Merit Financial Group, LLC Reduced Holdings in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.73M
- 91.56%
$29.12 - $29.34 $138M - $139M
436K $12.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.23M
- 85.39%
$60.01 - $65.01 $134M - $145M
382K $24.8M
EFG
Msci Eafe Growth ETF

ETFs
-398K
- 71.89%
$106.99 - $114.46 $42.6M - $45.6M
156K $17.7M
VGSH
Vanguard

ETFs
-555K
- 84.34%
$58.43 - $58.88 $32.4M - $32.7M
103K $6.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-258K
- 82.22%
$100.16 - $100.7 $25.9M - $26M
55.8K $5.62M
IYW
Ishares Dj Us Tech ETF

ETFs
-135K
- 56.22%
$171.38 - $197.01 $23.1M - $26.6M
105K $20.6M
UPS
United Parcel Service Inc

Industrials
-21.6K
- 2.52%
$82.58 - $105.54 $1.79M - $2.28M
839K $70.1M
FTNT
Fortinet, Inc.

Technology
-17.7K
- 11.24%
$74.39 - $107.65 $1.32M - $1.91M
140K $11.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-71.7K
- 49.35%
$62.54 - $68.42 $4.48M - $4.9M
73.6K $4.97M
LMT
Lockheed Martin Corp

Industrials
-7.78K
- 34.54%
$410.74 - $499.21 $3.19M - $3.88M
14.7K $7.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-138K
- 14.25%
$26.38 - $27.95 $3.64M - $3.86M
831K $22.7M
CRM
Salesforce, Inc.

Technology
-5.92K
- 17.15%
$231.66 - $273.65 $1.37M - $1.62M
28.6K $6.78M
IEFA
Ishares Tr

ETFs
-57.6K
- 8.27%
$81.7 - $87.53 $4.71M - $5.04M
639K $55.8M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-65.4K
- 63.3%
$31.73 - $33.71 $2.07M - $2.2M
37.9K $1.28M
HMOP
Hartford Fds Exchange Traded T

ETFs
-52.9K
- 64.95%
$37.94 - $39.14 $2.01M - $2.07M
28.6K $1.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-26.6K
- 16.15%
$76.16 - $78.59 $2.02M - $2.09M
138K $10.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-46.2K
- 13.02%
$48.5 - $50.19 $2.24M - $2.32M
308K $15.4M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-42.4K
- 52.51%
$47.96 - $50.54 $2.03M - $2.14M
38.4K $1.94M
AVDV
American Centy ETF Tr Avantis

ETFs
-33.7K
- 30.58%
$79.24 - $89.03 $2.67M - $3M
76.5K $6.81M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-32.5K
- 39.8%
$65.69 - $76.84 $2.14M - $2.5M
49.2K $3.68M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-41.9K
- 11.82%
$45.6 - $46.92 $1.91M - $1.97M
313K $14.6M
XLC
Select Sector Spdr Tr Communic

ETFs
-21.5K
- 26.9%
$105.99 - $119.41 $2.28M - $2.57M
58.5K $6.92M
HEFA
Ishares Currency Hedged Msci E

ETFs
-48.2K
- 48.85%
$37.2 - $39.61 $1.79M - $1.91M
50.5K $2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14.3K
- 20.53%
$38.58 - $58.24 $552K - $834K
55.4K $2.17M
ICF
Ishares Tr

ETFs
-29.1K
- 27.96%
$59.57 - $62.89 $1.73M - $1.83M
74.9K $4.61M
V
Visa Inc.

Financial Services
-1.55K
- 1.87%
$332.09 - $358.86 $516K - $557K
81.3K $27.7M
TMUS
T Mobile Us, Inc.

Communication Services
-6.61K
- 16.71%
$226.02 - $259.01 $1.49M - $1.71M
33K $7.89M
AJG
Arthur J. Gallagher & Co.

Financial Services
-4.49K
- 35.86%
$284.17 - $319.49 $1.28M - $1.44M
8.04K $2.49M
KMX
Carmax Inc

Consumer Cyclical
-17.4K
- 56.63%
$44.86 - $71.57 $782K - $1.25M
13.3K $598K
XLV
Select Sector Spdr Fund Health

ETFs
-10.9K
- 28.37%
$129.01 - $139.72 $1.41M - $1.52M
27.5K $3.83M
IHDG
Wisdomtree Tr

ETFs
-30K
- 48.23%
$43.81 - $46.31 $1.32M - $1.39M
32.2K $1.48M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-39.6K
- 28.85%
$38.52 - $41.26 $1.53M - $1.63M
97.7K $4.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-45.6K
- 15.71%
$39.8 - $42.86 $1.82M - $1.96M
245K $10.5M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-34.6K
- 45.9%
$36.71 - $38.11 $1.27M - $1.32M
40.8K $1.55M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-13K
- 66.99%
$100.4 - $119.58 $1.3M - $1.55M
6.4K $709K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-34.4K
- 14.4%
$52.12 - $55.33 $1.79M - $1.9M
204K $11.3M
AIG
American International Group, Inc.

Financial Services
-11.4K
- 27.57%
$76.34 - $85.87 $870K - $979K
29.9K $2.35M
XSW
Spdr S&P Software & Services E

ETFs
-5.93K
- 71.0%
$177.48 - $205.24 $1.05M - $1.22M
2.42K $479K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-15.7K
- 22.57%
$72.01 - $74.44 $1.13M - $1.17M
53.7K $3.95M
PAYX
Paychex Inc

Industrials
-1.17K
- 2.34%
$126.69 - $147.99 $148K - $173K
48.9K $6.19M
KORP
American Centy ETF Tr Diversif

ETFs
-23.3K
- 32.75%
$46.36 - $47.95 $1.08M - $1.12M
47.8K $2.28M
IOO
Ishares Tr Global 100 ETF

ETFs
-10.8K
- 54.44%
$107.55 - $120.01 $1.16M - $1.3M
9.04K $1.08M
ISRG
Intuitive Surgical Inc

Healthcare
-364
- 4.1%
$433.66 - $544.47 $158K - $198K
8.52K $3.81M
CI
Cigna Corp

Healthcare
-2.42K
- 33.8%
$262.23 - $334.39 $635K - $810K
4.75K $1.37M
PAVE
Global X Fds Us Infrastructure

ETFs
-30.7K
- 24.52%
$44.02 - $47.63 $1.35M - $1.46M
94.6K $4.51M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-4.12K
- 32.36%
$158.24 - $191.13 $651K - $786K
8.6K $1.43M
EXR
Extra Space Storage Inc.

Real Estate
-6.06K
- 47.98%
$134.36 - $152.88 $814K - $926K
6.57K $925K
CARR
Carrier Global Corp

Industrials
-5.09K
- 11.03%
$58.75 - $80.73 $299K - $411K
41K $2.45M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-29.6K
- 18.4%
$37.65 - $40.3 $1.11M - $1.19M
131K $5.25M
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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