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
OTIS
Otis Worldwide Corp

Industrials
5.57K
+ 51.58%
$90.77 - $104.01 $505K - $579K
16.4K $1.69M
WRB
Berkley W R Corp

Financial Services
7.96K
+ 83.18%
$56.7 - $71.27 $451K - $567K
17.5K $1.25M
NOW
Service Now, Inc.

Technology
1.87K
+ 61.3%
$783.83 - $1170.39 $1.46M - $2.19M
4.92K $3.92M
DINO
Hf Sinclair Corp

Energy
21.1K
+ 280.43%
$30.66 - $38.48 $646K - $811K
28.6K $945K
HPE
Hewlett Packard Enterprise CO

Technology
53K
+ 224.56%
$14.77 - $24.42 $783K - $1.3M
76.7K $1.18M
DHR
Danaher Corp

Healthcare
4.51K
+ 44.83%
$201.62 - $250.59 $908K - $1.13M
14.6K $2.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
537
+ 6.76%
$275.89 - $345.24 $148K - $185K
8.48K $2.93M
PGR
Progressive Corp

Financial Services
987
+ 10.85%
$235.61 - $291.22 $233K - $287K
10.1K $2.85M
WMB
Williams Companies, Inc.

Energy
3.36K
+ 4.02%
$54.02 - $61.09 $182K - $205K
87K $5.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.9K
+ 21.73%
$80.53 - $147.57 $153K - $281K
10.7K $1.41M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.94K
+ 139.22%
$101.98 - $115.66 $708K - $803K
11.9K $1.22M
UNM
Unum Group

Financial Services
7.57K
+ 168.46%
$71.8 - $83.34 $544K - $631K
12.1K $983K
ADI
Analog Devices Inc

Technology
3.56K
+ 61.55%
$201.56 - $243.82 $717K - $867K
9.33K $1.88M
WEN
Wendy'S CO

Consumer Cyclical
47.8K
+ 168.06%
$14.17 - $16.17 $677K - $773K
76.2K $1.12M
EMB
Ishares Tr

ETFs
6.81K
+ 27.65%
$88.64 - $92.03 $603K - $627K
31.4K $2.84M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
496
+ 10.06%
$402.49 - $513.76 $200K - $255K
5.43K $2.63M
ILMN
Illumina, Inc.

Healthcare
10.1K
+ 344.76%
$79.34 - $144.22 $802K - $1.46M
13K $1.03M
KMB
Kimberly Clark Corp

Consumer Defensive
3.7K
+ 38.64%
$124.46 - $147.4 $460K - $545K
13.3K $1.89M
MSI
Motorola Solutions, Inc.

Technology
1.63K
+ 47.97%
$411.73 - $482.1 $672K - $787K
5.04K $2.21M
VRT
Vertiv Holdings CO

Industrials
7.29K
+ 113.47%
N/A
13.7K $1.19M
PFE
Pfizer Inc

Healthcare
30.9K
+ 24.15%
$25.01 - $27.13 $773K - $838K
159K $4.03M
WEC
Wec Energy Group, Inc.

Utilities
3.55K
+ 22.19%
$92.12 - $108.98 $327K - $387K
19.5K $2.13M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.96K
+ 1.46%
$27.47 - $30.62 $109K - $121K
276K $8.23M
EPD
Enterprise Products Partners L.P.

Energy
16.1K
+ 64.99%
$31.75 - $34.14 $512K - $551K
41K $1.4M
IHDG
Wisdomtree Tr

ETFs
13.5K
+ 14.18%
$43.4 - $47.51 $584K - $640K
108K $4.75M
PPL
Ppl Corp

Utilities
16K
+ 150.13%
$31.68 - $36.11 $506K - $577K
26.6K $960K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 17.94%
$57.21 - $65.8 $991K - $1.14M
114K $6.63M
WM
Waste Management Inc

Industrials
1.52K
+ 17.31%
$200.54 - $233.78 $305K - $355K
10.3K $2.38M
DVN
Devon Energy Corp

Energy
15.4K
+ 209.48%
$33.15 - $38.55 $509K - $592K
22.7K $848K
SNV
Synovus Financial Corp

Financial Services
13.4K
+ 305.57%
$43.7 - $56.87 $585K - $761K
17.8K $829K
DE
Deere & CO

Industrials
464
+ 5.48%
$408.57 - $509.27 $190K - $236K
8.93K $4.19M
UNP
Union Pacific Corp

Industrials
1.73K
+ 7.38%
$225.21 - $254.42 $390K - $441K
25.2K $5.95M
DOW
Dow Inc.

Basic Materials
20.2K
+ 99.21%
$34.36 - $41.92 $693K - $846K
40.5K $1.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.81K
+ 193.78%
$314.47 - $431.35 $568K - $779K
2.74K $1M
VICI
Vici Properties Inc.

Real Estate
15.7K
+ 66.04%
$28.21 - $32.68 $442K - $512K
39.4K $1.29M
VTR
Ventas, Inc.

Real Estate
5.55K
+ 26.29%
$56.9 - $70.47 $316K - $391K
26.7K $1.83M
GPN
Global Payments Inc

Industrials
6.77K
+ 129.7%
$92.18 - $113.03 $624K - $765K
12K $1.17M
TXN
Texas Instruments Inc

Technology
3.03K
+ 5.72%
N/A
56K $10.9M
FNF
Fidelity National Financial, Inc.

Financial Services
8.29K
+ 162.73%
$54.25 - $65.27 $450K - $541K
13.4K $870K
ABC
Amerisourcebergen Corp

Healthcare
3.15K
+ 47.65%
N/A
9.75K $1.81M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.42K
+ 145.02%
$88.0 - $115.5 $389K - $510K
7.46K $851K
CINF
Cincinnati Financial Corp

Financial Services
3.78K
+ 88.41%
$133.67 - $147.81 $505K - $558K
8.05K $1.19M
BK
Bank Of New York Mellon Corp

Financial Services
6.26K
+ 89.02%
$75.42 - $88.95 $472K - $557K
13.3K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.87K
+ 19.02%
$120.29 - $134.6 $826K - $925K
43K $5.22M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.26K
+ 268.22%
$92.51 - $102.81 $579K - $643K
8.59K $794K
SYK
Stryker Corp

Healthcare
1.23K
+ 13.9%
$355.18 - $399.9 $438K - $493K
10.1K $3.76M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
25.8K
+ 324.36%
$21.87 - $34.63 $564K - $894K
33.8K $819K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.4K
+ 45.45%
$38.99 - $40.37 $524K - $543K
43K $1.73M
SAP
Sap Se

Technology
1.89K
+ 70.96%
$241.4 - $293.69 $455K - $554K
4.54K $1.22M
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