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
SUB
Ishares Short Term National Mu

ETFs
63.6K
+ 85.71%
$104.77 - $106.34 $6.67M - $6.77M
138K $14.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
258K
+ 188.66%
$20.42 - $25.3 $5.27M - $6.53M
395K $9.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
140K
+ 65.39%
$48.13 - $49.85 $6.74M - $6.98M
354K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.1K
+ 23.24%
$483.48 - $539.8 $10.2M - $11.4M
112K $54.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
106K
+ 204.65%
$50.39 - $60.05 $5.34M - $6.36M
158K $9.47M
GOOG
Alphabet Inc.

Communication Services
21.2K
+ 16.3%
$146.58 - $180.01 $3.1M - $3.81M
151K $26.8M
MBB
Ishares Tr

ETFs
65.6K
+ 6.11%
$91.41 - $94.22 $6M - $6.18M
1.14M $107M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
38.3K
+ 17.29%
$114.78 - $133.31 $4.4M - $5.11M
260K $34.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.05K
+ 3.96%
$496.48 - $617.85 $1.51M - $1.88M
80K $49.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
81.4K
+ 97.86%
$75.05 - $77.34 $6.11M - $6.29M
165K $12.7M
ICF
Ishares Tr

ETFs
101K
+ 2919.87%
$54.56 - $62.47 $5.48M - $6.28M
104K $6.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
39K
+ 90.69%
$108.12 - $135.04 $4.22M - $5.26M
82K $11.1M
RTX
Raytheon Technologies Corp

Industrials
32.6K
+ 44.75%
$113.75 - $148.48 $3.71M - $4.84M
106K $15.4M
ITW
Illinois Tool Works Inc

Industrials
23.3K
+ 248.2%
$218.41 - $252.43 $5.09M - $5.88M
32.7K $8.08M
KO
Coca Cola CO

Consumer Defensive
82.6K
+ 70.73%
$68.37 - $73.9 $5.64M - $6.1M
199K $14.1M
FNDF
Schwab Fundamental Intl Large

ETFs
135K
+ 161.35%
$32.25 - $40.02 $4.34M - $5.39M
218K $8.73M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
225K
+ 575.71%
$25.04 - $25.18 $5.62M - $5.65M
264K $6.64M
MCK
Mckesson Corp

Healthcare
6.74K
+ 61.66%
$652.83 - $732.78 $4.4M - $4.94M
17.7K $13M
KLAC
Kla Corp

Technology
5.52K
+ 236.13%
$576.53 - $902.94 $3.18M - $4.98M
7.85K $7.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
109K
+ 70.78%
$30.53 - $40.65 $3.33M - $4.43M
263K $10.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
27.2K
+ 152.96%
$149.76 - $186.42 $4.07M - $5.06M
44.9K $8.37M
IDEV
Ishares Core Msci Intl Develop

ETFs
61.9K
+ 77.65%
$61.79 - $76.67 $3.82M - $4.74M
142K $10.8M
FAST
Fastenal CO

Industrials
249K
+ 167.44%
$40.65 - $83.16 $10.1M - $20.7M
397K $16.7M
GD
General Dynamics Corp

Industrials
16.4K
+ 147.35%
$247.68 - $291.66 $4.07M - $4.79M
27.6K $8.05M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
59.6K
+ 645.11%
$82.21 - $83.12 $4.9M - $4.95M
68.8K $5.7M
CAT
Caterpillar Inc

Industrials
9.27K
+ 43.35%
$273.94 - $388.21 $2.54M - $3.6M
30.6K $11.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.81K
+ 3.51%
$82.96 - $110.1 $648K - $860K
230K $25.4M
SCHO
Schwab Short Term Us Treasury

ETFs
192K
+ 21.26%
$24.19 - $24.45 $4.64M - $4.69M
1.09M $26.6M
CSCO
Cisco Systems, Inc.

Technology
48.9K
+ 28.33%
$53.19 - $69.38 $2.6M - $3.39M
221K $15.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
91.9K
+ 73.02%
$50.36 - $50.68 $4.63M - $4.66M
218K $11M
JNJ
Johnson & Johnson

Healthcare
42.3K
+ 30.78%
$146.36 - $159.82 $6.19M - $6.76M
180K $27.5M
ADBE
Adobe Inc.

Technology
11.9K
+ 72.87%
$340.0 - $420.68 $4.04M - $5M
28.2K $10.9M
LMT
Lockheed Martin Corp

Industrials
9.56K
+ 73.74%
$430.82 - $486.45 $4.12M - $4.65M
22.5K $10.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
97.8K
+ 18.53%
$45.2 - $46.6 $4.42M - $4.56M
626K $29M
SYK
Stryker Corp

Healthcare
10.9K
+ 108.06%
$337.37 - $395.63 $3.68M - $4.32M
21K $8.31M
WFC
Wells Fargo & Company

Financial Services
45.5K
+ 43.12%
$60.98 - $80.12 $2.77M - $3.64M
151K $12.1M
BK
Bank Of New York Mellon Corp

Financial Services
48K
+ 360.7%
$73.31 - $91.62 $3.52M - $4.39M
61.3K $5.58M
BFC
Bank First Corp

Financial Services
14.7K
+ 9.01%
$96.02 - $118.47 $1.41M - $1.74M
178K $20.9M
LLY
Eli Lilly & CO

Healthcare
7.13K
+ 28.17%
$713.71 - $898.95 $5.09M - $6.41M
32.4K $25.3M
CB
Chubb LTD

Financial Services
15.6K
+ 101.39%
$274.32 - $302.46 $4.29M - $4.73M
31.1K $9M
HDV
Ishares Core High Dividend ETF

ETFs
36.8K
+ 481.61%
$108.41 - $120.51 $3.99M - $4.43M
44.4K $5.2M
PAYX
Paychex Inc

Industrials
30.3K
+ 153.32%
$137.01 - $159.78 $4.15M - $4.84M
50K $7.28M
IBM
International Business Machines Corp

Technology
9.67K
+ 34.31%
$221.03 - $294.78 $2.14M - $2.85M
37.8K $11.2M
VGT
Vanguard Information Technolog

ETFs
3.76K
+ 27.6%
$470.37 - $663.28 $1.77M - $2.49M
17.4K $11.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
68.6K
+ 50.02%
$39.89 - $49.46 $2.73M - $3.39M
206K $10.2M
WEC
Wec Energy Group, Inc.

Utilities
37.7K
+ 192.85%
$102.24 - $109.76 $3.85M - $4.14M
57.2K $5.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39.6K
+ 40.62%
$85.42 - $94.39 $3.39M - $3.74M
137K $12.9M
HYD
Vaneck High Yield Muni ETF

ETFs
76.6K
+ 159.06%
$49.08 - $51.35 $3.76M - $3.93M
125K $6.26M
TSCO
Tractor Supply CO

Consumer Cyclical
73.4K
+ 247.21%
$47.86 - $55.77 $3.51M - $4.09M
103K $5.44M
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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