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
Gsk PLC
20.8K
New
N/A
20.8K $0
HEIA
Heico Crp Cl A
2.34K
New
N/A
2.34K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
3.56K
+ 5.71%
N/A
65.8K $0
Ishares Bitcoin Trust ETF
9.07K
+ 51.81%
N/A
26.6K $0
ILCG
Ishares Morningstar Growth ETF
5.05K
+ 9.92%
N/A
56K $0
Jacobs Solutions Inc
1.3K
+ 47.04%
N/A
4.05K $0
Kenvue Inc
26.4K
+ 237.85%
N/A
37.5K $0
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 0.44%
$194.65 - $222.86 $4.87K - $5.57K
5.68K $1.19M
Labcorp Holdings Inc
639
+ 23.03%
N/A
3.41K $0
Lam Research Corp
3.85K
+ 17.75%
N/A
25.5K $0
Linde PLC
1.94K
+ 19.45%
N/A
11.9K $0
LMT
Lockheed Martin Corp

Industrials
1.05K
+ 8.78%
$423.19 - $506.29 $443K - $530K
13K $5.79M
Lyft Inc
15K
+ 6.25%
N/A
255K $0
Millrose Pptys Inc
20.8K
New
N/A
20.8K $0
Morgan Stanley ETF Trust
258
+ 0.43%
N/A
60K $0
Morgan Stanley ETF Trust
60.9K
+ 905.99%
N/A
67.6K $0
Natwest Group PLC
5.67K
+ 33.21%
N/A
22.7K $0
Nuveen Churchill Direct Lend
695
+ 0.83%
N/A
84.5K $0
Orchid Is Cap Inc
1.45K
+ 5.19%
N/A
29.5K $0
Pgim ETF Tr
25.7K
New
N/A
25.7K $0
Psq Holdings Inc
93.9K
New
N/A
93.9K $0
Sei Exchange Traded Funds
15K
New
N/A
15K $0
Sei Exchange Traded Funds
38.3K
New
N/A
38.3K $0
Sei Exchange Traded Funds
15.7K
New
N/A
15.7K $0
Simplify Exchange Traded Fun
16K
New
N/A
16K $0
Siriusxm Holdings Inc
10.2K
+ 101.75%
N/A
20.3K $0
Smurfit Westrock PLC
1.39K
+ 14.54%
N/A
10.9K $0
T Rowe Price ETF Inc
11.7K
+ 13.9%
N/A
96K $0
Talen Energy Corp
2.44K
New
N/A
2.44K $0
Te Connectivity PLC
2.9K
+ 175.15%
N/A
4.56K $0
Tidal Tr Ii
21K
+ 61.52%
N/A
55.1K $0
Tko Group Holdings Inc
1.93K
New
N/A
1.93K $0
Vanguard Instl Index Fd
4.4K
New
N/A
4.4K $0
Veralto Corp
1.98K
+ 55.64%
N/A
5.54K $0
Vestis Corporation
6.22K
+ 40.58%
N/A
21.5K $0
Virtus Convertible & Inc Fd
12K
New
N/A
12K $0
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
45
+ 0.9%
$72.7 - $77.51 $3.27K - $3.49K
5.07K $379K
IR
Ingersoll Rand Inc.

Industrials
312
+ 12.34%
$79.44 - $94.23 $24.8K - $29.4K
2.84K $227K
BTBT
Bit Digital, Inc

Financial Services
2.95K
+ 28.89%
$2.02 - $3.88 $5.97K - $11.5K
13.2K $27K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.23K
+ 13.16%
$23.71 - $27.77 $29.3K - $34.3K
10.6K $251K
NXPI
Nxp Semiconductors N.V.

Technology
149
+ 8.6%
$189.99 - $245.86 $28.3K - $36.6K
1.88K $357K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.11%
$75.99 - $81.58 $228 - $245
2.64K $203K
HAYW
Hayward Holdings, Inc.

Industrials
1.89K
+ 10.03%
$13.64 - $15.26 $25.7K - $28.8K
20.7K $284K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
225
+ 1.99%
$11.83 - $13.03 $2.66K - $2.93K
11.5K $139K
WTFC
Wintrust Financial Corp

Financial Services
187
+ 8.87%
$107.76 - $136.92 $20.2K - $25.6K
2.3K $257K
CSL
Carlisle Companies Inc

Industrials
126
+ 7.34%
$326.43 - $408.24 $41.1K - $51.4K
1.84K $627K
ACVF
ETF Opportunities Tr American

ETFs
10
+ 0.17%
$42.01 - $46.08 $420 - $461
5.91K $251K
MGEE
Mge Energy Inc

Utilities
14
+ 0.2%
$85.7 - $94.18 $1.2K - $1.32K
7.09K $659K
MCHP
Microchip Technology Inc

Technology
3.7K
+ 17.89%
$48.41 - $64.3 $179K - $238K
24.4K $1.18M
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
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email