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
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.27K
+ 52.84%
$97.53 - $115.95 $319K - $379K
9.46K $945K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
10.9K
+ 110.76%
$27.79 - $32.38 $302K - $352K
20.7K $591K
OMC
Omnicom Group Inc.

Communication Services
2.78K
+ 36.31%
$70.41 - $81.53 $196K - $226K
10.4K $850K
NVS
Novartis Ag

Healthcare
624
+ 2.04%
$113.5 - $129.73 $70.8K - $81K
31.1K $3.99M
HWM
Howmet Aerospace Inc.

Industrials
628
+ 3.62%
$171.0 - $196.23 $107K - $123K
18K $3.53M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.98K
+ 6.93%
$67.01 - $72.84 $133K - $144K
30.5K $2.21M
MTZ
Mastec Inc

Industrials
421
+ 8.62%
$168.23 - $212.81 $70.8K - $89.6K
5.31K $1.13M
BIIB
Biogen Inc.

Healthcare
1.38K
+ 19.7%
$122.68 - $148.84 $169K - $205K
8.37K $1.17M
SYF
Synchrony Financial

Financial Services
2.92K
+ 14.78%
$67.53 - $76.86 $197K - $225K
22.7K $1.61M
HCA
Hca Healthcare, Inc.

Healthcare
214
+ 4.58%
$334.32 - $426.2 $71.5K - $91.2K
4.89K $2.08M
MORN
Morningstar, Inc.

Financial Services
1.73K
+ 128.22%
$231.72 - $311.89 $401K - $540K
3.08K $714K
OHI
Omega Healthcare Investors Inc

Real Estate
1.06K
+ 2.4%
$36.29 - $43.34 $38.6K - $46.1K
45.3K $1.91M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.4K
+ 4.32%
$25.09 - $25.19 $286K - $287K
275K $6.93M
MAN
Manpower Group Inc.

Industrials
7.99K
+ 133.38%
$37.33 - $45.7 $298K - $365K
14K $529K
OKE
Oneok Inc

Energy
5.54K
+ 40.56%
$71.36 - $83.47 $396K - $463K
19.2K $1.4M
DFAX
Dimensional ETF Tr
5.67K
+ 10.76%
$29.25 - $31.56 $166K - $179K
58.4K $1.83M
ADI
Analog Devices Inc

Technology
690
+ 4.67%
$220.68 - $255.63 $152K - $176K
15.5K $3.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.63K
+ 30.7%
$185.65 - $214.38 $303K - $350K
6.94K $1.39M
SLB
Schlumberger Limited

Energy
7.55K
+ 22.5%
$32.37 - $37.31 $244K - $282K
41.1K $1.41M
AKAM
Akamai Technologies Inc

Technology
3.05K
+ 59.29%
N/A
8.2K $744K
OXY
Occidental Petroleum Corp

Energy
4.58K
+ 39.45%
$42.54 - $48.1 $195K - $220K
16.2K $764K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.64K
+ 10.16%
$48.04 - $50.89 $175K - $185K
39.4K $2M
KGC
Kinross Gold Corp

Basic Materials
6.39K
+ 50.57%
$15.19 - $24.85 $97.1K - $159K
19K $472K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
170
+ 0.18%
$35.42 - $38.65 $6.02K - $6.57K
96.6K $3.67M
PPL
Ppl Corp

Utilities
2.14K
+ 3.66%
$33.54 - $37.24 $71.7K - $79.7K
60.5K $2.25M
XT
Ishares Tr Exponential Technol

ETFs
3.35K
+ 87.12%
$65.04 - $71.97 $218K - $241K
7.19K $517K
DOV
Dover Corp

Industrials
2.36K
+ 30.02%
$165.59 - $190.9 $390K - $450K
10.2K $1.7M
GPN
Global Payments Inc

Industrials
2.58K
+ 15.71%
$77.61 - $90.01 $200K - $232K
19K $1.58M
VRSN
Verisign Inc

Technology
1.42K
+ 9.76%
$263.02 - $305.98 $374K - $435K
16K $4.48M
TXT
Textron Inc

Industrials
2.34K
+ 14.98%
$77.02 - $87.21 $180K - $204K
18K $1.52M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
+ 7.69%
$100.37 - $100.74 $259K - $260K
36.1K $3.64M
FE
Firstenergy Corp

Utilities
760
+ 1.88%
$39.76 - $45.82 $30.2K - $34.8K
41.2K $1.89M
MFC
Manulife Financial Corp

Financial Services
8.61K
+ 83.93%
$29.9 - $32.34 $257K - $278K
18.9K $587K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.7K
+ 49.73%
$15.27 - $17.68 $194K - $224K
38.2K $650K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.13K
+ 21.72%
$52.62 - $61.93 $270K - $318K
28.8K $1.56M
SAN
Banco Santander, S.A.

Financial Services
12K
+ 19.59%
$8.27 - $10.48 $99K - $125K
73.1K $765K
COIN
Coinbase Global, Inc.

Technology
820
+ 52.7%
$297.99 - $419.78 $244K - $344K
2.38K $801K
TTC
Toro CO

Industrials
2.21K
+ 14.17%
$72.64 - $82.54 $161K - $183K
17.8K $1.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.09K
+ 23.11%
$265.78 - $299.3 $291K - $327K
5.83K $1.59M
DTE
Dte Energy CO

Utilities
1.34K
+ 18.6%
$130.26 - $141.49 $175K - $190K
8.57K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
1.4K
+ 1.94%
N/A
73.3K $13.4M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
127
+ 0.25%
$108.47 - $114.7 $13.8K - $14.6K
50.7K $5.82M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.91K
+ 18.15%
$46.86 - $48.27 $230K - $237K
31.9K $1.53M
ARW
Arrow Electronics Inc

Technology
2.7K
+ 21.99%
$114.66 - $133.24 $309K - $360K
15K $1.81M
DGX
Quest Diagnostics Inc

Healthcare
1.8K
+ 44.11%
N/A
5.88K $806K
ALL
Allstate Corp

Financial Services
636
+ 7.84%
$192.0 - $214.65 $122K - $137K
8.75K $1.88M
ENB
Enbridge Inc

Energy
1.54K
+ 4.78%
$43.79 - $50.46 $67.6K - $77.9K
33.9K $1.71M
BP
Bp PLC

Energy
411
+ 0.81%
$30.25 - $35.69 $12.4K - $14.7K
51.1K $1.76M
IVZ
Invesco Ltd.

Financial Services
4.62K
+ 24.18%
$16.17 - $23.0 $74.7K - $106K
23.7K $544K
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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