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
STE
Steris PLC

Healthcare
638
+ 50.36%
$202.46 - $232.74 $129K - $148K
1.91K $431K
NSC
Norfolk Southern Corp

Industrials
632
+ 7.04%
$227.69 - $259.76 $144K - $164K
9.61K $2.28M
PCAR
Paccar Inc

Industrials
2.28K
+ 28.2%
$96.91 - $112.51 $221K - $257K
10.4K $1.01M
ENB
Enbridge Inc

Energy
2.53K
+ 8.7%
$41.54 - $45.45 $105K - $115K
31.6K $1.4M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
333
+ 13.51%
$81.78 - $131.92 $27.2K - $43.9K
2.8K $368K
CAG
Conagra Brands Inc.

Consumer Defensive
6.49K
+ 65.53%
$23.9 - $27.67 $155K - $179K
16.4K $436K
SMB
Vaneck Short Muni ETF

ETFs
9.33K
+ 31.13%
$17.08 - $17.25 $159K - $161K
39.3K $673K
MAR
Marriott International Inc

Consumer Cyclical
1.39K
+ 33.12%
$237.01 - $304.45 $329K - $423K
5.59K $1.33M
RACE
Ferrari N.V.

Consumer Cyclical
368
+ 43.86%
$413.73 - $508.15 $152K - $187K
1.21K $516K
ES
Eversource Energy

Utilities
2.11K
+ 34.45%
$55.63 - $63.8 $117K - $135K
8.24K $511K
BA
Boeing CO

Industrials
1.55K
+ 9.15%
$148.15 - $186.25 $230K - $289K
18.5K $3.16M
EOG
Eog Resources Inc

Energy
947
+ 16.58%
$120.54 - $138.05 $114K - $131K
6.66K $853K
TRGP
Targa Resources Corp.

Energy
628
+ 51.94%
$178.44 - $217.22 $112K - $136K
1.84K $368K
DGX
Quest Diagnostics Inc

Healthcare
1.11K
+ 45.23%
N/A
3.56K $488K
AYI
Acuity Brands Inc

Industrials
657
+ 82.75%
$257.8 - $337.07 $169K - $221K
1.45K $382K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.59K
+ 31.12%
$94.86 - $97.12 $151K - $155K
6.7K $638K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.21K
+ 9.48%
$89.18 - $104.04 $733K - $855K
94.8K $8.68M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.12K
+ 39.59%
$18.46 - $19.19 $131K - $137K
25.1K $480K
CNA
Cna Financial Corp

Financial Services
2.67K
+ 62.05%
$45.86 - $51.0 $122K - $136K
6.97K $353K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
3.21K
+ 2.8%
$8.57 - $10.13 $27.5K - $32.5K
118K $1.14M
IVZ
Invesco Ltd.

Financial Services
15.2K
+ 40.77%
$14.82 - $19.34 $225K - $294K
52.5K $796K
EXAS
Exact Sciences Corp

Healthcare
4.61K
+ 110.0%
$43.04 - $58.51 $198K - $270K
8.8K $380K
CTSH
Cognizant Technology Solutions Corp

Technology
1.89K
+ 36.48%
$75.32 - $90.7 $143K - $172K
7.08K $541K
MGM
Mgm Resorts International

Consumer Cyclical
5.96K
+ 85.05%
$29.64 - $40.37 $177K - $241K
13K $384K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11.7K
+ 81.19%
$12.03 - $12.69 $141K - $149K
26.2K $316K
CDNS
Cadence Design Systems Inc

Technology
946
+ 42.63%
$233.96 - $324.52 $221K - $307K
3.17K $804K
SAN
Banco Santander, S.A.

Financial Services
12.9K
+ 53.61%
$4.46 - $7.14 $57.8K - $92.5K
37.1K $248K
LKQ
Lkq Corp

Consumer Cyclical
442
+ 2.16%
$36.24 - $44.05 $16K - $19.5K
20.9K $889K
FAF
First American Financial Corp

Financial Services
1.74K
+ 23.96%
$57.7 - $66.47 $100K - $116K
9K $590K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
15.5K
+ 13.95%
$14.21 - $15.67 $220K - $242K
126K $1.79M
NIC
Nicolet Bankshares Inc

Financial Services
16
+ 0.05%
$100.7 - $119.94 $1.61K - $1.92K
34.6K $3.77M
ASX
Ase Technology Holding Co., Ltd.

Technology
17.3K
+ 146.34%
$8.76 - $11.36 $151K - $196K
29.1K $254K
A
Agilent Technologies, Inc.

Healthcare
1.57K
+ 56.35%
$116.69 - $152.6 $183K - $239K
4.35K $508K
ATO
Atmos Energy Corp

Utilities
459
+ 11.05%
$136.51 - $154.58 $62.7K - $71K
4.61K $713K
CW
Curtiss Wright Corp

Industrials
492
+ 83.25%
$304.82 - $384.07 $150K - $189K
1.08K $343K
DELL
Dell Technologies Inc.

Technology
2.43K
+ 67.15%
$90.34 - $124.66 $220K - $303K
6.05K $551K
ALGN
Align Technology Inc

Healthcare
1.31K
+ 83.92%
$158.86 - $234.89 $208K - $308K
2.87K $456K
CNP
Centerpoint Energy Inc

Utilities
2K
+ 15.31%
$30.87 - $36.25 $61.9K - $72.6K
15.1K $546K
STT
State Street Corp

Financial Services
1.82K
+ 45.28%
$84.47 - $102.23 $154K - $186K
5.85K $523K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
22.2K
+ 168.67%
$5.87 - $6.26 $130K - $139K
35.4K $207K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.98K
+ 4.53%
$38.25 - $39.12 $152K - $156K
91.7K $3.52M
PDD
Pinduoduo Inc.

Consumer Cyclical
304
+ 7.23%
$94.68 - $131.34 $28.8K - $39.9K
4.51K $533K
WPM
Wheaton Precious Metals Corp.

Basic Materials
251
+ 5.21%
$55.75 - $77.63 $14K - $19.5K
5.07K $393K
FANG
Diamondback Energy, Inc.

Energy
822
+ 35.51%
$139.9 - $180.18 $115K - $148K
3.14K $501K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.23K
+ 32.11%
$123.3 - $154.95 $275K - $346K
9.17K $1.17M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.79K
+ 52.21%
$45.22 - $52.17 $126K - $146K
8.13K $390K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
838
+ 26.36%
$254.58 - $302.92 $213K - $254K
4.02K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
365
+ 14.84%
$283.24 - $338.07 $103K - $123K
2.82K $832K
BRO
Brown & Brown, Inc.

Financial Services
592
+ 29.7%
$100.54 - $124.4 $59.5K - $73.6K
2.59K $321K
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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