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
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
20.1K
+ 27.76%
$41.64 - $45.4 $836K - $911K
92.4K $4.2M
NBIX
Neurocrine Biosciences Inc

Healthcare
7.36K
+ 101.35%
$123.98 - $146.67 $913K - $1.08M
14.6K $2.05M
MCK
Mckesson Corp

Healthcare
532
+ 3.01%
$659.01 - $772.54 $351K - $411K
18.2K $14.1M
VEEV
Veeva Systems Inc

Healthcare
2.23K
+ 4.92%
$269.2 - $297.91 $599K - $663K
47.5K $14.1M
WFC
Wells Fargo & Company

Financial Services
6.4K
+ 4.24%
$77.05 - $85.16 $493K - $545K
157K $13.2M
BWA
Borgwarner Inc

Consumer Cyclical
18.7K
+ 73.11%
$34.53 - $44.44 $647K - $833K
44.4K $1.95M
CB
Chubb LTD

Financial Services
4.67K
+ 15.05%
$265.99 - $289.59 $1.24M - $1.35M
35.7K $10.1M
ADT
Adt Inc.

Industrials
121K
+ 125.58%
$8.27 - $8.85 $997K - $1.07M
216K $1.89M
EXEL
Exelixis, Inc.

Healthcare
28.6K
+ 70.12%
$36.22 - $46.25 $1.04M - $1.32M
69.3K $2.86M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43K
+ 23.14%
$24.14 - $24.34 $1.04M - $1.05M
229K $5.57M
AFL
Aflac Inc

Financial Services
6.3K
+ 11.76%
$98.09 - $111.7 $618K - $704K
59.9K $6.69M
GLDM
World Gold Trust

ETFs
6.64K
+ 14.25%
$64.73 - $76.45 $430K - $507K
53.2K $4.07M
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 6.24%
$625.65 - $812.69 $1.27M - $1.64M
34.5K $26.3M
ON
On Semiconductor Corp

Technology
22.2K
+ 75.2%
$46.98 - $62.45 $1.04M - $1.39M
51.7K $2.55M
DFAT
Dimensional ETF Tr U S Target

ETFs
15.4K
+ 61.95%
$53.36 - $59.69 $822K - $919K
40.3K $2.34M
ES
Eversource Energy

Utilities
13K
+ 132.9%
$62.86 - $71.14 $820K - $928K
22.9K $1.63M
BEN
Franklin Resources Inc

Financial Services
43.2K
New
$23.13 - $26.03 $998K - $1.12M
43.2K $998K
WELL
Welltower Inc.

Real Estate
1.79K
+ 6.41%
$150.71 - $178.14 $269K - $318K
29.6K $5.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
809
+ 0.99%
$135.0 - $146.02 $109K - $118K
82.8K $12.1M
WEC
Wec Energy Group, Inc.

Utilities
3.42K
+ 5.98%
$103.66 - $114.59 $355K - $392K
60.6K $6.95M
AZO
Autozone Inc

Consumer Cyclical
112
+ 13.46%
$3649.42 - $4354.54 $409K - $488K
944 $4.05M
ZM
Zoom Video Communications, Inc.

Technology
10.5K
+ 51.35%
$69.77 - $86.83 $732K - $911K
30.9K $2.55M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.99K
+ 10.99%
$134.94 - $145.86 $538K - $581K
40.2K $5.86M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.77K
+ 7.31%
$152.78 - $166.59 $424K - $462K
40.7K $6.76M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
38.6K
New
$20.98 - $26.94 $809K - $1.04M
38.6K $949K
TPR
Tapestry, Inc.

Consumer Cyclical
2.4K
+ 9.28%
$86.48 - $116.14 $207K - $279K
28.2K $3.2M
PCEF
Invesco Cef Income Composite E

ETFs
43.6K
+ 33.07%
$19.5 - $20.24 $850K - $883K
175K $3.5M
ELV
Elevance Health, Inc.

Healthcare
3.53K
+ 102.62%
$274.66 - $395.76 $970K - $1.4M
6.97K $2.25M
TFX
Teleflex Inc

Healthcare
7.36K
+ 227.8%
$109.79 - $132.5 $808K - $975K
10.6K $1.3M
MA
Mastercard Inc

Financial Services
1.23K
+ 3.94%
$550.18 - $598.96 $674K - $734K
32.3K $18.4M
UBER
Uber Technologies, Inc

Technology
6.23K
+ 9.76%
$86.91 - $99.57 $542K - $621K
70.1K $6.87M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.1K
+ 10.1%
$103.83 - $179.9 $114K - $198K
12K $2.14M
CHTR
Charter Communications, Inc.

Communication Services
3.77K
+ 369.08%
$256.57 - $418.22 $968K - $1.58M
4.79K $1.32M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.86K
+ 10.99%
$68.94 - $86.3 $266K - $333K
39K $3.37M
CCL
Carnival Corp

Consumer Cyclical
29.6K
+ 79.97%
$28.37 - $32.49 $840K - $962K
66.6K $1.93M
PNFP
Pinnacle Financial Partners Inc

Financial Services
9.6K
+ 528.93%
$86.13 - $119.63 $827K - $1.15M
11.4K $1.07M
MLI
Mueller Industries Inc

Industrials
8.01K
+ 298.03%
$82.07 - $101.7 $657K - $814K
10.7K $1.08M
MOS
Mosaic CO

Basic Materials
26.4K
+ 90.3%
$30.93 - $37.81 $815K - $996K
55.5K $1.93M
AEP
American Electric Power CO Inc

Utilities
3.7K
+ 7.35%
$103.26 - $115.0 $382K - $425K
54K $6.07M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
22.5K
+ 35.64%
$31.79 - $33.42 $717K - $753K
85.8K $2.87M
QCOM
Qualcomm Inc

Technology
2.85K
+ 5.36%
$145.84 - $173.55 $415K - $494K
55.9K $9.31M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.8K
+ 23.01%
$25.24 - $25.56 $827K - $837K
175K $4.47M
ZS
Zscaler, Inc.

Technology
3.12K
+ 50.57%
$267.68 - $316.5 $836K - $988K
9.3K $2.79M
XLY
Select Sector Spdr Consumer Di

ETFs
1.63K
+ 8.02%
$216.09 - $242.18 $353K - $395K
22K $5.27M
HSY
Hershey CO

Consumer Defensive
830
+ 2.61%
$161.95 - $193.45 $134K - $161K
32.6K $6.1M
SNV
Synovus Financial Corp

Financial Services
17.3K
+ 198.05%
$46.55 - $59.6 $806K - $1.03M
26K $1.28M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
18.6K
New
$43.36 - $44.8 $806K - $833K
18.6K $825K
CMC
Commercial Metals CO

Basic Materials
14.3K
New
$50.28 - $59.79 $721K - $857K
14.3K $820K
EHC
Encompass Health Corp

Healthcare
6.25K
+ 131.72%
$107.13 - $127.02 $669K - $793K
11K $1.4M
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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