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
INCO
Columbia ETF Tr Ii Columbia In

ETFs
2.13K
+ 18.19%
$55.6 - $66.5 $118K - $142K
13.8K $822K
KCE
Spdr S&P Capital Markets ETF

ETFs
4.43K
+ 10.82%
$122.39 - $146.44 $542K - $648K
45.3K $5.7M
BIDU
Baidu, Inc.

Communication Services
489
+ 17.25%
$77.43 - $102.51 $37.9K - $50.1K
3.32K $305K
TWLO
Twilio Inc

Communication Services
1.03K
+ 29.74%
$94.9 - $148.35 $97.7K - $153K
4.49K $439K
MSTR
Microstrategy Inc

Technology
230
+ 3.08%
$239.27 - $396.5 $55K - $91.2K
7.71K $2.23M
STLD
Steel Dynamics Inc

Basic Materials
646
+ 5.19%
N/A
13.1K $1.29M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.5K
+ 20.42%
$47.25 - $67.02 $307K - $435K
38.3K $1.87M
CDE
Coeur Mining, Inc.

Basic Materials
7.94K
+ 25.13%
$5.02 - $7.29 $39.8K - $57.8K
39.5K $240K
CNQ
Canadian Natural Resources LTD

Energy
1.98K
+ 21.42%
$26.72 - $32.74 $52.8K - $64.7K
11.2K $344K
KHC
Kraft Heinz CO

Consumer Defensive
2.02K
+ 16.09%
$28.51 - $32.22 $57.7K - $65.2K
14.6K $444K
FISV
Fiserv Inc

Technology
454
+ 2.29%
N/A
20.3K $2.54M
DTM
Dt Midstream, Inc.

Energy
697
+ 15.12%
$86.95 - $113.75 $60.6K - $79.3K
5.31K $513K
BURL
Burlington Stores, Inc.

Consumer Cyclical
456
+ 38.58%
$228.41 - $293.71 $104K - $134K
1.64K $390K
DHS
Wisdomtree Tr U.S

ETFs
20
+ 0.18%
$91.55 - $99.74 $1.83K - $1.99K
11.3K $1.11M
GS
Goldman Sachs Group Inc

Financial Services
609
+ 5.77%
$524.81 - $672.19 $320K - $409K
11.2K $6.1M
XLU
Utilities Sector Spdr

ETFs
129
+ 0.68%
$74.7 - $80.27 $9.64K - $10.4K
19.1K $1.49M
EVRG
Evergy, Inc.

Utilities
288
+ 6.58%
$59.9 - $69.52 $17.3K - $20K
4.66K $321K
PCTY
Paylocity Holding Corp

Technology
2.01K
+ 7.49%
$183.21 - $217.86 $368K - $438K
28.8K $5.4M
EHC
Encompass Health Corp

Healthcare
166
+ 4.09%
$91.05 - $102.2 $15.1K - $17K
4.22K $425K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
223
+ 12.71%
$162.48 - $175.37 $36.2K - $39.1K
1.98K $340K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.14K
+ 9.9%
$59.61 - $66.71 $127K - $142K
23.7K $1.43M
HL
Hecla Mining CO

Basic Materials
101
+ 0.16%
$5.07 - $6.37 $512 - $643
64.9K $367K
OGE
Oge Energy Corp.

Utilities
382
+ 5.87%
$39.76 - $46.32 $15.2K - $17.7K
6.89K $316K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.15K
+ 19.11%
$49.36 - $53.08 $56.8K - $61.1K
7.17K $356K
XYL
Xylem Inc.

Industrials
312
+ 13.03%
$114.02 - $132.04 $35.6K - $41.2K
2.71K $323K
XP
Xp Inc.

Financial Services
1.68K
+ 14.52%
$11.05 - $15.69 $18.6K - $26.4K
13.3K $182K
WDAY
Workday, Inc.

Technology
426
+ 19.02%
$233.53 - $277.82 $99.5K - $118K
2.67K $622K
ICLR
Icon PLC

Healthcare
487
+ 40.41%
$174.99 - $222.58 $85.2K - $108K
1.69K $296K
ODFL
Old Dominion Freight Line, Inc.

Industrials
372
+ 23.91%
$161.13 - $209.29 $59.9K - $77.9K
1.93K $318K
LYG
Lloyds Banking Group PLC

Financial Services
8.06K
+ 69.96%
$2.58 - $3.9 $20.8K - $31.4K
19.6K $74K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
330
+ 4.94%
$42.3 - $53.69 $14K - $17.7K
7.01K $364K
CNHI
Cnh Industrial N.V.

Industrials
4.09K
+ 21.37%
N/A
23.2K $242K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 0.03%
$59.28 - $66.1 $178 - $198
11.9K $767K
FLS
Flowserve Corp

Industrials
2.75K
+ 25.83%
$46.47 - $64.75 $128K - $178K
13.4K $654K
PATH
Ui Path, Inc.

Technology
15.5K
+ 31.65%
$9.97 - $15.19 $155K - $236K
64.6K $665K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.58K
+ 10.74%
$54.51 - $63.63 $195K - $228K
36.9K $2.06M
MTDR
Matador Resources CO

Energy
1.26K
+ 28.16%
$44.79 - $63.77 $56.3K - $80.2K
5.72K $292K
AIZ
Assurant, Inc.

Financial Services
214
+ 17.95%
$198.92 - $218.67 $42.6K - $46.8K
1.41K $294K
FTGC
First Trust Global Tactical CO

ETFs
464
+ 2.37%
$23.95 - $25.86 $11.1K - $12K
20K $507K
WWD
Woodward, Inc.

Industrials
88
+ 6.23%
$171.38 - $195.22 $15.1K - $17.2K
1.5K $273K
NKE
Nike, Inc.

Consumer Cyclical
2.19K
+ 26.23%
$63.29 - $81.72 $138K - $179K
10.5K $668K
TXT
Textron Inc

Industrials
785
+ 16.41%
$70.19 - $81.2 $55.1K - $63.7K
5.57K $402K
BRSP
Bright Spire Capital, Inc.

Real Estate
5.65K
+ 5.3%
$5.48 - $6.23 $30.9K - $35.2K
112K $637K
MFG
Mizuho Financial Group Inc

Financial Services
2.41K
+ 6.69%
$4.83 - $6.04 $11.7K - $14.6K
38.5K $212K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
258
+ 0.74%
$74.87 - $79.99 $19.3K - $20.6K
35.1K $2.67M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
27
+ 0.74%
$98.98 - $113.18 $2.67K - $3.06K
3.69K $417K
VIS
Vanguard Industrial ETF

ETFs
232
+ 6.98%
$243.63 - $273.99 $56.5K - $63.6K
3.56K $875K
KD
Kyndryl Holdings, Inc.

Technology
1.96K
+ 20.75%
$31.32 - $43.45 $61.5K - $85.3K
11.4K $357K
AMCR
Amcor PLC

Consumer Cyclical
2.69K
+ 19.96%
$9.33 - $10.39 $25.1K - $27.9K
16.1K $156K
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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