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
GLDM
World Gold Trust

ETFs
401
+ 1.19%
$46.2 - $53.01 $18.5K - $21.3K
34K $1.77M
RDVY
First Trust Rising Dividend Ac

ETFs
943
+ 2.51%
$53.68 - $59.24 $50.6K - $55.9K
38.6K $2.28M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
27.6K
New
$7.45 - $8.23 $206K - $228K
27.6K $222K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.67K
New
$59.61 - $60.15 $219K - $221K
3.67K $219K
OZ
Belpointe Prep, LLC

Real Estate
3.15K
New
$58.0 - $72.4 $183K - $228K
3.15K $217K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.55K
New
$54.31 - $61.04 $193K - $217K
3.55K $216K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
6.03K
+ 7.61%
$21.35 - $22.73 $129K - $137K
85.3K $1.92M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.76K
New
$38.04 - $45.36 $181K - $216K
4.76K $212K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.97K
New
$97.05 - $106.1 $191K - $209K
1.97K $207K
D
Dominion Energy, Inc

Utilities
2.4K
+ 31.43%
$48.01 - $58.53 $115K - $141K
10K $580K
CWK
Cushman & Wakefield PLC

Real Estate
15K
New
$10.08 - $13.8 $151K - $207K
15K $204K
GOLD
Barrick Gold Corp

Basic Materials
10.1K
New
$16.56 - $21.01 $168K - $213K
10.1K $201K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
8.23K
New
$23.56 - $24.48 $194K - $201K
8.23K $201K
BHP
Bhp Group LTD

Basic Materials
3.22K
New
$51.32 - $62.11 $165K - $200K
3.22K $200K
BBDC
Barings Bdc, Inc.

Financial Services
20.5K
New
$9.28 - $10.19 $190K - $208K
20.5K $200K
BOTZ
Global X Fds

ETFs
6.24K
New
$27.68 - $32.27 $173K - $201K
6.24K $200K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
721
+ 1.81%
$74.26 - $78.84 $53.5K - $56.8K
40.5K $3.18M
TDIV
First Trust Nasdaq Technology

ETFs
2.18K
+ 66.35%
$70.51 - $81.07 $153K - $176K
5.45K $437K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.96K
+ 9.76%
$56.04 - $62.2 $110K - $122K
22K $1.37M
FXN
First Tr Exchange Traded Fd Fi

ETFs
11.7K
New
$15.87 - $18.61 $185K - $217K
11.7K $189K
KRE
Spdr S&P Regional Banking ETF

ETFs
162
+ 0.69%
$47.94 - $59.23 $7.77K - $9.6K
23.8K $1.35M
HSY
Hershey CO

Consumer Defensive
565
+ 5.87%
$182.45 - $203.25 $103K - $115K
10.2K $1.95M
SLB
Schlumberger Limited

Energy
4.92K
+ 99.47%
$39.57 - $49.67 $195K - $244K
9.87K $414K
PPL
Ppl Corp

Utilities
4.13K
+ 51.8%
$27.36 - $33.08 $113K - $137K
12.1K $400K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.08K
+ 76.76%
$24.78 - $25.11 $175K - $178K
16.3K $409K
RDFN
Redfin Corp

Real Estate
14.3K
New
$5.64 - $14.45 $80.8K - $207K
14.3K $179K
DFAX
Dimensional ETF Tr
3.78K
+ 7.9%
$24.29 - $27.25 $91.7K - $103K
51.6K $1.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.92K
+ 13.15%
$91.42 - $91.82 $176K - $177K
16.5K $1.52M
GPN
Global Payments Inc

Industrials
1.48K
+ 45.36%
$92.66 - $112.97 $137K - $167K
4.73K $484K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.44K
+ 4.7%
$24.86 - $26.33 $85.4K - $90.5K
76.5K $2M
EPD
Enterprise Products Partners L.P.

Energy
5.27K
+ 15.62%
$27.88 - $30.0 $147K - $158K
39K $1.14M
CGUS
Capital Group Core Equity ETF
441
+ 0.63%
$31.19 - $34.33 $13.8K - $15.1K
69.9K $2.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.29K
+ 33.68%
$52.1 - $59.66 $119K - $137K
9.09K $538K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.31K
+ 43.99%
$54.98 - $59.51 $127K - $138K
7.56K $450K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.54K
+ 24.24%
$42.22 - $48.62 $107K - $123K
13K $604K
AMD
Advanced Micro Devices Inc

Technology
640
+ 2.67%
$128.67 - $183.96 $82.3K - $118K
24.6K $4.03M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.8K
+ 6.05%
$38.51 - $41.69 $69.2K - $75K
31.5K $1.31M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.56K
+ 8.95%
$50.32 - $50.75 $129K - $130K
31.2K $1.58M
ROKU
Roku, Inc

Communication Services
62
+ 0.72%
$51.67 - $77.48 $3.2K - $4.8K
8.62K $643K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
18
+ 0.12%
$107.65 - $118.88 $1.94K - $2.14K
14.6K $1.73M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.11K
+ 12.36%
$66.31 - $74.08 $73.7K - $82.3K
10.1K $741K
CEG
Constellation Energy Corp

Utilities
134
+ 8.96%
$167.08 - $262.86 $22.4K - $35.2K
1.63K $423K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
359
+ 43.67%
$256.4 - $289.78 $92K - $104K
1.18K $335K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.15K
+ 53.13%
$49.77 - $51.95 $107K - $112K
6.2K $321K
GME
Game Stop Corp.

Consumer Cyclical
6.16K
+ 49.08%
$19.5 - $28.54 $120K - $176K
18.7K $428K
BNDX
Vanguard Total International B

ETFs
2.05K
+ 35.06%
$48.42 - $50.35 $99.3K - $103K
7.9K $397K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
222
+ 1.55%
$64.57 - $71.76 $14.3K - $15.9K
14.6K $1.05M
DWM
Wisdomtree Tr

ETFs
140
+ 0.51%
$52.24 - $58.1 $7.31K - $8.13K
27.6K $1.59M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
833
+ 6.43%
$96.3 - $106.49 $80.2K - $88.7K
13.8K $1.44M
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
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