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
RRX
Regal Rexnord Corp

Industrials
171
+ 8.73%
$137.95 - $159.91 $23.6K - $27.3K
2.13K $305K
RWR
Spdr Dow Jones Reit ETF

ETFs
63
+ 1.59%
$95.17 - $101.62 $6K - $6.4K
4.02K $403K
EGHT
8 X8 Inc

Technology
9.07K
+ 72.2%
$1.75 - $2.31 $15.9K - $21K
21.6K $45K
PODD
Insulet Corp

Healthcare
81
+ 9.51%
$277.3 - $352.82 $22.5K - $28.6K
933 $288K
OPK
Opko Health, Inc.

Healthcare
13.6K
New
$1.19 - $1.55 $16.2K - $21.1K
13.6K $21K
SANA
Sana Biotechnology, Inc.

Healthcare
96
+ 0.4%
$2.83 - $5.14 $272 - $493
24.2K $86K
GILD
Gilead Sciences, Inc.

Healthcare
122
+ 0.25%
$108.22 - $120.47 $13.2K - $14.7K
48.1K $5.34M
FIW
First Trust Water ETF

ETFs
50
+ 1.69%
$107.54 - $115.08 $5.38K - $5.75K
3.01K $338K
EPR
Epr Properties

Real Estate
358
+ 6.31%
$52.58 - $61.21 $18.8K - $21.9K
6.03K $349K
IVT
Inven Trust Properties Corp.

Real Estate
227
+ 2.21%
$26.7 - $30.06 $6.06K - $6.82K
10.5K $300K
CERS
Cerus Corp

Healthcare
11.5K
New
$1.16 - $1.6 $13.3K - $18.4K
11.5K $18K
DFIS
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.05%
$29.65 - $31.77 $148 - $159
10K $316K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
35
+ 0.17%
$94.11 - $95.78 $3.29K - $3.35K
20.8K $1.99M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
240
+ 1.48%
$30.49 - $31.94 $7.32K - $7.67K
16.5K $525K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
184
+ 2.87%
$47.07 - $50.11 $8.66K - $9.22K
6.6K $328K
FLRN
Spdr Bloomberg Investment Grad

ETFs
409
+ 0.22%
$30.71 - $30.86 $12.6K - $12.6K
188K $5.82M
FCF
First Commonwealth Financial Corp

Financial Services
396
+ 3.25%
$16.07 - $18.02 $6.36K - $7.14K
12.6K $214K
HPI
John Hancock Preferred Income Fund

Financial Services
117
+ 1.04%
$15.81 - $17.35 $1.85K - $2.03K
11.3K $196K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
754
+ 4.97%
$21.68 - $22.04 $16.3K - $16.6K
15.9K $349K
VST
Vistra Corp.

Utilities
1
+ 0.01%
$182.0 - $217.92 $182 - $218
7.74K $1.52M
BLDR
Builders First Source, Inc.

Industrials
63
+ 3.39%
$116.91 - $149.21 $7.37K - $9.4K
1.92K $232K
ISCB
International Speedway Corp

ETFs
3
+ 0.09%
$58.42 - $64.36 $175 - $193
3.53K $221K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
706
+ 6.46%
$22.19 - $22.44 $15.7K - $15.8K
11.6K $260K
KIND
Nextdoor Holdings, Inc.

Communication Services
1.33K
+ 4.09%
$1.58 - $2.31 $2.11K - $3.08K
33.9K $70K
RFG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.03%
$48.87 - $51.69 $97.7 - $103
6.89K $350K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.05%
$35.76 - $37.93 $107 - $114
6.32K $238K
ITM
Vaneck Intermediate Muni ETF

ETFs
75
+ 0.76%
$45.2 - $46.71 $3.39K - $3.5K
9.91K $461K
ACVF
ETF Opportunities Tr American

ETFs
9
+ 0.15%
$47.19 - $49.42 $425 - $445
5.93K $292K
EEMV
Ishares Msci Emerging Markets

ETFs
120
+ 2.46%
$61.94 - $64.63 $7.43K - $7.76K
5K $319K
KBR
Kbr, Inc.

Industrials
337
+ 7.3%
$45.52 - $51.61 $15.3K - $17.4K
4.96K $234K
LXP
Lxp Industrial Trust

Real Estate
566
+ 5.44%
$7.75 - $9.34 $4.39K - $5.29K
11K $98K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
288
+ 2.75%
$18.96 - $20.04 $5.46K - $5.77K
10.8K $215K
ONB
Old National Bancorp

Financial Services
197
+ 1.37%
$20.4 - $23.47 $4.02K - $4.62K
14.5K $319K
QLYS
Qualys, Inc.

Technology
213
+ 15.2%
$127.89 - $150.07 $27.2K - $32K
1.61K $213K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
397
+ 2.78%
$28.34 - $28.67 $11.3K - $11.4K
14.7K $421K
APAM
Artisan Partners Asset Management Inc.

Financial Services
360
+ 7.79%
$43.4 - $48.34 $15.6K - $17.4K
4.98K $216K
LYG
Lloyds Banking Group PLC

Financial Services
318
+ 0.85%
$4.03 - $4.63 $1.28K - $1.47K
37.6K $170K
ABEV
Ambev S.A.

Consumer Defensive
9.85K
+ 16.17%
$2.15 - $2.49 $21.2K - $24.5K
70.7K $157K
CLH
Clean Harbors Inc

Industrials
36
+ 2.78%
$225.84 - $250.43 $8.13K - $9.02K
1.33K $309K
HPP
Hudson Pacific Properties, Inc.

Real Estate
3.65K
+ 29.37%
$2.41 - $3.07 $8.81K - $11.2K
16.1K $44K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
487
+ 1.86%
$14.8 - $15.15 $7.21K - $7.38K
26.6K $398K
NAT
Nordic American Tankers LTD

Industrials
2.24K
+ 20.54%
N/A
13.1K $52K
NTNX
Nutanix, Inc.

Technology
663
+ 3.3%
$66.06 - $81.12 $43.8K - $53.8K
20.7K $1.54M
YORW
York Water CO

Utilities
754
+ 6.05%
$30.13 - $32.4 $22.7K - $24.4K
13.2K $402K
BTBT
Bit Digital, Inc

Financial Services
48
+ 0.47%
$2.38 - $4.12 $114 - $198
10.2K $30K
FREL
Fidelity Covington Tr Msci Rea

ETFs
87
+ 1.15%
$26.84 - $28.32 $2.34K - $2.46K
7.65K $212K
NMAI
Nuveen Multi Asset Income Fund

ETFs
258
+ 1.98%
$12.35 - $13.01 $3.19K - $3.36K
13.3K $172K
RLJ
Rlj Lodging Trust

Real Estate
1.18K
+ 7.31%
$6.95 - $7.89 $8.23K - $9.34K
17.4K $125K
SMB
Vaneck Short Muni ETF

ETFs
107
+ 0.29%
$17.24 - $17.48 $1.84K - $1.87K
36.4K $634K
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
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