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
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
JPM
Jpmorgan Chase & CO

Financial Services
15.8K
+ 16.5%
$225.19 - $279.95 $3.55M - $4.42M
111K $27.3M
AXON
Axon Enterprise, Inc.

Industrials
8.96K
+ 160.53%
$496.65 - $710.01 $4.45M - $6.36M
14.5K $7.64M
CVX
Chevron Corp

Energy
14.7K
+ 18.01%
$146.71 - $167.97 $2.16M - $2.47M
96.4K $16.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
139K
+ 1204.28%
$30.71 - $30.87 $4.28M - $4.3M
151K $4.65M
V
Visa Inc.

Financial Services
6.91K
+ 13.26%
$306.92 - $362.71 $2.12M - $2.51M
59K $20.7M
GE
General Electric CO

Industrials
15.2K
+ 49.9%
$168.59 - $212.13 $2.56M - $3.22M
45.6K $9.13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
78.7K
+ 58.08%
$49.25 - $50.66 $3.88M - $3.99M
214K $10.6M
HYG
Ishares Tr

ETFs
47.6K
+ 493.05%
$78.51 - $80.11 $3.74M - $3.82M
57.3K $4.52M
OEF
Ishares S&P 100 ETF

ETFs
14K
+ 19.79%
N/A
85K $22.6M
ABBV
Abb Vie Inc.

Healthcare
9.81K
+ 19.92%
$169.2 - $216.66 $1.66M - $2.12M
59K $12.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
34.9K
+ 13.31%
$100.32 - $100.76 $3.5M - $3.52M
297K $29.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
152K
New
$23.32 - $23.84 $3.53M - $3.61M
152K $3.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
72.8K
+ 113.46%
$42.5 - $46.71 $3.1M - $3.4M
137K $6.21M
UNH
Unitedhealth Group Inc

Healthcare
5.78K
+ 39.11%
$461.52 - $548.18 $2.67M - $3.17M
20.6K $10.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
137K
New
$23.16 - $27.04 $3.17M - $3.7M
137K $3.21M
COST
Costco Wholesale Corp

Consumer Defensive
2.75K
+ 14.6%
$890.62 - $1076.86 $2.45M - $2.96M
21.6K $20.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.1K
+ 84.69%
$95.85 - $99.25 $2.98M - $3.09M
67.8K $6.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
113K
New
$25.58 - $29.24 $2.89M - $3.31M
113K $2.96M
SGOL
Abrdn Gold ETF Trust

ETFs
48.1K
+ 14.56%
$25.14 - $29.82 $1.21M - $1.43M
378K $11.1M
COP
Conocophillips

Energy
25.1K
+ 89.39%
$88.6 - $105.85 $2.22M - $2.66M
53.2K $5.58M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
63.3K
New
$43.63 - $46.01 $2.76M - $2.91M
63.3K $2.79M
MA
Mastercard Inc

Financial Services
4.23K
+ 19.96%
$504.67 - $576.31 $2.14M - $2.44M
25.4K $13.9M
VGT
Vanguard Information Technolog

ETFs
6.18K
+ 83.05%
$542.38 - $646.34 $3.35M - $4M
13.6K $7.4M
CSCO
Cisco Systems, Inc.

Technology
37.8K
+ 28.06%
$58.74 - $64.87 $2.22M - $2.45M
173K $10.6M
C
Citigroup Inc

Financial Services
36K
+ 131.06%
$67.23 - $84.63 $2.42M - $3.05M
63.5K $4.51M
BSX
Boston Scientific Corp

Healthcare
12.9K
+ 12.04%
$89.38 - $106.18 $1.16M - $1.37M
120K $12.1M
BNDX
Vanguard Total International B

ETFs
51.9K
+ 564.5%
$48.33 - $49.5 $2.51M - $2.57M
61.1K $2.98M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
78K
New
$31.66 - $34.73 $2.47M - $2.71M
78K $2.51M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
69.7K
New
$35.37 - $41.21 $2.47M - $2.87M
69.7K $2.5M
FNDF
Schwab Fundamental Intl Large

ETFs
66.9K
+ 405.96%
$32.9 - $37.45 $2.2M - $2.51M
83.4K $3.04M
GM
General Motors CO

Consumer Cyclical
54.7K
+ 298.78%
$45.22 - $54.92 $2.48M - $3.01M
73.1K $3.44M
HYD
Vaneck High Yield Muni ETF

ETFs
48.1K
New
$50.79 - $52.53 $2.45M - $2.53M
48.1K $2.46M
IBM
International Business Machines Corp

Technology
7.35K
+ 35.3%
$217.4 - $264.74 $1.6M - $1.95M
28.2K $7.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.81K
+ 97.93%
$522.96 - $601.18 $2.52M - $2.89M
9.73K $5.19M
NFLX
Netflix Inc

Communication Services
2.05K
+ 18.29%
$828.4 - $1058.6 $1.7M - $2.17M
13.3K $12.4M
VRSN
Verisign Inc

Technology
8.37K
+ 175.18%
$205.1 - $254.74 $1.72M - $2.13M
13.1K $3.34M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
45.9K
+ 268.79%
$50.87 - $51.09 $2.33M - $2.35M
63K $3.22M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
109K
New
$21.23 - $23.75 $2.32M - $2.59M
109K $2.34M
MSCI
Msci Inc.

Financial Services
4.31K
+ 144.02%
$541.46 - $628.34 $2.33M - $2.71M
7.3K $4.13M
JCI
Johnson Controls International PLC

Industrials
28.3K
+ 218.05%
$76.12 - $90.6 $2.15M - $2.56M
41.2K $3.3M
RTX
Raytheon Technologies Corp

Industrials
9.15K
+ 14.35%
$114.1 - $135.66 $1.04M - $1.24M
72.9K $9.66M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
28.5K
+ 52.1%
$73.78 - $76.59 $2.1M - $2.18M
83.2K $6.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20.8K
+ 27.02%
$87.68 - $94.52 $1.82M - $1.96M
97.6K $9.05M
HYDB
Ishares Tr Edge High Yield Def

ETFs
46.9K
+ 651.12%
$46.82 - $47.8 $2.2M - $2.24M
54.1K $2.54M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
35.2K
New
N/A
35.2K $2.2M
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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