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
SCCO
Southern Copper Corp

Basic Materials
1.3K
+ 9.25%
$75.63 - $104.64 $98.4K - $136K
15.4K $1.55M
HST
Host Hotels & Resorts, Inc.

Real Estate
14.6K
+ 133.94%
$12.7 - $16.07 $186K - $235K
25.5K $391K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
3.83K
+ 10.79%
$31.4 - $37.18 $120K - $142K
39.3K $1.46M
NTNX
Nutanix, Inc.

Technology
1.79K
+ 9.77%
$58.17 - $83.07 $104K - $149K
20.1K $1.53M
EQH
Equitable Holdings, Inc.

Financial Services
3.71K
+ 57.27%
$43.98 - $56.1 $163K - $208K
10.2K $571K
NXPI
Nxp Semiconductors N.V.

Technology
824
+ 43.81%
$153.5 - $218.72 $126K - $180K
2.71K $591K
RACE
Ferrari N.V.

Consumer Cyclical
318
+ 26.35%
$397.86 - $499.02 $127K - $159K
1.53K $748K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29.2K
+ 7.34%
$10.29 - $11.24 $301K - $328K
427K $4.67M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.66K
+ 3.69%
$12.25 - $15.47 $57.1K - $72.1K
131K $2.02M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.18K
+ 5.3%
$41.54 - $53.93 $49.1K - $63.8K
23.5K $1.27M
EQT
Eqt Corp

Energy
2.48K
+ 14.13%
$46.11 - $60.44 $114K - $150K
20K $1.17M
FFIV
F5, Inc.

Technology
495
+ 16.89%
$239.25 - $295.9 $118K - $146K
3.43K $1.01M
KEY
Keycorp

Financial Services
7.95K
+ 12.92%
$13.23 - $17.42 $105K - $138K
69.5K $1.21M
ORI
Old Republic International Corp

Financial Services
6.39K
+ 25.56%
$35.25 - $39.79 $225K - $254K
31.4K $1.21M
DTM
Dt Midstream, Inc.

Energy
1.41K
+ 26.51%
$87.23 - $109.91 $123K - $155K
6.72K $738K
VERV
Verve Therapeutics, Inc.

Healthcare
5.41K
+ 19.87%
$2.97 - $11.38 $16.1K - $61.5K
32.6K $366K
PNR
Pentair PLC

Industrials
964
+ 11.84%
$76.17 - $103.58 $73.4K - $99.9K
9.11K $935K
EVR
Evercore Inc.

Financial Services
26
+ 0.85%
$163.77 - $271.5 $4.26K - $7.06K
3.08K $832K
BBY
Best Buy CO Inc

Consumer Cyclical
4.14K
+ 44.84%
$56.17 - $75.73 $232K - $313K
13.4K $896K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
376
+ 7.62%
$160.22 - $209.35 $60.2K - $78.7K
5.31K $1.11M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
20.9K
+ 81.16%
$8.72 - $10.05 $182K - $210K
46.7K $468K
PEN
Penumbra Inc

Healthcare
877
+ 113.16%
$253.22 - $299.78 $222K - $263K
1.65K $423K
PPC
Pilgrims Pride Corp

Consumer Defensive
6.25K
+ 89.1%
$44.55 - $56.26 $278K - $351K
13.3K $596K
CHTR
Charter Communications, Inc.

Communication Services
467
+ 84.14%
$321.68 - $427.25 $150K - $200K
1.02K $417K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.4K
+ 31.46%
$25.21 - $34.03 $187K - $252K
30.9K $926K
MPWR
Monolithic Power Systems Inc

Technology
115
+ 13.55%
$455.19 - $737.73 $52.3K - $84.8K
964 $705K
OC
Owens Corning

Industrials
1.68K
+ 44.16%
$126.32 - $147.75 $212K - $249K
5.49K $755K
NTRS
Northern Trust Corp

Financial Services
1.14K
+ 47.92%
$84.45 - $126.79 $96.4K - $145K
3.53K $446K
SLV
I Shares Silver Trust

ETFs
5.05K
+ 21.84%
$27.08 - $33.74 $137K - $171K
28.2K $925K
CSGP
Costar Group, Inc.

Real Estate
2.52K
+ 60.68%
$72.62 - $83.22 $183K - $210K
6.67K $536K
CDW
Cdw Corp

Technology
791
+ 21.79%
$144.49 - $190.68 $114K - $151K
4.42K $789K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.99K
+ 63.7%
$50.06 - $80.8 $99.5K - $161K
5.11K $412K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.83K
+ 12.15%
$36.25 - $42.28 $139K - $162K
35.4K $1.5M
VTRS
Viatris Inc

Healthcare
22.6K
+ 120.86%
$7.26 - $9.12 $164K - $206K
41.2K $368K
CURI
Curiosity Stream Inc.

Communication Services
30.8K
+ 288.07%
$2.37 - $6.97 $72.9K - $214K
41.4K $233K
HRL
Hormel Foods Corp

Consumer Defensive
6.97K
+ 61.15%
$29.11 - $31.44 $203K - $219K
18.4K $555K
SOFI
So Fi Technologies, Inc.

Financial Services
4.7K
+ 25.68%
$9.5 - $18.21 $44.6K - $85.5K
23K $418K
RF
Regions Financial Corp

Financial Services
6.72K
+ 27.46%
$18.34 - $23.52 $123K - $158K
31.2K $734K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.88K
+ 42.84%
$75.29 - $91.16 $141K - $171K
6.26K $563K
JHG
Janus Henderson Group PLC

Financial Services
4.23K
+ 35.58%
$29.47 - $38.84 $125K - $164K
16.1K $625K
CPNG
Coupang, Inc.

Consumer Cyclical
3.39K
+ 28.14%
$19.76 - $30.81 $67K - $105K
15.4K $462K
DFAX
Dimensional ETF Tr
1.56K
+ 3.05%
$23.37 - $29.39 $36.5K - $45.8K
52.7K $1.55M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
11.1K
+ 83.59%
$17.67 - $18.32 $196K - $203K
24.3K $438K
BCE
Bce Inc

Communication Services
9.25K
+ 85.63%
$20.87 - $22.95 $193K - $212K
20.1K $444K
FOX
Fox Corp Cl B (De)

Communication Services
3.46K
+ 25.55%
$43.81 - $53.0 $152K - $184K
17K $878K
AXS
Axis Capital Holdings LTD

Financial Services
1.22K
+ 8.2%
$87.23 - $106.93 $107K - $131K
16.1K $1.67M
DPZ
Dominos Pizza Inc

Consumer Cyclical
453
+ 28.47%
$430.72 - $497.52 $195K - $225K
2.04K $921K
KEX
Kirby Corp

Industrials
1.23K
+ 31.91%
$87.32 - $114.99 $108K - $142K
5.1K $578K
FDL
First Tr Morningstar Dividend

ETFs
4.64K
+ 83.9%
$38.19 - $43.19 $177K - $200K
10.2K $425K
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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