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
DSTL
ETF Ser Solution Distillate Us

ETFs
70.3K
New
$48.53 - $55.35 $3.41M - $3.89M
70.3K $3.89M
WEC
Wec Energy Group, Inc.

Utilities
37.7K
+ 192.85%
$102.24 - $109.76 $3.85M - $4.14M
57.2K $5.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39.6K
+ 40.62%
$85.42 - $94.39 $3.39M - $3.74M
137K $12.9M
HYD
Vaneck High Yield Muni ETF

ETFs
76.6K
+ 159.06%
$49.08 - $51.35 $3.76M - $3.93M
125K $6.26M
TSCO
Tractor Supply CO

Consumer Cyclical
73.4K
+ 247.21%
$47.86 - $55.77 $3.51M - $4.09M
103K $5.44M
RY
Royal Bank Of Canada

Financial Services
27.5K
+ 334.92%
$108.36 - $131.55 $2.98M - $3.62M
35.7K $4.7M
CGDV
Capital Group Divid Value ETF

ETFs
71.1K
+ 31.24%
$31.93 - $39.49 $2.27M - $2.81M
299K $11.8M
VEEV
Veeva Systems Inc

Healthcare
5.04K
+ 12.54%
$209.39 - $289.94 $1.06M - $1.46M
45.2K $13M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
142K
New
$24.94 - $25.42 $3.55M - $3.62M
142K $3.62M
MA
Mastercard Inc

Financial Services
5.68K
+ 22.33%
$479.92 - $590.74 $2.73M - $3.36M
31.1K $17.5M
BA
Boeing CO

Industrials
13.4K
+ 72.24%
$136.59 - $217.51 $1.83M - $2.91M
31.9K $6.68M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
55.8K
+ 158.68%
N/A
91K $5.68M
AEP
American Electric Power CO Inc

Utilities
34.1K
+ 211.39%
$98.59 - $109.11 $3.37M - $3.73M
50.3K $5.22M
INTU
Intuit Inc

Technology
3.16K
+ 56.76%
$544.07 - $787.63 $1.72M - $2.49M
8.72K $6.87M
TEQI
T Rowe Price Exchange Traded F

Technology
81.1K
New
$36.8 - $42.54 $2.99M - $3.45M
81.1K $3.45M
COF
Capital One Financial Corp

Financial Services
15K
+ 243.42%
$150.57 - $212.76 $2.25M - $3.18M
21.1K $4.49M
PEP
Pepsico Inc

Consumer Defensive
36.2K
+ 46.4%
$128.02 - $151.37 $4.64M - $5.49M
114K $15.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
33.6K
New
$100.35 - $100.71 $3.37M - $3.38M
33.6K $3.38M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
9
+ 0.02%
$299.15 - $396.54 $2.69K - $3.57K
53.7K $21.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
50.7K
+ 4.41%
$49.73 - $51.44 $2.52M - $2.61M
1.2M $61.9M
BALT
Innovator Etfs Tr
96.9K
+ 414.39%
$30.33 - $32.1 $2.94M - $3.11M
120K $3.86M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.1K
+ 110.05%
$91.43 - $91.74 $3.11M - $3.12M
65K $5.96M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
56.6K
New
$46.92 - $55.01 $2.65M - $3.11M
56.6K $3.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.61K
+ 2.04%
$171.4 - $227.1 $276K - $366K
80.6K $18.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
101K
+ 89.45%
$22.92 - $28.05 $2.32M - $2.84M
214K $6.01M
DFIV
Dimensional ETF Tr

ETFs
70.2K
New
$34.67 - $43.21 $2.43M - $3.03M
70.2K $3.01M
VT
Vanguard Total World Stk Index

ETFs
21.1K
+ 93.44%
$103.16 - $128.52 $2.18M - $2.72M
43.8K $5.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62.4K
+ 63.24%
$34.72 - $42.74 $2.17M - $2.67M
161K $6.89M
ETN
Eaton Corp PLC

Industrials
811
+ 2.66%
$246.52 - $356.99 $200K - $290K
31.3K $11.2M
NVO
Novo Nordisk A S

Healthcare
41.6K
+ 219.39%
$58.08 - $81.05 $2.42M - $3.37M
60.6K $4.18M
QCOM
Qualcomm Inc

Technology
16.4K
+ 44.83%
$124.66 - $159.48 $2.05M - $2.62M
53.1K $8.46M
SNY
Sanofi

Healthcare
62.6K
+ 224.82%
$47.62 - $55.44 $2.98M - $3.47M
90.5K $4.37M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
75.4K
New
$31.44 - $36.79 $2.37M - $2.77M
75.4K $2.77M
RBLX
Roblox Corp

Communication Services
5.27K
+ 11.14%
$51.22 - $105.59 $270K - $556K
52.6K $5.53M
PG
Procter & Gamble CO

Consumer Defensive
24.9K
+ 22.47%
$157.66 - $172.39 $3.92M - $4.29M
136K $21.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
112K
+ 137.7%
$24.14 - $25.43 $2.7M - $2.84M
193K $4.78M
XLK
Technology Sector Spdr

ETFs
829
+ 1.54%
$179.73 - $253.23 $149K - $210K
54.7K $13.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
28.2K
+ 108.78%
$72.96 - $90.39 $2.06M - $2.55M
54.2K $4.84M
UNP
Union Pacific Corp

Industrials
12.3K
+ 48.82%
$208.27 - $238.46 $2.56M - $2.93M
37.5K $8.63M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
56.7K
+ 29.49%
$43.65 - $45.44 $2.47M - $2.58M
249K $11.3M
SNPS
Synopsys Inc

Technology
2.5K
+ 15.05%
$380.9 - $517.66 $950K - $1.29M
19.1K $9.78M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
113K
+ 7.81%
$17.99 - $18.99 $2.03M - $2.14M
1.56M $29.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.28K
+ 32.25%
$141.37 - $228.57 $888K - $1.44M
25.8K $5.84M
JCI
Johnson Controls International PLC

Industrials
14.6K
+ 35.3%
$71.14 - $105.62 $1.04M - $1.54M
55.8K $5.89M
CRM
Salesforce, Inc.

Technology
8.97K
+ 35.1%
$236.26 - $291.15 $2.12M - $2.61M
34.5K $9.41M
NOW
Service Now, Inc.

Technology
1.35K
+ 27.43%
$721.65 - $1040.18 $974K - $1.4M
6.27K $6.44M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
26.6K
+ 52.41%
$73.0 - $85.5 $1.94M - $2.27M
77.2K $6.49M
T
At&T Inc.

Communication Services
76.8K
+ 20.07%
$26.33 - $28.94 $2.02M - $2.22M
459K $13.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
47.3K
+ 75.18%
$50.1 - $51.02 $2.37M - $2.42M
110K $5.63M
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
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