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
ASML
Asml Holding Nv

Technology
688
+ 48.04%
$662.63 - $776.99 $456K - $535K
2.12K $1.4M
O
Realty Income Corp

Real Estate
5.79K
+ 35.2%
$51.67 - $58.49 $299K - $339K
22.3K $1.29M
DUOL
Duolingo, Inc.

Technology
1.54K
+ 17.87%
$272.49 - $441.39 $421K - $682K
10.2K $3.21M
QWLD
Spdr Index Shs Fds

ETFs
2.91K
+ 28.34%
$122.65 - $131.03 $357K - $381K
13.2K $1.67M
COF
Capital One Financial Corp

Financial Services
2.21K
+ 56.09%
$163.87 - $209.82 $362K - $463K
6.14K $1.1M
FIX
Comfort Systems Usa Inc

Industrials
1.56K
+ 144.86%
$313.26 - $550.27 $490K - $860K
2.64K $856K
BRKR
Bruker Corp

Healthcare
11.6K
+ 226.92%
$41.74 - $62.95 $484K - $731K
16.7K $697K
CPRT
Copart Inc

Consumer Cyclical
8.8K
+ 6.9%
$52.3 - $59.83 $460K - $527K
136K $7.72M
PRU
Prudential Financial Inc

Financial Services
3.94K
+ 59.44%
$105.04 - $122.33 $414K - $482K
10.6K $1.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 30.23%
$308.86 - $455.36 $315K - $464K
4.39K $1.55M
IYF
Ishares Tr

ETFs
3.45K
+ 72.95%
$107.69 - $119.37 $372K - $412K
8.18K $913K
MAN
Manpower Group Inc.

Industrials
6.61K
+ 157.99%
$53.77 - $62.66 $355K - $414K
10.8K $632K
ISRG
Intuitive Surgical Inc

Healthcare
1.15K
+ 17.21%
$476.63 - $610.45 $547K - $700K
7.81K $3.87M
FICO
Fair Isaac Corp

Technology
224
+ 128.0%
$1695.35 - $2030.47 $380K - $455K
399 $735K
TDG
Trans Digm Group Inc

Industrials
230
+ 39.45%
$1251.32 - $1394.11 $288K - $321K
813 $1.12M
PEAK
Healthpeak Properties, Inc.

Real Estate
20.2K
+ 80.9%
N/A
45.2K $856K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.47K
+ 48.0%
$77.33 - $90.16 $500K - $584K
20K $1.56M
MRVL
Marvell Technology, Inc.

Technology
13.7K
+ 144.84%
$61.57 - $126.06 $841K - $1.72M
23.1K $1.42M
OMC
Omnicom Group Inc.

Communication Services
4.69K
+ 157.86%
$79.43 - $88.34 $373K - $414K
7.66K $635K
AN
Autonation, Inc.

Consumer Cyclical
2.41K
+ 183.12%
$156.67 - $195.15 $377K - $470K
3.72K $602K
WCN
Waste Connections, Inc.

Industrials
1.71K
+ 92.78%
$169.89 - $195.19 $290K - $334K
3.55K $693K
DPZ
Dominos Pizza Inc

Consumer Cyclical
747
+ 88.51%
$402.33 - $489.71 $301K - $366K
1.59K $730K
FCX
Freeport Mcmoran Inc

Basic Materials
10K
+ 37.86%
$34.5 - $43.01 $345K - $430K
36.4K $1.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.17K
+ 62.41%
$106.22 - $111.09 $337K - $352K
8.26K $913K
OHI
Omega Healthcare Investors Inc

Real Estate
9.52K
+ 27.94%
$35.7 - $38.33 $340K - $365K
43.6K $1.66M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.66K
+ 130.26%
$58.81 - $68.2 $392K - $454K
11.8K $702K
ARCC
Ares Capital Corp

Financial Services
11.3K
+ 2.53%
$21.28 - $23.81 $239K - $268K
455K $10.1M
EW
Edwards Lifesciences Corp

Healthcare
5.21K
+ 93.39%
$67.95 - $76.19 $354K - $397K
10.8K $782K
EVR
Evercore Inc.

Financial Services
2.18K
+ 249.77%
$190.28 - $291.27 $415K - $636K
3.06K $610K
ED
Consolidated Edison Inc

Utilities
1.53K
+ 16.79%
$88.0 - $110.59 $135K - $170K
10.7K $1.18M
DHI
Horton D R Inc

Consumer Cyclical
3.19K
+ 99.19%
$125.29 - $147.65 $399K - $470K
6.4K $813K
IQV
Iqvia Holdings Inc.

Healthcare
2.55K
+ 59.45%
$176.3 - $209.96 $450K - $536K
6.85K $1.21M
MNST
Monster Beverage Corp

Consumer Defensive
5.44K
+ 81.78%
$46.16 - $58.58 $251K - $319K
12.1K $707K
MU
Micron Technology Inc

Technology
3.59K
+ 22.62%
$86.89 - $109.38 $312K - $393K
19.5K $1.69M
KLAC
Kla Corp

Technology
367
+ 18.64%
$636.62 - $777.63 $234K - $285K
2.34K $1.59M
HSIC
Henry Schein Inc

Healthcare
5.27K
+ 22.79%
$68.49 - $81.91 $361K - $432K
28.4K $1.95M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.53K
+ 31.74%
$46.15 - $63.53 $163K - $224K
14.6K $900K
CCK
Crown Holdings Inc

Consumer Cyclical
3.56K
+ 115.42%
$78.77 - $91.74 $280K - $326K
6.64K $592K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15.2K
+ 21.95%
$32.49 - $37.99 $493K - $576K
84.2K $2.81M
LNT
Alliant Energy Corp

Utilities
4.84K
+ 105.08%
$56.66 - $66.04 $274K - $320K
9.45K $608K
TSCO
Tractor Supply CO

Consumer Cyclical
5.13K
+ 20.86%
$51.66 - $57.94 $265K - $297K
29.7K $1.64M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.13K
+ 54.68%
$76.77 - $82.22 $317K - $339K
11.7K $916K
SPG
Simon Property Group Inc

Real Estate
2.05K
+ 84.81%
$159.48 - $187.78 $327K - $385K
4.47K $741K
CROX
Crocs, Inc.

Consumer Cyclical
4.33K
+ 11.38%
$88.83 - $112.59 $385K - $488K
42.4K $4.49M
PSX
Phillips 66

Energy
1.96K
+ 23.4%
$113.93 - $131.55 $223K - $258K
10.3K $1.28M
PK
Park Hotels & Resorts Inc.

Real Estate
32.6K
+ 315.03%
$10.68 - $14.19 $348K - $462K
42.9K $467K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.37K
+ 71.2%
$74.75 - $89.13 $252K - $301K
8.11K $677K
HOOD
Robinhood Markets, Inc.

Technology
5.69K
+ 31.7%
$35.63 - $65.28 $203K - $371K
23.6K $983K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.48K
+ 19.01%
$113.59 - $123.29 $282K - $306K
15.5K $1.81M
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