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
DHR
Danaher Corp

Healthcare
4.51K
+ 44.83%
$201.62 - $250.59 $908K - $1.13M
14.6K $2.98M
PFM
Invesco Exchange Traded Fd Tr

ETFs
14.9K
New
$44.92 - $48.18 $671K - $720K
14.9K $676K
AJG
Arthur J. Gallagher & Co.

Financial Services
537
+ 6.76%
$275.89 - $345.24 $148K - $185K
8.48K $2.93M
PGR
Progressive Corp

Financial Services
987
+ 10.85%
$235.61 - $291.22 $233K - $287K
10.1K $2.85M
WMB
Williams Companies, Inc.

Energy
3.36K
+ 4.02%
$54.02 - $61.09 $182K - $205K
87K $5.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.9K
+ 21.73%
$80.53 - $147.57 $153K - $281K
10.7K $1.41M
HCA
Hca Healthcare, Inc.

Healthcare
1.72K
+ 109.88%
$296.7 - $345.55 $512K - $596K
3.29K $1.14M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.94K
+ 139.22%
$101.98 - $115.66 $708K - $803K
11.9K $1.22M
UNM
Unum Group

Financial Services
7.57K
+ 168.46%
$71.8 - $83.34 $544K - $631K
12.1K $983K
ADI
Analog Devices Inc

Technology
3.56K
+ 61.55%
$201.56 - $243.82 $717K - $867K
9.33K $1.88M
WCC
Wesco International Inc

Industrials
4.2K
New
$155.3 - $199.95 $653K - $840K
4.2K $652K
EMB
Ishares Tr

ETFs
6.81K
+ 27.65%
$88.64 - $92.03 $603K - $627K
31.4K $2.84M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
496
+ 10.06%
$402.49 - $513.76 $200K - $255K
5.43K $2.63M
ILMN
Illumina, Inc.

Healthcare
10.1K
+ 344.76%
$79.34 - $144.22 $802K - $1.46M
13K $1.03M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.2K
New
$25.81 - $28.52 $599K - $662K
23.2K $640K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.3K
New
$48.65 - $53.06 $598K - $652K
12.3K $638K
EWBC
East West Bancorp Inc

Financial Services
7.11K
New
$84.35 - $103.91 $600K - $739K
7.11K $638K
KMB
Kimberly Clark Corp

Consumer Defensive
3.7K
+ 38.64%
$124.46 - $147.4 $460K - $545K
13.3K $1.89M
MSI
Motorola Solutions, Inc.

Technology
1.63K
+ 47.97%
$411.73 - $482.1 $672K - $787K
5.04K $2.21M
VRT
Vertiv Holdings CO

Industrials
7.29K
+ 113.47%
N/A
13.7K $1.19M
PFE
Pfizer Inc

Healthcare
30.9K
+ 24.15%
$25.01 - $27.13 $773K - $838K
159K $4.03M
OGS
One Gas, Inc.

Utilities
8.25K
New
$67.77 - $76.05 $559K - $627K
8.25K $626K
WEC
Wec Energy Group, Inc.

Utilities
3.55K
+ 22.19%
$92.12 - $108.98 $327K - $387K
19.5K $2.13M
ZBRA
Zebra Technologies Corp

Technology
2.22K
New
$271.72 - $421.11 $602K - $933K
2.22K $625K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.96K
+ 1.46%
$27.47 - $30.62 $109K - $121K
276K $8.23M
EPD
Enterprise Products Partners L.P.

Energy
16.1K
+ 64.99%
$31.75 - $34.14 $512K - $551K
41K $1.4M
IHDG
Wisdomtree Tr

ETFs
13.5K
+ 14.18%
$43.4 - $47.51 $584K - $640K
108K $4.75M
PPL
Ppl Corp

Utilities
16K
+ 150.13%
$31.68 - $36.11 $506K - $577K
26.6K $960K
HPQ
Hp Inc

Technology
22.2K
New
$27.69 - $34.72 $614K - $769K
22.2K $613K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 17.94%
$57.21 - $65.8 $991K - $1.14M
114K $6.63M
BCS
Barclays PLC

Financial Services
39.9K
New
$12.69 - $16.25 $506K - $648K
39.9K $612K
WM
Waste Management Inc

Industrials
1.52K
+ 17.31%
$200.54 - $233.78 $305K - $355K
10.3K $2.38M
DVN
Devon Energy Corp

Energy
15.4K
+ 209.48%
$33.15 - $38.55 $509K - $592K
22.7K $848K
SNV
Synovus Financial Corp

Financial Services
13.4K
+ 305.57%
$43.7 - $56.87 $585K - $761K
17.8K $829K
DE
Deere & CO

Industrials
464
+ 5.48%
$408.57 - $509.27 $190K - $236K
8.93K $4.19M
RYN
Rayonier Inc

Real Estate
21.6K
New
$24.95 - $28.24 $539K - $610K
21.6K $601K
UNP
Union Pacific Corp

Industrials
1.73K
+ 7.38%
$225.21 - $254.42 $390K - $441K
25.2K $5.95M
DOW
Dow Inc.

Basic Materials
20.2K
+ 99.21%
$34.36 - $41.92 $693K - $846K
40.5K $1.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.81K
+ 193.78%
$314.47 - $431.35 $568K - $779K
2.74K $1M
FDVV
Fidelity High Dividend ETF

ETFs
12.1K
New
$48.86 - $52.28 $590K - $632K
12.1K $593K
ESI
Element Solutions Inc

Basic Materials
25.9K
New
$22.61 - $27.55 $585K - $713K
25.9K $592K
VICI
Vici Properties Inc.

Real Estate
15.7K
+ 66.04%
$28.21 - $32.68 $442K - $512K
39.4K $1.29M
GGG
Graco Inc

Industrials
7.07K
New
$80.53 - $87.54 $569K - $619K
7.07K $590K
VTR
Ventas, Inc.

Real Estate
5.55K
+ 26.29%
$56.9 - $70.47 $316K - $391K
26.7K $1.83M
GPN
Global Payments Inc

Industrials
6.77K
+ 129.7%
$92.18 - $113.03 $624K - $765K
12K $1.17M
TXN
Texas Instruments Inc

Technology
3.03K
+ 5.72%
N/A
56K $10.9M
FNF
Fidelity National Financial, Inc.

Financial Services
8.29K
+ 162.73%
$54.25 - $65.27 $450K - $541K
13.4K $870K
ABC
Amerisourcebergen Corp

Healthcare
3.15K
+ 47.65%
N/A
9.75K $1.81M
VST
Vistra Corp.

Utilities
4.97K
New
$108.49 - $191.89 $539K - $953K
4.97K $583K
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