Merit Financial Group, LLC Incresed Positions in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.7M
+ 15313.07%
$51.39 - $57.43 $87.4M - $97.7M
1.71M $95.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
597K
+ 113.97%
$126.86 - $146.45 $75.7M - $87.4M
1.12M $142M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.26M
+ 240.79%
$48.06 - $53.73 $60.5M - $67.7M
1.78M $86.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
606K
+ 33.63%
$90.0 - $96.32 $54.6M - $58.4M
2.41M $220M
QUAL
Ishares Msci Usa Quality Facto

ETFs
316K
+ 161.39%
$168.16 - $186.21 $53.2M - $58.9M
512K $86.9M
EFV
Msci Eafe Value ETF

ETFs
669K
+ 169.51%
$51.88 - $60.73 $34.7M - $40.6M
1.06M $63.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
568K
+ 172.78%
$71.17 - $73.66 $40.5M - $41.9M
897K $65.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
534K
+ 299.84%
$50.48 - $51.04 $27M - $27.3M
713K $36.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
115K
+ 47.08%
$307.43 - $357.48 $35.4M - $41.2M
360K $111M
VO
Vanguard Mid Cap ETF

ETFs
96.2K
+ 166.72%
$251.87 - $277.95 $24.2M - $26.7M
154K $39.6M
IVV
Ishares Core S&P 500 ETF

ETFs
52.1K
+ 24.46%
$554.06 - $615.85 $28.8M - $32.1M
265K $148M
EFG
Msci Eafe Growth ETF

ETFs
189K
+ 72.79%
$96.1 - $106.37 $18.2M - $20.1M
449K $45.3M
VB
Vanguard Small Cap ETF

ETFs
95.7K
+ 116.35%
$217.89 - $252.64 $20.8M - $24.2M
178K $39.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
351K
+ 165.26%
$54.25 - $57.64 $19.1M - $20.2M
564K $31.1M
MBB
Ishares Tr

ETFs
163K
+ 17.92%
$90.37 - $94.08 $14.8M - $15.4M
1.07M $101M
SCHG
Schwab Strategic Tr Us Large C

ETFs
680K
+ 466.09%
$24.91 - $29.02 $16.9M - $19.7M
826K $20.7M
IYW
Ishares Dj Us Tech ETF

ETFs
123K
+ 147.49%
$140.44 - $166.79 $17.3M - $20.5M
206K $29M
VTI
Vanguard Total Stock Market Et

ETFs
72K
+ 26.76%
$271.18 - $303.12 $19.5M - $21.8M
341K $93.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
372K
+ 1809.21%
$34.83 - $37.52 $13M - $14M
393K $14.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
440K
+ 16.35%
$28.92 - $29.24 $12.7M - $12.9M
3.13M $91.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
65.5K
+ 200.53%
$196.12 - $229.48 $12.8M - $15M
98.1K $19.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
62.6K
+ 382.6%
$192.82 - $222.1 $12.1M - $13.9M
79K $15.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
87.2K
+ 64.91%
$126.11 - $135.06 $11M - $11.8M
222K $28.3M
IAU
Ishares Gold Trust

ETFs
180K
+ 349.18%
$49.74 - $58.96 $8.95M - $10.6M
231K $13.6M
SCHO
Schwab Short Term Us Treasury

ETFs
432K
+ 92.16%
$24.1 - $24.34 $10.4M - $10.5M
901K $21.9M
AVDV
American Centy ETF Tr Avantis

ETFs
81.8K
+ 9.2%
$63.74 - $71.96 $5.21M - $5.89M
971K $68.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.31K
+ 10.07%
$442.66 - $534.52 $3.68M - $4.44M
90.8K $47.7M
AVEM
American Centy ETF Tr Avantis

ETFs
152K
+ 21.24%
$57.11 - $62.4 $8.66M - $9.46M
865K $52.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
359K
+ 2843.85%
$25.77 - $27.6 $9.25M - $9.9M
371K $9.78M
IEMG
Ishares Inc

ETFs
172K
+ 32.28%
N/A
705K $37.8M
VTV
Vanguard Value ETF

ETFs
49.6K
+ 35.38%
$167.73 - $179.21 $8.32M - $8.89M
190K $32.4M
JNJ
Johnson & Johnson

Healthcare
36.3K
+ 35.91%
$142.06 - $167.7 $5.16M - $6.09M
137K $22.8M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
178K
+ 1236.82%
$43.76 - $45.31 $7.78M - $8.05M
192K $8.64M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
152K
+ 40.59%
$44.68 - $46.49 $6.81M - $7.09M
528K $24.4M
SUB
Ishares Short Term National Mu

ETFs
68.2K
+ 1125.57%
$105.3 - $106.24 $7.18M - $7.24M
74.2K $7.83M
MUB
Ishares National Muni Bond ETF

ETFs
68.4K
+ 125.14%
$104.71 - $107.69 $7.16M - $7.36M
123K $12.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
328K
+ 315.14%
$21.75 - $24.28 $7.13M - $7.96M
432K $9.48M
PM
Philip Morris International Inc.

Consumer Defensive
22.1K
+ 24.02%
$117.15 - $158.79 $2.59M - $3.51M
114K $18.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
87.1K
+ 351.77%
$76.94 - $78.28 $6.7M - $6.82M
112K $8.76M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
84K
+ 1476.38%
$67.08 - $76.14 $5.64M - $6.4M
89.7K $6.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25.3K
+ 18.79%
$468.34 - $539.52 $11.8M - $13.6M
160K $74.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
118K
+ 1439.86%
$50.39 - $50.66 $5.93M - $5.96M
126K $6.37M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
71.9K
+ 1446.14%
$77.7 - $78.94 $5.59M - $5.68M
76.9K $6.07M
XOM
Exxon Mobil Corp

Energy
24.8K
+ 12.26%
$105.44 - $118.93 $2.62M - $2.95M
227K $27M
NVDA
Nvidia Corp

Technology
163K
+ 33.6%
$106.98 - $149.43 $17.5M - $24.4M
650K $70.4M
LLY
Eli Lilly & CO

Healthcare
4.75K
+ 23.12%
$725.72 - $929.72 $3.45M - $4.42M
25.3K $20.9M
META
Meta Platforms, Inc.

Communication Services
9.75K
+ 19.02%
$576.36 - $736.67 $5.62M - $7.18M
61K $35.2M
FNDX
Schwab Fundamental U S Large C

ETFs
197K
+ 46.14%
$23.03 - $25.01 $4.55M - $4.94M
625K $14.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
32.6K
+ 175.54%
$128.74 - $138.67 $4.2M - $4.52M
51.2K $6.87M
Activity Summary
Buys All Purchases 1128 New Holdings 303 Increased Positions 825 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 1 Puts 0
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