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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
263
+ 4.95%
$53.75 - $67.21 $14.1K - $17.7K
5.58K $369K
ONLN
Proshares Tr Online Retail ETF

ETFs
1
+ 0.02%
$36.88 - $51.23 $36.9 - $51.2
6.49K $329K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.46K
+ 5.46%
$7.69 - $11.46 $11.2K - $16.7K
28.2K $323K
SLF
Sun Life Financial Inc

Financial Services
187
+ 5.35%
$53.39 - $66.45 $9.98K - $12.4K
3.68K $244K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
523
+ 4.93%
$20.94 - $26.47 $11K - $13.8K
11.1K $294K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
638
+ 1.94%
$47.89 - $48.65 $30.6K - $31K
33.5K $1.63M
AWK
American Water Works Company, Inc.

Utilities
554
+ 12.97%
$133.82 - $151.96 $74.1K - $84.2K
4.82K $671K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
180
+ 6.83%
$86.05 - $107.7 $15.5K - $19.4K
2.82K $303K
DTE
Dte Energy CO

Utilities
597
+ 9.01%
$127.39 - $139.49 $76.1K - $83.3K
7.23K $957K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.95K
+ 16.59%
$45.92 - $50.78 $89.4K - $98.8K
13.7K $638K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.59K
+ 12.92%
$45.07 - $52.57 $71.6K - $83.5K
13.9K $678K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.26K
+ 21.41%
$33.53 - $37.33 $42.1K - $46.8K
7.12K $249K
MFC
Manulife Financial Corp

Financial Services
1K
+ 10.83%
$26.93 - $32.44 $27K - $32.5K
10.3K $327K
PDI
Pimco Dynamic Income Fund

Financial Services
5.02K
+ 6.94%
$17.02 - $19.87 $85.4K - $99.7K
77.4K $1.47M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
35
+ 0.34%
$95.74 - $115.54 $3.35K - $4.04K
10.2K $1.16M
FSMD
Fidelity Covington Tr Small Mi

ETFs
166
+ 1.41%
$34.67 - $41.47 $5.76K - $6.88K
11.9K $493K
EMN
Eastman Chemical CO

Basic Materials
1.03K
+ 34.72%
$72.7 - $88.29 $74.7K - $90.8K
3.99K $297K
CACI
Caci International Inc

Technology
86
+ 12.39%
N/A
780 $333K
AEE
Ameren Corp

Utilities
465
+ 22.85%
$94.23 - $101.68 $43.8K - $47.3K
2.5K $240K
MPW
Medical Properties Trust Inc

Real Estate
21.4K
+ 63.35%
$4.31 - $5.91 $92K - $126K
55.1K $237K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
707
+ 31.21%
$97.78 - $126.44 $69.1K - $89.4K
2.97K $315K
RFG
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.09%
$39.08 - $48.9 $234 - $293
6.89K $335K
GLNG
Golar Lng LTD

Energy
215
+ 2.94%
$30.7 - $42.63 $6.6K - $9.17K
7.53K $310K
BBD
Bank Bradesco

Financial Services
6.1K
+ 37.14%
$2.02 - $3.09 $12.3K - $18.9K
22.5K $69K
DV
Double Verify Holdings, Inc.

Technology
670
+ 5.07%
$11.86 - $15.03 $7.95K - $10.1K
13.9K $208K
EVRG
Evergy, Inc.

Utilities
449
+ 9.63%
$64.06 - $69.64 $28.8K - $31.3K
5.11K $352K
KIND
Nextdoor Holdings, Inc.

Communication Services
17.7K
+ 119.48%
$1.36 - $1.66 $24.1K - $29.4K
32.6K $54K
NOV
Nov Inc.

Energy
4.75K
+ 45.5%
$11.11 - $15.41 $52.8K - $73.2K
15.2K $188K
PLTK
Playtika Holding Corp.

Communication Services
7.34K
+ 59.33%
$4.51 - $5.44 $33.1K - $39.9K
19.7K $93K
DFSD
Dimensional ETF Tr Short Durat

ETFs
579
+ 13.54%
$47.09 - $48.01 $27.3K - $27.8K
4.86K $233K
NI
Nisource Inc.

Utilities
649
+ 8.63%
$37.11 - $40.64 $24.1K - $26.4K
8.17K $329K
CWK
Cushman & Wakefield PLC

Real Estate
1.22K
+ 7.39%
$7.9 - $11.13 $9.61K - $13.5K
17.7K $195K
ACVF
ETF Opportunities Tr American

ETFs
10
+ 0.17%
$38.25 - $47.16 $383 - $472
5.92K $279K
HUMA
Humacyte, Inc.

Healthcare
12.5K
+ 92.24%
$1.15 - $2.77 $14.4K - $34.7K
26.1K $54K
SAGE
Sage Therapeutics, Inc.

Healthcare
1.91K
+ 17.39%
$6.38 - $9.3 $12.2K - $17.7K
12.9K $117K
APO
Apollo Global Management, Inc.

Financial Services
130
+ 8.15%
$108.68 - $145.07 $14.1K - $18.9K
1.73K $244K
CNHI
Cnh Industrial N.V.

Industrials
2.52K
+ 10.85%
N/A
25.8K $268K
MAIN
Main Street Capital Corp

Financial Services
295
+ 7.88%
$49.15 - $59.32 $14.5K - $17.5K
4.04K $238K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
3.52K
+ 5.55%
N/A
66.9K $476K
SSRM
Ssr Mining Inc.

Basic Materials
246
+ 2.18%
$9.09 - $13.07 $2.24K - $3.22K
11.5K $146K
TAXF
American Centy ETF Tr Diversif

ETFs
586
+ 6.96%
$47.8 - $49.79 $28K - $29.2K
9.01K $440K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
362
+ 6.17%
$51.1 - $53.29 $18.5K - $19.3K
6.23K $331K
DLB
Dolby Laboratories, Inc.

Industrials
832
+ 12.47%
$69.36 - $81.21 $57.7K - $67.6K
7.5K $557K
MET
Metlife Inc

Financial Services
221
+ 0.82%
$68.42 - $82.49 $15.1K - $18.2K
27.2K $2.19M
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.42K
+ 13.73%
$7.51 - $8.49 $18.2K - $20.6K
20.1K $170K
HL
Hecla Mining CO

Basic Materials
34
+ 0.05%
$4.54 - $6.45 $154 - $219
64.9K $388K
FNV
Franco Nevada Corp

Basic Materials
37
+ 1.75%
$143.04 - $178.17 $5.29K - $6.59K
2.15K $352K
ABEV
Ambev S.A.

Consumer Defensive
6.66K
+ 12.27%
$2.15 - $2.55 $14.3K - $17K
60.9K $146K
REG
Regency Centers Corp

Real Estate
371
+ 12.39%
$65.48 - $74.74 $24.3K - $27.7K
3.37K $239K
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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