Merit Financial Group, LLC Purchases in Q4 2025

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
11.3K
+ 1.22%
$59.18 - $62.09 $670K - $703K
941K $57.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
60.1K
New
$32.32 - $33.89 $1.94M - $2.04M
60.1K $1.97M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.35K
+ 27.02%
$210.33 - $273.65 $914K - $1.19M
20.4K $5.41M
INTC
Intel Corp

Technology
50.2K
+ 27.21%
$34.71 - $41.53 $1.74M - $2.09M
235K $8.15M
LMT
Lockheed Martin Corp

Industrials
5.04K
+ 34.16%
$452.1 - $514.24 $2.28M - $2.59M
19.8K $9.31M
DHR
Danaher Corp

Healthcare
6.74K
+ 32.6%
$202.46 - $223.01 $1.36M - $1.5M
27.4K $6.04M
MKTX
Marketaxess Holdings Inc

Financial Services
11K
+ 461.7%
$158.85 - $177.4 $1.75M - $1.95M
13.4K $2.34M
ACN
Accenture PLC

Technology
8.39K
+ 37.45%
$234.02 - $253.35 $1.96M - $2.13M
30.8K $7.43M
UTHR
United Therapeutics Corp

Healthcare
3.32K
+ 44.78%
$415.34 - $466.4 $1.38M - $1.55M
10.7K $5.01M
DE
Deere & CO

Industrials
3.5K
+ 35.74%
$439.11 - $480.78 $1.54M - $1.68M
13.3K $6.33M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.6K
+ 90.22%
$506.07 - $566.91 $1.82M - $2.04M
7.59K $4.02M
PLTR
Palantir Technologies Inc.

Technology
18.2K
+ 11.36%
$172.14 - $207.18 $3.14M - $3.78M
179K $31.1M
COST
Costco Wholesale Corp

Consumer Defensive
2.45K
+ 7.47%
$910.94 - $954.99 $2.23M - $2.33M
35.2K $32.1M
NEM
Newmont Corp

Basic Materials
19.2K
+ 48.02%
$78.63 - $98.27 $1.51M - $1.88M
59.1K $5.15M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
73.8K
+ 32.26%
$24.24 - $24.37 $1.79M - $1.8M
303K $7.34M
UNH
Unitedhealth Group Inc

Healthcare
7.48K
+ 29.09%
$320.52 - $369.92 $2.4M - $2.77M
33.2K $10.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.9K
+ 40.23%
$93.79 - $100.35 $1.87M - $2M
69.4K $6.53M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.15K
+ 115.87%
$557.73 - $694.99 $1.2M - $1.5M
4.01K $2.78M
AEIS
Advanced Energy Industries Inc

Industrials
8.54K
New
$169.62 - $225.8 $1.45M - $1.93M
8.54K $1.73M
EPAM
Epam Systems, Inc.

Technology
9.08K
+ 429.11%
N/A
11.2K $2.08M
JPM
Jpmorgan Chase & CO

Financial Services
13.5K
+ 8.52%
$294.11 - $320.41 $3.96M - $4.31M
171K $51.5M
NEE
Nextera Energy Inc

Utilities
10.8K
+ 15.15%
$78.18 - $86.03 $845K - $930K
82.1K $7.04M
MPWR
Monolithic Power Systems Inc

Technology
1.79K
+ 183.93%
$904.44 - $1105.05 $1.62M - $1.97M
2.76K $2.54M
AEP
American Electric Power CO Inc

Utilities
9.53K
+ 17.65%
$112.75 - $122.73 $1.07M - $1.17M
63.5K $7.71M
ICSH
Blackrock Ultra Short Term Bon

ETFs
32.2K
+ 20.93%
$50.56 - $50.76 $1.63M - $1.63M
186K $9.41M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
57.5K
+ 194.56%
$25.3 - $29.23 $1.45M - $1.68M
87.1K $2.36M
AMGN
Amgen Inc

Healthcare
584
+ 2.47%
$290.13 - $341.71 $169K - $200K
24.2K $8.28M
ZM
Zoom Video Communications, Inc.

Technology
18.3K
+ 59.06%
$79.17 - $87.23 $1.45M - $1.59M
49.2K $4.14M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
40.7K
+ 267.25%
$38.66 - $39.15 $1.57M - $1.59M
55.9K $2.18M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.1K
+ 15.34%
$358.39 - $376.54 $1.47M - $1.54M
30.8K $11.3M
FMB
First Tr Exchange Traded Fd Ii

ETFs
30.7K
New
$50.75 - $51.37 $1.56M - $1.58M
30.7K $1.57M
QCOM
Qualcomm Inc

Technology
9.21K
+ 16.45%
$153.59 - $187.68 $1.41M - $1.73M
65.2K $10.9M
NTRA
Natera, Inc.

Healthcare
4.61K
+ 32.67%
$160.21 - $209.5 $739K - $966K
18.7K $3.82M
ABNB
Airbnb, Inc.

Consumer Cyclical
13.8K
+ 72.06%
$117.6 - $129.07 $1.62M - $1.78M
33K $3.88M
FDX
Fedex Corp

Industrials
4.17K
+ 26.96%
$224.63 - $268.67 $936K - $1.12M
19.6K $5.2M
CMI
Cummins Inc

Industrials
1.71K
+ 9.25%
$407.98 - $484.34 $696K - $827K
20.2K $9.33M
FTNT
Fortinet, Inc.

Technology
21.4K
+ 15.33%
$80.54 - $87.52 $1.73M - $1.88M
161K $13.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.88K
+ 47.31%
$402.9 - $437.15 $1.16M - $1.26M
8.97K $3.89M
ISRG
Intuitive Surgical Inc

Healthcare
1.21K
+ 14.15%
$429.59 - $576.2 $518K - $695K
9.73K $5.32M
PVAL
Putnam ETF Tr Putnam Focused L
31.9K
+ 38.33%
$41.58 - $44.36 $1.33M - $1.41M
115K $5.03M
FIX
Comfort Systems Usa Inc

Industrials
1.17K
+ 24.55%
$790.72 - $1010.64 $927K - $1.18M
5.95K $5.41M
PJAN
Innovator U.S. Equity Power Bu

ETFs
31.2K
+ 497.31%
$45.42 - $46.3 $1.42M - $1.45M
37.5K $1.73M
MGEE
Mge Energy Inc

Utilities
17.2K
+ 259.27%
$81.51 - $87.05 $1.4M - $1.49M
23.8K $1.99M
CEG
Constellation Energy Corp

Utilities
3.94K
+ 39.37%
$335.74 - $401.43 $1.32M - $1.58M
14K $4.72M
PCAR
Paccar Inc

Industrials
15.2K
+ 165.78%
$93.0 - $101.08 $1.41M - $1.53M
24.3K $2.32M
AMT
American Tower Corp

Real Estate
8.76K
+ 60.59%
$176.64 - $193.32 $1.55M - $1.69M
23.2K $4.19M
ESTC
Elastic N.V.

Technology
14.4K
+ 99.22%
$80.19 - $94.47 $1.16M - $1.36M
28.9K $2.63M
ACGL
Arch Capital Group Ltd.

Financial Services
14.9K
+ 196.1%
$84.72 - $94.1 $1.26M - $1.4M
22.5K $2.08M
MA
Mastercard Inc

Financial Services
4.52K
+ 13.96%
$536.85 - $580.45 $2.42M - $2.62M
36.9K $19.8M
Activity Summary
Buys All Purchases 1372 New Holdings 247 Increased Positions 1125 Sells All Sells 545 Reductions 545 Sold out 0 Options Calls 5 Puts 3
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