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
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.42K
+ 145.02%
$88.0 - $115.5 $389K - $510K
7.46K $851K
BK
Bank Of New York Mellon Corp

Financial Services
6.26K
+ 89.02%
$75.42 - $88.95 $472K - $557K
13.3K $1.12M
CINF
Cincinnati Financial Corp

Financial Services
3.78K
+ 88.41%
$133.67 - $147.81 $505K - $558K
8.05K $1.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.87K
+ 19.02%
$120.29 - $134.6 $826K - $925K
43K $5.22M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.26K
+ 268.22%
$92.51 - $102.81 $579K - $643K
8.59K $794K
DFAU
Dimensional ETF Tr

ETFs
14.8K
New
$37.84 - $42.29 $562K - $628K
14.8K $567K
SYK
Stryker Corp

Healthcare
1.23K
+ 13.9%
$355.18 - $399.9 $438K - $493K
10.1K $3.76M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
25.8K
+ 324.36%
$21.87 - $34.63 $564K - $894K
33.8K $819K
SAP
Sap Se

Technology
1.89K
+ 70.96%
$241.4 - $293.69 $455K - $554K
4.54K $1.22M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.4K
+ 45.45%
$38.99 - $40.37 $524K - $543K
43K $1.73M
HON
Honeywell International Inc

Industrials
5.68K
+ 12.58%
$202.75 - $226.52 $1.15M - $1.29M
50.8K $10.8M
EBND
Spdr Bloomberg Emerging Market

ETFs
27.9K
New
$19.47 - $20.36 $544K - $569K
27.9K $559K
CLX
Clorox CO

Consumer Defensive
4.02K
+ 176.91%
$141.76 - $162.89 $570K - $655K
6.3K $927K
BR
Broadridge Financial Solutions, Inc.

Technology
1.77K
+ 22.47%
$221.46 - $244.83 $391K - $433K
9.63K $2.33M
LAMR
Lamar Advertising CO

Real Estate
4.87K
New
$110.65 - $132.9 $539K - $647K
4.87K $554K
XRAY
Dentsply Sirona Inc.

Healthcare
36.6K
New
$14.93 - $20.31 $547K - $744K
36.6K $547K
RHI
Robert Half International Inc.

Industrials
18K
+ 65.51%
$51.96 - $71.3 $938K - $1.29M
45.6K $2.49M
VDC
Vanguard Consumer Staples ETF

ETFs
2.23K
+ 13.96%
$206.54 - $226.16 $460K - $504K
18.2K $3.92M
GLW
Corning Inc

Technology
12.3K
+ 112.36%
$44.91 - $54.25 $551K - $665K
23.2K $1.06M
SNY
Sanofi

Healthcare
7.05K
+ 33.92%
$48.15 - $59.42 $340K - $419K
27.8K $1.54M
SCI
Service Corp International

Consumer Cyclical
6.58K
+ 25.45%
$75.99 - $84.16 $500K - $554K
32.4K $2.6M
PVAL
Putnam ETF Tr Putnam Focused L
14.3K
New
$36.8 - $39.59 $526K - $566K
14.3K $537K
DLB
Dolby Laboratories, Inc.

Industrials
6.67K
New
$76.37 - $87.32 $509K - $583K
6.67K $535K
MAT
Mattel Inc

Consumer Cyclical
27.5K
New
$17.73 - $21.94 $488K - $604K
27.5K $534K
PKG
Packaging Corp Of America

Consumer Cyclical
2.93K
+ 169.11%
$192.03 - $242.13 $562K - $709K
4.66K $922K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
New
$51.52 - $52.37 $522K - $531K
10.1K $530K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.53K
New
$180.02 - $208.56 $456K - $528K
2.53K $525K
SYY
Sysco Corp

Consumer Defensive
7.61K
+ 23.73%
$70.0 - $77.13 $533K - $587K
39.7K $2.98M
RE
Everest Re Group LTD

Financial Services
1.41K
New
N/A
1.41K $522K
AMT
American Tower Corp

Real Estate
1.31K
+ 19.09%
$173.46 - $217.6 $228K - $285K
8.19K $1.78M
EEFT
Euronet Worldwide, Inc.

Technology
4.87K
New
$94.42 - $110.06 $460K - $536K
4.87K $520K
DWM
Wisdomtree Tr

ETFs
6.15K
+ 22.13%
$52.19 - $59.86 $321K - $368K
33.9K $1.98M
NEM
Newmont Corp

Basic Materials
8.82K
+ 107.77%
$37.79 - $48.39 $333K - $427K
17K $820K
FIVE
Five Below, Inc

Consumer Cyclical
6.86K
New
$72.25 - $103.2 $496K - $708K
6.86K $514K
IAC
Iac/Inter Active Corp

Communication Services
11.2K
New
$41.0 - $50.0 $459K - $559K
11.2K $513K
BKR
Baker Hughes CO

Energy
11K
+ 106.84%
$41.16 - $48.85 $451K - $535K
21.2K $932K
MTD
Mettler Toledo International Inc

Healthcare
433
New
$1177.09 - $1390.0 $510K - $602K
433 $511K
NEAR
Blackrock Short Maturity Bond

ETFs
10K
New
$50.4 - $50.89 $506K - $511K
10K $510K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
15.3K
New
$31.92 - $38.83 $489K - $595K
15.3K $507K
AFG
American Financial Group Inc

Financial Services
3.84K
New
$119.82 - $138.45 $460K - $531K
3.84K $503K
FDS
Factset Research Systems Inc

Financial Services
1.1K
New
$427.5 - $476.51 $472K - $526K
1.1K $501K
AEP
American Electric Power CO Inc

Utilities
2.44K
+ 17.78%
$90.32 - $109.27 $220K - $266K
16.2K $1.76M
ZI
Zoom Info Technologies Inc.

Technology
50K
New
$9.43 - $12.01 $472K - $601K
50K $500K
YORW
York Water CO

Utilities
14.4K
New
$30.03 - $35.0 $432K - $504K
14.4K $498K
EA
Electronic Arts Inc.

Communication Services
3.44K
+ 161.28%
$116.53 - $146.29 $401K - $503K
5.57K $805K
MPWR
Monolithic Power Systems Inc

Technology
849
New
$565.7 - $720.25 $480K - $611K
849 $492K
ADT
Adt Inc.

Industrials
55.3K
+ 210.67%
$6.87 - $8.23 $380K - $455K
81.5K $663K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
3.54K
+ 182.3%
$110.55 - $130.35 $392K - $462K
5.49K $697K
IDXX
Idexx Laboratories Inc

Healthcare
1.13K
+ 148.88%
$406.29 - $469.04 $460K - $531K
1.89K $795K
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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