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
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 66.67%
$663000.0 - $801950.0 $1.33M - $1.6M
5 $3.99M
ADBE
Adobe Inc.

Technology
6.54K
+ 66.98%
$377.84 - $464.11 $2.47M - $3.03M
16.3K $6.25M
MDT
Medtronic PLC

Healthcare
18.2K
+ 78.23%
$79.84 - $94.5 $1.45M - $1.72M
41.5K $3.73M
SPGI
S&P Global Inc.

Financial Services
3.25K
+ 16.2%
$478.26 - $543.77 $1.55M - $1.77M
23.3K $11.8M
MCD
Mcdonalds Corp

Consumer Cyclical
4.06K
+ 15.64%
$279.74 - $321.29 $1.13M - $1.3M
30K $9.37M
DASH
Door Dash, Inc.

Communication Services
9.75K
+ 324.83%
$168.37 - $213.38 $1.64M - $2.08M
12.7K $2.33M
CME
Cme Group Inc.

Financial Services
6.13K
+ 105.78%
$225.82 - $266.54 $1.38M - $1.63M
11.9K $3.16M
CMCSA
Comcast Corp

Communication Services
50.1K
+ 75.19%
$33.19 - $38.23 $1.66M - $1.92M
117K $4.31M
ICVT
Ishares Tr Convertible Bond Et

ETFs
21.4K
+ 498.81%
$83.18 - $89.27 $1.78M - $1.91M
25.7K $2.16M
VIG
Vanguard Dividend Appreciation

ETFs
9.76K
+ 17.54%
N/A
65.4K $11.9M
NOC
Northrop Grumman Corp

Industrials
3.17K
+ 90.59%
$433.45 - $513.82 $1.37M - $1.63M
6.66K $3.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17K
+ 346.63%
$97.25 - $104.79 $1.65M - $1.78M
21.8K $2.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
35.2K
+ 810.88%
$48.43 - $49.9 $1.7M - $1.75M
39.5K $1.97M
PEP
Pepsico Inc

Consumer Defensive
12.4K
+ 18.88%
$142.64 - $156.42 $1.77M - $1.94M
78.1K $11.7M
HUM
Humana Inc

Healthcare
6.24K
+ 342.99%
$249.11 - $303.11 $1.55M - $1.89M
8.06K $2.13M
DUK
Duke Energy Corp

Utilities
9.73K
+ 29.52%
$105.87 - $121.97 $1.03M - $1.19M
42.7K $5.21M
HSY
Hershey CO

Consumer Defensive
9.48K
+ 51.58%
$144.74 - $186.36 $1.37M - $1.77M
27.8K $4.76M
VCR
Vanguard Consumer Discretionar

ETFs
6.2K
+ 80.0%
$318.51 - $391.75 $1.97M - $2.43M
14K $4.55M
HD
Home Depot, Inc.

Consumer Cyclical
7.4K
+ 15.52%
$347.25 - $424.87 $2.57M - $3.14M
55.1K $20.2M
SO
Southern CO

Utilities
11.4K
+ 18.8%
$80.96 - $92.96 $921K - $1.06M
71.9K $6.61M
MCK
Mckesson Corp

Healthcare
875
+ 8.7%
$566.21 - $672.99 $495K - $589K
10.9K $7.36M
INCY
Incyte Corp

Healthcare
27.6K
+ 305.44%
$60.0 - $75.26 $1.65M - $2.08M
36.6K $2.22M
FAST
Fastenal CO

Industrials
10.4K
+ 7.55%
$71.11 - $79.98 $742K - $835K
149K $11.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
73.6K
+ 16.05%
$32.42 - $36.13 $2.39M - $2.66M
532K $17.4M
APP
App Lovin Corp

Technology
6.2K
+ 657.1%
$238.08 - $510.13 $1.48M - $3.16M
7.15K $1.89M
VZ
Verizon Communications Inc

Communication Services
21.7K
+ 20.57%
$37.81 - $46.49 $821K - $1.01M
127K $5.78M
TJX
Tjx Companies Inc

Consumer Cyclical
12.3K
+ 35.34%
$112.81 - $126.16 $1.39M - $1.56M
47.2K $5.75M
MCO
Moodys Corp

Financial Services
3.34K
+ 89.65%
$437.8 - $527.48 $1.46M - $1.76M
7.06K $3.29M
ABNB
Airbnb, Inc.

Consumer Cyclical
13.8K
+ 136.0%
$119.38 - $161.42 $1.64M - $2.22M
23.9K $2.85M
ABT
Abbott Laboratories

Healthcare
3.99K
+ 7.92%
$111.1 - $140.22 $443K - $559K
54.3K $7.21M
LOW
Lowes Companies Inc

Consumer Cyclical
7.58K
+ 39.29%
$222.66 - $268.42 $1.69M - $2.03M
26.9K $6.27M
ELV
Elevance Health, Inc.

Healthcare
2.98K
+ 87.04%
$365.9 - $436.25 $1.09M - $1.3M
6.39K $2.76M
MMM
3 M CO

Industrials
7.88K
+ 43.78%
$129.7 - $155.12 $1.02M - $1.22M
25.9K $3.8M
PG
Procter & Gamble CO

Consumer Defensive
6.95K
+ 6.69%
$158.56 - $176.26 $1.1M - $1.23M
111K $18.9M
GILD
Gilead Sciences, Inc.

Healthcare
9.52K
+ 48.32%
$89.14 - $117.41 $849K - $1.12M
29.2K $3.28M
AMGN
Amgen Inc

Healthcare
1.61K
+ 8.63%
$258.59 - $327.36 $416K - $527K
20.3K $6.31M
APH
Amphenol Corp

Technology
22.7K
+ 161.57%
$61.62 - $78.55 $1.4M - $1.79M
36.8K $2.42M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
11.6K
+ 82.6%
$107.24 - $116.37 $1.24M - $1.35M
25.6K $2.96M
VNQ
Vanguard Specialized Funds Van

ETFs
15.6K
+ 47.17%
$85.55 - $94.34 $1.33M - $1.47M
48.7K $4.37M
GRMN
Garmin LTD

Technology
6.13K
+ 94.48%
$204.55 - $241.93 $1.25M - $1.48M
12.6K $2.74M
FMC
Fmc Corp

Basic Materials
34.3K
+ 483.09%
$34.54 - $56.38 $1.18M - $1.93M
41.3K $1.74M
RWL
Invesco Exchange Traded Fd Tr

ETFs
13.3K
+ 7.97%
$96.9 - $104.39 $1.29M - $1.39M
181K $17.8M
VEEV
Veeva Systems Inc

Healthcare
2.4K
+ 6.33%
$210.58 - $246.8 $504K - $591K
40.2K $9.31M
CMI
Cummins Inc

Industrials
5.69K
+ 44.29%
$312.92 - $386.07 $1.78M - $2.19M
18.5K $5.8M
DIS
Walt Disney CO

Communication Services
18.3K
+ 46.97%
$96.87 - $114.0 $1.77M - $2.08M
57.2K $5.64M
SJNK
Spdr Bloomberg Short Term High

ETFs
53.8K
+ 12.76%
$25.08 - $25.64 $1.35M - $1.38M
475K $11.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.1K
+ 465.32%
$18.36 - $20.51 $1.18M - $1.31M
77.8K $1.55M
ADSK
Autodesk, Inc.

Technology
5.26K
+ 304.11%
N/A
6.98K $1.72M
MS
Morgan Stanley

Financial Services
12K
+ 85.0%
$111.68 - $141.08 $1.34M - $1.7M
26.2K $3.06M
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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