Merit Financial Group, LLC Purchases in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
2.39M
+ 5778.31%
$50.54 - $51.1 $121M - $122M
2.43M $124M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.52M
+ 911.29%
$32.11 - $34.92 $80.9M - $88M
2.8M $97.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
181K
+ 50.64%
$362.31 - $405.74 $65.7M - $73.5M
539K $217M
CGUS
Capital Group Core Equity ETF
1.99M
+ 1624.4%
$36.89 - $39.72 $73.2M - $78.9M
2.11M $83.3M
CGDV
Capital Group Divid Value ETF

ETFs
1.39M
+ 465.45%
$39.59 - $42.21 $55.1M - $58.7M
1.69M $71M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.25M
+ 474.31%
$40.2 - $44.58 $50.1M - $55.6M
1.51M $66.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
714K
+ 40.16%
$54.35 - $59.32 $38.8M - $42.4M
2.49M $148M
AAPL
Apple Inc.

Technology
45.8K
+ 6.22%
$202.38 - $256.87 $9.27M - $11.8M
782K $199M
CGCP
Capital Group Core Plus Income

ETFs
2.07M
+ 1078.86%
$22.27 - $22.95 $46M - $47.5M
2.26M $51.3M
EFV
Msci Eafe Value ETF

ETFs
576K
+ 33.66%
$62.79 - $68.42 $36.2M - $39.4M
2.29M $155M
NVDA
Nvidia Corp

Technology
61.4K
+ 8.73%
$153.3 - $186.58 $9.41M - $11.5M
764K $143M
MGV
Vanguard Mega Cap Value

ETFs
193K
+ 30.17%
$129.46 - $137.85 $25M - $26.6M
832K $115M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
331K
+ 509.76%
$91.44 - $91.77 $30.3M - $30.4M
396K $36.4M
IEMG
Ishares Inc

ETFs
552K
+ 40.13%
N/A
1.93M $103M
FVAL
Fidelity Covington Tr Value Fa

ETFs
402K
New
$63.74 - $69.18 $25.6M - $27.8M
402K $27.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.01M
+ 57.82%
$22.64 - $23.22 $22.8M - $23.4M
2.75M $63.7M
GOOGL
Alphabet Inc.

Communication Services
21.7K
+ 8.26%
$174.36 - $254.72 $3.78M - $5.52M
284K $69M
MSFT
Microsoft Corp

Technology
31.3K
+ 10.31%
$491.09 - $535.64 $15.4M - $16.8M
335K $173M
IAU
Ishares Gold Trust

ETFs
228K
+ 64.87%
$61.62 - $72.77 $14M - $16.6M
578K $42.1M
VO
Vanguard Mid Cap ETF

ETFs
57.1K
+ 28.98%
$279.83 - $293.74 $16M - $16.8M
254K $74.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.9K
+ 11.36%
$546.99 - $602.2 $10.3M - $11.4M
185K $111M
IVV
Ishares Core S&P 500 ETF

ETFs
10K
+ 3.96%
$620.67 - $670.08 $6.24M - $6.73M
264K $177M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
402K
New
$42.39 - $44.63 $17.1M - $18M
402K $17.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
55.1K
+ 2.41%
$94.17 - $99.95 $5.18M - $5.5M
2.34M $234M
VTI
Vanguard Total Stock Market Et

ETFs
25.3K
+ 6.82%
$303.93 - $329.86 $7.69M - $8.35M
396K $130M
QUAL
Ishares Msci Usa Quality Facto

ETFs
43.4K
+ 6.64%
$182.33 - $194.5 $7.92M - $8.45M
698K $136M
VB
Vanguard Small Cap ETF

ETFs
45.3K
+ 21.24%
$237.58 - $259.17 $10.8M - $11.7M
259K $65.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
285K
+ 45.48%
$45.72 - $47.27 $13M - $13.5M
910K $42.7M
TSLA
Tesla, Inc.

Consumer Cyclical
6.85K
+ 8.88%
$293.94 - $444.72 $2.01M - $3.05M
84K $37.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
247K
+ 53.26%
$50.85 - $51.35 $12.6M - $12.7M
711K $36.4M
AVGO
Broadcom Inc.

Technology
3.84K
+ 1.86%
$264.74 - $369.57 $1.02M - $1.42M
210K $69.2M
PG
Procter & Gamble CO

Consumer Defensive
85.6K
+ 63.12%
$150.47 - $161.22 $12.9M - $13.8M
221K $34M
VTV
Vanguard Value ETF

ETFs
16.9K
+ 1.93%
$175.51 - $186.57 $2.97M - $3.16M
893K $167M
SCHO
Schwab Short Term Us Treasury

ETFs
470K
+ 42.99%
$24.23 - $24.42 $11.4M - $11.5M
1.56M $38.1M
GOOG
Alphabet Inc.

Communication Services
4.02K
+ 2.66%
$175.16 - $255.24 $704K - $1.03M
155K $37.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
34.7K
+ 27.51%
$236.25 - $257.69 $8.19M - $8.93M
161K $41.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
126K
+ 13.83%
$72.57 - $74.72 $9.14M - $9.41M
1.04M $77.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
291K
+ 5.72%
$28.38 - $29.05 $8.27M - $8.46M
5.38M $155M
PLTR
Palantir Technologies Inc.

Technology
7.14K
+ 4.65%
$130.68 - $186.97 $933K - $1.33M
161K $29.3M
ORCL
Oracle Corp

Technology
9.54K
+ 12.92%
$218.96 - $328.33 $2.09M - $3.13M
83.4K $23.5M
JNJ
Johnson & Johnson

Healthcare
6.79K
+ 3.78%
$155.17 - $185.42 $1.05M - $1.26M
187K $34.6M
WMT
Walmart Inc.

Consumer Defensive
55.3K
+ 21.87%
$94.4 - $104.27 $5.22M - $5.77M
308K $31.8M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
138K
+ 55.53%
$44.82 - $46.28 $6.19M - $6.39M
387K $17.8M
XOM
Exxon Mobil Corp

Energy
45.1K
+ 16.53%
$105.83 - $117.22 $4.78M - $5.29M
318K $35.9M
AMZN
Amazon Com Inc

Consumer Cyclical
27.8K
+ 7.28%
$211.65 - $238.24 $5.88M - $6.62M
410K $89.9M
VGT
Vanguard Information Technolog

ETFs
6.09K
+ 34.99%
$656.44 - $753.15 $3.99M - $4.58M
23.5K $17.5M
JPM
Jpmorgan Chase & CO

Financial Services
6.41K
+ 4.23%
$282.78 - $316.06 $1.81M - $2.03M
158K $49.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.62K
+ 6.81%
$459.11 - $506.91 $3.5M - $3.86M
120K $60.1M
MBB
Ishares Tr

ETFs
44.5K
+ 3.9%
$92.46 - $95.73 $4.11M - $4.26M
1.18M $113M
Activity Summary
Buys All Purchases 1117 New Holdings 174 Increased Positions 943 Sells All Sells 635 Reductions 635 Sold out 0 Options Calls 3 Puts 4
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