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
CMF
Ishares California Muni Bond E

ETFs
2
+ 0.01%
$55.16 - $57.13 $110 - $114
39.4K $2.25M
BCE
Bce Inc

Communication Services
1.14K
+ 5.69%
$22.63 - $25.74 $25.8K - $29.4K
21.2K $495K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
40
+ 0.32%
$49.41 - $54.08 $1.98K - $2.16K
12.7K $686K
SCHP
Schwab Strategic Us Tips ETF

ETFs
981
+ 1.13%
$26.44 - $27.1 $25.9K - $26.6K
88K $2.37M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
431
+ 4.77%
$259.44 - $278.65 $112K - $120K
9.47K $2.46M
COUR
Coursera, Inc.

Consumer Defensive
1.11K
+ 9.21%
$8.09 - $12.7 $9K - $14.1K
13.2K $154K
POCT
Innovator U.S. Equity Power Bu

ETFs
659
+ 5.94%
$41.27 - $43.1 $27.2K - $28.4K
11.7K $506K
BNS
Bank Of Nova Scotia

Financial Services
114
+ 2.54%
$54.5 - $64.93 $6.21K - $7.4K
4.6K $297K
CPNG
Coupang, Inc.

Consumer Cyclical
418
+ 2.71%
$27.67 - $33.53 $11.6K - $14K
15.9K $510K
TRGP
Targa Resources Corp.

Energy
334
+ 27.04%
$160.52 - $174.4 $53.6K - $58.2K
1.57K $262K
FSMD
Fidelity Covington Tr Small Mi

ETFs
410
+ 3.45%
$41.29 - $44.71 $16.9K - $18.3K
12.3K $541K
TDY
Teledyne Technologies Inc

Technology
25
+ 5.77%
$509.51 - $586.04 $12.7K - $14.7K
458 $268K
APO
Apollo Global Management, Inc.

Financial Services
463
+ 26.83%
$131.55 - $156.05 $60.9K - $72.3K
2.19K $291K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.11%
$131.47 - $143.64 $789 - $862
5.42K $766K
CBSH
Commerce Bancshares Inc

Financial Services
951
+ 20.89%
$58.61 - $66.11 $55.7K - $62.9K
5.5K $328K
HAYW
Hayward Holdings, Inc.

Industrials
1.88K
+ 15.26%
$14.12 - $16.56 $26.5K - $31.1K
14.2K $214K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.3K
+ 4.75%
$21.99 - $23.38 $28.6K - $30.4K
28.7K $662K
IPGP
Ipg Photonics Corp

Technology
20
+ 0.49%
$71.05 - $84.98 $1.42K - $1.7K
4.07K $321K
NTRA
Natera, Inc.

Healthcare
919
+ 6.97%
$133.66 - $181.11 $123K - $166K
14.1K $2.27M
FHN
First Horizon Corp

Financial Services
461
+ 1.95%
$21.16 - $23.23 $9.75K - $10.7K
24.1K $543K
OGE
Oge Energy Corp.

Utilities
574
+ 6.98%
$43.46 - $46.27 $24.9K - $26.6K
8.8K $407K
KHC
Kraft Heinz CO

Consumer Defensive
1.42K
+ 6.95%
$25.63 - $28.94 $36.3K - $41K
21.8K $567K
RPAY
Repay Holdings Corp

Technology
7.04K
+ 56.22%
$4.64 - $5.96 $32.6K - $41.9K
19.6K $102K
PB
Prosperity Bancshares Inc

Financial Services
1.07K
+ 13.83%
$65.12 - $74.71 $69.4K - $79.6K
8.76K $581K
CTSH
Cognizant Technology Solutions Corp

Technology
1.84K
+ 24.31%
$66.67 - $80.98 $122K - $149K
9.39K $629K
CFFN
Capitol Federal Financial, Inc.

Financial Services
5.73K
+ 34.9%
$5.73 - $6.56 $32.8K - $37.6K
22.1K $140K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
154
+ 5.6%
$79.52 - $89.63 $12.2K - $13.8K
2.91K $259K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.65K
+ 3.32%
$23.29 - $23.38 $38.4K - $38.5K
51.3K $1.2M
IP
International Paper CO

Consumer Cyclical
911
+ 10.39%
$45.32 - $55.68 $41.3K - $50.7K
9.68K $449K
CNQ
Canadian Natural Resources LTD

Energy
935
+ 5.79%
$29.31 - $32.93 $27.4K - $30.8K
17.1K $546K
MEAR
Blackrock Short Maturity Munic

ETFs
583
+ 1.62%
$50.17 - $50.56 $29.2K - $29.5K
36.6K $1.85M
REG
Regency Centers Corp

Real Estate
444
+ 13.19%
$68.62 - $73.81 $30.5K - $32.8K
3.81K $277K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
367
+ 0.28%
$42.75 - $43.37 $15.7K - $15.9K
131K $5.67M
HQL
Tekla Life Sciences Investors

Financial Services
582
+ 5.7%
$12.76 - $15.51 $7.43K - $9.03K
10.8K $167K
RLAY
Relay Therapeutics, Inc.

Healthcare
22
+ 0.11%
$3.22 - $5.22 $70.8 - $115
20.5K $107K
GPS
Gap Inc

Consumer Cyclical
1.88K
+ 6.33%
N/A
31.5K $634K
TAXF
American Centy ETF Tr Diversif

ETFs
486
+ 5.39%
$48.42 - $50.27 $23.5K - $24.4K
9.5K $477K
EWJ
Ishares Msci Japan ETF

ETFs
92
+ 1.71%
$71.69 - $81.49 $6.6K - $7.5K
5.46K $438K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
466
+ 15.46%
$86.67 - $100.17 $40.4K - $46.7K
3.48K $314K
DFIC
Dimensional ETF Tr Dimensional

ETFs
31
+ 0.16%
$30.76 - $33.01 $954 - $1.02K
19.6K $642K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
7.23K
+ 17.36%
$0.69 - $1.46 $4.99K - $10.6K
48.9K $64K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1.73K
+ 8.48%
$14.0 - $14.68 $24.2K - $25.4K
22.1K $324K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
847
+ 7.64%
$20.33 - $22.62 $17.2K - $19.2K
11.9K $264K
EQR
Equity Residential

Real Estate
736
+ 14.81%
$62.3 - $68.34 $45.9K - $50.3K
5.71K $369K
ACCO
Acco Brands Corp

Industrials
7.22K
+ 55.62%
$3.44 - $4.2 $24.9K - $30.3K
20.2K $80K
ASX
Ase Technology Holding Co., Ltd.

Technology
52
+ 0.12%
$9.5 - $11.71 $494 - $609
42.9K $476K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.11K
+ 15.06%
$42.56 - $49.08 $47.2K - $54.4K
8.47K $363K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$123.59 - $132.83 $124 - $133
3.7K $490K
DBX
Dropbox, Inc.

Technology
480
+ 4.4%
$26.13 - $32.17 $12.5K - $15.4K
11.4K $343K
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
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