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
HON
Honeywell International Inc

Industrials
5.72K
+ 11.26%
$182.86 - $232.88 $1.05M - $1.33M
56.5K $13.2M
ABBV
Abb Vie Inc.

Healthcare
20.5K
+ 34.81%
$170.16 - $206.27 $3.5M - $4.24M
79.6K $14.8M
XOM
Exxon Mobil Corp

Energy
45.7K
+ 20.09%
$99.93 - $119.04 $4.56M - $5.44M
273K $29.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
102K
New
$22.7 - $23.33 $2.32M - $2.39M
102K $2.39M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
50.1K
New
$46.46 - $47.44 $2.33M - $2.38M
50.1K $2.38M
APH
Amphenol Corp

Technology
11.6K
+ 31.62%
$59.09 - $98.75 $688K - $1.15M
48.5K $4.79M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
24.6K
+ 39.9%
$71.28 - $83.74 $1.75M - $2.06M
86.3K $7.23M
BSX
Boston Scientific Corp

Healthcare
14.5K
+ 12.05%
$89.7 - $107.41 $1.3M - $1.56M
135K $14.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
57.5K
+ 133.77%
$39.34 - $40.41 $2.26M - $2.32M
101K $4.03M
C
Citigroup Inc

Financial Services
15.9K
+ 25.07%
$58.13 - $85.12 $925K - $1.35M
79.4K $6.76M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
44.8K
New
$48.46 - $50.2 $2.17M - $2.25M
44.8K $2.22M
CMF
Ishares California Muni Bond E

ETFs
39.4K
New
$54.52 - $56.7 $2.15M - $2.24M
39.4K $2.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.8K
+ 24.19%
$55.54 - $69.09 $1.27M - $1.57M
117K $8.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.1K
+ 28.09%
$216.28 - $284.39 $1.1M - $1.45M
23.3K $6.62M
AAPL
Apple Inc.

Technology
66K
+ 9.85%
$172.42 - $223.89 $11.4M - $14.8M
736K $151M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90.3K
+ 116.08%
$17.76 - $22.1 $1.6M - $2M
168K $3.72M
MSTR
Microstrategy Inc

Technology
3.15K
+ 40.81%
$237.95 - $421.61 $748K - $1.33M
10.9K $4.39M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
59.5K
New
$28.94 - $35.94 $1.72M - $2.14M
59.5K $2.14M
HYLB
Xtrackers Usd High Yield Corp

ETFs
57.1K
+ 695.04%
$34.72 - $36.92 $1.98M - $2.11M
65.3K $2.41M
BX
Blackstone Inc.

Financial Services
11.5K
+ 30.7%
$120.07 - $151.11 $1.38M - $1.73M
48.8K $7.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
24.9K
+ 645.84%
$61.92 - $81.5 $1.54M - $2.03M
28.8K $2.34M
AMAT
Applied Materials Inc

Technology
4.9K
+ 16.2%
$126.95 - $183.52 $622K - $899K
35.1K $6.43M
GILD
Gilead Sciences, Inc.

Healthcare
18.7K
+ 64.05%
$96.91 - $113.0 $1.81M - $2.12M
48K $5.32M
FTLS
First Tr Long/Short Equity ETF

ETFs
30.7K
New
$60.06 - $66.28 $1.84M - $2.04M
30.7K $2.04M
BAC
Bank Of America Corp

Financial Services
22.6K
+ 13.1%
$34.39 - $47.46 $777K - $1.07M
195K $9.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.55K
+ 58.04%
$321.63 - $509.31 $820K - $1.3M
6.94K $3.53M
HOOD
Robinhood Markets, Inc.

Technology
7.29K
+ 30.84%
$34.17 - $93.63 $249K - $682K
30.9K $2.89M
CVX
Chevron Corp

Energy
29.6K
+ 30.66%
$133.73 - $168.51 $3.95M - $4.98M
126K $18M
IVE
Ishares S&P 500 Value ETF

ETFs
7.14K
+ 9.37%
$168.34 - $195.42 $1.2M - $1.39M
83.4K $16.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.3K
+ 7.71%
$19.6 - $24.44 $653K - $814K
465K $11.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.6K
+ 27.48%
$96.84 - $99.46 $1.81M - $1.85M
86.5K $8.58M
JPEM
Jp Morgan Diversified Return

ETFs
33.1K
New
$48.41 - $56.7 $1.6M - $1.88M
33.1K $1.87M
AMD
Advanced Micro Devices Inc

Technology
3.62K
+ 10.54%
$78.21 - $143.81 $283K - $521K
38K $5.39M
USFR
Wisdomtree Floating Rate Treas

ETFs
36.6K
+ 19.56%
$50.28 - $50.47 $1.84M - $1.85M
224K $11.3M
MRK
Merck & Co., Inc.

Healthcare
34.4K
+ 38.37%
$73.47 - $87.12 $2.53M - $3M
124K $9.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.06K
+ 109.75%
$151.62 - $183.47 $1.37M - $1.66M
17.3K $3.18M
KKR
Kkr & Co. Inc.

Financial Services
10K
+ 44.97%
$92.79 - $134.29 $928K - $1.34M
32.2K $4.29M
MCO
Moodys Corp

Financial Services
2.89K
+ 40.95%
$396.7 - $501.59 $1.15M - $1.45M
9.94K $4.99M
SNOW
Snowflake Inc.

Technology
1.28K
+ 7.09%
$130.53 - $223.77 $167K - $286K
19.3K $4.32M
ITA
Ishares Tr

ETFs
4.11K
+ 16.07%
$135.31 - $188.64 $556K - $775K
29.7K $5.6M
NEE
Nextera Energy Inc

Utilities
24.9K
+ 54.02%
$64.11 - $75.0 $1.6M - $1.87M
71.1K $4.94M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.8K
+ 5.64%
$100.04 - $100.54 $1.68M - $1.68M
314K $31.6M
PSA
Public Storage

Real Estate
5.72K
+ 77.07%
$266.31 - $309.77 $1.52M - $1.77M
13.1K $3.86M
ADI
Analog Devices Inc

Technology
5.44K
+ 58.28%
$164.6 - $238.02 $895K - $1.29M
14.8K $3.52M
DGRO
Ishares Core Dividend Growth E

ETFs
21K
+ 21.27%
$55.22 - $63.94 $1.16M - $1.34M
119K $7.64M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56.9K
+ 52.13%
$19.1 - $23.83 $1.09M - $1.35M
166K $3.95M
MNST
Monster Beverage Corp

Consumer Defensive
24.9K
+ 205.59%
$55.01 - $64.24 $1.37M - $1.6M
37K $2.32M
PANW
Palo Alto Networks Inc

Technology
2K
+ 5.71%
$152.44 - $204.64 $304K - $409K
37K $7.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.99K
+ 2.87%
$57.41 - $74.81 $229K - $298K
143K $10.6M
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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