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
IDXX
Idexx Laboratories Inc

Healthcare
-3
- 0.1%
$514.61 - $682.78 $1.54K - $2.05K
3.08K $1.97M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.29K
- 4.52%
$42.67 - $46.91 $311K - $342K
154K $7.2M
ETSY
Etsy Inc

Consumer Cyclical
-227
- 1.08%
$51.36 - $74.34 $11.7K - $16.9K
20.8K $1.38M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.26K
- 1.93%
$68.24 - $73.73 $154K - $167K
115K $8.43M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.35K
- 1.13%
$64.12 - $68.08 $86.7K - $92K
118K $8.04M
MDB
Mongo Db, Inc.

Technology
-65
- 1.49%
$201.0 - $334.87 $13.1K - $21.8K
4.3K $1.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-291
- 0.3%
$79.76 - $85.78 $23.2K - $25K
97.1K $8.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-8.85K
- 5.22%
$195.41 - $212.37 $1.73M - $1.88M
161K $33.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 1.26%
$98.53 - $107.1 $115K - $125K
90.8K $9.53M
VV
Vanguard Large Cap ETF

ETFs
-307
- 1.16%
$285.05 - $309.14 $87.5K - $94.9K
26.2K $8.06M
ETN
Eaton Corp PLC

Industrials
-43
- 0.14%
$342.99 - $392.76 $14.7K - $16.9K
31.3K $11.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.84K
- 5.0%
$276.51 - $305.12 $1.34M - $1.48M
92K $27.4M
BFC
Bank First Corp

Financial Services
-579
- 0.33%
$115.55 - $132.29 $66.9K - $76.6K
177K $21.5M
LYFT
Lyft, Inc.

Technology
-6.29K
- 5.08%
$13.41 - $22.93 $84.4K - $144K
118K $2.59M
IDCC
Inter Digital, Inc.

Communication Services
-447
- 6.32%
$221.35 - $349.23 $98.9K - $156K
6.62K $2.29M
SOXL
Direxion Daily Semiconductor B

ETFs
-5.73K
- 6.08%
$23.99 - $34.84 $137K - $200K
88.5K $3.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.65K
- 1.78%
$49.43 - $54.52 $180K - $199K
202K $10.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-333
- 2.8%
$404.94 - $499.99 $135K - $166K
11.6K $5.61M
UNH
Unitedhealth Group Inc

Healthcare
-202
- 0.78%
$237.77 - $353.61 $48K - $71.4K
25.7K $8.88M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-127K
- 8.27%
$148.97 - $165.88 $19M - $21.1M
1.41M $232M
MS
Morgan Stanley

Financial Services
-1.55K
- 2.19%
$139.09 - $161.16 $215K - $249K
69.2K $11M
SIVR
Abrdn Silver ETF Trust

ETFs
-5.64K
- 4.12%
$34.34 - $44.62 $194K - $252K
131K $5.84M
KLAC
Kla Corp

Technology
-225
- 2.87%
$843.9 - $1078.6 $190K - $243K
7.63K $8.23M
HOOD
Robinhood Markets, Inc.

Technology
-1.14K
- 3.69%
$91.27 - $143.18 $104K - $164K
29.8K $4.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.55K
- 4.43%
$617.65 - $666.84 $2.19M - $2.37M
76.5K $51M
SPYG
Spdr Portfolio

ETFs
-31.1K
- 5.92%
$94.33 - $105.31 $2.93M - $3.27M
494K $51.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.7K
- 1.92%
$72.65 - $78.68 $632K - $685K
445K $34.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-210
- 0.49%
$275.84 - $326.36 $57.9K - $68.5K
42.3K $13.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-293
- 0.55%
$393.18 - $439.39 $115K - $129K
53.4K $23.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.2K
- 1.41%
$243.93 - $275.62 $292K - $330K
84.1K $23M
RTX
Raytheon Technologies Corp

Industrials
-118
- 0.11%
$144.19 - $167.33 $17K - $19.7K
105K $17.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-82.7K
- 4.32%
$28.92 - $32.19 $2.39M - $2.66M
1.83M $58.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.34K
- 1.78%
$567.77 - $614.76 $3.03M - $3.28M
295K $180M
VUG
Vanguard Growth ETF

ETFs
-6.58K
- 0.8%
$433.97 - $484.08 $2.85M - $3.18M
811K $389M
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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