Merit Financial Group, LLC New Holdings in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.44M
New
$18.54 - $18.88 $26.8M - $27.3M
1.44M $26.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
105K
New
$92.71 - $107.38 $9.73M - $11.3M
105K $9.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
79.7K
New
$63.77 - $71.36 $5.08M - $5.69M
79.7K $5.53M
DFAI
Dimensional ETF Tr

ETFs
162K
New
$28.88 - $32.4 $4.67M - $5.24M
162K $5.09M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
152K
New
$23.32 - $23.84 $3.53M - $3.61M
152K $3.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
137K
New
$23.16 - $27.04 $3.17M - $3.7M
137K $3.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
113K
New
$25.58 - $29.24 $2.89M - $3.31M
113K $2.96M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
63.3K
New
$43.63 - $46.01 $2.76M - $2.91M
63.3K $2.79M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
78K
New
$31.66 - $34.73 $2.47M - $2.71M
78K $2.51M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
69.7K
New
$35.37 - $41.21 $2.47M - $2.87M
69.7K $2.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
109K
New
$21.23 - $23.75 $2.32M - $2.59M
109K $2.34M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
35.2K
New
N/A
35.2K $2.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
81.2K
New
$25.12 - $26.05 $2.04M - $2.11M
81.2K $2.04M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
78.3K
New
$22.98 - $24.13 $1.8M - $1.89M
78.3K $1.87M
EIX
Edison International

Utilities
31.3K
New
$50.06 - $80.01 $1.57M - $2.5M
31.3K $1.84M
MEAR
Blackrock Short Maturity Munic

ETFs
35.8K
New
$49.97 - $50.36 $1.79M - $1.8M
35.8K $1.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
65.8K
New
$25.69 - $26.89 $1.69M - $1.77M
65.8K $1.76M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
32.9K
New
$47.59 - $48.35 $1.57M - $1.59M
32.9K $1.59M
TER
Teradyne, Inc

Technology
15.9K
New
$82.6 - $140.0 $1.31M - $2.22M
15.9K $1.31M
CNXC
Concentrix Corp

Technology
22.9K
New
$42.45 - $65.04 $974K - $1.49M
22.9K $1.28M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
35.5K
New
$33.91 - $36.36 $1.2M - $1.29M
35.5K $1.23M
TSN
Tyson Foods, Inc.

Consumer Defensive
17.5K
New
$54.27 - $63.81 $951K - $1.12M
17.5K $1.12M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
40.2K
New
$26.53 - $29.63 $1.07M - $1.19M
40.2K $1.08M
DKNG
Draft Kings Inc.

Consumer Cyclical
30.3K
New
$33.21 - $53.49 $1.01M - $1.62M
30.3K $1.07M
ON
On Semiconductor Corp

Technology
25.5K
New
$40.69 - $64.51 $1.04M - $1.65M
25.5K $1.04M
NRG
Nrg Energy, Inc.

Utilities
9.53K
New
$84.82 - $113.33 $808K - $1.08M
9.53K $909K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
39.3K
New
$22.42 - $23.22 $881K - $913K
39.3K $905K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
19K
New
$45.92 - $47.58 $871K - $903K
19K $898K
DFAT
Dimensional ETF Tr U S Target

ETFs
17.3K
New
$50.44 - $58.1 $872K - $1M
17.3K $890K
ESTC
Elastic N.V.

Technology
9.88K
New
$89.1 - $117.76 $881K - $1.16M
9.88K $880K
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.02K
New
$102.72 - $143.06 $824K - $1.15M
8.02K $839K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
39.4K
New
$19.66 - $21.64 $774K - $852K
39.4K $838K
CRBG
Corebridge Financial, Inc.

Financial Services
26.4K
New
$29.61 - $34.68 $781K - $914K
26.4K $826K
UHS
Universal Health Services Inc

Healthcare
4.38K
New
$163.99 - $193.27 $718K - $846K
4.38K $822K
OKTA
Okta, Inc.

Technology
7.82K
New
$78.83 - $116.72 $617K - $913K
7.82K $822K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
18.2K
New
$43.49 - $58.8 $791K - $1.07M
18.2K $790K
FFIV
F5, Inc.

Technology
2.93K
New
$251.75 - $310.6 $738K - $910K
2.93K $780K
ZION
Zions Bancorporation, National Association

Financial Services
15.6K
New
$47.0 - $59.03 $735K - $923K
15.6K $779K
RGA
Reinsurance Group Of America Inc

Financial Services
3.79K
New
$186.01 - $231.1 $705K - $876K
3.79K $746K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
23.5K
New
$28.45 - $41.08 $670K - $967K
23.5K $713K
EWG
Ishares Msci Germany ETF

ETFs
19K
New
$31.57 - $39.31 $601K - $748K
19K $711K
BPOP
Popular, Inc.

Financial Services
7.69K
New
$87.14 - $106.33 $670K - $817K
7.69K $710K
NYT
New York Times CO

Communication Services
14.2K
New
$46.9 - $55.89 $665K - $792K
14.2K $694K
FOX
Fox Corp Cl B (De)

Communication Services
13.6K
New
$45.64 - $54.23 $619K - $735K
13.6K $684K
PFM
Invesco Exchange Traded Fd Tr

ETFs
14.9K
New
$44.92 - $48.18 $671K - $720K
14.9K $676K
WCC
Wesco International Inc

Industrials
4.2K
New
$155.3 - $199.95 $653K - $840K
4.2K $652K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.2K
New
$25.81 - $28.52 $599K - $662K
23.2K $640K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.3K
New
$48.65 - $53.06 $598K - $652K
12.3K $638K
EWBC
East West Bancorp Inc

Financial Services
7.11K
New
$84.35 - $103.91 $600K - $739K
7.11K $638K
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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