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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.2K
+ 65.14%
$7.05 - $8.02 $71.6K - $81.5K
25.7K $206K
EEMV
Ishares Msci Emerging Markets

ETFs
1.03K
+ 26.63%
$54.12 - $62.8 $55.5K - $64.4K
4.88K $306K
KHC
Kraft Heinz CO

Consumer Defensive
5.77K
+ 39.52%
$25.61 - $30.81 $148K - $178K
20.4K $525K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
5.32K
+ 8.94%
$7.19 - $8.75 $38.2K - $46.5K
64.8K $566K
POOL
Pool Corp

Industrials
695
+ 15.26%
$285.0 - $325.66 $198K - $226K
5.25K $1.53M
SRE
Sempra Energy

Utilities
409
+ 3.68%
$63.78 - $78.91 $26.1K - $32.3K
11.5K $872K
FICO
Fair Isaac Corp

Technology
47
+ 11.78%
$1503.62 - $2206.01 $70.7K - $104K
446 $815K
ALLY
Ally Financial Inc.

Financial Services
1.55K
+ 20.49%
$30.09 - $38.95 $46.6K - $60.4K
9.12K $355K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
6.86K
+ 52.27%
$9.86 - $10.92 $67.6K - $74.9K
20K $218K
ERIC
Ericsson Lm Telephone CO

Technology
7.68K
+ 47.79%
$6.77 - $8.86 $52K - $68.1K
23.8K $201K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
649
+ 27.44%
$81.84 - $93.53 $53.1K - $60.7K
3.01K $279K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
8.39K
+ 73.48%
$8.4 - $8.8 $70.4K - $73.8K
19.8K $173K
CAG
Conagra Brands Inc.

Consumer Defensive
8.47K
+ 51.68%
$20.4 - $26.78 $173K - $227K
24.8K $508K
DGX
Quest Diagnostics Inc

Healthcare
522
+ 14.66%
N/A
4.08K $559K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.4K
+ 1.98%
$38.18 - $45.52 $53.3K - $63.6K
72.1K $3.15M
WPC
W. P. Carey Inc.

Real Estate
1.19K
+ 18.92%
$56.12 - $64.53 $66.8K - $76.8K
7.48K $466K
DFIC
Dimensional ETF Tr Dimensional

ETFs
350
+ 1.82%
$24.94 - $31.15 $8.73K - $10.9K
19.6K $607K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.3K
+ 6.86%
$22.63 - $26.95 $29.4K - $35.1K
20.3K $546K
RPRX
Royalty Pharma PLC

Healthcare
746
+ 9.21%
$30.85 - $36.14 $23K - $27K
8.84K $318K
ENB
Enbridge Inc

Energy
726
+ 2.3%
$41.09 - $47.16 $29.8K - $34.2K
32.3K $1.47M
XLP
Consumer Staples Sector Spdr

ETFs
840
+ 3.79%
N/A
23K $1.75M
CORT
Corcept Therapeutics Inc

Healthcare
198
+ 7.62%
$62.24 - $91.93 $12.3K - $18.2K
2.8K $205K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.01K
+ 13.5%
$107.83 - $119.94 $109K - $121K
8.47K $913K
EAD
Allspring Income Opportunities Fund

Financial Services
8.43K
+ 58.96%
$6.11 - $7.06 $51.5K - $59.5K
22.7K $160K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
14K
+ 92.84%
$3.84 - $4.48 $53.9K - $62.9K
29.2K $127K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
215
+ 8.27%
$70.54 - $93.95 $15.2K - $20.2K
2.81K $264K
LII
Lennox International Inc

Industrials
96
+ 26.3%
$508.76 - $605.77 $48.8K - $58.2K
461 $264K
YUM
Yum Brands Inc

Consumer Cyclical
1.15K
+ 9.59%
$138.36 - $161.45 $159K - $186K
13.2K $1.95M
HPQ
Hp Inc

Technology
5.28K
+ 23.83%
$21.88 - $29.32 $116K - $155K
27.4K $671K
PODD
Insulet Corp

Healthcare
56
+ 7.04%
$238.57 - $327.47 $13.4K - $18.3K
852 $267K
INTF
Ishares Tr

ETFs
249
+ 1.68%
$27.6 - $34.51 $6.87K - $8.59K
15.1K $517K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
9.1K
+ 25.73%
$5.17 - $5.91 $47K - $53.8K
44.5K $262K
LZ
Legalzoom.Com, Inc.

Industrials
5.9K
+ 43.94%
$6.61 - $9.71 $39K - $57.3K
19.3K $172K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
6.14K
+ 30.08%
$9.57 - $10.35 $58.8K - $63.5K
26.5K $262K
ZI
Zoom Info Technologies Inc.

Technology
4.61K
+ 9.23%
$7.41 - $10.31 $34.2K - $47.6K
54.6K $554K
STZ
Constellation Brands, Inc.

Consumer Defensive
722
+ 23.22%
$160.0 - $195.62 $116K - $141K
3.83K $623K
FTV
Fortive Corp

Technology
2.16K
+ 75.59%
$52.13 - $74.29 $112K - $160K
5.01K $261K
PHO
Invesco Exchange Traded Fd Tr

ETFs
390
+ 8.7%
$58.13 - $69.92 $22.7K - $27.3K
4.87K $340K
ISCV
Ishares Morningstar Small Cap

ETFs
505
+ 5.51%
$51.37 - $61.54 $25.9K - $31.1K
9.67K $593K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.63K
+ 23.33%
$10.78 - $11.57 $50K - $53.6K
24.5K $276K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.43K
+ 23.06%
$91.57 - $110.76 $131K - $158K
7.62K $731K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
95
+ 0.81%
$70.7 - $82.14 $6.72K - $7.8K
11.8K $966K
OGE
Oge Energy Corp.

Utilities
1.34K
+ 19.49%
$42.23 - $46.38 $56.7K - $62.2K
8.23K $365K
CTSH
Cognizant Technology Solutions Corp

Technology
473
+ 6.68%
$66.47 - $81.81 $31.4K - $38.7K
7.55K $589K
BHC
Bausch Health Companies Inc.

Healthcare
6.4K
+ 22.71%
$4.32 - $6.66 $27.6K - $42.6K
34.6K $230K
ODFL
Old Dominion Freight Line, Inc.

Industrials
329
+ 17.06%
$146.74 - $176.07 $48.3K - $57.9K
2.26K $366K
PEG
Public Service Enterprise Group Inc

Utilities
260
+ 1.91%
$77.13 - $84.18 $20.1K - $21.9K
13.9K $1.17M
IDV
Ishares Tr

ETFs
384
+ 3.86%
$27.79 - $34.84 $10.7K - $13.4K
10.3K $356K
KGC
Kinross Gold Corp

Basic Materials
523
+ 4.32%
$11.79 - $15.85 $6.17K - $8.29K
12.6K $197K
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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