Merit Financial Group, LLC Reduced Holdings in Q2 2025

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
-861K
- 88.66%
$61.76 - $79.32 $53.2M - $68.3M
110K $8.74M
AVEM
American Centy ETF Tr Avantis

ETFs
-693K
- 80.16%
$53.08 - $68.54 $36.8M - $47.5M
172K $11.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-484K
- 87.46%
$68.13 - $74.77 $33M - $36.2M
69.4K $5.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-419K
- 74.24%
$50.08 - $63.14 $21M - $26.4M
145K $9.17M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-369K
- 47.82%
$35.35 - $42.68 $13M - $15.7M
402K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60.4K
- 16.76%
$456.74 - $568.03 $27.6M - $34.3M
300K $170M
IEFA
Ishares Tr

ETFs
-218K
- 23.82%
$67.83 - $84.09 $14.8M - $18.3M
697K $58.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
-294K
- 74.86%
$32.11 - $38.21 $9.44M - $11.2M
98.7K $3.75M
UPS
United Parcel Service Inc

Industrials
-2.54K
- 0.29%
$91.92 - $110.2 $233K - $280K
860K $86.9M
SRLN
Ssga Active Trust

ETFs
-167K
- 42.69%
$39.47 - $41.59 $6.58M - $6.94M
224K $9.31M
FNDX
Schwab Fundamental U S Large C

ETFs
-252K
- 40.32%
$20.84 - $24.54 $5.25M - $6.19M
373K $9.16M
SJNK
Spdr Bloomberg Short Term High

ETFs
-217K
- 45.63%
$24.12 - $25.48 $5.23M - $5.52M
258K $6.58M
ARCC
Ares Capital Corp

Financial Services
-203K
- 44.67%
$18.91 - $22.43 $3.85M - $4.56M
252K $5.53M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-42.9K
- 57.32%
$101.93 - $128.63 $4.37M - $5.52M
31.9K $4.11M
IWL
Ishares Tr Russell 200 ETF

ETFs
-36.1K
- 48.76%
$122.36 - $153.12 $4.42M - $5.53M
37.9K $5.81M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-102K
- 43.85%
$40.82 - $43.14 $4.16M - $4.39M
130K $5.63M
OEF
Ishares S&P 100 ETF

ETFs
-14.6K
- 17.23%
N/A
70.4K $18.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-121K
- 5.02%
$81.46 - $94.63 $9.85M - $11.4M
2.29M $217M
KCE
Spdr S&P Capital Markets ETF

ETFs
-28.9K
- 63.75%
$108.52 - $144.36 $3.14M - $4.17M
16.4K $2.37M
XLB
Select Sector Spdr Fd Material

ETFs
-36.3K
- 61.91%
$74.27 - $88.92 $2.7M - $3.23M
22.4K $1.96M
PAVE
Global X Fds Us Infrastructure

ETFs
-91.9K
- 42.28%
$33.78 - $43.68 $3.1M - $4.01M
125K $5.46M
IOO
Ishares Tr Global 100 ETF

ETFs
-29.3K
- 59.59%
$84.95 - $107.54 $2.49M - $3.15M
19.8K $2.13M
BUG
Global X Fds Cybersecurity ETF

ETFs
-87.6K
- 46.36%
$29.9 - $37.1 $2.62M - $3.25M
101K $3.76M
CROX
Crocs, Inc.

Consumer Cyclical
-21.4K
- 50.41%
$88.67 - $120.26 $1.89M - $2.57M
21K $2.13M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-135K
- 45.75%
$13.03 - $15.28 $1.76M - $2.07M
160K $2.35M
IHDG
Wisdomtree Tr

ETFs
-46.2K
- 42.59%
$38.54 - $46.0 $1.78M - $2.12M
62.2K $2.8M
KORP
American Centy ETF Tr Diversif

ETFs
-40.8K
- 36.48%
$45.37 - $47.07 $1.85M - $1.92M
71.1K $3.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-23.8K
- 21.28%
$77.74 - $78.78 $1.85M - $1.88M
88.1K $6.93M
XLE
Energy Sector Spdr

ETFs
-12.8K
- 15.42%
$76.44 - $94.13 $981K - $1.21M
70.4K $5.97M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-83.7K
- 25.38%
$20.12 - $21.0 $1.68M - $1.76M
246K $5.15M
VGSH
Vanguard

ETFs
-28K
- 4.08%
$58.32 - $58.95 $1.63M - $1.65M
658K $38.7M
XLV
Select Sector Spdr Fund Health

ETFs
-8.24K
- 17.67%
$128.77 - $144.3 $1.06M - $1.19M
38.4K $5.18M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-31.7K
- 58.55%
$44.64 - $47.48 $1.41M - $1.5M
22.4K $1.06M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-32.3K
- 47.11%
$43.89 - $45.45 $1.42M - $1.47M
36.3K $1.63M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-15.8K
- 43.18%
$89.58 - $95.01 $1.41M - $1.5M
20.8K $1.97M
ELV
Elevance Health, Inc.

Healthcare
-2.95K
- 46.18%
$372.27 - $452.69 $1.1M - $1.34M
3.44K $1.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35.8K
- 13.05%
$45.11 - $52.34 $1.62M - $1.88M
239K $12.5M
NMFC
New Mountain Finance Corp

Financial Services
-117K
- 44.93%
$9.11 - $11.09 $1.07M - $1.3M
143K $1.51M
IGHG
Proshares Investment Grade Int

ETFs
-17.5K
- 76.92%
$74.89 - $78.35 $1.31M - $1.37M
5.25K $410K
PULS
Pgim ETF Tr

ETFs
-25K
- 58.91%
$49.39 - $49.76 $1.23M - $1.24M
17.4K $866K
BMY
Bristol Myers Squibb CO

Healthcare
-10.2K
- 19.7%
$44.12 - $59.6 $449K - $606K
41.4K $1.92M
ABNB
Airbnb, Inc.

Consumer Cyclical
-11.5K
- 48.29%
$105.69 - $140.64 $1.22M - $1.62M
12.4K $1.63M
PCG
Pg&E Corp

Utilities
-57.1K
- 70.76%
$13.55 - $17.87 $774K - $1.02M
23.6K $328K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-46.6K
- 77.46%
$21.55 - $22.2 $1M - $1.03M
13.6K $299K
TER
Teradyne, Inc

Technology
-12.3K
- 77.17%
$67.96 - $91.05 $833K - $1.12M
3.63K $326K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-41.7K
- 11.68%
$22.68 - $23.28 $946K - $971K
315K $7.3M
HUM
Humana Inc

Healthcare
-3.15K
- 39.1%
$224.93 - $295.04 $709K - $930K
4.91K $1.2M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-39.9K
- 19.86%
$31.34 - $38.59 $1.25M - $1.54M
161K $6.16M
OVV
Ovintiv Inc.

Energy
-19.3K
- 72.91%
$31.18 - $44.14 $602K - $852K
7.17K $272K
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
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email