Merit Financial Group, LLC Purchases in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
2.61K
+ 20.45%
$101.09 - $118.51 $264K - $310K
15.4K $1.58M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.66K
+ 41.82%
$25.54 - $28.79 $145K - $163K
19.2K $538K
IVE
Ishares S&P 500 Value ETF

ETFs
1.83K
+ 2.46%
$185.78 - $198.58 $340K - $363K
76.2K $14.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.28K
+ 9.01%
$55.41 - $60.74 $237K - $260K
51.8K $2.9M
ZM
Zoom Video Communications, Inc.

Technology
3.87K
+ 29.46%
$72.23 - $88.64 $279K - $343K
17K $1.25M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
12K
+ 33.18%
$18.61 - $21.28 $223K - $255K
48.1K $911K
INTF
Ishares Tr

ETFs
5.11K
+ 52.41%
$28.43 - $31.96 $145K - $163K
14.9K $461K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.4K
New
$11.66 - $14.98 $156K - $201K
13.4K $182K
GOLD
Barrick Gold Corp

Basic Materials
6.42K
+ 46.43%
$15.45 - $19.56 $99.2K - $126K
20.3K $393K
COTY
Coty Inc.

Consumer Defensive
32.8K
New
$5.43 - $7.61 $178K - $249K
32.8K $179K
DXCM
Dexcom Inc

Healthcare
3K
+ 102.28%
$67.74 - $90.75 $203K - $272K
5.93K $405K
DV
Double Verify Holdings, Inc.

Technology
13.2K
New
$13.34 - $23.07 $176K - $305K
13.2K $176K
RSG
Republic Services, Inc.

Industrials
264
+ 9.73%
$200.09 - $242.16 $52.8K - $63.9K
2.98K $720K
ROP
Roper Technologies Inc

Industrials
212
+ 29.69%
$502.71 - $593.81 $107K - $126K
926 $545K
PSLV
Sprott Physical Silver Trust

Financial Services
9.04K
+ 25.26%
$9.86 - $11.68 $89.2K - $106K
44.8K $519K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.33K
+ 7.84%
$53.6 - $58.97 $339K - $373K
87K $4.73M
STE
Steris PLC

Healthcare
638
+ 50.36%
$202.46 - $232.74 $129K - $148K
1.91K $431K
NSC
Norfolk Southern Corp

Industrials
632
+ 7.04%
$227.69 - $259.76 $144K - $164K
9.61K $2.28M
PCAR
Paccar Inc

Industrials
2.28K
+ 28.2%
$96.91 - $112.51 $221K - $257K
10.4K $1.01M
ENB
Enbridge Inc

Energy
2.53K
+ 8.7%
$41.54 - $45.45 $105K - $115K
31.6K $1.4M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.3K
New
$12.04 - $13.32 $160K - $177K
13.3K $165K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
333
+ 13.51%
$81.78 - $131.92 $27.2K - $43.9K
2.8K $368K
UWMC
Uwm Holdings Corp

Financial Services
29.9K
New
$5.43 - $6.63 $162K - $198K
29.9K $163K
CAG
Conagra Brands Inc.

Consumer Defensive
6.49K
+ 65.53%
$23.9 - $27.67 $155K - $179K
16.4K $436K
VTRS
Viatris Inc

Healthcare
18.7K
New
$8.68 - $12.42 $162K - $232K
18.7K $162K
SMB
Vaneck Short Muni ETF

ETFs
9.33K
+ 31.13%
$17.08 - $17.25 $159K - $161K
39.3K $673K
RACE
Ferrari N.V.

Consumer Cyclical
368
+ 43.86%
$413.73 - $508.15 $152K - $187K
1.21K $516K
MAR
Marriott International Inc

Consumer Cyclical
1.39K
+ 33.12%
$237.01 - $304.45 $329K - $423K
5.59K $1.33M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
14.7K
New
$10.81 - $11.42 $159K - $168K
14.7K $159K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
26.1K
New
$6.04 - $6.31 $158K - $165K
26.1K $159K
ES
Eversource Energy

Utilities
2.11K
+ 34.45%
$55.63 - $63.8 $117K - $135K
8.24K $511K
NOV
Nov Inc.

Energy
10.4K
New
$13.99 - $16.43 $146K - $172K
10.4K $158K
SYF
Synchrony Financial

Financial Services
4.4K
+ 70.24%
$51.9 - $70.63 $228K - $311K
10.7K $564K
BA
Boeing CO

Industrials
1.55K
+ 9.15%
$148.15 - $186.25 $230K - $289K
18.5K $3.16M
HST
Host Hotels & Resorts, Inc.

Real Estate
10.9K
New
$14.21 - $17.45 $155K - $190K
10.9K $155K
EOG
Eog Resources Inc

Energy
947
+ 16.58%
$120.54 - $138.05 $114K - $131K
6.66K $853K
TRGP
Targa Resources Corp.

Energy
628
+ 51.94%
$178.44 - $217.22 $112K - $136K
1.84K $368K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
10.6K
New
$14.19 - $15.67 $151K - $167K
10.6K $152K
DGX
Quest Diagnostics Inc

Healthcare
1.11K
+ 45.23%
N/A
3.56K $488K
AYI
Acuity Brands Inc

Industrials
657
+ 82.75%
$257.8 - $337.07 $169K - $221K
1.45K $382K
KGC
Kinross Gold Corp

Basic Materials
12.1K
New
$9.69 - $12.61 $117K - $153K
12.1K $151K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.21K
+ 9.48%
$89.18 - $104.04 $733K - $855K
94.8K $8.68M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.59K
+ 31.12%
$94.86 - $97.12 $151K - $155K
6.7K $638K
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.7K
New
$8.41 - $9.05 $148K - $160K
17.7K $149K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.12K
+ 39.59%
$18.46 - $19.19 $131K - $137K
25.1K $480K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
3.21K
+ 2.8%
$8.57 - $10.13 $27.5K - $32.5K
118K $1.14M
CNA
Cna Financial Corp

Financial Services
2.67K
+ 62.05%
$45.86 - $51.0 $122K - $136K
6.97K $353K
EXAS
Exact Sciences Corp

Healthcare
4.61K
+ 110.0%
$43.04 - $58.51 $198K - $270K
8.8K $380K
IVZ
Invesco Ltd.

Financial Services
15.2K
+ 40.77%
$14.82 - $19.34 $225K - $294K
52.5K $796K
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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