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
WRB
Berkley W R Corp

Financial Services
-383
- 2.03%
$67.78 - $76.62 $26K - $29.3K
18.5K $1.42M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-2.21K
- 2.52%
$8.8 - $9.5 $19.5K - $21K
85.6K $809K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-425
- 4.4%
$567.09 - $607.37 $241K - $258K
9.24K $5.51M
A
Agilent Technologies, Inc.

Healthcare
-960
- 6.4%
$112.04 - $128.75 $108K - $124K
14K $1.8M
BOTZ
Global X Fds

ETFs
-1.92K
- 5.32%
$32.14 - $35.96 $61.5K - $68.9K
34.1K $1.21M
AIQ
Global X Funds Global X Artifi

ETFs
-84
- 1.29%
$43.2 - $49.66 $3.63K - $4.17K
6.42K $317K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-12
- 1.22%
$241.95 - $303.82 $2.9K - $3.65K
970 $271K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-6.62K
- 4.2%
$59.61 - $63.09 $395K - $418K
151K $9.51M
UHS
Universal Health Services Inc

Healthcare
-236
- 6.56%
$154.95 - $204.44 $36.6K - $48.2K
3.36K $687K
BXP
Boston Properties Inc

Real Estate
-310
- 3.49%
$62.11 - $78.93 $19.3K - $24.5K
8.58K $637K
AES
Aes Corp

Utilities
-2.34K
- 8.85%
$10.77 - $13.94 $25.2K - $32.6K
24.1K $317K
ICLN
Ishares

ETFs
-6.01K
- 10.81%
$13.22 - $15.48 $79.5K - $93.1K
49.6K $767K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-892
- 1.5%
$34.97 - $37.43 $31.2K - $33.4K
58.6K $2.18M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-738
- 1.6%
$70.77 - $73.59 $52.2K - $54.3K
45.3K $3.32M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2
- 0.01%
$116.29 - $120.92 $233 - $242
30.3K $3.63M
CASY
Caseys General Stores Inc

Consumer Cyclical
-18
- 1.87%
$494.52 - $565.32 $8.9K - $10.2K
947 $535K
ONLN
Proshares Tr Online Retail ETF

ETFs
-347
- 5.35%
$51.2 - $61.6 $17.8K - $21.4K
6.14K $372K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.91K
- 6.14%
$33.13 - $36.31 $96.2K - $105K
44.4K $1.61M
AMSC
American Superconductor Corp

Industrials
-18K
- 36.16%
$35.98 - $64.63 $649K - $1.17M
31.9K $1.87M
AFG
American Financial Group Inc

Financial Services
-10
- 0.41%
$122.42 - $145.72 $1.22K - $1.46K
2.44K $354K
CINF
Cincinnati Financial Corp

Financial Services
-168
- 2.13%
$145.8 - $158.1 $24.5K - $26.6K
7.73K $1.22M
ALB
Albemarle Corp

Basic Materials
-492
- 10.54%
$62.9 - $88.1 $30.9K - $43.3K
4.18K $338K
VDE
Vanguard Energy ETF

ETFs
-38
- 0.45%
$118.37 - $129.65 $4.5K - $4.93K
8.48K $1.07M
USB
Us Bancorp \De\

Financial Services
-2.52K
- 4.52%
$43.94 - $50.41 $111K - $127K
53.2K $2.57M
IXN
Ishares Global Information Tec

ETFs
-637
- 6.04%
$91.28 - $103.32 $58.1K - $65.8K
9.9K $1.02M
RJF
Raymond James Financial Inc

Financial Services
-176
- 4.22%
$154.64 - $176.43 $27.2K - $31.1K
4K $690K
PEGA
Pegasystems Inc

Technology
-195
- 1.07%
$49.75 - $60.39 $9.7K - $11.8K
18.1K $1.04M
TRMB
Trimble Inc.

Technology
-134
- 1.2%
$76.46 - $85.24 $10.2K - $11.4K
11K $897K
MUR
Murphy Oil Corp

Energy
-463
- 4.22%
$22.13 - $30.03 $10.2K - $13.9K
10.5K $298K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-62
- 0.64%
$35.43 - $43.53 $2.2K - $2.7K
9.69K $398K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-263
- 0.2%
$15.5 - $16.01 $4.08K - $4.21K
131K $2.08M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-334
- 12.14%
$101.96 - $132.43 $34.1K - $44.2K
2.42K $310K
HUM
Humana Inc

Healthcare
-93
- 1.9%
$220.41 - $312.0 $20.5K - $29K
4.81K $1.25M
SIMO
Silicon Motion Technology Corp

Technology
-204
- 5.45%
$71.17 - $95.06 $14.5K - $19.4K
3.54K $335K
EEM
Ishares Msci Emerging Markets

ETFs
-2.36K
- 6.52%
$48.07 - $53.4 $114K - $126K
33.9K $1.81M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-303
- 1.5%
$24.02 - $27.91 $7.28K - $8.46K
20K $557K
PDI
Pimco Dynamic Income Fund

Financial Services
-62
- 0.08%
$18.85 - $20.07 $1.17K - $1.24K
77.3K $1.53M
NVT
N Vent Electric PLC

Industrials
-288
- 7.82%
$72.16 - $100.25 $20.8K - $28.9K
3.4K $334K
HDV
Ishares Core High Dividend ETF

ETFs
-1.38K
- 3.1%
$118.16 - $123.66 $162K - $170K
43K $5.27M
LEN
Lennar Corp

Consumer Cyclical
-240
- 3.85%
$107.73 - $142.4 $25.9K - $34.2K
6K $755K
HAL
Halliburton CO

Energy
-7.86K
- 12.66%
$20.5 - $25.11 $161K - $197K
54.2K $1.33M
WTW
Willis Towers Watson PLC

Financial Services
-20
- 1.0%
$301.83 - $345.45 $6.04K - $6.91K
1.98K $683K
CRUS
Cirrus Logic, Inc.

Technology
-349
- 6.31%
$97.25 - $127.45 $33.9K - $44.5K
5.18K $649K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.11K
- 4.37%
$51.78 - $57.89 $57.6K - $64.4K
24.3K $1.4M
COP
Conocophillips

Energy
-2.38K
- 3.84%
$91.0 - $98.99 $216K - $235K
59.5K $5.63M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-476
- 1.48%
$87.05 - $93.19 $41.4K - $44.4K
31.6K $2.94M
BMO
Bank Of Montreal

Financial Services
-123
- 2.59%
$110.44 - $130.66 $13.6K - $16.1K
4.63K $603K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-1.55K
- 7.36%
$17.42 - $28.65 $27K - $44.5K
19.5K $442K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-52
- 0.15%
$29.8 - $32.29 $1.55K - $1.68K
33.9K $1.09M
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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