Merit Financial Group, LLC Reduced Holdings in Q3 2024

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-4.36K
- 23.51%
$309.38 - $337.38 $1.35M - $1.47M
14.2K $4.57M
MRK
Merck & Co., Inc.

Healthcare
-4.76K
- 8.69%
$111.15 - $128.97 $529K - $614K
50K $5.68M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.98K
- 22.15%
$178.94 - $207.0 $1.07M - $1.24M
21K $4.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
-10.1K
- 84.17%
$105.92 - $110.83 $1.07M - $1.12M
1.9K $210K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-18K
- 32.24%
$42.59 - $60.56 $765K - $1.09M
37.8K $1.91M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-35.1K
- 14.0%
$46.07 - $50.3 $1.62M - $1.77M
216K $10.9M
IHE
Ishares Tr

ETFs
-17.3K
- 35.72%
$65.61 - $72.86 $1.14M - $1.26M
31.2K $2.2M
CSCO
Cisco Systems, Inc.

Technology
-30.6K
- 28.5%
$44.74 - $53.22 $1.37M - $1.63M
76.7K $4.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-19.2K
- 16.82%
$75.88 - $83.21 $1.45M - $1.59M
94.7K $7.88M
V
Visa Inc.

Financial Services
-5.56K
- 12.35%
$253.74 - $291.56 $1.41M - $1.62M
39.5K $10.9M
ITW
Illinois Tool Works Inc

Industrials
-4.76K
- 41.41%
$233.14 - $263.97 $1.11M - $1.26M
6.73K $1.76M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-18K
- 26.25%
$61.47 - $67.36 $1.11M - $1.21M
50.5K $3.4M
MA
Mastercard Inc

Financial Services
-4.12K
- 19.7%
$429.6 - $500.99 $1.77M - $2.06M
16.8K $8.28M
QCOM
Qualcomm Inc

Technology
-2.26K
- 12.17%
$156.12 - $209.64 $353K - $474K
16.3K $2.77M
CRM
Salesforce, Inc.

Technology
-4.27K
- 26.12%
$238.42 - $276.53 $1.02M - $1.18M
12.1K $3.31M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-48K
- 17.9%
$27.15 - $30.78 $1.3M - $1.48M
220K $6.7M
NVO
Novo Nordisk A S

Healthcare
-4.71K
- 35.13%
$119.07 - $145.42 $560K - $684K
8.69K $1.03M
OEF
Ishares S&P 100 ETF

ETFs
-3.37K
- 30.06%
$266.03 - $266.03 $897K - $897K
7.84K $2.09M
ACN
Accenture PLC

Technology
-3.56K
- 43.87%
$295.44 - $355.81 $1.05M - $1.27M
4.55K $1.61M
EMR
Emerson Electric CO

Industrials
-7.62K
- 33.91%
$98.19 - $118.87 $749K - $906K
14.9K $1.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17.4K
- 12.04%
$117.9 - $128.2 $2.05M - $2.23M
127K $16.3M
C
Citigroup Inc

Financial Services
-13.1K
- 65.28%
$56.11 - $67.61 $734K - $884K
6.96K $435K
MCK
Mckesson Corp

Healthcare
-701
- 13.66%
$479.06 - $630.38 $336K - $442K
4.43K $2.19M
MDT
Medtronic PLC

Healthcare
-10.4K
- 65.75%
$76.84 - $91.03 $802K - $950K
5.44K $489K
INTU
Intuit Inc

Technology
-1K
- 27.87%
$602.97 - $670.49 $605K - $673K
2.6K $1.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.06K
- 24.41%
$531.86 - $624.21 $1.1M - $1.29M
6.38K $3.95M
NTAP
Net App, Inc.

Technology
-5.27K
- 38.43%
$114.18 - $134.62 $601K - $709K
8.44K $1.04M
BAC
Bank Of America Corp

Financial Services
-17.6K
- 14.91%
$36.65 - $44.13 $645K - $777K
101K $3.99M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-29K
- 8.7%
$25.04 - $25.21 $725K - $730K
304K $7.66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.65K
- 73.69%
$156.14 - $187.2 $726K - $870K
1.66K $306K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.77K
- 7.1%
$305.34 - $350.41 $1.15M - $1.32M
49.4K $17.1M
KMI
Kinder Morgan, Inc.

Energy
-35.1K
- 75.47%
$19.72 - $22.22 $692K - $780K
11.4K $252K
PSA
Public Storage

Real Estate
-3.38K
- 45.23%
$283.13 - $365.01 $958K - $1.23M
4.1K $1.49M
LRGF
Ishares Tr

ETFs
-12K
- 67.5%
$52.89 - $58.77 $634K - $705K
5.77K $339K
VHT
Vanguard Health Care ETF

ETFs
-3.35K
- 17.92%
$261.88 - $288.1 $878K - $966K
15.4K $4.33M
PHM
Pultegroup Inc

Consumer Cyclical
-6.51K
- 72.45%
$103.95 - $144.98 $677K - $944K
2.48K $355K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-11.2K
- 24.51%
$70.02 - $76.68 $786K - $861K
34.6K $2.65M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-15.2K
- 20.2%
$51.29 - $56.57 $781K - $861K
60.1K $3.4M
PAYX
Paychex Inc

Industrials
-6.15K
- 38.58%
$116.17 - $135.19 $715K - $832K
9.79K $1.31M
NOW
Service Now, Inc.

Technology
-962
- 36.17%
$730.87 - $937.36 $703K - $902K
1.7K $1.52M
DOW
Dow Inc.

Basic Materials
-11K
- 63.61%
$50.15 - $55.41 $551K - $609K
6.29K $343K
WELL
Welltower Inc.

Real Estate
-9.88K
- 32.99%
$104.0 - $129.74 $1.03M - $1.28M
20.1K $2.57M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-14.6K
- 32.73%
$46.17 - $51.13 $674K - $747K
30K $1.53M
APH
Amphenol Corp

Technology
-8.01K
- 57.36%
$58.39 - $70.41 $468K - $564K
5.96K $388K
TFC
Truist Financial Corp

Financial Services
-15.6K
- 53.25%
$38.22 - $44.94 $595K - $700K
13.7K $584K
SYNL
Synalloy Corp
-37.4K
- 72.07%
N/A
14.5K $210K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.31K
- 36.18%
$251.95 - $290.93 $583K - $673K
4.08K $1.19M
ASML
Asml Holding Nv

Technology
-417
- 42.64%
$749.82 - $1098.95 $313K - $458K
561 $467K
AVEM
American Centy ETF Tr Avantis

ETFs
-15.6K
- 11.38%
$57.2 - $65.59 $894K - $1.03M
122K $7.86M
Activity Summary
Buys All Purchases 300 New Holdings 68 Increased Positions 232 Sells All Sells 507 Reductions 507 Sold out 0 Options Calls 1 Puts 1
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