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
IBRX
Immunity Bio, Inc.

Healthcare
9
+ 0.02%
$2.56 - $6.17 $23 - $55.5
43.8K $112K
CI
Cigna Corp

Healthcare
316
+ 15.67%
$265.59 - $358.58 $83.9K - $113K
2.33K $644K
RDFN
Redfin Corp

Real Estate
1.53K
+ 10.68%
$7.87 - $12.55 $12K - $19.2K
15.8K $124K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
203
+ 1.73%
$60.13 - $67.31 $12.2K - $13.7K
11.9K $725K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
26
+ 0.19%
$108.6 - $115.42 $2.82K - $3K
14K $1.53M
FE
Firstenergy Corp

Utilities
1.42K
+ 5.02%
$39.14 - $44.52 $55.4K - $63K
29.6K $1.18M
NVS
Novartis Ag

Healthcare
1.01K
+ 10.33%
$96.78 - $117.18 $97.7K - $118K
10.8K $1.05M
XCEM
Columbia ETF Tr Ii

ETFs
8.43K
+ 7.82%
$29.6 - $32.67 $249K - $275K
116K $3.44M
LEN
Lennar Corp

Consumer Cyclical
731
+ 19.29%
$136.2 - $188.96 $99.6K - $138K
4.52K $616K
HL
Hecla Mining CO

Basic Materials
1.08K
+ 1.69%
$4.86 - $7.53 $5.24K - $8.12K
64.8K $318K
DWM
Wisdomtree Tr

ETFs
193
+ 0.7%
$52.54 - $57.11 $10.1K - $11K
27.8K $1.46M
DHR
Danaher Corp

Healthcare
1.26K
+ 14.33%
$226.16 - $274.52 $285K - $346K
10.1K $2.31M
CARR
Carrier Global Corp

Industrials
4.66K
+ 12.51%
$66.69 - $82.65 $311K - $385K
41.9K $2.86M
CGGO
Capital Group Global Growth Eq

ETFs
634
+ 0.36%
$29.21 - $30.67 $18.5K - $19.4K
179K $5.23M
SBUX
Starbucks Corp

Consumer Cyclical
2.92K
+ 4.4%
$87.44 - $102.5 $255K - $299K
69.2K $6.31M
NOC
Northrop Grumman Corp

Industrials
67
+ 1.95%
$466.52 - $543.88 $31.3K - $36.4K
3.5K $1.64M
ICLN
Ishares

ETFs
3.48K
+ 4.95%
$11.35 - $14.51 $39.5K - $50.5K
73.7K $839K
KO
Coca Cola CO

Consumer Defensive
10.6K
+ 11.92%
$61.74 - $71.71 $656K - $762K
99.8K $6.21M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.83K
+ 2.77%
$57.78 - $60.4 $395K - $412K
253K $14.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
71
+ 8.91%
$701.85 - $1046.91 $49.8K - $74.3K
868 $618K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
100
+ 0.07%
$12.1 - $13.76 $1.21K - $1.38K
135K $1.64M
GTO
Invesco Actively Managed ETF T

ETFs
1.45K
+ 0.93%
$46.33 - $48.41 $67.3K - $70.3K
158K $7.34M
XLE
Energy Sector Spdr

ETFs
72
+ 0.06%
$83.32 - $97.27 $6K - $7K
115K $9.85M
AMD
Advanced Micro Devices Inc

Technology
6.64K
+ 26.99%
$118.88 - $172.8 $789K - $1.15M
31.2K $3.77M
TGT
Target Corp

Consumer Defensive
5.41K
+ 10.65%
$121.59 - $160.69 $658K - $869K
56.2K $7.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.75K
+ 3.28%
$58.88 - $64.8 $162K - $178K
86.8K $5.12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.01K
+ 1.24%
$38.37 - $42.82 $77K - $85.9K
164K $6.3M
ELV
Elevance Health, Inc.

Healthcare
192
+ 5.95%
$365.96 - $514.62 $70.3K - $98.8K
3.42K $1.26M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.2K
+ 52.24%
$24.19 - $50.58 $392K - $820K
47.2K $1.15M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.14K
+ 0.74%
$80.13 - $83.77 $91.1K - $95.2K
155K $12.5M
AVDV
American Centy ETF Tr Avantis

ETFs
63.1K
+ 7.64%
$63.85 - $70.4 $4.03M - $4.44M
890K $57.9M
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 2.87%
$164.99 - $203.87 $227K - $280K
49.2K $8.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.16K
+ 0.25%
$51.09 - $55.27 $59.2K - $64K
459K $23.5M
CROX
Crocs, Inc.

Consumer Cyclical
2.52K
+ 7.09%
$96.51 - $141.93 $243K - $357K
38K $4.17M
VEA
Vanguard Ftse Developed Market

ETFs
63K
+ 7.75%
$47.57 - $52.44 $2.99M - $3.3M
875K $41.8M
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.25K
+ 1.18%
$32.06 - $35.14 $168K - $185K
450K $14.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
623K
+ 164.45%
$26.93 - $84.95 $16.8M - $53M
1M $27.4M
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
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email