Merit Financial Group, LLC Sells in Q4 2024

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-146K
- 29.74%
$521.84 - $558.82 $76.2M - $81.6M
345K $186M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-564K
- 23.81%
$91.94 - $100.02 $51.8M - $56.4M
1.8M $167M
VTI
Vanguard Total Stock Market Et

ETFs
-82.4K
- 23.47%
$280.04 - $302.45 $23.1M - $24.9M
269K $77.9M
UPS
United Parcel Service Inc

Industrials
-89K
- 9.49%
$122.65 - $138.35 $10.9M - $12.3M
848K $107M
VUG
Vanguard Growth ETF

ETFs
-69.3K
- 13.07%
$378.79 - $428.11 $26.3M - $29.7M
461K $189M
KEYS
Keysight Technologies, Inc.

Technology
-43.4K
- 92.7%
$149.01 - $172.53 $6.47M - $7.49M
3.42K $549K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-95.8K
- 8.95%
$44.33 - $49.55 $4.25M - $4.75M
975K $43.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-51.3K
- 8.97%
$34.13 - $37.35 $1.75M - $1.92M
521K $17.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.52K
- 14.67%
$59.25 - $72.99 $505K - $622K
49.5K $2.96M
KORP
American Centy ETF Tr Diversif

ETFs
-8.32K
- 2.15%
$45.76 - $48.27 $381K - $402K
379K $17.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-28.1K
- 4.25%
$66.77 - $71.52 $1.88M - $2.01M
634K $43.7M
VXF
Vanguard Extended Market ETF

ETFs
-7.07K
- 15.98%
$179.17 - $207.15 $1.27M - $1.47M
37.2K $7.07M
VTV
Vanguard Value ETF

ETFs
-1.25K
- 0.88%
$168.32 - $181.87 $210K - $227K
140K $23.7M
NKE
Nike, Inc.

Consumer Cyclical
-9.44K
- 53.09%
$73.36 - $89.13 $692K - $841K
8.34K $631K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.21K
- 1.32%
$184.21 - $199.29 $223K - $241K
90.4K $16.7M
CGDV
Capital Group Divid Value ETF

ETFs
-8.51K
- 2.08%
$35.16 - $37.12 $299K - $316K
401K $14.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.1K
- 1.19%
$44.03 - $46.65 $136K - $145K
258K $11.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.64K
- 22.09%
$198.04 - $221.51 $919K - $1.03M
16.4K $3.44M
MCHP
Microchip Technology Inc

Technology
-3.08K
- 12.95%
$55.51 - $79.05 $171K - $243K
20.7K $1.19M
O
Realty Income Corp

Real Estate
-8.78K
- 34.78%
$51.76 - $64.71 $454K - $568K
16.5K $879K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-18.4K
- 17.34%
$32.65 - $33.68 $602K - $621K
87.9K $2.88M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-12.6K
- 20.99%
$55.86 - $60.21 $705K - $760K
47.5K $2.72M
VHT
Vanguard Health Care ETF

ETFs
-894
- 5.82%
$250.81 - $283.3 $224K - $253K
14.5K $3.67M
SOXL
Direxion Daily Semiconductor B

ETFs
-6.66K
- 12.92%
$26.3 - $40.82 $175K - $272K
44.8K $1.22M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.03K
- 10.47%
$70.1 - $76.53 $353K - $385K
43K $3.04M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-9.66K
- 75.91%
$62.09 - $82.32 $600K - $795K
3.07K $204K
IHF
Ishares Tr

ETFs
-28
- 0.04%
$47.41 - $56.83 $1.33K - $1.59K
64.6K $3.1M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-3.75K
- 0.78%
$20.38 - $21.75 $76.4K - $81.5K
477K $9.82M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-5.03K
- 31.15%
$49.78 - $66.55 $250K - $334K
11.1K $556K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-4.58K
- 28.12%
$64.28 - $76.45 $295K - $350K
11.7K $754K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.74K
- 2.69%
$113.92 - $127.38 $312K - $349K
99.1K $11.4M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-288
- 1.28%
$104.5 - $125.64 $30.1K - $36.2K
22.2K $2.32M
BA
Boeing CO

Industrials
-5.94K
- 25.94%
$138.14 - $180.72 $820K - $1.07M
17K $3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.27K
- 24.87%
$69.3 - $74.3 $504K - $540K
22K $1.57M
OMFL
Invesco Exchange Traded Self I

ETFs
-10.4K
- 14.11%
$52.49 - $56.58 $545K - $587K
63.2K $3.42M
PSR
Invesco Actively

ETFs
-1.27K
- 3.13%
$89.02 - $99.55 $113K - $127K
39.4K $3.56M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.37K
- 2.15%
$28.89 - $33.95 $68.4K - $80.4K
108K $3.13M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-5.55K
- 49.4%
$65.79 - $72.14 $365K - $400K
5.68K $373K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
-3.45K
- 23.69%
$117.89 - $128.41 $407K - $443K
11.1K $1.32M
VDE
Vanguard Energy ETF

ETFs
-3.21K
- 26.03%
$116.67 - $136.78 $375K - $439K
9.13K $1.11M
FSLR
First Solar, Inc.

Technology
-363
- 8.34%
$175.88 - $240.66 $63.8K - $87.4K
3.99K $702K
VAW
Vanguard Materials ETF

ETFs
-682
- 6.38%
$186.91 - $215.32 $127K - $147K
10K $1.88M
ISCG
Ishares Morningstar Small Cap

ETFs
-7.43K
- 50.55%
$48.22 - $54.03 $358K - $402K
7.27K $359K
EPD
Enterprise Products Partners L.P.

Energy
-14.2K
- 36.36%
$28.66 - $34.43 $406K - $488K
24.8K $778K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-4.41K
- 43.65%
$67.29 - $73.38 $297K - $324K
5.69K $386K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-18.6K
- 23.31%
$36.5 - $53.22 $681K - $992K
61.3K $2.65M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.07K
- 6.3%
$210.96 - $223.62 $226K - $240K
16K $3.37M
IBB
Ishares Biotechnology ETF

ETFs
-824
- 4.63%
$131.21 - $148.85 $108K - $123K
17K $2.24M
XLI
Industrial Sector Spdr

ETFs
-982
- 1.73%
$131.76 - $143.99 $129K - $141K
55.8K $7.36M
Activity Summary
Buys All Purchases 960 New Holdings 372 Increased Positions 588 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 1 Puts 1
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