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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
815
+ 1.91%
$22.18 - $23.36 $18.1K - $19K
43.6K $976K
HPI
John Hancock Preferred Income Fund

Financial Services
4
+ 0.04%
$15.0 - $16.67 $60 - $66.7
11.2K $179K
IYH
Ishares Tr

ETFs
353
+ 5.14%
$53.97 - $60.17 $19.1K - $21.2K
7.22K $407K
IEP
Icahn Enterprises L.P.

Industrials
322
+ 2.84%
$7.81 - $9.75 $2.51K - $3.14K
11.6K $93K
IBRX
Immunity Bio, Inc.

Healthcare
4.93K
+ 11.15%
$1.89 - $3.44 $9.32K - $17K
49.2K $129K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
476
+ 1.86%
$13.74 - $15.66 $6.54K - $7.45K
26.1K $389K
BRSP
Bright Spire Capital, Inc.

Real Estate
11.9K
+ 10.63%
$4.3 - $5.59 $51.3K - $66.7K
124K $626K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
65
+ 0.23%
$10.39 - $11.24 $675 - $731
28.5K $307K
IVT
Inven Trust Properties Corp.

Real Estate
201
+ 1.99%
$25.97 - $29.73 $5.22K - $5.98K
10.3K $281K
OWL
Blue Owl Capital Inc.

Financial Services
118
+ 0.52%
$15.9 - $21.16 $1.88K - $2.5K
22.7K $436K
BRO
Brown & Brown, Inc.

Financial Services
150
+ 5.8%
$104.48 - $124.43 $15.7K - $18.7K
2.74K $303K
PSEC
Prospect Capital Corp

Financial Services
2
+ 0.01%
$3.14 - $4.06 $6.28 - $8.12
20K $63K
ETR
Entergy Corp

Utilities
40
+ 0.4%
$79.01 - $86.61 $3.16K - $3.46K
10.1K $836K
LNT
Alliant Energy Corp

Utilities
248
+ 2.62%
$58.79 - $64.85 $14.6K - $16.1K
9.7K $586K
OKE
Oneok Inc

Energy
2.16K
+ 18.78%
$78.71 - $100.37 $170K - $217K
13.7K $1.12M
COP
Conocophillips

Energy
8.71K
+ 16.38%
$82.66 - $106.1 $720K - $924K
61.9K $5.55M
CMCSA
Comcast Corp

Communication Services
3.01K
+ 2.58%
$32.84 - $36.72 $98.9K - $111K
120K $4.27M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
353
+ 5.04%
$41.37 - $53.28 $14.6K - $18.8K
7.36K $329K
OHI
Omega Healthcare Investors Inc

Real Estate
669
+ 1.53%
$35.55 - $39.05 $23.8K - $26.1K
44.3K $1.62M
ED
Consolidated Edison Inc

Utilities
653
+ 6.12%
$98.05 - $113.3 $64K - $74K
11.3K $1.14M
CNXC
Concentrix Corp

Technology
363
+ 1.58%
$45.73 - $57.88 $16.6K - $21K
23.3K $1.23M
PDD
Pinduoduo Inc.

Consumer Cyclical
134
+ 2.97%
$88.35 - $122.19 $11.8K - $16.4K
4.65K $486K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
244
+ 1.22%
$22.66 - $26.12 $5.53K - $6.37K
20.3K $496K
IP
International Paper CO

Consumer Cyclical
151
+ 1.75%
$43.89 - $54.46 $6.63K - $8.22K
8.77K $410K
LKQ
Lkq Corp

Consumer Cyclical
1.71K
+ 8.16%
$36.86 - $43.38 $62.9K - $74K
22.6K $836K
MAA
Mid America Apartment Communities Inc.

Real Estate
142
+ 3.63%
$145.91 - $168.0 $20.7K - $23.9K
4.05K $599K
VDE
Vanguard Energy ETF

ETFs
17
+ 0.2%
$105.87 - $130.56 $1.8K - $2.22K
8.52K $1.02M
TAP
Molson Coors Beverage CO

Consumer Defensive
82
+ 1.17%
$47.24 - $62.46 $3.87K - $5.12K
7.07K $340K
IHE
Ishares Tr

ETFs
132
+ 0.42%
$61.0 - $68.22 $8.05K - $9.01K
31.3K $2.05M
EPD
Enterprise Products Partners L.P.

Energy
595
+ 1.45%
$28.95 - $34.22 $17.2K - $20.4K
41.6K $1.29M
AFL
Aflac Inc

Financial Services
1.76K
+ 3.4%
$99.77 - $112.45 $176K - $198K
53.6K $5.65M
GIS
General Mills Inc

Consumer Defensive
2.54K
+ 8.0%
$50.37 - $60.97 $128K - $155K
34.2K $1.77M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2.82K
+ 13.57%
$54.08 - $68.32 $153K - $193K
23.6K $1.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
205
+ 1.92%
$99.37 - $134.05 $20.4K - $27.5K
10.9K $1.23M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
876
+ 4.32%
$212.1 - $244.27 $186K - $214K
21.1K $4.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
24K
+ 1219.74%
$87.84 - $1441.89 $2.11M - $34.7M
26K $2.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 1.51%
$24.32 - $27.87 $351K - $402K
969K $25.7M
CPRT
Copart Inc

Consumer Cyclical
6.92K
+ 5.08%
$47.72 - $63.84 $330K - $442K
143K $7.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
157
+ 1.34%
$390.26 - $489.06 $61.3K - $76.8K
11.9K $4.83M
UNH
Unitedhealth Group Inc

Healthcare
5.35K
+ 26.01%
$274.35 - $599.47 $1.47M - $3.21M
25.9K $8.09M
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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