Merit Financial Group, LLC Incresed Positions in Q4 2024

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.72M
+ 11765.36%
$69.58 - $74.87 $119M - $129M
1.73M $121M
AAPL
Apple Inc.

Technology
110K
+ 21.85%
$221.69 - $259.02 $24.3M - $28.4M
612K $153M
AVEM
American Centy ETF Tr Avantis

ETFs
592K
+ 486.18%
$58.59 - $66.14 $34.7M - $39.1M
714K $41.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
49.7K
+ 58.63%
$481.22 - $538.17 $23.9M - $26.7M
134K $68.7M
NVDA
Nvidia Corp

Technology
160K
+ 49.09%
$117.0 - $148.88 $18.7M - $23.8M
486K $65.3M
AMZN
Amazon Com Inc

Consumer Cyclical
78K
+ 37.91%
$180.88 - $232.93 $14.1M - $18.2M
284K $62.2M
IVV
Ishares Core S&P 500 ETF

ETFs
36.3K
+ 20.59%
$570.51 - $610.59 $20.7M - $22.2M
213K $125M
SPTS
Spdr Portfolio Short Term Trea

ETFs
669K
+ 33.07%
$28.88 - $29.33 $19.3M - $19.6M
2.69M $78.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
76.4K
+ 2301.39%
$216.72 - $244.71 $16.6M - $18.7M
79.8K $18.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
334K
+ 176.28%
$49.03 - $53.35 $16.4M - $17.8M
523K $26.8M
OEF
Ishares S&P 100 ETF

ETFs
63.1K
+ 804.99%
N/A
71K $18.9M
MSFT
Microsoft Corp

Technology
40.9K
+ 22.67%
$406.35 - $454.46 $16.6M - $18.6M
221K $93.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
86.1K
+ 78.41%
$176.42 - $186.91 $15.2M - $16.1M
196K $34.9M
AVGO
Broadcom Inc.

Technology
49.2K
+ 79.26%
$159.67 - $250.0 $7.85M - $12.3M
111K $25.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
133K
+ 90.78%
$94.43 - $105.47 $12.6M - $14.1M
280K $28.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
26.5K
+ 12.17%
$316.94 - $357.88 $8.41M - $9.5M
245K $84M
GOOGL
Alphabet Inc.

Communication Services
57.3K
+ 47.83%
$161.86 - $196.66 $9.27M - $11.3M
177K $33.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
128K
+ 322.52%
$97.11 - $104.1 $12.4M - $13.3M
167K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
17.7K
+ 49.53%
$213.65 - $479.86 $3.77M - $8.47M
53.3K $21.5M
EFV
Msci Eafe Value ETF

ETFs
239K
+ 154.07%
$51.78 - $57.15 $12.4M - $13.7M
395K $20.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
180K
+ 2384.11%
$57.53 - $60.83 $10.4M - $11M
188K $10.8M
BFC
Bank First Corp

Financial Services
84.5K
+ 88.7%
$86.5 - $108.79 $7.31M - $9.2M
180K $17.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39.5K
+ 8.15%
$129.96 - $144.97 $5.13M - $5.73M
524K $73M
JPM
Jpmorgan Chase & CO

Financial Services
27.3K
+ 39.88%
$205.18 - $250.29 $5.59M - $6.82M
95.6K $22.9M
META
Meta Platforms, Inc.

Communication Services
13K
+ 34.16%
$554.08 - $632.68 $7.23M - $8.25M
51.2K $30.2M
IVE
Ishares S&P 500 Value ETF

ETFs
41K
+ 122.61%
$189.5 - $206.17 $7.76M - $8.45M
74.4K $14.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
30.9K
+ 195.04%
$238.25 - $261.28 $7.37M - $8.09M
46.8K $11.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
175K
+ 60.08%
$45.07 - $47.1 $7.9M - $8.25M
467K $21.1M
PLTR
Palantir Technologies Inc.

Technology
38.3K
+ 33.62%
$36.46 - $82.38 $1.39M - $3.15M
152K $11.5M
SNPS
Synopsys Inc

Technology
14.4K
+ 2308.67%
$485.36 - $588.0 $6.98M - $8.46M
15K $7.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
334K
+ 1057.88%
$22.63 - $47.53 $7.55M - $15.9M
365K $8.29M
IYW
Ishares Dj Us Tech ETF

ETFs
40.3K
+ 93.53%
$148.14 - $166.23 $5.97M - $6.7M
83.4K $13.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
124K
+ 140.15%
$55.45 - $61.08 $6.88M - $7.58M
213K $11.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
19.2K
+ 211.44%
$311.11 - $335.64 $5.99M - $6.46M
28.3K $9.13M
ICSH
Blackrock Ultra Short Term Bon

ETFs
119K
+ 380.08%
$50.35 - $50.69 $5.97M - $6.01M
150K $7.55M
PAVE
Global X Fds Us Infrastructure

ETFs
143K
+ 239.21%
$40.41 - $45.95 $5.78M - $6.57M
203K $8.19M
V
Visa Inc.

Financial Services
12.6K
+ 32.0%
$273.87 - $320.91 $3.46M - $4.06M
52.1K $16.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26.7K
+ 450.45%
$201.32 - $217.44 $5.38M - $5.81M
32.7K $6.76M
GOOG
Alphabet Inc.

Communication Services
16.4K
+ 15.8%
$163.08 - $198.16 $2.68M - $3.25M
120K $22.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
87.2K
+ 36.05%
$71.75 - $75.11 $6.25M - $6.55M
329K $23.7M
TXN
Texas Instruments Inc

Technology
28K
+ 111.95%
N/A
53K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.3K
+ 7.11%
$567.81 - $607.81 $3.58M - $3.83M
94.9K $55.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
49K
+ 130.22%
$98.47 - $109.35 $4.82M - $5.36M
86.6K $8.53M
MBB
Ishares Tr

ETFs
87.8K
+ 10.67%
$91.26 - $95.82 $8.01M - $8.41M
911K $83.5M
PANW
Palo Alto Networks Inc

Technology
25.9K
+ 2325.52%
$181.96 - $405.9 $4.71M - $10.5M
27K $4.91M
WMT
Walmart Inc.

Consumer Defensive
38.3K
+ 35.73%
$79.1 - $95.7 $3.03M - $3.66M
145K $13.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
89.9K
+ 1450.09%
$49.87 - $52.46 $4.48M - $4.71M
96.1K $4.8M
NFLX
Netflix Inc

Communication Services
3.17K
+ 39.46%
$687.65 - $936.56 $2.18M - $2.97M
11.2K $10M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 2.02%
$81.74 - $91.38 $976K - $1.09M
603K $53M
Activity Summary
Buys All Purchases 960 New Holdings 372 Increased Positions 588 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 1 Puts 1
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