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
UL
Unilever PLC

Consumer Defensive
13K
+ 46.71%
$57.9 - $65.43 $751K - $849K
40.8K $2.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.83K
+ 26.86%
$152.93 - $181.74 $586K - $696K
18.1K $3.29M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.7K
+ 8.03%
$108.06 - $135.3 $291K - $365K
36.2K $4.9M
NWSA
News Corp

Communication Services
27.1K
+ 301.19%
$23.97 - $29.72 $649K - $805K
36.1K $1.07M
CCK
Crown Holdings Inc

Consumer Cyclical
7.14K
+ 107.57%
$78.47 - $104.45 $560K - $745K
13.8K $1.42M
CGGO
Capital Group Global Growth Eq

ETFs
13.4K
+ 12.09%
$25.31 - $32.17 $339K - $431K
124K $3.97M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
23.8K
+ 258.15%
$28.17 - $33.34 $672K - $795K
33.1K $1.1M
MKTX
Marketaxess Holdings Inc

Financial Services
3.59K
+ 220.31%
$203.19 - $231.09 $730K - $830K
5.22K $1.17M
O
Realty Income Corp

Real Estate
14.3K
+ 64.05%
$52.27 - $58.52 $745K - $834K
36.5K $2.1M
GM
General Motors CO

Consumer Cyclical
13.2K
+ 18.1%
$42.48 - $50.46 $562K - $667K
86.3K $4.25M
GLW
Corning Inc

Technology
12.3K
+ 52.98%
$39.07 - $52.59 $480K - $646K
35.4K $1.86M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
321
+ 0.12%
$26.38 - $32.66 $8.47K - $10.5K
276K $9.03M
EMR
Emerson Electric CO

Industrials
1.47K
+ 5.85%
$94.15 - $133.33 $139K - $196K
26.7K $3.56M
DUK
Duke Energy Corp

Utilities
8.11K
+ 18.99%
$112.46 - $124.05 $912K - $1.01M
50.8K $5.99M
WING
Wingstop Inc.

Consumer Cyclical
1.65K
+ 80.93%
$210.24 - $381.46 $346K - $628K
3.68K $1.24M
CNP
Centerpoint Energy Inc

Utilities
21.1K
+ 139.52%
$35.5 - $39.05 $748K - $822K
36.2K $1.33M
KMB
Kimberly Clark Corp

Consumer Defensive
7.39K
+ 55.68%
$126.84 - $145.22 $937K - $1.07M
20.7K $2.66M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.4K
+ 209.8%
$29.0 - $30.68 $736K - $778K
37.5K $1.15M
NRG
Nrg Energy, Inc.

Utilities
964
+ 10.12%
$83.61 - $162.67 $80.6K - $157K
10.5K $1.68M
CDNS
Cadence Design Systems Inc

Technology
1.94K
+ 61.39%
$231.64 - $323.08 $450K - $628K
5.11K $1.57M
SYF
Synchrony Financial

Financial Services
9.12K
+ 85.58%
$43.81 - $66.74 $400K - $609K
19.8K $1.32M
GWW
W.W. Grainger, Inc.

Industrials
670
+ 79.01%
$919.93 - $1101.66 $616K - $738K
1.52K $1.58M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.37K
+ 177.78%
$139.8 - $197.22 $471K - $664K
5.26K $1.04M
ROST
Ross Stores, Inc.

Consumer Cyclical
5.76K
+ 62.75%
$126.62 - $154.26 $729K - $888K
14.9K $1.9M
IRM
Iron Mountain Inc

Real Estate
4.54K
+ 29.74%
$76.93 - $105.25 $349K - $478K
19.8K $2.03M
EOG
Eog Resources Inc

Energy
6.47K
+ 97.18%
$104.61 - $129.97 $677K - $841K
13.1K $1.57M
HYG
Ishares Tr

ETFs
7.56K
+ 13.2%
$75.75 - $80.65 $573K - $610K
64.9K $5.23M
SNA
Snap On Inc

Industrials
2.41K
+ 161.12%
$292.36 - $342.2 $705K - $825K
3.91K $1.22M
AZN
Astrazeneca PLC

Healthcare
11.3K
+ 48.11%
$64.87 - $75.0 $736K - $851K
34.9K $2.44M
ASH
Ashland Global Holdings Inc

Basic Materials
15K
+ 264.25%
$46.53 - $57.87 $700K - $870K
20.7K $1.04M
HAS
Hasbro, Inc.

Consumer Cyclical
8.68K
+ 174.36%
$50.71 - $73.82 $440K - $641K
13.7K $1.01M
EWG
Ishares Msci Germany ETF

ETFs
14.3K
+ 74.93%
$33.22 - $42.57 $474K - $607K
33.3K $1.41M
IXN
Ishares Global Information Tec

ETFs
6.83K
+ 183.67%
$65.81 - $92.34 $449K - $630K
10.5K $973K
PSX
Phillips 66

Energy
6.15K
+ 59.57%
$92.87 - $125.73 $572K - $774K
16.5K $1.97M
ADSK
Autodesk, Inc.

Technology
2.8K
+ 40.04%
N/A
9.78K $2.4M
MTG
Mgic Investment Corp

Financial Services
23.4K
+ 250.35%
$22.43 - $28.1 $525K - $658K
32.8K $911K
EIX
Edison International

Utilities
17.6K
+ 56.35%
$48.32 - $59.92 $851K - $1.06M
48.9K $2.52M
WDAY
Workday, Inc.

Technology
2.76K
+ 103.53%
$210.47 - $274.71 $581K - $758K
5.43K $1.3M
JBL
Jabil Inc

Technology
1.92K
+ 60.42%
$116.88 - $218.1 $224K - $418K
5.09K $1.11M
INVH
Invitation Homes Inc.

Real Estate
21K
+ 334.4%
$30.53 - $35.47 $641K - $745K
27.3K $894K
GGG
Graco Inc

Industrials
7.58K
+ 107.22%
$74.02 - $87.26 $561K - $661K
14.6K $1.26M
VZ
Verizon Communications Inc

Communication Services
21.5K
+ 16.9%
$41.67 - $45.62 $897K - $982K
149K $6.44M
SOXX
Ishares Semiconductor ETF

ETFs
319
+ 2.72%
$154.86 - $239.07 $49.4K - $76.3K
12.1K $2.88M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.92K
+ 47.87%
$224.16 - $285.86 $431K - $550K
5.94K $1.7M
RSG
Republic Services, Inc.

Industrials
2.62K
+ 88.14%
$227.2 - $258.07 $596K - $677K
5.6K $1.38M
HCA
Hca Healthcare, Inc.

Healthcare
1.38K
+ 41.94%
$317.61 - $387.52 $439K - $535K
4.67K $1.79M
TDG
Trans Digm Group Inc

Industrials
354
+ 43.54%
$1231.75 - $1520.64 $436K - $538K
1.17K $1.77M
TPR
Tapestry, Inc.

Consumer Cyclical
2.77K
+ 11.98%
$60.6 - $87.81 $168K - $243K
25.8K $2.27M
AN
Autonation, Inc.

Consumer Cyclical
2.55K
+ 68.41%
$155.71 - $201.03 $397K - $512K
6.27K $1.25M
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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