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
DLB
Dolby Laboratories, Inc.

Industrials
7.33K
+ 97.69%
$70.09 - $76.79 $514K - $563K
14.8K $1.07M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.46K
+ 21.13%
$49.09 - $50.58 $464K - $478K
54.2K $2.74M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.92K
+ 104.73%
$59.29 - $62.87 $529K - $561K
17.4K $1.05M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
20.9K
+ 34.99%
$22.89 - $23.7 $479K - $496K
80.8K $1.9M
EA
Electronic Arts Inc.

Communication Services
782
+ 9.39%
$147.79 - $202.05 $116K - $158K
9.11K $1.84M
AXP
American Express CO

Financial Services
35
+ 0.09%
$294.27 - $342.31 $10.3K - $12K
37.4K $12.4M
MET
Metlife Inc

Financial Services
5.44K
+ 19.97%
$73.82 - $82.37 $402K - $448K
32.7K $2.69M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.7K
+ 9.68%
$24.11 - $24.94 $450K - $466K
212K $5.27M
MGC
Vanguard Mega Cap ETF

ETFs
1.88K
+ 103.88%
$224.2 - $245.55 $421K - $461K
3.68K $898K
ILCB
Ishares Morningstar U.S. Equit

ETFs
186
+ 0.26%
$85.66 - $92.67 $15.9K - $17.2K
71.3K $6.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.17K
+ 15.8%
$74.93 - $80.73 $313K - $337K
30.6K $2.47M
RDVY
First Trust Rising Dividend Ac

ETFs
3.95K
+ 8.38%
$62.38 - $67.29 $246K - $266K
51.1K $3.44M
AVDE
American Centy ETF Tr Avantis

ETFs
5.67K
+ 87.22%
$73.24 - $79.04 $415K - $448K
12.2K $960K
CNC
Centene Corp

Healthcare
31K
+ 91.58%
$25.21 - $56.65 $782K - $1.76M
64.9K $2.32M
STE
Steris PLC

Healthcare
1.8K
+ 45.51%
$221.21 - $252.43 $399K - $455K
5.76K $1.43M
NDAQ
Nasdaq, Inc.

Financial Services
5.42K
+ 65.94%
$86.73 - $96.94 $470K - $526K
13.6K $1.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.27K
+ 1.06%
$62.09 - $66.51 $78.7K - $84.3K
121K $7.91M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.31K
+ 29.98%
$301.44 - $365.84 $396K - $480K
5.69K $1.84M
PKG
Packaging Corp Of America

Consumer Cyclical
1.64K
+ 43.0%
$191.41 - $220.25 $314K - $361K
5.46K $1.19M
SYY
Sysco Corp

Consumer Defensive
1.6K
+ 3.13%
$76.33 - $82.51 $122K - $132K
52.8K $4.35M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.08K
+ 11.52%
$98.52 - $103.93 $402K - $424K
39.5K $4.06M
NU
Nu Holdings Ltd.

Financial Services
24.5K
+ 73.91%
$11.92 - $16.3 $292K - $399K
57.6K $922K
EPD
Enterprise Products Partners L.P.

Energy
14.5K
+ 34.94%
$30.74 - $32.14 $446K - $467K
56.1K $1.75M
CAG
Conagra Brands Inc.

Consumer Defensive
28.1K
+ 113.0%
$18.04 - $21.14 $506K - $594K
52.9K $969K
IT
Gartner Inc

Technology
3.13K
+ 122.3%
$225.98 - $406.7 $706K - $1.27M
5.68K $1.49M
MHK
Mohawk Industries Inc

Consumer Cyclical
2.96K
+ 95.03%
$107.23 - $139.75 $318K - $414K
6.08K $784K
AWI
Armstrong World Industries Inc

Industrials
1.4K
+ 25.81%
$163.99 - $199.13 $230K - $279K
6.84K $1.34M
BMY
Bristol Myers Squibb CO

Healthcare
11.2K
+ 27.12%
$43.31 - $48.98 $487K - $550K
52.7K $2.38M
NFG
National Fuel Gas CO

Energy
4.38K
+ 74.28%
$82.19 - $93.72 $360K - $411K
10.3K $949K
NEE
Nextera Energy Inc

Utilities
216
+ 0.3%
$69.77 - $77.54 $15.1K - $16.7K
71.3K $5.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
22.1K
+ 15.51%
$65.64 - $78.22 $1.45M - $1.73M
165K $11.1M
HPQ
Hp Inc

Technology
13.7K
+ 49.91%
$24.45 - $29.35 $335K - $402K
41.1K $1.12M
BRO
Brown & Brown, Inc.

Financial Services
5.26K
+ 192.36%
$90.88 - $108.93 $478K - $573K
8K $749K
CVS
Cvs Health Corp

Healthcare
2.49K
+ 6.31%
$58.75 - $76.5 $146K - $191K
42K $3.17M
TRV
Travelers Companies, Inc.

Financial Services
924
+ 5.89%
$250.62 - $279.43 $232K - $258K
16.6K $4.64M
SCCO
Southern Copper Corp

Basic Materials
1.07K
+ 6.99%
$90.54 - $121.36 $97.2K - $130K
16.4K $1.99M
CFG
Citizens Financial Group Inc

Financial Services
3.61K
+ 12.52%
$46.1 - $53.65 $166K - $194K
32.5K $1.73M
XLE
Energy Sector Spdr

ETFs
1.27K
+ 1.8%
$84.25 - $91.99 $107K - $117K
71.7K $6.4M
XEL
Xcel Energy Inc

Utilities
1.99K
+ 9.19%
$67.56 - $80.65 $134K - $160K
23.6K $1.91M
SOXX
Ishares Semiconductor ETF

ETFs
148
+ 1.23%
$236.93 - $271.12 $35.1K - $40.1K
12.2K $3.31M
FDL
First Tr Morningstar Dividend

ETFs
9.5K
+ 93.51%
$41.96 - $44.59 $399K - $424K
19.7K $853K
EVR
Evercore Inc.

Financial Services
644
+ 20.89%
$276.5 - $362.79 $178K - $234K
3.73K $1.26M
CPRT
Copart Inc

Consumer Cyclical
22.5K
+ 15.69%
$44.6 - $49.97 $1M - $1.12M
166K $7.45M
UGI
Ugi Corp

Utilities
13.9K
+ 111.48%
$32.64 - $37.14 $453K - $515K
26.3K $874K
CSL
Carlisle Companies Inc

Industrials
1.56K
+ 73.48%
$327.52 - $435.11 $511K - $679K
3.68K $1.21M
PLD
Prologis, Inc.

Real Estate
2.05K
+ 10.49%
$104.08 - $115.35 $213K - $236K
21.6K $2.47M
NIC
Nicolet Bankshares Inc

Financial Services
15
+ 0.04%
$125.31 - $140.41 $1.88K - $2.11K
37.6K $5.06M
DG
Dollar General Corp

Consumer Defensive
4.84K
+ 61.91%
$101.86 - $116.32 $493K - $563K
12.7K $1.31M
DASH
Door Dash, Inc.

Communication Services
286
+ 2.18%
$234.5 - $272.5 $67.1K - $77.9K
13.4K $3.65M
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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