Merit Financial Group, LLC Reduced Holdings in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.18M
- 68.03%
$68.32 - $75.06 $80.5M - $88.4M
553K $40.8M
IEFA
Ishares Tr

ETFs
-1.05M
- 53.46%
$69.57 - $78.65 $73.1M - $82.6M
915K $69.9M
VEA
Vanguard Ftse Developed Market

ETFs
-357K
- 40.75%
$47.4 - $52.99 $16.9M - $18.9M
519K $26.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-173K
- 27.26%
$64.88 - $72.1 $11.2M - $12.5M
462K $30.2M
VGSH
Vanguard

ETFs
-237K
- 25.68%
$58.07 - $58.69 $13.8M - $13.9M
686K $40.3M
SPYG
Spdr Portfolio

ETFs
-105K
- 17.46%
$80.05 - $92.39 $8.43M - $9.73M
498K $39.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.9K
- 18.87%
$551.42 - $612.93 $9.87M - $11M
77K $43.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-204K
- 20.94%
$40.03 - $46.81 $8.17M - $9.56M
771K $31.3M
KORP
American Centy ETF Tr Diversif

ETFs
-267K
- 70.48%
$45.26 - $47.12 $12.1M - $12.6M
112K $5.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
-196K
- 77.6%
$57.44 - $59.4 $11.3M - $11.7M
56.7K $3.36M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-189K
- 73.42%
$43.53 - $45.42 $8.25M - $8.6M
68.6K $3.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-57.4K
- 20.5%
$92.45 - $106.69 $5.31M - $6.12M
223K $20.6M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-249K
- 55.39%
$31.74 - $36.18 $7.91M - $9.02M
201K $7.08M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-161K
- 12.24%
$49.67 - $51.43 $7.98M - $8.26M
1.15M $58.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-230K
- 44.2%
$33.84 - $37.77 $7.79M - $8.69M
291K $10.7M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-75K
- 44.72%
$56.97 - $77.14 $4.27M - $5.79M
92.7K $5.52M
CGDV
Capital Group Divid Value ETF

ETFs
-174K
- 43.25%
$34.95 - $37.36 $6.07M - $6.48M
228K $8.08M
VCIT
Vanguard Intermediate Term Cor

ETFs
-75.5K
- 48.6%
$79.17 - $82.04 $5.97M - $6.19M
79.8K $6.52M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-71.7K
- 53.76%
$78.0 - $84.37 $5.59M - $6.05M
61.7K $4.88M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-179K
- 79.1%
$29.82 - $30.1 $5.33M - $5.38M
47.2K $1.42M
GTO
Invesco Actively Managed ETF T

ETFs
-115K
- 72.43%
$45.9 - $47.37 $5.26M - $5.43M
43.6K $2.04M
VOE
Vanguard Mid Cap Value Index F

ETFs
-31.7K
- 49.43%
$156.61 - $168.02 $4.97M - $5.33M
32.5K $5.17M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-118K
- 25.24%
$44.72 - $46.25 $5.27M - $5.45M
349K $16M
VBR
Vanguard Small Cap Value ETF

ETFs
-22K
- 40.25%
$183.02 - $207.75 $4.02M - $4.57M
32.6K $6.06M
AVUV
American Centy ETF Tr Avantis

ETFs
-39.5K
- 58.84%
$84.95 - $100.62 $3.36M - $3.98M
27.7K $2.41M
VOT
Vanguard Mid Cap Growth Index

ETFs
-14K
- 43.58%
$237.72 - $276.98 $3.34M - $3.89M
18.2K $4.43M
XLF
Financial Sector Spdr

ETFs
-72.9K
- 22.63%
$47.32 - $52.19 $3.45M - $3.81M
249K $12.3M
XLC
Select Sector Spdr Tr Communic

ETFs
-32.1K
- 26.22%
$94.84 - $105.31 $3.04M - $3.38M
90.2K $8.64M
VBK
Vanguard Small Cap Growth ETF

ETFs
-9.17K
- 29.84%
$247.97 - $296.33 $2.27M - $2.72M
21.6K $5.46M
PSR
Invesco Actively

ETFs
-34.4K
- 87.31%
$86.57 - $95.84 $2.98M - $3.3M
5K $458K
USFR
Wisdomtree Floating Rate Treas

ETFs
-61.5K
- 24.73%
$50.29 - $50.5 $3.09M - $3.11M
187K $9.42M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-31.4K
- 55.42%
$75.47 - $84.24 $2.37M - $2.65M
25.3K $1.94M
IFRA
Ishares Tr

ETFs
-53.1K
- 70.22%
$44.8 - $49.25 $2.38M - $2.62M
22.5K $1.02M
SPMD
Spdr Portfolio

ETFs
-42.3K
- 52.39%
$50.21 - $57.73 $2.13M - $2.44M
38.5K $1.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-65.4K
- 39.83%
$37.07 - $40.63 $2.42M - $2.66M
98.7K $3.9M
XLV
Select Sector Spdr Fund Health

ETFs
-19.2K
- 29.18%
$137.61 - $149.68 $2.65M - $2.88M
46.7K $6.74M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-42.7K
- 14.92%
$48.25 - $52.09 $2.06M - $2.22M
243K $11.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-24.2K
- 66.87%
$77.91 - $92.26 $1.89M - $2.23M
12K $951K
XLE
Energy Sector Spdr

ETFs
-31.8K
- 27.66%
$85.7 - $93.96 $2.73M - $2.99M
83.2K $7.69M
XCEM
Columbia ETF Tr Ii

ETFs
-72.9K
- 62.73%
$29.18 - $30.72 $2.13M - $2.24M
43.3K $1.28M
CGGO
Capital Group Global Growth Eq

ETFs
-68.3K
- 38.17%
$28.33 - $30.84 $1.93M - $2.11M
111K $3.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.3K
- 55.44%
$85.29 - $92.57 $2.07M - $2.25M
19.5K $1.76M
XLI
Industrial Sector Spdr

ETFs
-15.1K
- 26.96%
$128.78 - $141.67 $1.94M - $2.13M
40.8K $5.31M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-98.2K
- 55.71%
$19.04 - $20.15 $1.87M - $1.98M
78.1K $1.49M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-8.92K
- 9.86%
$179.71 - $192.06 $1.6M - $1.71M
81.5K $14.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-27
- 0.05%
$333.37 - $384.99 $9K - $10.4K
53.7K $17.9M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-54K
- 50.18%
$28.11 - $32.0 $1.52M - $1.73M
53.6K $1.65M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-14.7K
- 44.42%
$80.73 - $94.96 $1.18M - $1.39M
18.4K $1.51M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-22.6K
- 30.0%
$55.48 - $59.47 $1.25M - $1.34M
52.6K $3M
Activity Summary
Buys All Purchases 1128 New Holdings 303 Increased Positions 825 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 1 Puts 0
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