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
S
Sentinel One, Inc.

Technology
13.7K
New
$18.17 - $24.97 $250K - $343K
13.7K $249K
BCE
Bce Inc

Communication Services
10.8K
New
$22.14 - $25.18 $239K - $272K
10.8K $248K
NWSA
News Corp

Communication Services
9K
New
$26.29 - $30.49 $236K - $274K
9K $244K
PNW
Pinnacle West Capital Corp

Utilities
2.57K
New
$81.76 - $95.25 $210K - $244K
2.57K $244K
EMHC
Spdr Bloomberg Emerging Market
9.94K
New
$23.72 - $24.56 $236K - $244K
9.94K $239K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
22.1K
New
$10.69 - $11.42 $236K - $252K
22.1K $237K
AAL
American Airlines Group Inc.

Industrials
21.4K
New
N/A
21.4K $236K
FDL
First Tr Morningstar Dividend

ETFs
5.53K
New
$39.69 - $43.83 $219K - $242K
5.53K $236K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.82K
New
$25.35 - $27.46 $224K - $242K
8.82K $234K
DOX
Amdocs LTD

Technology
2.54K
New
$82.21 - $92.02 $209K - $234K
2.54K $232K
EFX
Equifax Inc

Industrials
947
New
$235.63 - $278.34 $223K - $264K
947 $230K
COLD
Americold Realty Trust

Real Estate
10.7K
New
$20.74 - $23.05 $221K - $246K
10.7K $228K
MTG
Mgic Investment Corp

Financial Services
9.35K
New
$22.56 - $25.71 $211K - $240K
9.35K $228K
UBS
Ubs Group Ag

Financial Services
7.4K
New
$30.28 - $35.78 $224K - $265K
7.4K $226K
U
Unity Software Inc.

Technology
11.5K
New
$19.44 - $28.34 $224K - $326K
11.5K $225K
R
Ryder System Inc

Industrials
1.55K
New
$136.38 - $170.92 $212K - $265K
1.55K $223K
STX
Seagate Technology Holdings PLC

Technology
2.63K
New
$84.92 - $108.42 $223K - $285K
2.63K $223K
M
Macy'S, Inc.

Consumer Cyclical
17.6K
New
$12.56 - $16.82 $221K - $296K
17.6K $221K
NLOK
Norton Life Lock Inc.

Technology
10.3K
New
N/A
10.3K $221K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.44K
New
$59.6 - $67.2 $205K - $231K
3.44K $219K
INVH
Invitation Homes Inc.

Real Estate
6.28K
New
$30.28 - $34.85 $190K - $219K
6.28K $218K
PTCT
Ptc Therapeutics, Inc.

Healthcare
4.03K
New
$41.81 - $57.17 $168K - $230K
4.03K $218K
TDY
Teledyne Technologies Inc

Technology
439
New
$455.51 - $518.84 $200K - $228K
439 $218K
AMZA
Etfis Ser Tr I

ETFs
4.57K
New
$43.54 - $48.7 $199K - $223K
4.57K $217K
NXST
Nexstar Media Group, Inc.

Communication Services
1.21K
New
$146.34 - $182.75 $178K - $222K
1.21K $217K
RRC
Range Resources Corp

Energy
5.45K
New
$35.22 - $41.29 $192K - $225K
5.45K $217K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.4K
New
$87.72 - $111.91 $211K - $269K
2.4K $217K
THG
Hanover Insurance Group, Inc.

Financial Services
1.25K
New
$147.13 - $174.61 $184K - $218K
1.25K $217K
AA
Alcoa Corp

Basic Materials
7.11K
New
$30.5 - $39.53 $217K - $281K
7.11K $216K
SNX
Td Synnex Corp

Technology
2.07K
New
$103.96 - $144.69 $215K - $299K
2.07K $214K
ONB
Old National Bancorp

Financial Services
10.1K
New
$20.11 - $24.45 $204K - $247K
10.1K $212K
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.47K
New
$32.57 - $35.82 $211K - $232K
6.47K $212K
MAIN
Main Street Capital Corp

Financial Services
3.75K
New
$54.71 - $63.1 $205K - $236K
3.75K $212K
ERIE
Erie Indemnity CO

Financial Services
504
New
$377.62 - $450.61 $190K - $227K
504 $211K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
13.7K
New
$14.13 - $16.72 $194K - $229K
13.7K $211K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.86K
New
$34.43 - $37.49 $202K - $220K
5.86K $210K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.42K
New
$47.09 - $50.46 $208K - $223K
4.42K $209K
ENPH
Enphase Energy, Inc.

Technology
3.37K
New
$52.87 - $73.51 $178K - $248K
3.37K $209K
PODD
Insulet Corp

Healthcare
796
New
$237.06 - $288.29 $189K - $229K
796 $209K
CPER
United States Copper Index Fun

ETFs
6.57K
New
$25.32 - $32.75 $166K - $215K
6.57K $209K
FTV
Fortive Corp

Technology
2.86K
New
$71.82 - $82.98 $205K - $237K
2.86K $208K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
20.4K
New
$10.13 - $10.52 $207K - $215K
20.4K $208K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.65K
New
$25.98 - $28.59 $199K - $219K
7.65K $208K
PEN
Penumbra Inc

Healthcare
775
New
$237.28 - $303.76 $184K - $235K
775 $207K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.93K
New
$40.79 - $42.32 $201K - $208K
4.93K $206K
CION
Cion Investment Corp

Financial Services
19.8K
New
$10.35 - $12.55 $205K - $249K
19.8K $206K
JD
Jd.Com, Inc.

Consumer Cyclical
5K
New
$33.1 - $45.21 $166K - $226K
5K $205K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.37K
New
$73.71 - $87.55 $174K - $207K
2.37K $205K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.12K
New
$64.26 - $85.48 $201K - $267K
3.12K $205K
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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