Merit Financial Group, LLC Sells in Q3 2024

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-97.6K
- 15.55%
$341.08 - $391.94 $33.3M - $38.3M
530K $204M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-84.4K
- 14.66%
$475.2 - $527.7 $40.1M - $44.5M
491K $259M
IVV
Ishares Core S&P 500 ETF

ETFs
-58.9K
- 25.02%
$520.18 - $576.82 $30.6M - $34M
177K $102M
IVW
Ishares S&P 500 Growth ETF

ETFs
-155K
- 51.38%
$84.77 - $97.13 $13.1M - $15.1M
147K $14.1M
MSFT
Microsoft Corp

Technology
-21.7K
- 10.74%
$395.15 - $467.56 $8.58M - $10.2M
180K $77.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-219K
- 53.64%
$44.24 - $49.47 $9.69M - $10.8M
189K $9.36M
EFG
Msci Eafe Growth ETF

ETFs
-83K
- 51.87%
$96.84 - $108.77 $8.03M - $9.02M
77K $8.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-52.6K
- 32.4%
$162.64 - $179.3 $8.56M - $9.44M
110K $19.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-148K
- 82.42%
$45.2 - $47.87 $6.68M - $7.07M
31.5K $1.5M
VGSH
Vanguard

ETFs
-120K
- 12.03%
$57.74 - $59.13 $6.91M - $7.08M
875K $51.7M
GOOGL
Alphabet Inc.

Communication Services
-21.7K
- 15.36%
$148.65 - $191.18 $3.23M - $4.15M
120K $19.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-37.9K
- 46.79%
$133.16 - $158.73 $5.05M - $6.02M
43.1K $6.53M
IVE
Ishares S&P 500 Value ETF

ETFs
-33.2K
- 49.86%
$181.06 - $197.17 $6.01M - $6.55M
33.4K $6.59M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-339K
- 7.28%
$27.8 - $29.26 $9.42M - $9.92M
4.32M $125M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-116K
- 28.42%
$44.83 - $47.42 $5.19M - $5.49M
292K $13.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-80.7K
- 27.37%
$50.2 - $50.48 $4.05M - $4.07M
214K $10.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
-113K
- 93.23%
$32.34 - $35.85 $3.65M - $4.04M
8.19K $290K
GOOG
Alphabet Inc.

Communication Services
-10.9K
- 9.48%
$149.54 - $192.66 $1.63M - $2.1M
104K $17.4M
CHKP
Check Point Software Technologies LTD

Technology
-24K
- 60.91%
$165.0 - $195.47 $3.97M - $4.7M
15.4K $2.97M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-236K
- 9.08%
$87.56 - $95.49 $20.7M - $22.6M
2.37M $226M
NVDA
Nvidia Corp

Technology
-20.9K
- 6.02%
$98.91 - $134.91 $2.07M - $2.82M
326K $39.6M
VTV
Vanguard Value ETF

ETFs
-32.6K
- 18.75%
$159.75 - $174.57 $5.22M - $5.7M
141K $24.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-74.4K
- 16.41%
$77.02 - $85.06 $5.73M - $6.33M
379K $32M
IEMG
Ishares Inc

ETFs
-56.4K
- 10.72%
$53.64 - $53.64 $3.02M - $3.02M
469K $25.2M
MBB
Ishares Tr

ETFs
-64.1K
- 7.23%
$90.85 - $96.66 $5.82M - $6.2M
823K $78.9M
SPYG
Spdr Portfolio

ETFs
-51.9K
- 8.07%
$73.38 - $84.1 $3.81M - $4.37M
591K $49M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-43.2K
- 32.79%
$56.04 - $62.99 $2.42M - $2.72M
88.5K $5.41M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-21.9K
- 8.18%
$100.09 - $100.69 $2.19M - $2.21M
246K $24.8M
JPM
Jpmorgan Chase & CO

Financial Services
-13.7K
- 16.7%
$194.9 - $224.8 $2.67M - $3.08M
68.4K $14.4M
AMAT
Applied Materials Inc

Technology
-6.51K
- 26.01%
$174.88 - $254.97 $1.14M - $1.66M
18.5K $3.74M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-152K
- 12.43%
$41.02 - $46.01 $6.24M - $6.99M
1.07M $48.7M
IEFA
Ishares Tr

ETFs
-159K
- 8.27%
$70.09 - $78.74 $11.2M - $12.5M
1.77M $138M
COST
Costco Wholesale Corp

Consumer Defensive
-2.99K
- 15.81%
$801.83 - $917.05 $2.4M - $2.74M
15.9K $14.1M
CVX
Chevron Corp

Energy
-7.92K
- 10.39%
$137.88 - $161.97 $1.09M - $1.28M
68.3K $10M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16.2K
- 38.31%
$113.41 - $125.62 $1.83M - $2.03M
26K $3.27M
ADBE
Adobe Inc.

Technology
-2.61K
- 29.05%
$508.13 - $586.55 $1.33M - $1.53M
6.37K $3.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-19.7K
- 47.47%
$89.91 - $101.33 $1.77M - $1.99M
21.8K $2.14M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.68K
- 57.66%
$1015.62 - $1159.62 $1.71M - $1.95M
1.24K $1.42M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-89K
- 6.69%
$49.82 - $52.8 $4.44M - $4.7M
1.24M $65.3M
TXN
Texas Instruments Inc

Technology
-7.84K
- 23.88%
$194.6 - $194.6 $1.53M - $1.53M
25K $4.87M
LLY
Eli Lilly & CO

Healthcare
-1.37K
- 8.78%
$772.14 - $960.02 $1.06M - $1.32M
14.2K $12.6M
IFRA
Ishares Tr

ETFs
-38.6K
- 60.34%
$41.55 - $46.97 $1.6M - $1.81M
25.4K $1.19M
VXF
Vanguard Extended Market ETF

ETFs
-12.3K
- 21.7%
$163.98 - $182.92 $2.01M - $2.25M
44.3K $8.06M
VIG
Vanguard Dividend Appreciation

ETFs
-7.94K
- 12.16%
$182.15 - $182.15 $1.45M - $1.45M
57.3K $10.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-82.4K
- 12.59%
$33.74 - $37.96 $2.78M - $3.13M
572K $21.5M
AON
Aon PLC

Financial Services
-4.89K
- 77.52%
$293.16 - $351.06 $1.43M - $1.71M
1.42K $490K
LRCX
Lam Research Corp

Technology
-921
- 40.48%
$731.56 - $1127.3 $674K - $1.04M
1.35K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
-3.83K
- 30.82%
$488.01 - $604.18 $1.87M - $2.31M
8.59K $5.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14K
- 45.31%
$96.25 - $101.98 $1.35M - $1.43M
16.9K $1.71M
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
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email