Merit Financial Group, LLC Incresed Positions in Q3 2024

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.23M
+ 156.39%
$28.75 - $29.46 $35.5M - $36.4M
2.02M $59.5M
VTI
Vanguard Total Stock Market Et

ETFs
59.1K
+ 20.22%
$255.18 - $283.2 $15.1M - $16.7M
351K $99.5M
CGDV
Capital Group Divid Value ETF

ETFs
248K
+ 152.5%
$32.96 - $36.48 $8.16M - $9.03M
410K $14.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
54.4K
+ 12.64%
$116.79 - $133.54 $6.35M - $7.26M
484K $63.9M
FTNT
Fortinet, Inc.

Technology
97.7K
+ 366.51%
$55.39 - $77.55 $5.41M - $7.57M
124K $9.64M
MGV
Vanguard Mega Cap Value

ETFs
20.8K
+ 4.0%
$118.0 - $128.28 $2.46M - $2.67M
540K $69.3M
VV
Vanguard Large Cap ETF

ETFs
25.9K
+ 1060.09%
$236.92 - $263.4 $6.14M - $6.82M
28.3K $7.46M
UPS
United Parcel Service Inc

Industrials
50.6K
+ 5.71%
$123.32 - $147.38 $6.24M - $7.46M
937K $128M
BND
Vanguard Bd Index Fd Inc Total

ETFs
76.6K
+ 46.39%
$71.45 - $75.64 $5.47M - $5.8M
242K $18.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.3K
+ 7.52%
$60.84 - $67.51 $2.82M - $3.13M
663K $44.7M
VEA
Vanguard Ftse Developed Market

ETFs
46.3K
+ 6.05%
$47.6 - $53.31 $2.21M - $2.47M
812K $42.9M
CGGO
Capital Group Global Growth Eq

ETFs
157K
+ 726.36%
$27.25 - $30.52 $4.27M - $4.78M
178K $5.38M
MUB
Ishares National Muni Bond ETF

ETFs
38.4K
+ 361.18%
$106.13 - $108.7 $4.08M - $4.17M
49K $5.33M
PSR
Invesco Actively

ETFs
37.1K
+ 1058.26%
$84.82 - $99.93 $3.15M - $3.71M
40.7K $4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.02K
+ 2.84%
$285.48 - $330.24 $1.72M - $1.99M
218K $70.2M
EWX
Spdr S&P Emerging Markets Smal

ETFs
49.9K
+ 238.82%
$54.3 - $62.38 $2.71M - $3.11M
70.7K $4.41M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14.1K
+ 15.17%
$57.22 - $80.08 $809K - $1.13M
107K $8.37M
AFL
Aflac Inc

Financial Services
20K
+ 101.94%
$88.52 - $111.8 $1.77M - $2.23M
39.5K $4.42M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
29K
+ 364.17%
$81.1 - $89.18 $2.36M - $2.59M
37K $3.25M
IWR
Ishares Russell Mid Cap ETF

ETFs
26.6K
+ 645.92%
$79.92 - $88.19 $2.12M - $2.34M
30.7K $2.71M
BFC
Bank First Corp

Financial Services
16.2K
+ 20.45%
$79.98 - $95.62 $1.29M - $1.55M
95.3K $8.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.3K
+ 59.61%
$57.32 - $62.65 $1.74M - $1.9M
81.2K $5.06M
VEEV
Veeva Systems Inc

Healthcare
5.75K
+ 18.92%
$180.43 - $223.9 $1.04M - $1.29M
36.1K $7.58M
ETN
Eaton Corp PLC

Industrials
5.02K
+ 25.38%
$272.52 - $333.02 $1.37M - $1.67M
24.8K $8.22M
SGOL
Abrdn Gold ETF Trust

ETFs
47.6K
+ 18.12%
$22.26 - $25.51 $1.06M - $1.21M
310K $7.8M
VO
Vanguard Mid Cap ETF

ETFs
3.51K
+ 7.45%
$237.84 - $263.83 $835K - $926K
50.6K $13.4M
KEYS
Keysight Technologies, Inc.

Technology
6.2K
+ 15.27%
$119.86 - $158.87 $743K - $985K
46.8K $7.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
79K
+ 388.02%
$22.38 - $23.66 $1.77M - $1.87M
99.3K $2.33M
WMT
Walmart Inc.

Consumer Defensive
4.05K
+ 3.93%
$66.91 - $81.4 $271K - $330K
107K $8.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
29.5K
+ 30.78%
$49.93 - $51.15 $1.47M - $1.51M
125K $6.41M
DGRO
Ishares Core Dividend Growth E

ETFs
17.3K
+ 17.73%
$57.47 - $62.76 $994K - $1.09M
115K $7.2M
VBR
Vanguard Small Cap Value ETF

ETFs
3.22K
+ 6.74%
$179.99 - $201.6 $579K - $649K
51K $10.2M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18.9K
+ 78.14%
$65.15 - $72.97 $1.23M - $1.38M
43.2K $3.15M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.7K
+ 6.79%
$57.8 - $60.8 $905K - $952K
246K $14.9M
ABBV
Abb Vie Inc.

Healthcare
1.16K
+ 2.49%
$163.84 - $199.33 $191K - $232K
47.9K $9.45M
XLF
Financial Sector Spdr

ETFs
2.27K
+ 0.72%
$40.84 - $45.74 $92.5K - $104K
316K $14.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17.4K
+ 5.57%
$44.9 - $47.55 $780K - $826K
329K $15.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.78K
+ 2.96%
$149.02 - $167.67 $266K - $299K
62K $10.4M
CAT
Caterpillar Inc

Industrials
1.31K
+ 9.25%
$316.8 - $391.12 $414K - $512K
15.4K $6.04M
EFV
Msci Eafe Value ETF

ETFs
11.9K
+ 8.32%
$51.72 - $57.96 $617K - $692K
155K $8.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.98K
+ 175.83%
$386.81 - $423.12 $1.15M - $1.26M
4.68K $1.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.11K
+ 1.32%
$434.77 - $502.96 $481K - $557K
84.8K $41.4M
XOM
Exxon Mobil Corp

Energy
7.47K
+ 4.61%
$109.72 - $119.0 $820K - $889K
169K $19.9M
O
Realty Income Corp

Real Estate
17.2K
+ 214.68%
$52.36 - $63.42 $901K - $1.09M
25.2K $1.6M
SYY
Sysco Corp

Consumer Defensive
13.8K
+ 125.17%
$69.16 - $78.98 $952K - $1.09M
24.8K $1.93M
GLD
Spdr Gold Trust

ETFs
956
+ 2.95%
$215.56 - $246.98 $206K - $236K
33.4K $8.12M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.04%
$99.55 - $123.34 $2.19K - $2.71K
54K $6.54M
SCHO
Schwab Short Term Us Treasury

ETFs
19.8K
+ 11.45%
$47.93 - $49.06 $948K - $970K
193K $9.43M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.42K
+ 8.94%
$240.48 - $267.94 $583K - $649K
29.5K $7.89M
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
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