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
FVD
First Tr Value Line Divid Inde

ETFs
17.2K
+ 203.62%
$44.73 - $46.86 $770K - $806K
25.7K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 3.63%
$291.67 - $316.99 $377K - $409K
36.8K $11.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.4K
+ 302.38%
$534.91 - $598.71 $747K - $836K
1.86K $1.05M
CSCO
Cisco Systems, Inc.

Technology
14.6K
+ 6.57%
$66.2 - $71.79 $964K - $1.05M
236K $16.1M
ESTC
Elastic N.V.

Technology
9.14K
+ 169.55%
$72.54 - $92.3 $663K - $844K
14.5K $1.23M
THC
Tenet Healthcare Corp

Healthcare
2.84K
+ 39.71%
$148.38 - $203.04 $421K - $576K
9.98K $2.03M
ROKU
Roku, Inc

Communication Services
5.83K
+ 39.6%
$79.98 - $101.78 $466K - $593K
20.5K $2.06M
DAL
Delta Air Lines, Inc.

Industrials
6.64K
+ 13.11%
$49.0 - $61.97 $325K - $411K
57.3K $3.25M
IWM
Ishares Russell 2000 ETF

ETFs
775
+ 3.57%
$214.92 - $244.84 $167K - $190K
22.5K $5.44M
BKR
Baker Hughes CO

Energy
13.4K
+ 144.34%
$38.68 - $50.55 $518K - $677K
22.7K $1.1M
SHOP
Shopify Inc.

Technology
1.06K
+ 6.18%
$112.11 - $157.12 $119K - $167K
18.3K $2.71M
SO
Southern CO

Utilities
5.03K
+ 5.96%
$90.83 - $96.0 $456K - $482K
89.3K $8.47M
AEE
Ameren Corp

Utilities
6.71K
+ 268.48%
$95.0 - $104.38 $638K - $701K
9.21K $961K
DHR
Danaher Corp

Healthcare
3.56K
+ 20.84%
$181.46 - $212.2 $647K - $756K
20.7K $4.1M
CIEN
Ciena Corp

Technology
1.84K
+ 26.52%
$77.75 - $145.67 $143K - $269K
8.8K $1.28M
EME
Emcor Group, Inc.

Industrials
421
+ 10.95%
$530.88 - $655.83 $224K - $276K
4.27K $2.77M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.08K
+ 18.21%
$139.82 - $155.45 $431K - $479K
20K $3.11M
PHM
Pultegroup Inc

Consumer Cyclical
1.28K
+ 6.33%
$108.0 - $141.42 $138K - $181K
21.4K $2.83M
BST
Black Rock Science & Technology Trust

Financial Services
17.1K
New
$38.01 - $41.55 $648K - $709K
17.1K $705K
VLO
Valero Energy Corp

Energy
869
+ 5.61%
$131.77 - $175.63 $115K - $153K
16.4K $2.79M
ABNB
Airbnb, Inc.

Consumer Cyclical
6.82K
+ 55.22%
$118.3 - $142.16 $807K - $970K
19.2K $2.33M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
335
+ 1.44%
$435.72 - $463.74 $146K - $155K
23.7K $11M
INCY
Incyte Corp

Healthcare
1.43K
+ 4.25%
$67.27 - $86.96 $96.4K - $125K
35.1K $2.98M
FNF
Fidelity National Financial, Inc.

Financial Services
10.9K
+ 194.47%
$51.22 - $61.07 $557K - $664K
16.5K $995K
DFAU
Dimensional ETF Tr

ETFs
13.7K
+ 88.6%
$42.42 - $45.96 $582K - $631K
29.2K $1.34M
CRSP
Crispr Therapeutics Ag

Healthcare
10.5K
New
$48.51 - $68.14 $507K - $713K
10.5K $677K
COF
Capital One Financial Corp

Financial Services
3.16K
+ 14.97%
$207.29 - $229.74 $655K - $726K
24.3K $5.16M
VDC
Vanguard Consumer Staples ETF

ETFs
3.49K
+ 19.23%
$212.64 - $225.25 $743K - $787K
21.7K $4.63M
D
Dominion Energy, Inc

Utilities
9.05K
+ 45.32%
$56.32 - $62.1 $510K - $562K
29K $1.78M
GRMN
Garmin LTD

Technology
1.16K
+ 12.17%
$211.13 - $246.22 $245K - $286K
10.7K $2.63M
SLV
I Shares Silver Trust

ETFs
8.81K
+ 31.26%
$32.73 - $42.5 $288K - $375K
37K $1.57M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
12.3K
New
$49.98 - $52.24 $614K - $641K
12.3K $641K
VOX
Vanguard Communication Service

ETFs
701
+ 2.31%
$169.0 - $192.17 $118K - $135K
31.1K $5.84M
BA
Boeing CO

Industrials
2.02K
+ 6.33%
$209.79 - $237.38 $424K - $479K
33.9K $7.32M
CTRA
Coterra Energy Inc.

Energy
28.4K
+ 105.81%
$23.09 - $25.45 $655K - $722K
55.1K $1.3M
STX
Seagate Technology Holdings PLC

Technology
816
+ 17.53%
$142.01 - $236.06 $116K - $193K
5.47K $1.29M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.42K
+ 9.14%
$69.9 - $78.26 $239K - $268K
40.8K $3.18M
FTI
Technip Fmc PLC

Energy
9.21K
+ 18.59%
$32.19 - $40.89 $297K - $377K
58.8K $2.32M
ASML
Asml Holding Nv

Technology
111
+ 3.68%
$689.63 - $968.09 $76.5K - $107K
3.13K $3.03M
IQV
Iqvia Holdings Inc.

Healthcare
623
+ 4.09%
$157.68 - $200.82 $98.2K - $125K
15.9K $3.01M
PFE
Pfizer Inc

Healthcare
13.7K
+ 6.6%
$23.29 - $25.88 $319K - $355K
222K $5.65M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.7K
+ 68.99%
$246.31 - $287.91 $419K - $490K
4.17K $1.2M
OACP
Unified Ser Tr Oneascent Core

ETFs
26.2K
New
$22.56 - $23.26 $592K - $610K
26.2K $604K
STRL
Sterling Construction CO Inc

Industrials
1.76K
New
$222.54 - $371.84 $392K - $656K
1.76K $598K
DELL
Dell Technologies Inc.

Technology
2.38K
+ 17.53%
$120.96 - $141.77 $287K - $337K
15.9K $2.26M
UNP
Union Pacific Corp

Industrials
1.52K
+ 4.06%
$214.91 - $237.16 $327K - $361K
39K $9.23M
ACLS
Axcelis Technologies Inc

Technology
6.09K
New
$67.69 - $100.44 $413K - $612K
6.09K $595K
SSB
South State Corp

Financial Services
6.02K
New
$91.78 - $103.55 $552K - $623K
6.02K $594K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.3K
+ 7.27%
$170.68 - $192.95 $222K - $251K
19.2K $3.68M
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
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