Merit Financial Group, LLC Purchases in Q2 2025

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
4.76K
+ 39.42%
$43.6 - $52.02 $208K - $248K
16.8K $876K
RRX
Regal Rexnord Corp

Industrials
1.96K
New
$94.06 - $147.0 $184K - $288K
1.96K $283K
TTE
Total Energies Se

Energy
4.13K
+ 34.49%
N/A
16.1K $1.1M
EEFT
Euronet Worldwide, Inc.

Technology
3.05K
+ 62.59%
$87.44 - $112.74 $267K - $344K
7.92K $802K
SIMO
Silicon Motion Technology Corp

Technology
3.74K
New
$38.95 - $75.77 $146K - $284K
3.74K $281K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
18.2K
New
$13.71 - $15.46 $250K - $282K
18.2K $281K
CNO
Cno Financial Group, Inc.

Financial Services
7.27K
New
$36.12 - $42.37 $263K - $308K
7.27K $280K
PAUG
Innovator U.S. Equity Power Bu

ETFs
6.94K
New
$35.3 - $40.46 $245K - $281K
6.94K $280K
NICE
Nice Ltd.

Technology
1.65K
New
$141.3 - $178.32 $234K - $295K
1.65K $279K
RHI
Robert Half International Inc.

Industrials
21.8K
+ 47.81%
$40.31 - $54.71 $879K - $1.19M
67.4K $2.77M
AES
Aes Corp

Utilities
26.5K
New
$9.63 - $12.55 $255K - $332K
26.5K $278K
SIGI
Selective Insurance Group Inc

Financial Services
3.22K
New
$82.37 - $92.83 $265K - $299K
3.22K $278K
CNK
Cinemark Holdings, Inc.

Communication Services
9.14K
New
$24.54 - $33.77 $224K - $309K
9.14K $275K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.09K
+ 47.45%
$59.98 - $74.92 $185K - $232K
9.61K $715K
WTFC
Wintrust Financial Corp

Financial Services
2K
+ 87.15%
$95.17 - $124.21 $190K - $248K
4.3K $532K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.86K
+ 55.46%
$30.87 - $39.17 $181K - $230K
16.4K $643K
TFLO
Ishares Treasury Floating Rate

ETFs
5.41K
+ 70.84%
$50.47 - $50.66 $273K - $274K
13K $660K
NU
Nu Holdings Ltd.

Financial Services
15.5K
+ 88.36%
$9.6 - $13.72 $149K - $213K
33.1K $454K
USFD
Us Foods Holding Corp.

Consumer Defensive
769
+ 4.13%
$60.47 - $79.12 $46.5K - $60.8K
19.4K $1.49M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.79K
+ 49.3%
$108.87 - $133.04 $195K - $238K
5.41K $720K
VMI
Valmont Industries Inc

Industrials
834
New
$263.86 - $333.86 $220K - $278K
834 $272K
ENTG
Entegris Inc

Technology
3.36K
New
$62.92 - $86.2 $212K - $290K
3.36K $271K
ALGN
Align Technology Inc

Healthcare
959
+ 33.4%
$144.32 - $190.42 $138K - $183K
3.83K $725K
FLR
Fluor Corp

Industrials
2.83K
+ 34.63%
$30.86 - $51.42 $87.4K - $146K
11K $564K
NVT
N Vent Electric PLC

Industrials
3.68K
New
$45.2 - $73.35 $167K - $270K
3.68K $269K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
6.2K
+ 12.88%
$17.11 - $21.71 $106K - $135K
54.3K $1.18M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
8.37K
New
$28.96 - $32.46 $243K - $272K
8.37K $267K
SAIC
Science Applications International Corp

Technology
2.33K
+ 51.11%
$100.22 - $123.41 $233K - $287K
6.88K $775K
CMS
Cms Energy Corp

Utilities
3.81K
New
$68.57 - $75.51 $261K - $288K
3.81K $263K
D
Dominion Energy, Inc

Utilities
4.54K
+ 29.43%
$49.66 - $58.0 $225K - $263K
20K $1.13M
SQ
Block, Inc.

Technology
4.59K
New
N/A
4.59K $262K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.74K
New
$86.97 - $102.82 $238K - $282K
2.74K $262K
RMBS
Rambus Inc

Technology
4.09K
New
$42.9 - $64.02 $175K - $262K
4.09K $261K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
9.03K
New
$24.63 - $29.39 $222K - $265K
9.03K $260K
IT
Gartner Inc

Technology
714
+ 38.76%
$377.5 - $449.52 $270K - $321K
2.56K $1.03M
SAN
Banco Santander, S.A.

Financial Services
24K
+ 64.68%
$5.72 - $8.32 $137K - $200K
61.1K $507K
HLNE
Hamilton Lane Inc

Financial Services
1.83K
New
$126.65 - $175.49 $231K - $320K
1.83K $259K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.36K
+ 2.66%
$121.58 - $136.74 $165K - $186K
52.5K $7.13M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.34K
+ 5.5%
$22.4 - $23.8 $187K - $198K
160K $3.8M
WY
Weyerhaeuser CO

Real Estate
10K
New
$24.69 - $29.48 $247K - $295K
10K $257K
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.75K
New
$66.1 - $97.75 $182K - $269K
2.75K $257K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
19K
New
$11.4 - $13.51 $217K - $257K
19K $255K
UBS
Ubs Group Ag

Financial Services
6.82K
+ 92.15%
$26.12 - $33.82 $178K - $231K
14.2K $481K
BWXT
Bwx Technologies, Inc.

Industrials
1.11K
+ 54.33%
$89.24 - $144.06 $99.1K - $160K
3.16K $454K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.77K
New
$87.64 - $143.29 $155K - $253K
1.77K $253K
TDC
Teradata Corp

Technology
11.4K
New
$19.2 - $23.59 $218K - $268K
11.4K $253K
VLO
Valero Energy Corp

Energy
1.64K
+ 11.86%
$104.69 - $141.77 $172K - $233K
15.5K $2.08M
ELS
Equity Lifestyle Properties Inc

Real Estate
4.1K
New
$61.46 - $68.02 $252K - $279K
4.1K $252K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.34K
New
$162.37 - $200.76 $217K - $268K
1.34K $252K
Activity Summary
Buys All Purchases 1300 New Holdings 359 Increased Positions 941 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 1 Puts 3
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