Merit Financial Group, LLC Purchases in Q3 2024

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.98K
+ 175.83%
$386.81 - $423.12 $1.15M - $1.26M
4.68K $1.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.11K
+ 1.32%
$434.77 - $502.96 $481K - $557K
84.8K $41.4M
XOM
Exxon Mobil Corp

Energy
7.47K
+ 4.61%
$109.72 - $119.0 $820K - $889K
169K $19.9M
O
Realty Income Corp

Real Estate
17.2K
+ 214.68%
$52.36 - $63.42 $901K - $1.09M
25.2K $1.6M
SYY
Sysco Corp

Consumer Defensive
13.8K
+ 125.17%
$69.16 - $78.98 $952K - $1.09M
24.8K $1.93M
GLD
Spdr Gold Trust

ETFs
956
+ 2.95%
$215.56 - $246.98 $206K - $236K
33.4K $8.12M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.04%
$99.55 - $123.34 $2.19K - $2.71K
54K $6.54M
SCHO
Schwab Short Term Us Treasury

ETFs
19.8K
+ 11.45%
$47.93 - $49.06 $948K - $970K
193K $9.43M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.42K
+ 8.94%
$240.48 - $267.94 $583K - $649K
29.5K $7.89M
POOL
Pool Corp

Industrials
2.92K
New
$296.17 - $376.8 $864K - $1.1M
2.92K $1.1M
FAST
Fastenal CO

Industrials
61
+ 0.05%
$62.09 - $71.83 $3.79K - $4.38K
117K $8.34M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.96K
+ 3.32%
$79.29 - $84.02 $393K - $416K
154K $12.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.67K
+ 0.63%
$31.05 - $34.29 $83K - $91.7K
425K $14.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9.89K
+ 281.95%
$77.23 - $87.97 $764K - $870K
13.4K $1.16M
IVT
Inven Trust Properties Corp.

Real Estate
31K
New
$24.41 - $29.87 $756K - $925K
31K $878K
IWM
Ishares Russell 2000 ETF

ETFs
2.62K
+ 17.22%
$200.87 - $224.6 $527K - $589K
17.9K $3.94M
MCHP
Microchip Technology Inc

Technology
12K
+ 101.19%
$72.0 - $95.98 $860K - $1.15M
23.8K $1.91M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
12.7K
New
$53.01 - $82.74 $675K - $1.05M
12.7K $824K
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
+ 58.97%
$39.66 - $51.75 $465K - $607K
31.6K $1.64M
SPSB
Spdr Portfolio Short Term Corp

ETFs
22.5K
+ 10.62%
$29.58 - $30.31 $664K - $681K
234K $7.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.96K
+ 36.84%
$332.02 - $382.76 $652K - $751K
7.29K $2.74M
FSK
Fs Kkr Capital Corp

Financial Services
39.7K
+ 95.2%
$18.74 - $20.43 $743K - $810K
81.3K $1.61M
RHI
Robert Half International Inc.

Industrials
11K
+ 302.19%
$59.34 - $68.28 $654K - $753K
14.7K $989K
SPIB
Spdr Portfolio Intermediate Te

ETFs
18.7K
+ 21.38%
$32.36 - $33.78 $606K - $633K
106K $3.58M
BX
Blackstone Inc.

Financial Services
2.63K
+ 25.75%
$120.77 - $159.66 $318K - $421K
12.9K $1.97M
AXP
American Express CO

Financial Services
516
+ 3.79%
$225.92 - $271.17 $117K - $140K
14.1K $3.83M
TFLO
Ishares Treasury Floating Rate

ETFs
13.3K
New
$50.42 - $50.66 $672K - $676K
13.3K $674K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.08K
+ 59.86%
$259.22 - $299.75 $540K - $624K
5.56K $1.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.03K
+ 58.33%
$173.36 - $189.8 $526K - $576K
8.24K $1.56M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.1K
+ 5.13%
$97.96 - $124.99 $107K - $137K
22.5K $2.8M
XLC
Select Sector Spdr Tr Communic

ETFs
740
+ 0.64%
$82.16 - $90.4 $60.8K - $66.9K
116K $10.5M
SO
Southern CO

Utilities
817
+ 2.0%
$77.0 - $90.52 $62.9K - $74K
41.7K $3.76M
SPTL
Spdr Portfolio Long Term Treas

ETFs
19.3K
+ 155.75%
$26.69 - $29.87 $516K - $578K
31.8K $923K
XLY
Select Sector Spdr Consumer Di

ETFs
863
+ 4.05%
$170.05 - $200.86 $147K - $173K
22.2K $4.44M
LRN
Stride, Inc.

Consumer Defensive
1.09K
+ 3.51%
$66.21 - $85.31 $72.1K - $92.9K
32.1K $2.74M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.66K
+ 112.11%
$106.11 - $113.72 $494K - $530K
8.81K $995K
POWL
Powell Industries Inc

Industrials
2.41K
New
$130.27 - $221.99 $314K - $536K
2.41K $535K
CSM
Proshares Large Cap Core Plus

ETFs
7.59K
+ 75.29%
$58.62 - $65.37 $445K - $496K
17.7K $1.16M
DVY
Ishares Tr

ETFs
3.71K
+ 186.91%
$119.99 - $135.74 $446K - $504K
5.7K $770K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.45K
+ 12.08%
$92.1 - $95.52 $409K - $425K
41.3K $3.94M
FEMS
First Trust Emerging Markets S

ETFs
12.4K
New
$37.85 - $42.19 $468K - $522K
12.4K $508K
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 2.4%
$161.9 - $179.3 $215K - $238K
56.6K $9.62M
ADP
Automatic Data Processing Inc

Industrials
142
+ 1.17%
$233.44 - $279.45 $33.1K - $39.7K
12.3K $3.4M
MELI
Mercadolibre Inc

Consumer Cyclical
164
+ 41.0%
$1591.44 - $2140.1 $261K - $351K
564 $1.16M
HSIC
Henry Schein Inc

Healthcare
5K
+ 33.36%
$63.92 - $73.22 $319K - $366K
20K $1.46M
OKE
Oneok Inc

Energy
4.67K
+ 64.18%
$78.62 - $95.27 $367K - $445K
12K $1.09M
DIS
Walt Disney CO

Communication Services
5.91K
+ 21.85%
$85.6 - $98.61 $506K - $582K
32.9K $3.17M
TGT
Target Corp

Consumer Defensive
577
+ 1.15%
$133.47 - $159.25 $77K - $91.9K
50.8K $7.92M
VOT
Vanguard Mid Cap Growth Index

ETFs
371
+ 1.35%
$218.05 - $243.47 $80.9K - $90.3K
27.8K $6.76M
Activity Summary
Buys All Purchases 300 New Holdings 68 Increased Positions 232 Sells All Sells 507 Reductions 507 Sold out 0 Options Calls 1 Puts 1
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