Merit Financial Group, LLC Incresed Positions in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
48
+ 0.28%
$72.04 - $77.35 $3.46K - $3.71K
17K $1.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
410
+ 5.91%
$412.46 - $514.1 $169K - $211K
7.35K $3.6M
MCY
Mercury General Corp

Financial Services
127
+ 3.73%
$65.82 - $84.78 $8.36K - $10.8K
3.53K $299K
ABCB
Ameris Bancorp

Financial Services
271
+ 4.74%
$65.68 - $76.41 $17.8K - $20.7K
5.99K $438K
TNL
Travel & Leisure Co.

Consumer Cyclical
72
+ 0.87%
$53.72 - $63.45 $3.87K - $4.57K
8.33K $495K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
20.9K
+ 24.81%
$13.2 - $17.81 $276K - $372K
105K $1.42M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.9K
+ 7.82%
$18.02 - $19.46 $34.3K - $37.1K
26.2K $507K
ENSG
Ensign Group, Inc

Healthcare
233
+ 14.83%
$136.36 - $174.12 $31.8K - $40.6K
1.8K $311K
NXPI
Nxp Semiconductors N.V.

Technology
196
+ 7.25%
$205.16 - $239.07 $40.2K - $46.9K
2.9K $660K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.06K
+ 2.82%
$30.67 - $32.13 $32.4K - $34K
38.5K $1.22M
EXPD
Expeditors International Of Washington Inc

Industrials
409
+ 20.03%
$111.37 - $124.95 $45.6K - $51.1K
2.45K $300K
WCC
Wesco International Inc

Industrials
101
+ 5.74%
$189.22 - $227.19 $19.1K - $22.9K
1.86K $393K
ZBRA
Zebra Technologies Corp

Technology
282
+ 18.66%
$296.92 - $341.36 $83.7K - $96.3K
1.79K $532K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.44K
+ 10.51%
$45.54 - $48.43 $65.4K - $69.6K
15.1K $704K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
343
+ 10.6%
$164.12 - $188.32 $56.3K - $64.6K
3.58K $622K
TTWO
Take Two Interactive Software Inc

Communication Services
155
+ 9.57%
$217.37 - $259.96 $33.7K - $40.3K
1.77K $458K
JEPI
J P Morgan Exchange Traded Fd

ETFs
345
+ 0.19%
$55.61 - $57.37 $19.2K - $19.8K
181K $10.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
67
+ 0.32%
$42.04 - $45.23 $2.82K - $3.03K
21.2K $957K
PRU
Prudential Financial Inc

Financial Services
1.11K
+ 7.99%
$100.68 - $109.89 $112K - $122K
15K $1.56M
SONO
Sonos Inc

Technology
194
+ 1.58%
$10.36 - $15.8 $2.01K - $3.07K
12.4K $196K
SU
Suncor Energy Inc

Energy
170
+ 1.32%
$37.83 - $43.02 $6.43K - $7.31K
13.1K $546K
IDV
Ishares Tr

ETFs
1.14K
+ 11.02%
$34.54 - $37.28 $39.3K - $42.4K
11.5K $419K
USRT
Ishares Core U.S. Reit ETF

ETFs
912
+ 23.6%
$55.64 - $59.37 $50.7K - $54.1K
4.78K $280K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3K
+ 15.44%
$11.64 - $15.79 $34.9K - $47.3K
22.4K $328K
FOXA
Fox Corp

Communication Services
6
+ 0.07%
$53.87 - $63.06 $323 - $378
8.61K $543K
MTB
M&T Bank Corp

Financial Services
199
+ 3.35%
$183.74 - $204.05 $36.6K - $40.6K
6.14K $1.21M
CLF
Cleveland Cliffs Inc.

Basic Materials
493
+ 4.07%
$8.12 - $12.84 $4K - $6.33K
12.6K $153K
MTG
Mgic Investment Corp

Financial Services
1.54K
+ 4.69%
$25.06 - $28.92 $38.5K - $44.4K
34.3K $972K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.95K
+ 14.74%
$13.29 - $16.05 $25.9K - $31.2K
15.2K $241K
ROL
Rollins Inc

Consumer Cyclical
559
+ 4.65%
$55.05 - $58.74 $30.8K - $32.8K
12.6K $738K
FNB
Fnb Corp

Financial Services
2.36K
+ 16.91%
$14.75 - $16.79 $34.8K - $39.6K
16.3K $263K
ISCG
Ishares Morningstar Small Cap

ETFs
689
+ 14.24%
$49.84 - $55.14 $34.3K - $38K
5.53K $300K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
14
+ 0.13%
$123.13 - $130.15 $1.72K - $1.82K
10.9K $1.41M
SNX
Td Synnex Corp

Technology
20
+ 1.02%
$135.82 - $166.01 $2.72K - $3.32K
1.99K $325K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
64
+ 0.34%
$36.93 - $40.55 $2.36K - $2.6K
18.7K $752K
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.12%
$281.0 - $296.29 $1.12K - $1.19K
3.43K $1.02M
RS
Reliance Steel & Aluminum CO

Basic Materials
354
+ 27.15%
$277.33 - $343.66 $98.2K - $122K
1.66K $465K
LNC
Lincoln National Corp

Financial Services
38
+ 0.41%
$33.37 - $43.29 $1.27K - $1.65K
9.4K $379K
EL
Estee Lauder Companies Inc

Consumer Defensive
197
+ 3.86%
$83.65 - $95.26 $16.5K - $18.8K
5.31K $467K
ALV
Autoliv Inc

Consumer Cyclical
231
+ 10.36%
$110.31 - $127.65 $25.5K - $29.5K
2.46K $303K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.28K
+ 5.17%
$22.84 - $22.95 $52K - $52.2K
46.3K $1.06M
PAUG
Innovator U.S. Equity Power Bu

ETFs
905
+ 13.04%
$40.45 - $42.49 $36.6K - $38.5K
7.85K $333K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
463
+ 24.54%
$123.13 - $140.8 $57K - $65.2K
2.35K $301K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
538
+ 8.02%
$73.94 - $78.51 $39.8K - $42.2K
7.25K $562K
MT
Arcelor Mittal

Basic Materials
283
+ 3.09%
$30.39 - $36.94 $8.6K - $10.5K
9.45K $341K
CHRD
Oasis Petroleum Inc.

Energy
216
+ 1.83%
$99.37 - $114.13 $21.5K - $24.7K
12K $1.19M
LUMN
Lumen Technologies, Inc.

Communication Services
2.08K
+ 9.22%
$3.7 - $6.22 $7.69K - $12.9K
24.6K $150K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
11.6K
+ 83.55%
$6.12 - $7.9 $71.3K - $92K
25.6K $158K
NWSA
News Corp

Communication Services
481
+ 1.33%
$28.38 - $31.03 $13.7K - $14.9K
36.6K $1.12M
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