Merit Financial Group, LLC Incresed Positions in Q4 2024

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
1.19K
+ 30.92%
$225.97 - $266.66 $269K - $317K
5.03K $1.21M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.49K
+ 37.65%
$46.94 - $51.62 $258K - $283K
20.1K $1M
INDA
Ishares Msci India Index Fund

ETFs
6.31K
+ 153.25%
$52.64 - $58.16 $332K - $367K
10.4K $549K
ABC
Amerisourcebergen Corp

Healthcare
1.63K
+ 32.64%
N/A
6.6K $1.22M
ROK
Rockwell Automation, Inc

Industrials
937
+ 51.63%
$264.65 - $302.92 $248K - $284K
2.75K $786K
ACGL
Arch Capital Group Ltd.

Financial Services
3.7K
+ 167.22%
$88.71 - $114.86 $328K - $425K
5.91K $545K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.8K
+ 3.72%
$20.98 - $21.19 $270K - $272K
358K $7.55M
AMGN
Amgen Inc

Healthcare
4.45K
+ 31.33%
$258.78 - $328.31 $1.15M - $1.46M
18.6K $4.86M
FITB
Fifth Third Bancorp

Financial Services
6.76K
+ 69.83%
$41.76 - $48.44 $282K - $327K
16.4K $695K
ANVS
Annovis Bio, Inc.

Healthcare
71.8K
+ 268.97%
$4.37 - $9.87 $314K - $709K
98.5K $495K
COF
Capital One Financial Corp

Financial Services
1.11K
+ 39.24%
$145.19 - $192.01 $161K - $213K
3.94K $701K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.46K
+ 18.18%
$50.53 - $55.55 $276K - $303K
35.5K $1.81M
PPG
Ppg Industries Inc

Basic Materials
2.64K
+ 83.11%
$119.09 - $131.37 $314K - $346K
5.81K $694K
ECL
Ecolab Inc.

Basic Materials
1.28K
+ 99.77%
$234.32 - $261.43 $300K - $335K
2.56K $600K
NSC
Norfolk Southern Corp

Industrials
1.59K
+ 21.56%
$230.6 - $277.0 $367K - $441K
8.98K $2.11M
SUB
Ishares Short Term National Mu

ETFs
2.56K
+ 73.33%
$104.94 - $106.2 $269K - $272K
6.06K $638K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 21.21%
$113.79 - $124.5 $260K - $284K
13.1K $1.5M
EXR
Extra Space Storage Inc.

Real Estate
1.94K
+ 162.96%
$142.35 - $178.32 $276K - $345K
3.12K $467K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.3K
+ 132.92%
$219.66 - $257.62 $285K - $334K
2.27K $501K
NTAP
Net App, Inc.

Technology
2.58K
+ 30.63%
$115.31 - $131.11 $298K - $339K
11K $1.28M
CSX
Csx Corp

Industrials
8.41K
+ 48.76%
$31.58 - $36.88 $266K - $310K
25.7K $828K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.94K
+ 30.65%
$39.3 - $41.34 $273K - $287K
29.6K $1.16M
VTR
Ventas, Inc.

Real Estate
5.12K
+ 31.99%
$57.73 - $66.48 $295K - $340K
21.1K $1.24M
CGCP
Capital Group Core Plus Income

ETFs
12.9K
+ 17.0%
$22.13 - $23.17 $285K - $299K
88.7K $1.97M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.16K
+ 4.16%
$42.33 - $43.3 $388K - $397K
229K $9.77M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 8.15%
$98.04 - $108.11 $149K - $164K
20.1K $2.05M
AZN
Astrazeneca PLC

Healthcare
4.12K
+ 87.17%
$63.2 - $79.58 $260K - $328K
8.84K $579K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.94K
+ 36.43%
$75.95 - $88.05 $375K - $435K
18.5K $1.41M
HCA
Hca Healthcare, Inc.

Healthcare
909
+ 137.73%
$297.52 - $415.61 $270K - $378K
1.57K $470K
KR
Kroger CO

Consumer Defensive
2.67K
+ 28.65%
$55.21 - $63.3 $147K - $169K
12K $732K
PEG
Public Service Enterprise Group Inc

Utilities
2.79K
+ 35.01%
$81.87 - $94.51 $228K - $263K
10.7K $908K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11.2K
+ 11.22%
$14.38 - $15.35 $161K - $172K
111K $1.66M
PULS
Pgim ETF Tr

ETFs
4.07K
+ 25.71%
$49.51 - $49.79 $202K - $203K
19.9K $985K
IEFA
Ishares Tr

ETFs
198K
+ 11.21%
$70.06 - $77.43 $13.9M - $15.3M
1.97M $138M
LOW
Lowes Companies Inc

Consumer Cyclical
2.44K
+ 14.45%
$244.52 - $284.07 $596K - $692K
19.3K $4.76M
ED
Consolidated Edison Inc

Utilities
3.2K
+ 54.04%
$88.87 - $107.38 $285K - $344K
9.13K $814K
ADSK
Autodesk, Inc.

Technology
790
+ 84.22%
N/A
1.73K $424K
HAL
Halliburton CO

Energy
7.52K
+ 107.82%
$25.77 - $31.99 $194K - $240K
14.5K $393K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.36K
+ 12.43%
$29.73 - $30.81 $159K - $165K
48.5K $1.48M
ALK
Alaska Air Group, Inc.

Industrials
906
+ 13.98%
$42.48 - $67.6 $38.5K - $61.2K
7.39K $478K
ENB
Enbridge Inc

Energy
3.23K
+ 12.51%
$40.4 - $43.92 $131K - $142K
29.1K $1.23M
ITA
Ishares Tr

ETFs
1.84K
+ 9.37%
$144.31 - $157.31 $266K - $289K
21.5K $3.12M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.61K
+ 47.76%
$107.41 - $115.71 $173K - $187K
4.99K $549K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.62K
+ 26.85%
$50.73 - $51.08 $183K - $185K
17.1K $868K
KMB
Kimberly Clark Corp

Consumer Defensive
2K
+ 26.44%
$130.37 - $146.09 $261K - $292K
9.57K $1.25M
VT
Vanguard Total World Stk Index

ETFs
1.57K
+ 42.31%
$117.09 - $123.07 $184K - $193K
5.27K $619K
UL
Unilever PLC

Consumer Defensive
4.48K
+ 45.55%
$56.7 - $64.64 $254K - $290K
14.3K $812K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.51K
+ 15.62%
$131.66 - $144.0 $330K - $361K
18.6K $2.45M
VLO
Valero Energy Corp

Energy
1.9K
+ 38.1%
$118.59 - $144.02 $225K - $273K
6.88K $843K
Activity Summary
Buys All Purchases 960 New Holdings 372 Increased Positions 588 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 1 Puts 1
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