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
CTBI
Community Trust Bancorp Inc

Financial Services
177
+ 3.6%
$45.64 - $53.22 $8.08K - $9.42K
5.09K $269K
BIDU
Baidu, Inc.

Communication Services
449
+ 13.51%
$76.86 - $92.5 $34.5K - $41.5K
3.77K $323K
NLOK
Norton Life Lock Inc.

Technology
877
+ 8.52%
N/A
11.2K $239K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.26K
+ 11.83%
$12.76 - $14.51 $16.1K - $18.3K
11.9K $170K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
74
+ 1.46%
$64.97 - $78.38 $4.81K - $5.8K
5.14K $396K
NEAR
Blackrock Short Maturity Bond

ETFs
259
+ 2.58%
$50.41 - $51.17 $13.1K - $13.3K
10.3K $526K
SSNC
Ss&C Technologies Holdings Inc

Technology
268
+ 3.31%
$71.96 - $83.42 $19.3K - $22.4K
8.38K $693K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
287
+ 5.23%
$110.23 - $131.5 $31.6K - $37.7K
5.78K $713K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
822
+ 4.8%
$10.59 - $11.48 $8.7K - $9.44K
18K $206K
LUMN
Lumen Technologies, Inc.

Communication Services
1.21K
+ 5.65%
$3.07 - $4.51 $3.7K - $5.44K
22.6K $98K
OGN
Organon & Co.

Healthcare
8.84K
+ 64.29%
$8.04 - $14.72 $71K - $130K
22.6K $218K
UNM
Unum Group

Financial Services
284
+ 2.35%
$70.48 - $82.91 $20K - $23.5K
12.4K $997K
MEAR
Blackrock Short Maturity Munic

ETFs
224
+ 0.63%
$49.74 - $50.27 $11.1K - $11.3K
36K $1.81M
XEL
Xcel Energy Inc

Utilities
996
+ 4.82%
$65.65 - $72.39 $65.4K - $72.1K
21.6K $1.47M
FVD
First Tr Value Line Divid Inde

ETFs
181
+ 2.19%
$40.62 - $45.12 $7.35K - $8.17K
8.45K $377K
FRPT
Freshpet, Inc.

Consumer Defensive
898
+ 29.33%
$67.88 - $89.64 $61K - $80.5K
3.96K $269K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
229
+ 4.65%
$41.1 - $42.37 $9.41K - $9.7K
5.16K $217K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
792
+ 3.52%
$10.92 - $11.45 $8.65K - $9.07K
23.3K $261K
NOK
Nokia Corp

Technology
2.07K
+ 20.12%
$4.65 - $5.43 $9.64K - $11.3K
12.4K $64K
FTF
Franklin LTD Duration Income Trust

Financial Services
1.52K
+ 8.34%
$5.86 - $6.47 $8.91K - $9.83K
19.8K $126K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
235
+ 2.04%
$10.48 - $12.62 $2.46K - $2.97K
11.7K $148K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
136
+ 0.82%
$23.33 - $24.01 $3.17K - $3.27K
16.6K $399K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
26.3K
+ 171.81%
$0.57 - $1.44 $15K - $37.9K
41.6K $29K
REKR
Rekor Systems, Inc.

Technology
171
+ 0.63%
$0.68 - $1.6 $116 - $274
27.3K $31K
ARDX
Ardelyx, Inc.

Healthcare
5.84K
+ 38.14%
$3.28 - $5.51 $19.1K - $32.2K
21.1K $82K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
1.21K
+ 7.79%
$0.42 - $0.95 $507 - $1.15K
16.7K $15K
PDT
John Hancock Premium Dividend Fund

Financial Services
146
+ 0.83%
$11.7 - $13.23 $1.71K - $1.93K
17.7K $233K
SES
Ses Ai Corp

Consumer Cyclical
199
+ 1.61%
$0.51 - $1.05 $101 - $209
12.6K $11K
CTSO
Cytosorbents Corp

Healthcare
214
+ 1.42%
$0.81 - $1.28 $173 - $274
15.3K $19K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
1.56K
+ 5.98%
$5.64 - $6.2 $8.81K - $9.68K
27.7K $163K
AMH
American Homes 4 Rent

Real Estate
367
+ 6.57%
$32.8 - $39.31 $12K - $14.4K
5.95K $214K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
12
+ 0.34%
$55.57 - $62.73 $667 - $753
3.59K $221K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
93
+ 1.35%
N/A
6.96K $219K
GPRO
Go Pro, Inc.

Technology
1.5K
+ 6.77%
$0.48 - $0.91 $720 - $1.37K
23.7K $17K
BLND
Blend Labs, Inc.

Technology
1.06K
+ 10.03%
$3.04 - $3.74 $3.23K - $3.98K
11.7K $38K
Aim ETF Products Trust
2.7K
+ 28.92%
N/A
12K $0
Vanguard Instl Index Fd
26
+ 0.59%
N/A
4.43K $0
PSR
Invesco Actively

ETFs
21
+ 0.42%
$81.92 - $93.07 $1.72K - $1.95K
5.02K $458K
Ishares Bitcoin Trust ETF
12.1K
+ 45.6%
N/A
38.7K $0
Gsk PLC
10.9K
+ 52.65%
N/A
31.7K $0
SFLR
Innovator Etfs Tr Equity Manag
65.6K
+ 713.29%
N/A
74.8K $0
HEIA
Heico Crp Cl A
818
+ 34.91%
N/A
3.16K $0
Healthcare Rlty Tr
667
+ 4.55%
N/A
15.3K $0
Arista Networks Inc
2.27K
+ 4.39%
N/A
53.9K $0
2023 ETF Series Trust Ii
2.07M
+ 43.51%
N/A
6.82M $0
Veralto Corp
4.31K
+ 77.85%
N/A
9.85K $0
YEAR
Ab Active Etfs Inc Ultra Short
47
+ 0.87%
N/A
5.42K $0
Vestis Corporation
5.48K
+ 25.42%
N/A
27K $0
Virtus Convertible & Inc Fd
26.5K
+ 220.78%
N/A
38.5K $0
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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