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
ICSH
Blackrock Ultra Short Term Bon

ETFs
30.4K
+ 23.53%
$50.48 - $50.71 $1.53M - $1.54M
159K $8.08M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
56.1K
+ 71.65%
$23.19 - $25.35 $1.3M - $1.42M
134K $3.41M
PVAL
Putnam ETF Tr Putnam Focused L
37K
+ 258.72%
$33.6 - $40.23 $1.24M - $1.49M
51.2K $2.06M
HWM
Howmet Aerospace Inc.

Industrials
4.2K
+ 31.9%
$112.33 - $186.13 $471K - $781K
17.3K $3.23M
SCHW
Schwab Charles Corp

Financial Services
9.78K
+ 21.8%
$69.06 - $91.24 $676K - $893K
54.7K $4.99M
FIX
Comfort Systems Usa Inc

Industrials
1.7K
+ 64.38%
$296.51 - $536.21 $504K - $912K
4.34K $2.33M
WMB
Williams Companies, Inc.

Energy
19.1K
+ 22.01%
$54.33 - $62.87 $1.04M - $1.2M
106K $6.67M
NVS
Novartis Ag

Healthcare
10.5K
+ 52.77%
$101.96 - $121.01 $1.07M - $1.28M
30.5K $3.69M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
26.6K
New
$44.58 - $54.92 $1.19M - $1.46M
26.6K $1.46M
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.2K
+ 197.13%
$105.23 - $109.61 $1.39M - $1.44M
19.9K $2.18M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.68K
+ 23.63%
$141.87 - $164.49 $1.09M - $1.26M
40.2K $6.6M
SPGI
S&P Global Inc.

Financial Services
1.88K
+ 8.04%
$438.31 - $527.29 $822K - $989K
25.2K $13.3M
MO
Altria Group, Inc.

Consumer Defensive
26.9K
+ 26.14%
$55.56 - $60.91 $1.5M - $1.64M
130K $7.62M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.8K
+ 115.5%
$54.19 - $67.22 $1.02M - $1.26M
35.1K $2.36M
FDX
Fedex Corp

Industrials
6.27K
+ 143.42%
$198.07 - $245.17 $1.24M - $1.54M
10.6K $2.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.5K
+ 61.99%
$97.29 - $105.63 $1.32M - $1.43M
35.4K $3.59M
LYFT
Lyft, Inc.

Technology
71K
+ 134.11%
$9.97 - $17.21 $708K - $1.22M
124K $1.95M
CGCP
Capital Group Core Plus Income

ETFs
58.6K
+ 44.09%
$21.92 - $22.56 $1.29M - $1.32M
192K $4.31M
BNDX
Vanguard Total International B

ETFs
26.1K
+ 42.63%
$48.77 - $49.55 $1.27M - $1.29M
87.2K $4.32M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
8.02K
+ 331.39%
$140.84 - $163.09 $1.13M - $1.31M
10.4K $1.7M
LOW
Lowes Companies Inc

Consumer Cyclical
7.28K
+ 27.1%
$210.83 - $235.28 $1.54M - $1.71M
34.2K $7.58M
TOL
Toll Brothers, Inc.

Consumer Cyclical
10.7K
+ 119.9%
$90.5 - $114.3 $971K - $1.23M
19.7K $2.25M
CEG
Constellation Energy Corp

Utilities
1.13K
+ 14.28%
$170.96 - $322.76 $193K - $364K
9.02K $2.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.4K
+ 36.03%
$63.54 - $68.5 $1.23M - $1.33M
73.2K $4.94M
ARW
Arrow Electronics Inc

Technology
9.5K
+ 342.15%
$90.32 - $128.28 $858K - $1.22M
12.3K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
602
+ 3.62%
$320.42 - $424.58 $193K - $256K
17.2K $7.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.5K
+ 1.5%
$72.02 - $73.82 $973K - $997K
911K $67.1M
A
Agilent Technologies, Inc.

Healthcare
10.7K
+ 245.1%
$99.29 - $120.52 $1.06M - $1.28M
15K $1.77M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.99K
+ 79.18%
$201.28 - $266.34 $804K - $1.06M
9.04K $2.41M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
62.2K
New
$18.18 - $20.14 $1.13M - $1.25M
62.2K $1.25M
SPOT
Spotify Technology S.A.

Communication Services
447
+ 10.69%
$503.3 - $775.9 $225K - $347K
4.63K $3.55M
MAR
Marriott International Inc

Consumer Cyclical
3.84K
+ 68.73%
$211.12 - $274.14 $811K - $1.05M
9.43K $2.58M
MDT
Medtronic PLC

Healthcare
15.6K
+ 37.52%
$80.68 - $88.86 $1.26M - $1.38M
57K $4.97M
AZO
Autozone Inc

Consumer Cyclical
348
+ 71.9%
$3478.38 - $3880.15 $1.21M - $1.35M
832 $3.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
791
+ 2.87%
$272.36 - $339.57 $215K - $269K
28.4K $9.63M
AMP
Ameriprise Financial Inc

Financial Services
1.92K
+ 49.56%
$422.19 - $533.73 $809K - $1.02M
5.78K $3.09M
EMB
Ishares Tr

ETFs
12.2K
+ 38.94%
$86.54 - $92.62 $1.06M - $1.13M
43.7K $4.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.5K
+ 59.52%
$49.57 - $50.27 $1.17M - $1.18M
63K $3.17M
CME
Cme Group Inc.

Financial Services
3.89K
+ 32.58%
$252.37 - $290.71 $981K - $1.13M
15.8K $4.36M
IQV
Iqvia Holdings Inc.

Healthcare
8.39K
+ 122.59%
$137.0 - $174.37 $1.15M - $1.46M
15.2K $2.4M
EBND
Spdr Bloomberg Emerging Market

ETFs
54.6K
+ 195.31%
$19.57 - $21.4 $1.07M - $1.17M
82.5K $1.75M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
5.56K
+ 77.73%
$153.22 - $199.8 $852K - $1.11M
12.7K $2.38M
TJX
Tjx Companies Inc

Consumer Cyclical
8.98K
+ 19.02%
$119.13 - $135.03 $1.07M - $1.21M
56.2K $6.94M
VIG
Vanguard Dividend Appreciation

ETFs
6.51K
+ 9.95%
N/A
71.9K $13.1M
VICI
Vici Properties Inc.

Real Estate
36.4K
+ 92.28%
$29.41 - $32.97 $1.07M - $1.2M
75.7K $2.47M
MANH
Manhattan Associates Inc

Technology
5.44K
+ 127.16%
$143.9 - $197.47 $783K - $1.07M
9.72K $1.92M
DFAR
Dimensional ETF Tr Dimensional

ETFs
49.9K
New
$20.99 - $23.93 $1.05M - $1.19M
49.9K $1.17M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.68K
+ 8.56%
$65.84 - $80.81 $505K - $620K
97.4K $7.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
49.6K
New
$23.29 - $23.38 $1.16M - $1.16M
49.6K $1.16M
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