Merit Financial Group, LLC Incresed Positions in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43K
+ 23.14%
$24.14 - $24.34 $1.04M - $1.05M
229K $5.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37K
+ 22.0%
$21.69 - $23.34 $803K - $864K
205K $4.78M
AFL
Aflac Inc

Financial Services
6.3K
+ 11.76%
$98.09 - $111.7 $618K - $704K
59.9K $6.69M
GLDM
World Gold Trust

ETFs
6.64K
+ 14.25%
$64.73 - $76.45 $430K - $507K
53.2K $4.07M
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 6.24%
$625.65 - $812.69 $1.27M - $1.64M
34.5K $26.3M
ON
On Semiconductor Corp

Technology
22.2K
+ 75.2%
$46.98 - $62.45 $1.04M - $1.39M
51.7K $2.55M
DFAT
Dimensional ETF Tr U S Target

ETFs
15.4K
+ 61.95%
$53.36 - $59.69 $822K - $919K
40.3K $2.34M
ES
Eversource Energy

Utilities
13K
+ 132.9%
$62.86 - $71.14 $820K - $928K
22.9K $1.63M
WELL
Welltower Inc.

Real Estate
1.79K
+ 6.41%
$150.71 - $178.14 $269K - $318K
29.6K $5.28M
WEC
Wec Energy Group, Inc.

Utilities
3.42K
+ 5.98%
$103.66 - $114.59 $355K - $392K
60.6K $6.95M
AZO
Autozone Inc

Consumer Cyclical
112
+ 13.46%
$3649.42 - $4354.54 $409K - $488K
944 $4.05M
ZM
Zoom Video Communications, Inc.

Technology
10.5K
+ 51.35%
$69.77 - $86.83 $732K - $911K
30.9K $2.55M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.99K
+ 10.99%
$134.94 - $145.86 $538K - $581K
40.2K $5.86M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.77K
+ 7.31%
$152.78 - $166.59 $424K - $462K
40.7K $6.76M
TPR
Tapestry, Inc.

Consumer Cyclical
2.4K
+ 9.28%
$86.48 - $116.14 $207K - $279K
28.2K $3.2M
PCEF
Invesco Cef Income Composite E

ETFs
43.6K
+ 33.07%
$19.5 - $20.24 $850K - $883K
175K $3.5M
ELV
Elevance Health, Inc.

Healthcare
3.53K
+ 102.62%
$274.66 - $395.76 $970K - $1.4M
6.97K $2.25M
TFX
Teleflex Inc

Healthcare
7.36K
+ 227.8%
$109.79 - $132.5 $808K - $975K
10.6K $1.3M
MA
Mastercard Inc

Financial Services
1.23K
+ 3.94%
$550.18 - $598.96 $674K - $734K
32.3K $18.4M
UBER
Uber Technologies, Inc

Technology
6.23K
+ 9.76%
$86.91 - $99.57 $542K - $621K
70.1K $6.87M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.1K
+ 10.1%
$103.83 - $179.9 $114K - $198K
12K $2.14M
CHTR
Charter Communications, Inc.

Communication Services
3.77K
+ 369.08%
$256.57 - $418.22 $968K - $1.58M
4.79K $1.32M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.86K
+ 10.99%
$68.94 - $86.3 $266K - $333K
39K $3.37M
CCL
Carnival Corp

Consumer Cyclical
29.6K
+ 79.97%
$28.37 - $32.49 $840K - $962K
66.6K $1.93M
PNFP
Pinnacle Financial Partners Inc

Financial Services
9.6K
+ 528.93%
$86.13 - $119.63 $827K - $1.15M
11.4K $1.07M
MLI
Mueller Industries Inc

Industrials
8.01K
+ 298.03%
$82.07 - $101.7 $657K - $814K
10.7K $1.08M
MOS
Mosaic CO

Basic Materials
26.4K
+ 90.3%
$30.93 - $37.81 $815K - $996K
55.5K $1.93M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
22.5K
+ 35.64%
$31.79 - $33.42 $717K - $753K
85.8K $2.87M
AEP
American Electric Power CO Inc

Utilities
3.7K
+ 7.35%
$103.26 - $115.0 $382K - $425K
54K $6.07M
QCOM
Qualcomm Inc

Technology
2.85K
+ 5.36%
$145.84 - $173.55 $415K - $494K
55.9K $9.31M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.8K
+ 23.01%
$25.24 - $25.56 $827K - $837K
175K $4.47M
ZS
Zscaler, Inc.

Technology
3.12K
+ 50.57%
$267.68 - $316.5 $836K - $988K
9.3K $2.79M
XLY
Select Sector Spdr Consumer Di

ETFs
1.63K
+ 8.02%
$216.09 - $242.18 $353K - $395K
22K $5.27M
HSY
Hershey CO

Consumer Defensive
830
+ 2.61%
$161.95 - $193.45 $134K - $161K
32.6K $6.1M
SNV
Synovus Financial Corp

Financial Services
17.3K
+ 198.05%
$46.55 - $59.6 $806K - $1.03M
26K $1.28M
EHC
Encompass Health Corp

Healthcare
6.25K
+ 131.72%
$107.13 - $127.02 $669K - $793K
11K $1.4M
FVD
First Tr Value Line Divid Inde

ETFs
17.2K
+ 203.62%
$44.73 - $46.86 $770K - $806K
25.7K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 3.63%
$291.67 - $316.99 $377K - $409K
36.8K $11.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.4K
+ 302.38%
$534.91 - $598.71 $747K - $836K
1.86K $1.05M
CSCO
Cisco Systems, Inc.

Technology
14.6K
+ 6.57%
$66.2 - $71.79 $964K - $1.05M
236K $16.1M
ESTC
Elastic N.V.

Technology
9.14K
+ 169.55%
$72.54 - $92.3 $663K - $844K
14.5K $1.23M
THC
Tenet Healthcare Corp

Healthcare
2.84K
+ 39.71%
$148.38 - $203.04 $421K - $576K
9.98K $2.03M
ROKU
Roku, Inc

Communication Services
5.83K
+ 39.6%
$79.98 - $101.78 $466K - $593K
20.5K $2.06M
DAL
Delta Air Lines, Inc.

Industrials
6.64K
+ 13.11%
$49.0 - $61.97 $325K - $411K
57.3K $3.25M
IWM
Ishares Russell 2000 ETF

ETFs
775
+ 3.57%
$214.92 - $244.84 $167K - $190K
22.5K $5.44M
BKR
Baker Hughes CO

Energy
13.4K
+ 144.34%
$38.68 - $50.55 $518K - $677K
22.7K $1.1M
OVV
Ovintiv Inc.

Energy
17.8K
+ 248.62%
$38.53 - $43.17 $687K - $770K
25K $1.01M
SHOP
Shopify Inc.

Technology
1.06K
+ 6.18%
$112.11 - $157.12 $119K - $167K
18.3K $2.71M
SO
Southern CO

Utilities
5.03K
+ 5.96%
$90.83 - $96.0 $456K - $482K
89.3K $8.47M
Activity Summary
Buys All Purchases 1117 New Holdings 174 Increased Positions 943 Sells All Sells 635 Reductions 635 Sold out 0 Options Calls 3 Puts 4
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