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
AAPL
Apple Inc.

Technology
66K
+ 9.85%
$172.42 - $223.89 $11.4M - $14.8M
736K $151M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90.3K
+ 116.08%
$17.76 - $22.1 $1.6M - $2M
168K $3.72M
MSTR
Microstrategy Inc

Technology
3.15K
+ 40.81%
$237.95 - $421.61 $748K - $1.33M
10.9K $4.39M
HYLB
Xtrackers Usd High Yield Corp

ETFs
57.1K
+ 695.04%
$34.72 - $36.92 $1.98M - $2.11M
65.3K $2.41M
BX
Blackstone Inc.

Financial Services
11.5K
+ 30.7%
$120.07 - $151.11 $1.38M - $1.73M
48.8K $7.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
24.9K
+ 645.84%
$61.92 - $81.5 $1.54M - $2.03M
28.8K $2.34M
AMAT
Applied Materials Inc

Technology
4.9K
+ 16.2%
$126.95 - $183.52 $622K - $899K
35.1K $6.43M
GILD
Gilead Sciences, Inc.

Healthcare
18.7K
+ 64.05%
$96.91 - $113.0 $1.81M - $2.12M
48K $5.32M
BAC
Bank Of America Corp

Financial Services
22.6K
+ 13.1%
$34.39 - $47.46 $777K - $1.07M
195K $9.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.55K
+ 58.04%
$321.63 - $509.31 $820K - $1.3M
6.94K $3.53M
CVX
Chevron Corp

Energy
29.6K
+ 30.66%
$133.73 - $168.51 $3.95M - $4.98M
126K $18M
IVE
Ishares S&P 500 Value ETF

ETFs
7.14K
+ 9.37%
$168.34 - $195.42 $1.2M - $1.39M
83.4K $16.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.3K
+ 7.71%
$19.6 - $24.44 $653K - $814K
465K $11.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.6K
+ 27.48%
$96.84 - $99.46 $1.81M - $1.85M
86.5K $8.58M
AMD
Advanced Micro Devices Inc

Technology
3.62K
+ 10.54%
$78.21 - $143.81 $283K - $521K
38K $5.39M
USFR
Wisdomtree Floating Rate Treas

ETFs
36.6K
+ 19.56%
$50.28 - $50.47 $1.84M - $1.85M
224K $11.3M
MRK
Merck & Co., Inc.

Healthcare
34.4K
+ 38.37%
$73.47 - $87.12 $2.53M - $3M
124K $9.83M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.06K
+ 109.75%
$151.62 - $183.47 $1.37M - $1.66M
17.3K $3.18M
KKR
Kkr & Co. Inc.

Financial Services
10K
+ 44.97%
$92.79 - $134.29 $928K - $1.34M
32.2K $4.29M
MCO
Moodys Corp

Financial Services
2.89K
+ 40.95%
$396.7 - $501.59 $1.15M - $1.45M
9.94K $4.99M
SNOW
Snowflake Inc.

Technology
1.28K
+ 7.09%
$130.53 - $223.77 $167K - $286K
19.3K $4.32M
ITA
Ishares Tr

ETFs
4.11K
+ 16.07%
$135.31 - $188.64 $556K - $775K
29.7K $5.6M
NEE
Nextera Energy Inc

Utilities
24.9K
+ 54.02%
$64.11 - $75.0 $1.6M - $1.87M
71.1K $4.94M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.8K
+ 5.64%
$100.04 - $100.54 $1.68M - $1.68M
314K $31.6M
PSA
Public Storage

Real Estate
5.72K
+ 77.07%
$266.31 - $309.77 $1.52M - $1.77M
13.1K $3.86M
ADI
Analog Devices Inc

Technology
5.44K
+ 58.28%
$164.6 - $238.02 $895K - $1.29M
14.8K $3.52M
DGRO
Ishares Core Dividend Growth E

ETFs
21K
+ 21.27%
$55.22 - $63.94 $1.16M - $1.34M
119K $7.64M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56.9K
+ 52.13%
$19.1 - $23.83 $1.09M - $1.35M
166K $3.95M
MNST
Monster Beverage Corp

Consumer Defensive
24.9K
+ 205.59%
$55.01 - $64.24 $1.37M - $1.6M
37K $2.32M
PANW
Palo Alto Networks Inc

Technology
2K
+ 5.71%
$152.44 - $204.64 $304K - $409K
37K $7.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.99K
+ 2.87%
$57.41 - $74.81 $229K - $298K
143K $10.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
30.4K
+ 23.53%
$50.48 - $50.71 $1.53M - $1.54M
159K $8.08M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
56.1K
+ 71.65%
$23.19 - $25.35 $1.3M - $1.42M
134K $3.41M
PVAL
Putnam ETF Tr Putnam Focused L
37K
+ 258.72%
$33.6 - $40.23 $1.24M - $1.49M
51.2K $2.06M
HWM
Howmet Aerospace Inc.

Industrials
4.2K
+ 31.9%
$112.33 - $186.13 $471K - $781K
17.3K $3.23M
SCHW
Schwab Charles Corp

Financial Services
9.78K
+ 21.8%
$69.06 - $91.24 $676K - $893K
54.7K $4.99M
FIX
Comfort Systems Usa Inc

Industrials
1.7K
+ 64.38%
$296.51 - $536.21 $504K - $912K
4.34K $2.33M
WMB
Williams Companies, Inc.

Energy
19.1K
+ 22.01%
$54.33 - $62.87 $1.04M - $1.2M
106K $6.67M
NVS
Novartis Ag

Healthcare
10.5K
+ 52.77%
$101.96 - $121.01 $1.07M - $1.28M
30.5K $3.69M
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.2K
+ 197.13%
$105.23 - $109.61 $1.39M - $1.44M
19.9K $2.18M
GLD
Spdr Gold Trust

ETFs
3.45K
+ 14.4%
$273.71 - $316.29 $943K - $1.09M
27.4K $8.35M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.68K
+ 23.63%
$141.87 - $164.49 $1.09M - $1.26M
40.2K $6.6M
SPGI
S&P Global Inc.

Financial Services
1.88K
+ 8.04%
$438.31 - $527.29 $822K - $989K
25.2K $13.3M
MO
Altria Group, Inc.

Consumer Defensive
26.9K
+ 26.14%
$55.56 - $60.91 $1.5M - $1.64M
130K $7.62M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.8K
+ 115.5%
$54.19 - $67.22 $1.02M - $1.26M
35.1K $2.36M
FDX
Fedex Corp

Industrials
6.27K
+ 143.42%
$198.07 - $245.17 $1.24M - $1.54M
10.6K $2.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.5K
+ 61.99%
$97.29 - $105.63 $1.32M - $1.43M
35.4K $3.59M
LYFT
Lyft, Inc.

Technology
71K
+ 134.11%
$9.97 - $17.21 $708K - $1.22M
124K $1.95M
CGCP
Capital Group Core Plus Income

ETFs
58.6K
+ 44.09%
$21.92 - $22.56 $1.29M - $1.32M
192K $4.31M
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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