Merit Financial Group, LLC Incresed Positions in Q2 2025

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
15.8K
+ 62.8%
$18.83 - $19.22 $297K - $303K
40.9K $782K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
30.8K
+ 53.96%
$7.42 - $8.86 $228K - $273K
87.8K $778K
DOX
Amdocs LTD

Technology
3.29K
+ 129.28%
$80.46 - $94.08 $265K - $309K
5.83K $532K
MSI
Motorola Solutions, Inc.

Technology
923
+ 18.32%
$394.72 - $440.39 $364K - $406K
5.96K $2.51M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.63K
+ 65.1%
$68.47 - $102.48 $180K - $269K
6.67K $613K
EXC
Exelon Corp

Utilities
8.05K
+ 40.37%
$42.2 - $47.37 $340K - $381K
28K $1.22M
PATH
Ui Path, Inc.

Technology
10.6K
+ 16.37%
$9.79 - $13.31 $104K - $141K
75.2K $962K
GL
Globe Life Inc.

Financial Services
2.73K
+ 45.29%
$113.29 - $133.09 $310K - $364K
8.77K $1.09M
PWR
Quanta Services, Inc.

Industrials
201
+ 11.38%
$239.47 - $381.26 $48.1K - $76.6K
1.97K $744K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.02K
+ 12.34%
$65.1 - $75.98 $196K - $229K
27.5K $2.09M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.17K
+ 62.06%
$205.81 - $234.23 $240K - $274K
3.05K $711K
DEO
Diageo PLC

Consumer Defensive
3.03K
+ 60.35%
$99.86 - $115.75 $303K - $351K
8.06K $812K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.43K
+ 5.37%
$55.15 - $68.11 $78.8K - $97.3K
28K $1.91M
ROP
Roper Technologies Inc

Industrials
540
+ 58.32%
$519.19 - $590.78 $280K - $319K
1.47K $830K
ROK
Rockwell Automation, Inc

Industrials
292
+ 11.53%
$218.97 - $332.17 $63.9K - $97K
2.83K $938K
TTE
Total Energies Se

Energy
4.13K
+ 34.49%
N/A
16.1K $1.1M
FDVV
Fidelity High Dividend ETF

ETFs
4.76K
+ 39.42%
$43.6 - $52.02 $208K - $248K
16.8K $876K
EEFT
Euronet Worldwide, Inc.

Technology
3.05K
+ 62.59%
$87.44 - $112.74 $267K - $344K
7.92K $802K
RHI
Robert Half International Inc.

Industrials
21.8K
+ 47.81%
$40.31 - $54.71 $879K - $1.19M
67.4K $2.77M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.09K
+ 47.45%
$59.98 - $74.92 $185K - $232K
9.61K $715K
WTFC
Wintrust Financial Corp

Financial Services
2K
+ 87.15%
$95.17 - $124.21 $190K - $248K
4.3K $532K
TFLO
Ishares Treasury Floating Rate

ETFs
5.41K
+ 70.84%
$50.47 - $50.66 $273K - $274K
13K $660K
USFD
Us Foods Holding Corp.

Consumer Defensive
769
+ 4.13%
$60.47 - $79.12 $46.5K - $60.8K
19.4K $1.49M
NU
Nu Holdings Ltd.

Financial Services
15.5K
+ 88.36%
$9.6 - $13.72 $149K - $213K
33.1K $454K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.86K
+ 55.46%
$30.87 - $39.17 $181K - $230K
16.4K $643K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.79K
+ 49.3%
$108.87 - $133.04 $195K - $238K
5.41K $720K
FLR
Fluor Corp

Industrials
2.83K
+ 34.63%
$30.86 - $51.42 $87.4K - $146K
11K $564K
ALGN
Align Technology Inc

Healthcare
959
+ 33.4%
$144.32 - $190.42 $138K - $183K
3.83K $725K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
6.2K
+ 12.88%
$17.11 - $21.71 $106K - $135K
54.3K $1.18M
SAIC
Science Applications International Corp

Technology
2.33K
+ 51.11%
$100.22 - $123.41 $233K - $287K
6.88K $775K
D
Dominion Energy, Inc

Utilities
4.54K
+ 29.43%
$49.66 - $58.0 $225K - $263K
20K $1.13M
IT
Gartner Inc

Technology
714
+ 38.76%
$377.5 - $449.52 $270K - $321K
2.56K $1.03M
SAN
Banco Santander, S.A.

Financial Services
24K
+ 64.68%
$5.72 - $8.32 $137K - $200K
61.1K $507K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.36K
+ 2.66%
$121.58 - $136.74 $165K - $186K
52.5K $7.13M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.34K
+ 5.5%
$22.4 - $23.8 $187K - $198K
160K $3.8M
UBS
Ubs Group Ag

Financial Services
6.82K
+ 92.15%
$26.12 - $33.82 $178K - $231K
14.2K $481K
VLO
Valero Energy Corp

Energy
1.64K
+ 11.86%
$104.69 - $141.77 $172K - $233K
15.5K $2.08M
BWXT
Bwx Technologies, Inc.

Industrials
1.11K
+ 54.33%
$89.24 - $144.06 $99.1K - $160K
3.16K $454K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.13K
+ 32.06%
$35.77 - $42.27 $183K - $217K
21.1K $892K
FOXA
Fox Corp

Communication Services
4.5K
+ 109.47%
$47.21 - $57.04 $212K - $257K
8.61K $482K
FTI
Technip Fmc PLC

Energy
2.84K
+ 6.07%
$23.18 - $35.33 $65.7K - $100K
49.6K $1.71M
WTW
Willis Towers Watson PLC

Financial Services
913
+ 83.99%
$295.96 - $337.43 $270K - $308K
2K $613K
ROL
Rollins Inc

Consumer Cyclical
4.04K
+ 50.6%
$50.65 - $58.58 $205K - $237K
12K $678K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.08K
+ 50.21%
$140.37 - $177.56 $152K - $192K
3.24K $556K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.19K
+ 25.02%
$104.23 - $134.39 $124K - $160K
5.93K $797K
K
Kellogg CO

Consumer Defensive
3.3K
+ 52.7%
$77.85 - $82.88 $257K - $274K
9.57K $761K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.7K
+ 20.49%
$109.83 - $131.67 $187K - $224K
10K $1.27M
HSBC
Hsbc Holdings PLC

Financial Services
3.43K
+ 34.08%
$46.68 - $61.09 $160K - $210K
13.5K $820K
BPOP
Popular, Inc.

Financial Services
938
+ 12.2%
$81.63 - $110.51 $76.6K - $104K
8.63K $950K
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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