Merit Financial Group, LLC Incresed Positions in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
2.22K
+ 3.93%
$83.19 - $90.99 $185K - $202K
58.7K $4.99M
WING
Wingstop Inc.

Consumer Cyclical
1.27K
+ 167.41%
$207.0 - $311.93 $264K - $397K
2.04K $455K
ITW
Illinois Tool Works Inc

Industrials
1.14K
+ 13.86%
$244.9 - $274.48 $280K - $313K
9.38K $2.33M
HLN
Haleon PLC

Healthcare
22K
+ 137.69%
$9.02 - $10.67 $198K - $234K
37.9K $388K
DFAX
Dimensional ETF Tr
6.18K
+ 13.73%
$24.45 - $27.2 $151K - $168K
51.1K $1.35M
VFC
V F Corp

Consumer Cyclical
25.1K
+ 94.87%
$15.52 - $26.93 $390K - $676K
51.6K $800K
POOL
Pool Corp

Industrials
976
+ 27.27%
$314.92 - $364.31 $307K - $356K
4.56K $1.45M
PFG
Principal Financial Group Inc

Financial Services
2.14K
+ 30.14%
$76.34 - $89.04 $163K - $190K
9.23K $778K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.78K
+ 33.78%
$45.72 - $51.73 $310K - $350K
26.8K $1.23M
KMPR
Kemper Corp

Financial Services
3.36K
+ 105.07%
$62.81 - $69.5 $211K - $233K
6.55K $439K
CEG
Constellation Energy Corp

Utilities
1.69K
+ 27.24%
$201.63 - $347.44 $341K - $587K
7.89K $1.62M
KIE
Spdr S&P Insurance ETF

ETFs
2.71K
+ 16.01%
$54.24 - $60.81 $147K - $165K
19.6K $1.18M
IBN
Icici Bank LTD

Financial Services
6.74K
+ 97.22%
$27.55 - $31.67 $186K - $213K
13.7K $430K
IEV
Ishares Tr Europe ETF

ETFs
2.46K
+ 22.44%
$51.89 - $60.68 $127K - $149K
13.4K $789K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.29K
+ 17.78%
$72.7 - $84.32 $239K - $277K
21.8K $1.63M
PEG
Public Service Enterprise Group Inc

Utilities
2.9K
+ 26.97%
$78.2 - $90.39 $227K - $262K
13.6K $1.12M
EBAY
Ebay Inc

Consumer Cyclical
2.36K
+ 25.33%
$61.61 - $70.93 $145K - $167K
11.7K $789K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
375
+ 4.15%
$111.19 - $129.47 $41.7K - $48.6K
9.42K $1.21M
AWK
American Water Works Company, Inc.

Utilities
903
+ 26.82%
$121.01 - $149.31 $109K - $135K
4.27K $629K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.3K
+ 39.99%
$30.38 - $34.94 $161K - $185K
18.6K $635K
OXY
Occidental Petroleum Corp

Energy
4.27K
+ 53.48%
$45.45 - $52.7 $194K - $225K
12.3K $604K
CBRE
Cbre Group, Inc.

Real Estate
1.61K
+ 82.51%
$121.79 - $147.13 $196K - $237K
3.56K $465K
SCCO
Southern Copper Corp

Basic Materials
1.92K
+ 15.81%
$85.92 - $101.48 $165K - $195K
14.1K $1.31M
D
Dominion Energy, Inc

Utilities
3.21K
+ 26.3%
$52.85 - $57.43 $170K - $185K
15.4K $865K
ROL
Rollins Inc

Consumer Cyclical
3.13K
+ 64.64%
$45.65 - $54.03 $143K - $169K
7.98K $431K
IGR
Cbre Global Real Estate Income Fund

Financial Services
38.6K
+ 190.9%
$4.79 - $5.34 $185K - $206K
58.9K $301K
GWRE
Guidewire Software, Inc.

Technology
853
+ 36.81%
$166.74 - $218.22 $142K - $186K
3.17K $593K
TRMB
Trimble Inc.

Technology
3.67K
+ 43.0%
$65.52 - $77.49 $240K - $284K
12.2K $800K
ICE
Intercontinental Exchange, Inc.

Financial Services
25
+ 0.3%
$142.8 - $176.36 $3.57K - $4.41K
8.26K $1.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.3K
+ 3.35%
$56.17 - $59.71 $354K - $376K
194K $11M
JBL
Jabil Inc

Technology
1.54K
+ 94.18%
$130.51 - $173.33 $201K - $267K
3.17K $431K
IWN
Ishares Russell2000 Val ETF

ETFs
1.83K
+ 29.08%
$149.27 - $169.4 $273K - $309K
8.11K $1.23M
SLV
I Shares Silver Trust

ETFs
3.27K
+ 16.45%
$26.93 - $31.32 $88K - $102K
23.1K $717K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.98K
+ 47.24%
$95.15 - $104.06 $188K - $206K
6.16K $605K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.97K
+ 49.63%
$103.02 - $140.69 $306K - $418K
8.95K $945K
PHM
Pultegroup Inc

Consumer Cyclical
2.61K
+ 20.45%
$101.09 - $118.51 $264K - $310K
15.4K $1.58M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.66K
+ 41.82%
$25.54 - $28.79 $145K - $163K
19.2K $538K
IVE
Ishares S&P 500 Value ETF

ETFs
1.83K
+ 2.46%
$185.78 - $198.58 $340K - $363K
76.2K $14.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.28K
+ 9.01%
$55.41 - $60.74 $237K - $260K
51.8K $2.9M
ZM
Zoom Video Communications, Inc.

Technology
3.87K
+ 29.46%
$72.23 - $88.64 $279K - $343K
17K $1.25M
INTF
Ishares Tr

ETFs
5.11K
+ 52.41%
$28.43 - $31.96 $145K - $163K
14.9K $461K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
12K
+ 33.18%
$18.61 - $21.28 $223K - $255K
48.1K $911K
GOLD
Barrick Gold Corp

Basic Materials
6.42K
+ 46.43%
$15.45 - $19.56 $99.2K - $126K
20.3K $393K
GTLB
Gitlab Inc.

Technology
5.22K
+ 72.5%
$47.0 - $73.14 $245K - $382K
12.4K $583K
DXCM
Dexcom Inc

Healthcare
3K
+ 102.28%
$67.74 - $90.75 $203K - $272K
5.93K $405K
RSG
Republic Services, Inc.

Industrials
264
+ 9.73%
$200.09 - $242.16 $52.8K - $63.9K
2.98K $720K
PSLV
Sprott Physical Silver Trust

Financial Services
9.04K
+ 25.26%
$9.86 - $11.68 $89.2K - $106K
44.8K $519K
ROP
Roper Technologies Inc

Industrials
212
+ 29.69%
$502.71 - $593.81 $107K - $126K
926 $545K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.33K
+ 7.84%
$53.6 - $58.97 $339K - $373K
87K $4.73M
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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