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
MOS
Mosaic CO

Basic Materials
-1.96K
- 9.33%
$24.54 - $30.61 $48K - $59.9K
19K $509K
MO
Altria Group, Inc.

Consumer Defensive
-11K
- 12.97%
$45.95 - $54.71 $507K - $604K
74.1K $3.78M
A
Agilent Technologies, Inc.

Healthcare
-935
- 40.49%
$125.42 - $148.48 $117K - $139K
1.37K $204K
FTGC
First Trust Global Tactical CO

ETFs
-3.71K
- 16.46%
$22.3 - $24.39 $82.6K - $90.4K
18.8K $445K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.51K
- 21.56%
$33.67 - $37.71 $118K - $132K
12.8K $476K
DOV
Dover Corp

Industrials
-662
- 22.07%
$172.5 - $193.03 $114K - $128K
2.34K $448K
PRU
Prudential Financial Inc

Financial Services
-880
- 23.89%
$105.53 - $127.32 $92.9K - $112K
2.8K $339K
AEP
American Electric Power CO Inc

Utilities
-2.03K
- 25.9%
$87.11 - $104.95 $176K - $213K
5.8K $594K
CROX
Crocs, Inc.

Consumer Cyclical
-355
- 0.99%
$121.05 - $147.9 $43K - $52.5K
35.5K $5.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
-507
- 13.24%
$194.66 - $225.97 $98.7K - $115K
3.32K $730K
BSX
Boston Scientific Corp

Healthcare
-9.64K
- 9.13%
$72.96 - $84.0 $703K - $810K
96K $8.04M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.56K
- 38.29%
$44.07 - $50.57 $113K - $129K
4.13K $208K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-12.8K
- 21.05%
$9.67 - $10.51 $124K - $135K
48.2K $506K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-8.47K
- 3.7%
$41.95 - $43.42 $355K - $368K
220K $9.56M
MSCI
Msci Inc.

Financial Services
-531
- 23.83%
$479.31 - $584.91 $255K - $311K
1.7K $989K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-5.84K
- 13.68%
$47.17 - $52.59 $276K - $307K
36.9K $1.94M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-79
- 9.02%
$1024.09 - $1201.76 $80.9K - $94.9K
797 $837K
ROK
Rockwell Automation, Inc

Industrials
-249
- 12.06%
$248.27 - $294.37 $61.8K - $73.3K
1.82K $487K
BMO
Bank Of Montreal

Financial Services
-1.2K
- 27.66%
$79.1 - $90.77 $94.8K - $109K
3.14K $282K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.59K
- 18.2%
$58.35 - $66.29 $210K - $238K
16.1K $1.07M
FANG
Diamondback Energy, Inc.

Energy
-112
- 5.4%
$168.46 - $210.94 $18.9K - $23.6K
1.96K $338K
BK
Bank Of New York Mellon Corp

Financial Services
-1.87K
- 38.32%
$59.54 - $72.17 $111K - $135K
3K $215K
CHD
Church & Dwight CO Inc

Consumer Defensive
-738
- 22.81%
$98.01 - $106.59 $72.3K - $78.7K
2.5K $261K
OXY
Occidental Petroleum Corp

Energy
-242
- 4.51%
$49.91 - $63.73 $12.1K - $15.4K
5.12K $263K
FITB
Fifth Third Bancorp

Financial Services
-3.68K
- 27.57%
$36.01 - $43.64 $133K - $161K
9.68K $414K
PDI
Pimco Dynamic Income Fund

Financial Services
-8.93K
- 11.9%
$18.7 - $20.25 $167K - $181K
66.1K $1.34M
DE
Deere & CO

Industrials
-1.07K
- 12.41%
$344.84 - $418.0 $370K - $449K
7.57K $3.16M
PNR
Pentair PLC

Industrials
-1.65K
- 38.37%
$74.39 - $97.79 $123K - $161K
2.65K $259K
IYK
Ishares U.S. Consumer Staples

ETFs
-2.05K
- 13.2%
$65.27 - $72.12 $134K - $148K
13.5K $949K
CSL
Carlisle Companies Inc

Industrials
-312
- 18.82%
$376.5 - $449.34 $117K - $140K
1.35K $604K
KHC
Kraft Heinz CO

Consumer Defensive
-2.84K
- 24.88%
$31.86 - $36.13 $90.6K - $103K
8.59K $301K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-503
- 20.37%
$175.05 - $196.39 $88.1K - $98.8K
1.97K $385K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.52K
- 7.52%
$86.85 - $98.91 $132K - $150K
18.6K $1.84M
PPG
Ppg Industries Inc

Basic Materials
-687
- 17.8%
$118.32 - $134.55 $81.3K - $92.4K
3.17K $420K
ALL
Allstate Corp

Financial Services
-813
- 27.12%
$158.43 - $192.86 $129K - $157K
2.19K $414K
TRV
Travelers Companies, Inc.

Financial Services
-897
- 18.92%
$201.87 - $242.35 $181K - $217K
3.85K $900K
IXN
Ishares Global Information Tec

ETFs
-760
- 21.15%
$73.0 - $87.81 $55.5K - $66.7K
2.83K $233K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 12.95%
$33.68 - $39.31 $88.1K - $103K
17.6K $690K
SHW
Sherwin Williams CO

Basic Materials
-388
- 37.24%
$294.65 - $384.0 $114K - $149K
654 $249K
DTE
Dte Energy CO

Utilities
-831
- 31.33%
$108.67 - $128.41 $90.3K - $107K
1.82K $233K
BR
Broadridge Financial Solutions, Inc.

Technology
-834
- 12.38%
$196.56 - $218.55 $164K - $182K
5.9K $1.27M
MNST
Monster Beverage Corp

Consumer Defensive
-1.42K
- 21.07%
$45.01 - $52.47 $63.9K - $74.5K
5.32K $277K
TXT
Textron Inc

Industrials
-826
- 15.45%
$83.46 - $94.02 $68.9K - $77.7K
4.52K $400K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-968
- 10.8%
$76.94 - $79.54 $74.5K - $77K
7.99K $634K
GNRC
Generac Holdings Inc.

Industrials
-795
- 30.14%
$133.16 - $159.78 $106K - $127K
1.84K $292K
IWP
Ishares Russell Mid Cap Growth

ETFs
-631
- 24.18%
$103.87 - $117.59 $65.5K - $74.2K
1.98K $232K
STLD
Steel Dynamics Inc

Basic Materials
-570
- 4.66%
N/A
11.6K $1.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.1K
- 23.71%
$63.46 - $71.43 $69.5K - $78.2K
3.52K $249K
POWW
Ammo, Inc.

Industrials
-21.6K
- 23.2%
$1.37 - $1.91 $29.6K - $41.2K
71.5K $102K
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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