.34%
$69.99 - $84.35 $1.5M - $1.81M
138K $9.94M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
70.3K
+ 70.73%
$22.39 - $23.45 $1.57M - $1.65M
170K $3.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.4K
+ 6.66%
$100.22 - $100.73 $1.64M - $1.65M
262K $26.3M
BSX
Boston Scientific Corp

Healthcare
11.5K
+ 11.98%
$83.62 - $91.5 $962K - $1.05M
107K $9.6M
KMI
Kinder Morgan, Inc.

Energy
53.6K
+ 469.24%
$22.59 - $28.54 $1.21M - $1.53M
65K $1.78M
CHK
Chesapeake Energy Corp

Energy
17.7K
New
$81.46 - $87.57 $1.44M - $1.55M
17.7K $1.52M
AXP
American Express CO

Financial Services
3.88K
+ 27.44%
$267.35 - $305.57 $1.04M - $1.18M
18K $5.34M
TROW
Price T Rowe Group Inc

Financial Services
13.3K
New
$106.48 - $124.69 $1.41M - $1.66M
13.3K $1.5M
C
Citigroup Inc

Financial Services
20.5K
+ 294.84%
$61.31 - $72.5 $1.26M - $1.49M
27.5K $1.93M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46.5K
+ 14.14%
$45.17 - $47.23 $2.1M - $2.2M
375K $17M
MET
Metlife Inc

Financial Services
18.2K
+ 589.63%
$78.15 - $88.25 $1.43M - $1.61M
21.3K $1.75M
FISV
Fiserv Inc

Technology
11.8K
+ 146.92%
N/A
19.8K $2.48M
AXON
Axon Enterprise, Inc.

Industrials
889
+ 18.96%
$399.22 - $689.78 $355K - $613K
5.58K $3.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.9K
+ 19.34%
$50.62 - $50.97 $1.46M - $1.47M
178K $9.04M
CPRT
Copart Inc

Consumer Cyclical
14.9K
+ 13.26%
$51.36 - $63.8 $767K - $953K
128K $7.32M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.43K
+ 15.97%
$241.48 - $274.89 $1.07M - $1.22M
32.2K $8.17M
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 12.3%
$161.05 - $179.7 $1.83M - $2.04M
104K $17.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.1K
+ 38.84%
$124.26 - $134.12 $1.26M - $1.36M
36.1K $4.65M
MDT
Medtronic PLC

Healthcare
17.8K
+ 327.84%
$79.61 - $92.24 $1.42M - $1.64M
23.3K $1.86M
IWR
Ishares Russell Mid Cap ETF

ETFs
15.2K
+ 49.65%
$87.25 - $95.52 $1.33M - $1.46M
45.9K $4.06M
XLC
Select Sector Spdr Tr Communic

ETFs
6.15K
+ 5.3%
$89.66 - $102.16 $552K - $629K
122K $11.8M
GRMN
Garmin LTD

Technology
6.49K
New
$161.91 - $220.77 $1.05M - $1.43M
6.49K $1.34M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.1K
New
$125.36 - $147.37 $1.27M - $1.49M
10.1K $1.33M
WSM
Williams Sonoma Inc

Consumer Cyclical
7.14K
New
$129.13 - $198.21 $922K - $1.42M
7.14K $1.32M
EMR
Emerson Electric CO

Industrials
8.83K
+ 59.44%
$108.13 - $134.33 $955K - $1.19M
23.7K $2.94M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
55.8K
+ 72.94%
$24.94 - $26.14 $1.39M - $1.46M
132K $3.31M
ISRG
Intuitive Surgical Inc

Healthcare
2.21K
+ 49.72%
$471.27 - $550.62 $1.04M - $1.22M
6.66K $3.48M
CAT
Caterpillar Inc

Industrials
4.74K
+ 30.68%
$360.37 - $416.88 $1.71M - $1.97M
20.2K $7.32M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
33K
+ 7.75%
$33.92 - $36.6 $1.12M - $1.21M
458K $15.9M
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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