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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.88K
+ 16.55%
$208.48 - $244.03 $600K - $702K
20.3K $4.94M
BAC
Bank Of America Corp

Financial Services
37.1K
+ 27.42%
$39.61 - $47.74 $1.47M - $1.77M
173K $7.2M
UBER
Uber Technologies, Inc

Technology
7.28K
+ 12.74%
$63.17 - $81.49 $460K - $593K
64.4K $4.69M
RGLD
Royal Gold Inc

Basic Materials
6.94K
+ 201.19%
$132.55 - $163.51 $920K - $1.13M
10.4K $1.7M
VHT
Vanguard Health Care ETF

ETFs
4.2K
+ 29.08%
$254.06 - $273.83 $1.07M - $1.15M
18.7K $4.91M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
114K
+ 40.28%
$11.13 - $11.61 $1.27M - $1.33M
398K $4.43M
MRK
Merck & Co., Inc.

Healthcare
21K
+ 30.61%
$83.01 - $101.02 $1.75M - $2.13M
89.8K $8.06M
ETSY
Etsy Inc

Consumer Cyclical
26.1K
+ 676.5%
$44.4 - $57.29 $1.16M - $1.49M
29.9K $1.41M
SIVR
Abrdn Silver ETF Trust

ETFs
19.7K
+ 17.31%
$28.07 - $32.82 $552K - $645K
133K $4.33M
AZO
Autozone Inc

Consumer Cyclical
276
+ 132.69%
$3193.96 - $3828.11 $882K - $1.06M
484 $1.85M
BKNG
Booking Holdings Inc.

Consumer Cyclical
334
+ 33.4%
$4295.4 - $5141.88 $1.43M - $1.72M
1.33K $6.15M
CI
Cigna Corp

Healthcare
3.17K
+ 135.66%
$274.49 - $329.0 $869K - $1.04M
5.5K $1.81M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
16K
+ 331.89%
$61.25 - $72.83 $980K - $1.16M
20.8K $1.47M
AZN
Astrazeneca PLC

Healthcare
14.7K
+ 166.78%
$65.37 - $77.96 $964K - $1.15M
23.6K $1.73M
IWL
Ishares Tr Russell 200 ETF

ETFs
11.9K
+ 19.26%
$135.83 - $151.73 $1.62M - $1.81M
74K $10.1M
PULS
Pgim ETF Tr

ETFs
22.5K
+ 112.86%
$49.56 - $49.78 $1.11M - $1.12M
42.4K $2.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.55K
+ 78.18%
$165.25 - $224.62 $1.41M - $1.92M
19.5K $3.24M
BUG
Global X Fds Cybersecurity ETF

ETFs
29K
+ 18.13%
$31.56 - $36.78 $915K - $1.07M
189K $6.2M
PANW
Palo Alto Networks Inc

Technology
7.98K
+ 29.55%
$167.82 - $208.28 $1.34M - $1.66M
35K $5.97M
PCG
Pg&E Corp

Utilities
64K
+ 384.04%
$15.16 - $20.4 $971K - $1.31M
80.7K $1.39M
MOH
Molina Healthcare, Inc.

Healthcare
3.05K
+ 268.69%
$266.57 - $333.27 $812K - $1.02M
4.18K $1.38M
FTI
Technip Fmc PLC

Energy
32.6K
+ 229.92%
$25.3 - $32.57 $824K - $1.06M
46.7K $1.46M
RL
Ralph Lauren Corp

Consumer Cyclical
4.82K
+ 219.78%
$215.68 - $286.74 $1.04M - $1.38M
7.02K $1.55M
LNG
Cheniere Energy, Inc.

Energy
4.24K
+ 116.36%
$209.32 - $253.66 $888K - $1.08M
7.88K $1.82M
KR
Kroger CO

Consumer Defensive
14.2K
+ 118.2%
$58.36 - $67.72 $827K - $959K
26.2K $1.77M
ALL
Allstate Corp

Financial Services
4.72K
+ 120.7%
$180.99 - $210.18 $854K - $992K
8.63K $1.79M
SCHW
Schwab Charles Corp

Financial Services
11.3K
+ 33.8%
$71.24 - $83.64 $808K - $948K
44.9K $3.51M
NEE
Nextera Energy Inc

Utilities
14.8K
+ 47.19%
$66.96 - $76.16 $991K - $1.13M
46.2K $3.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.23K
+ 34.07%
$360.07 - $417.26 $1.52M - $1.76M
16.6K $6M
TTC
Toro CO

Industrials
14.3K
+ 456.06%
$71.86 - $87.28 $1.02M - $1.24M
17.4K $1.26M
CGCP
Capital Group Core Plus Income

ETFs
44.3K
+ 49.88%
$21.94 - $22.64 $971K - $1M
133K $2.98M
CHKP
Check Point Software Technologies LTD

Technology
1.48K
+ 9.22%
$179.88 - $231.31 $267K - $343K
17.6K $4M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
16.7K
+ 407.52%
$59.79 - $67.15 $998K - $1.12M
20.8K $1.25M
VLO
Valero Energy Corp

Energy
6.97K
+ 101.21%
$121.76 - $142.99 $848K - $996K
13.8K $1.83M
TMUS
T Mobile Us, Inc.

Communication Services
2.44K
+ 33.55%
$211.3 - $272.83 $515K - $664K
9.69K $2.58M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.6K
+ 52.37%
$91.45 - $91.75 $973K - $976K
31K $2.84M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.6K
+ 59.18%
$168.84 - $202.89 $1.11M - $1.34M
17.8K $3.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
406
+ 25.94%
$1187.71 - $1432.58 $482K - $582K
1.97K $2.82M
SHW
Sherwin Williams CO

Basic Materials
2.74K
+ 232.71%
$330.16 - $365.55 $904K - $1M
3.92K $1.37M
CFG
Citizens Financial Group Inc

Financial Services
24.3K
+ 121.08%
$39.73 - $48.36 $966K - $1.18M
44.4K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.64K
+ 65.35%
$169.43 - $182.84 $955K - $1.03M
14.3K $2.45M
AXS
Axis Capital Holdings LTD

Financial Services
8.7K
+ 140.31%
$85.54 - $100.24 $744K - $872K
14.9K $1.48M
SF
Stifel Financial Corp

Financial Services
10.1K
+ 522.0%
$91.62 - $117.6 $926K - $1.19M
12K $1.14M
AMP
Ameriprise Financial Inc

Financial Services
2.09K
+ 118.17%
$472.29 - $575.13 $989K - $1.2M
3.87K $1.87M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
7.65K
+ 17.79%
$69.81 - $78.9 $534K - $604K
50.7K $3.97M
PINS
Pinterest, Inc.

Communication Services
29K
+ 231.57%
$29.79 - $40.0 $863K - $1.16M
41.5K $1.29M
ADP
Automatic Data Processing Inc

Industrials
2.37K
+ 15.73%
$286.85 - $318.64 $680K - $755K
17.4K $5.33M
INTU
Intuit Inc

Technology
1.56K
+ 39.08%
$555.63 - $630.23 $868K - $985K
5.56K $3.42M
NTNX
Nutanix, Inc.

Technology
11.8K
+ 180.77%
$61.28 - $77.44 $722K - $912K
18.3K $1.3M
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
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