Meritage Portfolio Management Incresed Positions in Q4 2024

Meritage Portfolio Management

  • $1.56 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
30.7K
+ 1736.16%
$554.08 - $632.68 $17M - $19.4M
32.4K $19.1M
NVDA
Nvidia Corp

Technology
54.8K
+ 23.52%
$117.0 - $148.88 $6.41M - $8.16M
288K $38.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
55.7K
+ 41.48%
$77.25 - $91.3 $4.3M - $5.08M
190K $16.2M
IVV
Ishares Core S&P 500 ETF

ETFs
8.22K
+ 43.03%
$570.51 - $610.59 $4.69M - $5.02M
27.3K $16.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
96.6K
+ 42.43%
$51.09 - $55.27 $4.94M - $5.34M
324K $16.6M
NTAP
Net App, Inc.

Technology
39.1K
+ 129.1%
$115.31 - $131.11 $4.51M - $5.13M
69.4K $8.05M
HSBC
Hsbc Holdings PLC

Financial Services
17K
+ 5.64%
$43.83 - $49.51 $746K - $842K
319K $15.8M
SPYG
Spdr Portfolio

ETFs
16.1K
+ 15.86%
$81.74 - $91.38 $1.31M - $1.47M
117K $10.3M
MRK
Merck & Co., Inc.

Healthcare
18.7K
+ 52.59%
$96.31 - $114.76 $1.8M - $2.14M
54.2K $5.39M
SWI
Solar Winds Corp

Technology
68.3K
+ 244.97%
$12.42 - $14.84 $848K - $1.01M
96.2K $1.37M
ING
Ing Groep Nv

Financial Services
88.2K
+ 47.58%
$15.1 - $17.73 $1.33M - $1.56M
274K $4.29M
PFBC
Preferred Bank

Financial Services
10.2K
+ 223.15%
$78.18 - $96.73 $795K - $984K
14.7K $1.27M
RMBS
Rambus Inc

Technology
11.5K
+ 84.33%
$40.13 - $59.14 $463K - $682K
25.2K $1.33M
GDDY
Go Daddy Inc.

Technology
812
+ 7.4%
$153.16 - $209.03 $124K - $170K
11.8K $2.32M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.14K
+ 8.87%
$97.09 - $120.01 $208K - $257K
26.3K $2.84M
SKM
Sk Telecom CO LTD

Communication Services
43.8K
+ 24.54%
$21.04 - $24.27 $921K - $1.06M
222K $4.67M
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.53K
+ 7.29%
$60.38 - $78.79 $92.6K - $121K
22.6K $1.7M
AMCR
Amcor PLC

Consumer Cyclical
114K
+ 32.94%
$9.34 - $11.37 $1.06M - $1.3M
460K $4.33M
EME
Emcor Group, Inc.

Industrials
490
+ 8.12%
$427.96 - $526.95 $210K - $258K
6.53K $2.96M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
3.89K
+ 8.77%
$31.89 - $37.83 $124K - $147K
48.2K $1.74M
FIX
Comfort Systems Usa Inc

Industrials
412
+ 7.45%
$370.68 - $504.12 $153K - $208K
5.94K $2.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
260
+ 2.05%
$567.81 - $607.81 $148K - $158K
12.9K $7.57M
VOYA
Voya Financial, Inc.

Financial Services
5.46K
+ 65.61%
$65.93 - $83.9 $360K - $458K
13.8K $947K
BKE
Buckle Inc

Consumer Cyclical
2.18K
+ 9.12%
$41.32 - $54.08 $90.2K - $118K
26.1K $1.33M
CORT
Corcept Therapeutics Inc

Healthcare
2.78K
+ 10.3%
$44.66 - $60.85 $124K - $169K
29.8K $1.5M
MLI
Mueller Industries Inc

Industrials
1.59K
+ 7.37%
$71.2 - $95.34 $113K - $152K
23.2K $1.84M
CBSH
Commerce Bancshares Inc

Financial Services
1.86K
+ 4.99%
$57.04 - $74.36 $106K - $138K
39K $2.43M
SCHR
Schwab Intermediate Term Us Tr

ETFs
58K
+ 128.27%
$24.19 - $50.58 $1.4M - $2.93M
103K $2.51M
AGX
Argan Inc

Industrials
354
+ 7.39%
$100.91 - $160.81 $35.7K - $56.9K
5.15K $705K
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.4K
+ 308.98%
$25.93 - $105.3 $1.77M - $7.21M
90.6K $2.52M
ATEN
A10 Networks, Inc.

Technology
4.14K
+ 12.45%
$14.15 - $19.2 $58.6K - $79.5K
37.4K $688K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.33K
+ 7.38%
$46.71 - $59.54 $62.2K - $79.2K
19.4K $1.06M
CLBT
Cellebrite Di Ltd.

Technology
2.07K
+ 7.44%
$16.52 - $22.52 $34.2K - $46.6K
29.9K $658K
SF
Stifel Financial Corp

Financial Services
866
+ 12.36%
$93.4 - $117.72 $80.9K - $102K
7.87K $834K
EXTR
Extreme Networks Inc

Technology
4.38K
+ 7.4%
$14.22 - $18.52 $62.2K - $81K
63.5K $1.06M
AIT
Applied Industrial Technologies Inc

Industrials
456
+ 12.16%
$220.05 - $280.49 $100K - $128K
4.21K $1.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.1K
+ 270.2%
$25.79 - $80.4 $725K - $2.26M
38.5K $1M
SCHO
Schwab Short Term Us Treasury

ETFs
107K
+ 110.48%
$24.06 - $48.88 $2.58M - $5.24M
204K $4.91M
VUG
Vanguard Growth ETF

ETFs
107
+ 3.04%
$378.79 - $428.11 $40.5K - $45.8K
3.63K $1.49M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
834
+ 6.95%
$67.53 - $85.82 $56.3K - $71.6K
12.8K $1M
CNM
Core & Main, Inc.

Industrials
923
+ 7.34%
$41.91 - $55.78 $38.7K - $51.5K
13.5K $687K
CNO
Cno Financial Group, Inc.

Financial Services
2.3K
+ 12.45%
$34.0 - $40.5 $78.2K - $93.2K
20.8K $773K
YELP
Yelp Inc

Communication Services
1.81K
+ 12.43%
$33.38 - $40.61 $60.5K - $73.6K
16.4K $634K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.18K
+ 7.35%
$51.33 - $53.74 $266K - $279K
75.7K $3.9M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
3.18K
+ 7.4%
$19.73 - $23.93 $62.7K - $76K
46.1K $961K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$280.04 - $302.45 $280 - $302
14.5K $4.22M
FHI
Federated Hermes, Inc.

Financial Services
1.26K
+ 12.39%
$36.01 - $43.31 $45.4K - $54.6K
11.4K $470K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
1.12K
+ 12.31%
$54.4 - $68.29 $60.7K - $76.1K
10.2K $608K
TGNA
Tegna Inc

Communication Services
1.97K
+ 8.44%
$15.25 - $19.32 $30K - $38K
25.3K $462K
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management 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 Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email