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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.24K
+ 67.49%
$12.23 - $15.46 $113K - $143K
22.9K $346K
SLM
Slm Corp

Financial Services
3.06K
+ 39.26%
$24.84 - $34.36 $76.1K - $105K
10.9K $356K
IJK
Ishares S&P Midcap 400 Growth

ETFs
507
+ 4.65%
$73.7 - $90.98 $37.4K - $46.1K
11.4K $1.04M
AVB
Avalonbay Communities Inc

Real Estate
756
+ 35.44%
$187.23 - $215.61 $142K - $163K
2.89K $587K
BDX
Becton Dickinson & CO

Healthcare
2.68K
+ 45.79%
$165.15 - $226.42 $442K - $606K
8.52K $1.47M
INGR
Ingredion Inc

Consumer Defensive
930
+ 29.68%
$123.22 - $140.95 $115K - $131K
4.06K $551K
STAG
Stag Industrial, Inc.

Real Estate
3.35K
+ 18.38%
$30.08 - $37.02 $101K - $124K
21.6K $782K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.82K
+ 46.91%
$42.54 - $43.56 $120K - $123K
8.83K $384K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
22.9K
+ 95.03%
$4.83 - $5.39 $111K - $123K
47K $253K
CDE
Coeur Mining, Inc.

Basic Materials
1.47K
+ 3.71%
$4.81 - $9.46 $7.05K - $13.9K
41K $363K
LRGF
Ishares Tr

ETFs
419
+ 3.02%
$51.37 - $64.13 $21.5K - $26.9K
14.3K $918K
COLB
Columbia Banking System, Inc.

Financial Services
5.73K
+ 51.99%
$20.71 - $25.63 $119K - $147K
16.8K $391K
KNSL
Kinsale Capital Group, Inc.

Financial Services
249
+ 27.48%
$419.99 - $501.97 $105K - $125K
1.16K $558K
EPI
Wisdomtree Tr India Earnings F

ETFs
703
+ 3.3%
$41.3 - $47.52 $29K - $33.4K
22K $1.04M
SU
Suncor Energy Inc

Energy
3.48K
+ 36.89%
$31.54 - $41.04 $110K - $143K
12.9K $483K
WPM
Wheaton Precious Metals Corp.

Basic Materials
604
+ 11.92%
$70.56 - $92.75 $42.6K - $56K
5.67K $509K
EWBC
East West Bancorp Inc

Financial Services
343
+ 4.82%
$71.03 - $101.75 $24.4K - $34.9K
7.46K $753K
IGR
Cbre Global Real Estate Income Fund

Financial Services
19.8K
+ 33.71%
$4.33 - $5.29 $85.9K - $105K
78.7K $416K
MKL
Markel Corp

Financial Services
46
+ 28.22%
$1678.5 - $1997.36 $77.2K - $91.9K
209 $417K
ES
Eversource Energy

Utilities
1.57K
+ 19.09%
$54.25 - $65.89 $85.4K - $104K
9.82K $624K
HRB
H&R Block Inc

Consumer Cyclical
2.06K
+ 30.31%
$54.32 - $63.04 $112K - $130K
8.86K $486K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
9.03K
+ 68.12%
$10.82 - $12.71 $97.7K - $115K
22.3K $277K
ICLR
Icon PLC

Healthcare
1.1K
+ 65.01%
$126.62 - $168.7 $139K - $186K
2.79K $406K
FDN
First Tr Fd Dow Jones

ETFs
238
+ 25.29%
$200.29 - $269.33 $47.7K - $64.1K
1.18K $317K
CCI
Crown Castle International Corp

Real Estate
1.15K
+ 15.32%
$94.83 - $107.06 $109K - $123K
8.63K $886K
SJM
J M Smucker CO

Consumer Defensive
1.43K
+ 83.15%
$94.41 - $118.52 $135K - $169K
3.14K $308K
PWOD
Penns Woods Bancorp Inc

Financial Services
420
+ 1.0%
$25.36 - $30.55 $10.7K - $12.8K
42.3K $1.28M
TM
Toyota Motor Corp

Consumer Cyclical
629
+ 34.09%
$158.63 - $195.39 $99.8K - $123K
2.47K $426K
PHYS
Sprott Physical Gold Trust

Financial Services
1.9K
+ 5.54%
$22.82 - $26.29 $43.3K - $49.9K
36.2K $917K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.84K
+ 21.24%
$27.84 - $31.32 $79.1K - $89K
16.2K $507K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
531
+ 36.85%
$167.22 - $212.42 $88.8K - $113K
1.97K $390K
IWV
Ishares Russell 3000 ETF

ETFs
213
+ 29.22%
$281.67 - $351.0 $60K - $74.8K
942 $330K
BP
Bp PLC

Energy
8.71K
+ 20.73%
$26.11 - $33.81 $227K - $294K
50.7K $1.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
575
+ 0.66%
$47.46 - $55.3 $27.3K - $31.8K
87.6K $4.82M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
7.85K
+ 53.28%
$9.66 - $11.35 $75.8K - $89.1K
22.6K $256K
TYL
Tyler Technologies Inc

Technology
148
+ 21.86%
$521.68 - $592.84 $77.2K - $87.7K
825 $489K
IR
Ingersoll Rand Inc.

Industrials
1.02K
+ 36.01%
$66.75 - $84.94 $68.3K - $86.9K
3.86K $321K
ONB
Old National Bancorp

Financial Services
4.22K
+ 41.68%
$17.95 - $22.57 $75.7K - $95.2K
14.3K $306K
ERIE
Erie Indemnity CO

Financial Services
376
+ 74.6%
$340.45 - $423.93 $128K - $159K
880 $305K
FITB
Fifth Third Bancorp

Financial Services
1.33K
+ 6.45%
$33.32 - $41.51 $44.3K - $55.2K
21.9K $901K
RIO
Rio Tinto PLC

Basic Materials
1.72K
+ 41.12%
$52.32 - $62.75 $89.9K - $108K
5.9K $344K
TOST
Toast, Inc.

Technology
89
+ 1.13%
$30.03 - $45.23 $2.67K - $4.03K
7.98K $353K
ITRI
Itron, Inc.

Technology
65
+ 2.19%
$92.04 - $132.78 $5.98K - $8.63K
3.03K $398K
XP
Xp Inc.

Financial Services
241
+ 1.82%
$12.69 - $20.62 $3.06K - $4.97K
13.5K $272K
DFAU
Dimensional ETF Tr

ETFs
648
+ 4.36%
$34.04 - $42.36 $22.1K - $27.4K
15.5K $656K
JOBY
Joby Aviation, Inc.

Industrials
2.78K
+ 21.73%
$5.33 - $10.55 $14.8K - $29.3K
15.6K $164K
TIP
Ishares Tr Tips Bd ETF

ETFs
825
+ 9.99%
$107.93 - $110.97 $89K - $91.6K
9.08K $999K
TTEK
Tetra Tech Inc

Industrials
893
+ 11.17%
$28.01 - $36.25 $25K - $32.4K
8.89K $319K
LYG
Lloyds Banking Group PLC

Financial Services
17.7K
+ 90.48%
$3.32 - $4.29 $58.8K - $76K
37.3K $158K
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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