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
ITUB
Itau Unibanco Holding S.A.

Financial Services
-86
- 0.69%
$6.18 - $7.41 $531 - $637
12.3K $90K
BBD
Bank Bradesco

Financial Services
-299
- 1.33%
$2.75 - $3.39 $822 - $1.01K
22.2K $75K
NVST
Envista Holdings Corp

Healthcare
-398
- 2.41%
$18.89 - $21.72 $7.52K - $8.64K
16.1K $328K
DHS
Wisdomtree Tr U.S

ETFs
-456
- 4.09%
$96.42 - $101.82 $44K - $46.4K
10.7K $1.08M
NOV
Nov Inc.

Energy
-362
- 2.38%
$11.88 - $14.16 $4.3K - $5.13K
14.8K $196K
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 4.78%
$351.04 - $379.81 $15.8K - $17.1K
897 $339K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-215
- 0.81%
$9.82 - $10.43 $2.11K - $2.24K
26.3K $272K
ROK
Rockwell Automation, Inc

Industrials
-111
- 3.93%
$328.67 - $358.52 $36.5K - $39.8K
2.71K $948K
FEMS
First Trust Emerging Markets S

ETFs
-185
- 3.63%
$40.83 - $44.87 $7.55K - $8.3K
4.92K $217K
RYAAY
Ryanair Holdings PLC

Industrials
-4
- 0.1%
$55.19 - $66.72 $221 - $267
3.94K $237K
SEE
Sealed Air Corp

Consumer Cyclical
-490
- 7.48%
$28.47 - $35.35 $14K - $17.3K
6.06K $214K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-179
- 1.77%
$19.9 - $21.46 $3.56K - $3.84K
9.95K $212K
HLI
Houlihan Lokey, Inc.

Financial Services
-235
- 10.01%
$181.55 - $209.19 $42.7K - $49.2K
2.11K $433K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-83
- 0.18%
$10.01 - $10.55 $831 - $876
46.6K $480K
LZ
Legalzoom.Com, Inc.

Industrials
-1.57K
- 8.14%
$8.3 - $11.18 $13K - $17.6K
17.7K $184K
IAPR
Innovator Etfs Tr Internationa

ETFs
-69
- 0.39%
$28.99 - $30.05 $2K - $2.07K
17.5K $525K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-16
- 0.05%
$32.65 - $34.4 $522 - $550
33.1K $1.11M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-254
- 8.56%
$205.52 - $234.96 $52.2K - $59.7K
2.71K $637K
DVY
Ishares Tr

ETFs
-375
- 5.26%
$133.88 - $142.57 $50.2K - $53.5K
6.76K $960K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-109
- 3.89%
$100.63 - $112.27 $11K - $12.2K
2.69K $297K
NJUL
Innovator Growth 100 Power Buf

Technology
-76
- 1.21%
$67.81 - $71.18 $5.15K - $5.41K
6.19K $440K
GTLS
Chart Industries Inc

Industrials
-147
- 11.78%
$162.6 - $200.28 $23.9K - $29.4K
1.1K $220K
QJUN
First Tr ETF
-113
- 0.95%
$29.51 - $31.11 $3.33K - $3.52K
11.8K $366K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-5
- 0.09%
$61.56 - $66.95 $308 - $335
5.53K $369K
IGV
Ishares Expanded Tech Software

ETFs
-311
- 3.23%
$105.96 - $117.79 $33K - $36.6K
9.32K $1.07M
USCI
United States Commodity Index Funds Trust

ETFs
-280
- 3.23%
$72.95 - $78.86 $20.4K - $22.1K
8.39K $653K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-4
- 0.3%
$210.88 - $226.87 $844 - $907
1.33K $300K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-472
- 1.08%
$21.89 - $23.17 $10.3K - $10.9K
43.1K $995K
AIZ
Assurant, Inc.

Financial Services
-28
- 2.08%
$184.56 - $218.69 $5.17K - $6.12K
1.32K $285K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-249
- 2.92%
$34.31 - $38.09 $8.54K - $9.48K
8.29K $314K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-842
- 3.79%
$53.81 - $57.52 $45.3K - $48.4K
21.4K $1.23M
PSLV
Sprott Physical Silver Trust

Financial Services
-8.57K
- 19.1%
$12.24 - $15.73 $105K - $135K
36.3K $569K
SJNK
Spdr Bloomberg Short Term High

ETFs
-372
- 0.14%
$25.28 - $25.63 $9.4K - $9.53K
258K $6.6M
NET
Cloudflare, Inc.

Technology
-259
- 6.3%
$181.39 - $228.28 $47K - $59.1K
3.85K $826K
FTGC
First Trust Global Tactical CO

ETFs
-76
- 0.4%
$24.67 - $26.32 $1.87K - $2K
19.2K $496K
ROAD
Construction Partners, Inc.

Industrials
-142
- 7.42%
$93.43 - $136.74 $13.3K - $19.4K
1.77K $225K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-83
- 6.22%
$167.19 - $219.52 $13.9K - $18.2K
1.25K $274K
JPEM
Jp Morgan Diversified Return

ETFs
-1.08K
- 3.27%
$56.25 - $59.87 $60.9K - $64.8K
32K $1.89M
IFRA
Ishares Tr

ETFs
-180
- 2.0%
$49.77 - $52.82 $8.96K - $9.51K
8.84K $466K
TDIV
First Trust Nasdaq Technology

ETFs
-65
- 1.77%
$89.27 - $100.33 $5.8K - $6.52K
3.6K $354K
NOCT
Innovator Growth 100 Power Buf

ETFs
-161
- 1.14%
$54.27 - $56.81 $8.74K - $9.15K
14K $793K
TD
Toronto Dominion Bank

Financial Services
-13
- 0.33%
$72.55 - $79.95 $943 - $1.04K
3.91K $312K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-278
- 1.4%
$45.41 - $48.26 $12.6K - $13.4K
19.5K $931K
OZK
Bank Ozk

Financial Services
-456
- 3.66%
$47.4 - $53.14 $21.6K - $24.2K
12K $612K
ISCV
Ishares Morningstar Small Cap

ETFs
-353
- 3.65%
$61.33 - $67.87 $21.6K - $24K
9.32K $620K
RLY
Ssga Active ETF Tr

ETFs
-180
- 1.0%
$29.22 - $30.91 $5.26K - $5.56K
17.9K $552K
KEYS
Keysight Technologies, Inc.

Technology
-302
- 4.13%
$158.51 - $178.15 $47.9K - $53.8K
7.01K $1.23M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
-152
- 2.95%
$75.44 - $86.33 $11.5K - $13.1K
4.99K $424K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-741
- 1.18%
$12.46 - $13.22 $9.23K - $9.8K
62K $806K
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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