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
XLRE
Select Sector Spdr Tr Real Est

ETFs
613
+ 11.65%
$39.18 - $43.52 $24K - $26.7K
5.88K $243K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.79K
+ 20.98%
$27.56 - $32.1 $49.4K - $57.5K
10.3K $290K
TOST
Toast, Inc.

Technology
1.48K
+ 23.14%
$32.61 - $41.98 $48.4K - $62.3K
7.89K $261K
IBRX
Immunity Bio, Inc.

Healthcare
435
+ 0.99%
$2.32 - $3.9 $1.01K - $1.7K
44.2K $138K
TAP
Molson Coors Beverage CO

Consumer Defensive
4
+ 0.06%
$52.44 - $62.91 $210 - $252
6.99K $425K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.84K
+ 11.89%
$9.47 - $11.46 $26.9K - $32.6K
26.7K $277K
SLM
Slm Corp

Financial Services
469
+ 6.4%
$26.95 - $32.54 $12.6K - $15.3K
7.8K $225K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
270
+ 14.32%
$141.31 - $175.89 $38.2K - $47.5K
2.16K $310K
NU
Nu Holdings Ltd.

Financial Services
2.28K
+ 14.9%
$10.12 - $13.95 $23.1K - $31.8K
17.6K $180K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
519
+ 0.88%
$9.83 - $10.34 $5.1K - $5.37K
59.6K $598K
INDA
Ishares Msci India Index Fund

ETFs
649
+ 6.22%
$47.8 - $53.4 $31K - $34.7K
11.1K $568K
MTZ
Mastec Inc

Industrials
669
+ 21.94%
$108.66 - $160.79 $72.7K - $108K
3.72K $433K
EMN
Eastman Chemical CO

Basic Materials
310
+ 11.69%
$87.05 - $103.47 $27K - $32.1K
2.96K $260K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.29K
+ 4.0%
$8.11 - $8.58 $18.5K - $19.6K
59.5K $485K
KEYS
Keysight Technologies, Inc.

Technology
373
+ 10.91%
$148.16 - $185.11 $55.3K - $69K
3.79K $567K
ACWI
Ishares Msci Acwi ETF

ETFs
229
+ 3.04%
$115.16 - $124.13 $26.4K - $28.4K
7.77K $902K
ERIC
Ericsson Lm Telephone CO

Technology
2.79K
+ 21.01%
$7.47 - $8.9 $20.9K - $24.8K
16.1K $124K
FHN
First Horizon Corp

Financial Services
1.71K
+ 7.59%
$17.7 - $22.43 $30.2K - $38.3K
24.2K $470K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
105
+ 2.11%
$408.78 - $448.82 $42.9K - $47.1K
5.07K $2.13M
PKW
Invesco Exchange Traded Fd Tr

ETFs
290
+ 5.8%
$109.15 - $120.99 $31.7K - $35.1K
5.29K $592K
BXP
Boston Properties Inc

Real Estate
521
+ 17.71%
$63.97 - $74.91 $33.3K - $39K
3.46K $232K
JHG
Janus Henderson Group PLC

Financial Services
2.16K
+ 22.2%
$35.98 - $45.94 $77.6K - $99.1K
11.9K $427K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
434
+ 1.72%
$15.0 - $15.91 $6.51K - $6.9K
25.6K $398K
PCF
High Income Securities Fund

Financial Services
1.71K
+ 11.22%
$6.51 - $6.86 $11.1K - $11.7K
17K $112K
COIN
Coinbase Global, Inc.

Technology
651
+ 50.15%
$172.23 - $301.3 $112K - $196K
1.95K $335K
HPI
John Hancock Preferred Income Fund

Financial Services
702
+ 6.68%
$16.4 - $17.73 $11.5K - $12.4K
11.2K $186K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
126
+ 0.96%
$17.64 - $18.41 $2.22K - $2.32K
13.3K $241K
FIS
Fidelity National Information Services, Inc.

Technology
2.28K
+ 8.63%
$68.12 - $83.42 $155K - $190K
28.7K $2.14M
IYT
Ishares Tr U.S. Transportation

ETFs
596
+ 8.29%
$63.37 - $73.39 $37.8K - $43.7K
7.79K $495K
PDT
John Hancock Premium Dividend Fund

Financial Services
120
+ 0.69%
$12.43 - $13.08 $1.49K - $1.57K
17.6K $228K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
55
+ 0.33%
$23.28 - $23.95 $1.28K - $1.32K
16.5K $391K
ITRI
Itron, Inc.

Technology
187
+ 6.74%
$92.6 - $110.29 $17.3K - $20.6K
2.96K $307K
AMH
American Homes 4 Rent

Real Estate
76
+ 1.38%
$34.43 - $37.81 $2.62K - $2.87K
5.58K $211K
PSEC
Prospect Capital Corp

Financial Services
1.74K
+ 9.52%
$4.1 - $4.45 $7.13K - $7.74K
20K $82K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
512
+ 6.43%
$25.27 - $28.3 $12.9K - $14.5K
8.48K $220K
ICF
Ishares Tr

ETFs
36
+ 1.06%
$57.98 - $63.8 $2.09K - $2.3K
3.44K $209K
AIQ
Global X Funds Global X Artifi

ETFs
461
+ 7.15%
$36.38 - $42.77 $16.8K - $19.7K
6.91K $252K
CTSO
Cytosorbents Corp

Healthcare
83
+ 0.55%
$0.89 - $1.3 $73.9 - $108
15.1K $15K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
15
+ 0.42%
$59.15 - $62.71 $887 - $941
3.58K $218K
IT
Gartner Inc

Technology
249
+ 15.63%
$418.25 - $548.38 $104K - $137K
1.84K $773K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
211
+ 0.33%
N/A
63.4K $451K
Dimensional ETF Trust
3.94K
+ 62.63%
N/A
10.2K $0
Dimensional ETF Trust
106K
+ 1319.71%
N/A
114K $0
Atlassian Corporation
6.7K
+ 224.47%
N/A
9.68K $0
Arista Networks Inc
27.4K
+ 112.97%
N/A
51.6K $0
Kenvue Inc
26.4K
+ 237.85%
N/A
37.5K $0
Global X Fds
18K
+ 12.25%
N/A
165K $0
CRH.L
Crh PLC

Basic Materials
7.61K
+ 32.74%
N/A
30.9K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
3.56K
+ 5.71%
N/A
65.8K $0
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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