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
NRZ
New Residential Investment Corp.

Real Estate
14K
New
N/A
14K $101K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.84K
+ 21.24%
$27.84 - $31.32 $79.1K - $89K
16.2K $507K
PHYS
Sprott Physical Gold Trust

Financial Services
1.9K
+ 5.54%
$22.82 - $26.29 $43.3K - $49.9K
36.2K $917K
TM
Toyota Motor Corp

Consumer Cyclical
629
+ 34.09%
$158.63 - $195.39 $99.8K - $123K
2.47K $426K
CFFN
Capitol Federal Financial, Inc.

Financial Services
16.4K
New
$5.03 - $6.1 $82.6K - $100K
16.4K $100K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
531
+ 36.85%
$167.22 - $212.42 $88.8K - $113K
1.97K $390K
IWV
Ishares Russell 3000 ETF

ETFs
213
+ 29.22%
$281.67 - $351.0 $60K - $74.8K
942 $330K
BP
Bp PLC

Energy
8.71K
+ 20.73%
$26.11 - $33.81 $227K - $294K
50.7K $1.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
575
+ 0.66%
$47.46 - $55.3 $27.3K - $31.8K
87.6K $4.82M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
7.85K
+ 53.28%
$9.66 - $11.35 $75.8K - $89.1K
22.6K $256K
ERIE
Erie Indemnity CO

Financial Services
376
+ 74.6%
$340.45 - $423.93 $128K - $159K
880 $305K
FITB
Fifth Third Bancorp

Financial Services
1.33K
+ 6.45%
$33.32 - $41.51 $44.3K - $55.2K
21.9K $901K
IR
Ingersoll Rand Inc.

Industrials
1.02K
+ 36.01%
$66.75 - $84.94 $68.3K - $86.9K
3.86K $321K
ONB
Old National Bancorp

Financial Services
4.22K
+ 41.68%
$17.95 - $22.57 $75.7K - $95.2K
14.3K $306K
RIO
Rio Tinto PLC

Basic Materials
1.72K
+ 41.12%
$52.32 - $62.75 $89.9K - $108K
5.9K $344K
TOST
Toast, Inc.

Technology
89
+ 1.13%
$30.03 - $45.23 $2.67K - $4.03K
7.98K $353K
ITRI
Itron, Inc.

Technology
65
+ 2.19%
$92.04 - $132.78 $5.98K - $8.63K
3.03K $398K
XP
Xp Inc.

Financial Services
241
+ 1.82%
$12.69 - $20.62 $3.06K - $4.97K
13.5K $272K
BIGZ
Black Rock Innovation & Growth Trust
13.5K
New
N/A
13.5K $89K
DFAU
Dimensional ETF Tr

ETFs
648
+ 4.36%
$34.04 - $42.36 $22.1K - $27.4K
15.5K $656K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
15.9K
New
$5.25 - $5.92 $83.6K - $94.2K
15.9K $89K
TIP
Ishares Tr Tips Bd ETF

ETFs
825
+ 9.99%
$107.93 - $110.97 $89K - $91.6K
9.08K $999K
JOBY
Joby Aviation, Inc.

Industrials
2.78K
+ 21.73%
$5.33 - $10.55 $14.8K - $29.3K
15.6K $164K
TTEK
Tetra Tech Inc

Industrials
893
+ 11.17%
$28.01 - $36.25 $25K - $32.4K
8.89K $319K
LXP
Lxp Industrial Trust

Real Estate
10.4K
New
$7.22 - $8.85 $75.1K - $92.1K
10.4K $85K
ITUB
Itau Unibanco Holding S.A.

Financial Services
12.4K
New
$5.24 - $6.81 $65.1K - $84.7K
12.4K $84K
LYG
Lloyds Banking Group PLC

Financial Services
17.7K
+ 90.48%
$3.32 - $4.29 $58.8K - $76K
37.3K $158K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.2K
+ 65.14%
$7.05 - $8.02 $71.6K - $81.5K
25.7K $206K
EEMV
Ishares Msci Emerging Markets

ETFs
1.03K
+ 26.63%
$54.12 - $62.8 $55.5K - $64.4K
4.88K $306K
TEF
Telefonica S A

Communication Services
15.8K
New
$4.37 - $5.39 $69K - $85.1K
15.8K $82K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
5.32K
+ 8.94%
$7.19 - $8.75 $38.2K - $46.5K
64.8K $566K
KHC
Kraft Heinz CO

Consumer Defensive
5.77K
+ 39.52%
$25.61 - $30.81 $148K - $178K
20.4K $525K
ALLY
Ally Financial Inc.

Financial Services
1.55K
+ 20.49%
$30.09 - $38.95 $46.6K - $60.4K
9.12K $355K
FICO
Fair Isaac Corp

Technology
47
+ 11.78%
$1503.62 - $2206.01 $70.7K - $104K
446 $815K
POOL
Pool Corp

Industrials
695
+ 15.26%
$285.0 - $325.66 $198K - $226K
5.25K $1.53M
SRE
Sempra Energy

Utilities
409
+ 3.68%
$63.78 - $78.91 $26.1K - $32.3K
11.5K $872K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
6.86K
+ 52.27%
$9.86 - $10.92 $67.6K - $74.9K
20K $218K
ERIC
Ericsson Lm Telephone CO

Technology
7.68K
+ 47.79%
$6.77 - $8.86 $52K - $68.1K
23.8K $201K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.01K
+ 26.07%
$10.8 - $16.92 $43.4K - $67.9K
19.4K $266K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
649
+ 27.44%
$81.84 - $93.53 $53.1K - $60.7K
3.01K $279K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
8.39K
+ 73.48%
$8.4 - $8.8 $70.4K - $73.8K
19.8K $173K
TEI
Templeton Emerging Markets Income Fund

Financial Services
12.3K
New
$4.91 - $6.0 $60.5K - $73.9K
12.3K $73K
CAG
Conagra Brands Inc.

Consumer Defensive
8.47K
+ 51.68%
$20.4 - $26.78 $173K - $227K
24.8K $508K
USA
Liberty All Star Equity Fund

Financial Services
10.7K
New
$5.9 - $6.81 $63.2K - $73K
10.7K $72K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.4K
+ 1.98%
$38.18 - $45.52 $53.3K - $63.6K
72.1K $3.15M
OXLC
Oxford Lane Capital Corp.

Financial Services
17K
New
$4.01 - $4.96 $68.4K - $84.6K
17K $71K
DGX
Quest Diagnostics Inc

Healthcare
522
+ 14.66%
N/A
4.08K $559K
RLAY
Relay Therapeutics, Inc.

Healthcare
20.5K
New
$2.0 - $3.49 $41K - $71.5K
20.5K $70K
WPC
W. P. Carey Inc.

Real Estate
1.19K
+ 18.92%
$56.12 - $64.53 $66.8K - $76.8K
7.48K $466K
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