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
MGV
Vanguard Mega Cap Value

ETFs
6.26K
+ 1.08%
$123.61 - $133.01 $774K - $833K
589K $74.9M
CB
Chubb LTD

Financial Services
6.36K
+ 70.09%
$257.71 - $301.99 $1.64M - $1.92M
15.4K $4.66M
CVS
Cvs Health Corp

Healthcare
26.1K
+ 157.43%
$44.22 - $68.64 $1.15M - $1.79M
42.7K $2.89M
KO
Coca Cola CO

Consumer Defensive
16.9K
+ 16.95%
$60.81 - $72.32 $1.03M - $1.22M
117K $8.36M
SNOW
Snowflake Inc.

Technology
14.8K
+ 464.68%
$146.16 - $192.78 $2.17M - $2.86M
18K $2.63M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.3K
+ 375.42%
$91.76 - $103.26 $2.14M - $2.4M
29.5K $2.72M
QCOM
Qualcomm Inc

Technology
13.8K
+ 60.18%
$151.94 - $175.86 $2.09M - $2.42M
36.7K $5.63M
FTNT
Fortinet, Inc.

Technology
19.3K
+ 13.86%
$92.49 - $114.57 $1.79M - $2.21M
159K $15.3M
TRV
Travelers Companies, Inc.

Financial Services
7.52K
+ 149.42%
$232.43 - $265.13 $1.75M - $1.99M
12.6K $3.32M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
81.2K
New
$25.12 - $26.05 $2.04M - $2.11M
81.2K $2.04M
VT
Vanguard Total World Stk Index

ETFs
17.4K
+ 329.11%
$115.08 - $123.97 $2M - $2.15M
22.6K $2.62M
MO
Altria Group, Inc.

Consumer Defensive
22.8K
+ 28.41%
$50.81 - $60.02 $1.16M - $1.37M
103K $6.18M
AIG
American International Group, Inc.

Financial Services
19.7K
+ 113.97%
$70.5 - $86.94 $1.39M - $1.72M
37K $3.22M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 66.67%
$663000.0 - $801950.0 $1.33M - $1.6M
5 $3.99M
ADBE
Adobe Inc.

Technology
6.54K
+ 66.98%
$377.84 - $464.11 $2.47M - $3.03M
16.3K $6.25M
MDT
Medtronic PLC

Healthcare
18.2K
+ 78.23%
$79.84 - $94.5 $1.45M - $1.72M
41.5K $3.73M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
78.3K
New
$22.98 - $24.13 $1.8M - $1.89M
78.3K $1.87M
SPGI
S&P Global Inc.

Financial Services
3.25K
+ 16.2%
$478.26 - $543.77 $1.55M - $1.77M
23.3K $11.8M
MCD
Mcdonalds Corp

Consumer Cyclical
4.06K
+ 15.64%
$279.74 - $321.29 $1.13M - $1.3M
30K $9.37M
EIX
Edison International

Utilities
31.3K
New
$50.06 - $80.01 $1.57M - $2.5M
31.3K $1.84M
DASH
Door Dash, Inc.

Communication Services
9.75K
+ 324.83%
$168.37 - $213.38 $1.64M - $2.08M
12.7K $2.33M
CME
Cme Group Inc.

Financial Services
6.13K
+ 105.78%
$225.82 - $266.54 $1.38M - $1.63M
11.9K $3.16M
CMCSA
Comcast Corp

Communication Services
50.1K
+ 75.19%
$33.19 - $38.23 $1.66M - $1.92M
117K $4.31M
MEAR
Blackrock Short Maturity Munic

ETFs
35.8K
New
$49.97 - $50.36 $1.79M - $1.8M
35.8K $1.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
21.4K
+ 498.81%
$83.18 - $89.27 $1.78M - $1.91M
25.7K $2.16M
VIG
Vanguard Dividend Appreciation

ETFs
9.76K
+ 17.54%
N/A
65.4K $11.9M
CNC
Centene Corp

Healthcare
29.2K
+ 233.23%
$55.93 - $65.89 $1.64M - $1.93M
41.8K $2.54M
NOC
Northrop Grumman Corp

Industrials
3.17K
+ 90.59%
$433.45 - $513.82 $1.37M - $1.63M
6.66K $3.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17K
+ 346.63%
$97.25 - $104.79 $1.65M - $1.78M
21.8K $2.25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
65.8K
New
$25.69 - $26.89 $1.69M - $1.77M
65.8K $1.76M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
35.2K
+ 810.88%
$48.43 - $49.9 $1.7M - $1.75M
39.5K $1.97M
PEP
Pepsico Inc

Consumer Defensive
12.4K
+ 18.88%
$142.64 - $156.42 $1.77M - $1.94M
78.1K $11.7M
HUM
Humana Inc

Healthcare
6.24K
+ 342.99%
$249.11 - $303.11 $1.55M - $1.89M
8.06K $2.13M
DUK
Duke Energy Corp

Utilities
9.73K
+ 29.52%
$105.87 - $121.97 $1.03M - $1.19M
42.7K $5.21M
HSY
Hershey CO

Consumer Defensive
9.48K
+ 51.58%
$144.74 - $186.36 $1.37M - $1.77M
27.8K $4.76M
VCR
Vanguard Consumer Discretionar

ETFs
6.2K
+ 80.0%
$318.51 - $391.75 $1.97M - $2.43M
14K $4.55M
HD
Home Depot, Inc.

Consumer Cyclical
7.4K
+ 15.52%
$347.25 - $424.87 $2.57M - $3.14M
55.1K $20.2M
SO
Southern CO

Utilities
11.4K
+ 18.8%
$80.96 - $92.96 $921K - $1.06M
71.9K $6.61M
MCK
Mckesson Corp

Healthcare
875
+ 8.7%
$566.21 - $672.99 $495K - $589K
10.9K $7.36M
INCY
Incyte Corp

Healthcare
27.6K
+ 305.44%
$60.0 - $75.26 $1.65M - $2.08M
36.6K $2.22M
FAST
Fastenal CO

Industrials
10.4K
+ 7.55%
$71.11 - $79.98 $742K - $835K
149K $11.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
32.9K
New
$47.59 - $48.35 $1.57M - $1.59M
32.9K $1.59M
APP
App Lovin Corp

Technology
6.2K
+ 657.1%
$238.08 - $510.13 $1.48M - $3.16M
7.15K $1.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
73.6K
+ 16.05%
$32.42 - $36.13 $2.39M - $2.66M
532K $17.4M
VZ
Verizon Communications Inc

Communication Services
21.7K
+ 20.57%
$37.81 - $46.49 $821K - $1.01M
127K $5.78M
TJX
Tjx Companies Inc

Consumer Cyclical
12.3K
+ 35.34%
$112.81 - $126.16 $1.39M - $1.56M
47.2K $5.75M
MCO
Moodys Corp

Financial Services
3.34K
+ 89.65%
$437.8 - $527.48 $1.46M - $1.76M
7.06K $3.29M
ABNB
Airbnb, Inc.

Consumer Cyclical
13.8K
+ 136.0%
$119.38 - $161.42 $1.64M - $2.22M
23.9K $2.85M
ABT
Abbott Laboratories

Healthcare
3.99K
+ 7.92%
$111.1 - $140.22 $443K - $559K
54.3K $7.21M
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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