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
WMB
Williams Companies, Inc.

Energy
-15.2K
- 14.36%
$56.52 - $64.01 $861K - $976K
90.9K $5.76M
VGIT
Vanguard Intermediate Term Tre

ETFs
-15.3K
- 20.48%
$58.97 - $60.36 $903K - $924K
59.4K $3.57M
NOW
Service Now, Inc.

Technology
-240
- 3.83%
$850.86 - $1044.69 $204K - $251K
6.03K $5.55M
PSA
Public Storage

Real Estate
-2.85K
- 21.65%
$271.94 - $298.09 $774K - $848K
10.3K $2.98M
IBB
Ishares Biotechnology ETF

ETFs
-7.8K
- 52.98%
$127.63 - $144.37 $995K - $1.13M
6.92K $998K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.18K
- 28.63%
$181.56 - $190.33 $940K - $986K
12.9K $2.45M
MCHI
Ishares Msci China ETF

ETFs
-16.5K
- 67.24%
$54.58 - $65.85 $900K - $1.09M
8.03K $528K
SBUX
Starbucks Corp

Consumer Cyclical
-2.81K
- 3.41%
$81.9 - $96.86 $230K - $272K
79.4K $6.72M
KRE
Spdr S&P Regional Banking ETF

ETFs
-14.1K
- 73.17%
$58.82 - $66.17 $828K - $932K
5.16K $326K
CME
Cme Group Inc.

Financial Services
-2.68K
- 16.93%
$258.83 - $287.1 $693K - $769K
13.1K $3.55M
CTAS
Cintas Corp

Industrials
-2.61K
- 18.03%
$199.29 - $226.27 $520K - $590K
11.9K $2.43M
FIS
Fidelity National Information Services, Inc.

Technology
-2.91K
- 7.75%
$63.37 - $82.35 $184K - $239K
34.6K $2.28M
EPI
Wisdomtree Tr India Earnings F

ETFs
-15.8K
- 71.84%
$43.79 - $47.63 $692K - $753K
6.2K $273K
MKTX
Marketaxess Holdings Inc

Financial Services
-2.84K
- 54.4%
$174.25 - $223.11 $495K - $634K
2.38K $414K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-16.9K
- 46.57%
$44.34 - $45.94 $749K - $776K
19.4K $884K
FMC
Fmc Corp

Basic Materials
-13.8K
- 39.6%
$33.15 - $44.45 $458K - $614K
21.1K $708K
AVEM
American Centy ETF Tr Avantis

ETFs
-24.7K
- 14.4%
$68.33 - $75.41 $1.69M - $1.86M
147K $11M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-6.67K
- 65.54%
$112.94 - $129.99 $754K - $867K
3.51K $449K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-5.76K
- 76.35%
$121.81 - $137.24 $702K - $791K
1.79K $235K
QWLD
Spdr Index Shs Fds

ETFs
-5.41K
- 52.35%
$132.92 - $140.43 $720K - $760K
4.93K $691K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-16.1K
- 68.93%
$43.83 - $45.64 $706K - $735K
7.26K $331K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19.1K
- 14.22%
$63.41 - $69.69 $1.21M - $1.33M
115K $7.89M
AMCR
Amcor PLC

Consumer Cyclical
-65.5K
- 60.32%
$7.97 - $9.94 $522K - $651K
43.1K $352K
SBAC
Sba Communications Corp

Real Estate
-2.23K
- 47.38%
$191.35 - $239.35 $427K - $534K
2.48K $478K
ADP
Automatic Data Processing Inc

Industrials
-1.06K
- 5.21%
$288.69 - $310.94 $305K - $328K
19.2K $5.64M
CMCSA
Comcast Corp

Communication Services
-3.15K
- 2.63%
$31.41 - $36.33 $98.8K - $114K
117K $3.66M
URA
Global X Uranium ETF

ETFs
-21K
- 45.87%
$36.45 - $50.4 $767K - $1.06M
24.8K $1.18M
EQT
Eqt Corp

Energy
-9.4K
- 46.96%
$49.19 - $59.19 $462K - $556K
10.6K $577K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-17.6K
- 46.17%
$33.26 - $34.01 $586K - $599K
20.5K $695K
VCIT
Vanguard Intermediate Term Cor

ETFs
-8K
- 10.34%
$81.75 - $84.54 $654K - $676K
69.4K $5.83M
AMP
Ameriprise Financial Inc

Financial Services
-677
- 11.71%
$486.13 - $544.55 $329K - $369K
5.11K $2.51M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-44.6K
- 11.09%
$42.26 - $47.16 $1.89M - $2.1M
358K $16.6M
ZTS
Zoetis Inc.

Healthcare
-2.54K
- 12.97%
$141.13 - $159.19 $359K - $405K
17.1K $2.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3K
- 4.09%
$60.9 - $70.75 $183K - $212K
70.2K $4.39M
PATH
Ui Path, Inc.

Technology
-44K
- 58.45%
$10.44 - $13.38 $459K - $588K
31.3K $418K
HLN
Haleon PLC

Healthcare
-46.5K
- 54.95%
$8.72 - $10.35 $406K - $482K
38.2K $342K
RGA
Reinsurance Group Of America Inc

Financial Services
-2.57K
- 37.09%
$177.1 - $199.23 $454K - $511K
4.35K $835K
CGGO
Capital Group Global Growth Eq

ETFs
-23.5K
- 18.92%
$31.71 - $34.17 $744K - $802K
101K $3.44M
RGLD
Royal Gold Inc

Basic Materials
-3.87K
- 34.09%
$151.42 - $200.58 $586K - $776K
7.48K $1.5M
PULS
Pgim ETF Tr

ETFs
-10.2K
- 58.56%
$49.58 - $49.83 $505K - $508K
7.21K $359K
WING
Wingstop Inc.

Consumer Cyclical
-736
- 19.99%
$247.44 - $377.34 $182K - $278K
2.95K $741K
SNPS
Synopsys Inc

Technology
-258
- 1.35%
$387.78 - $645.35 $100K - $167K
18.8K $9.28M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-16.2K
- 42.01%
$30.02 - $30.29 $485K - $489K
22.3K $675K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.49K
- 13.83%
$87.29 - $93.61 $654K - $701K
46.7K $4.36M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-19.6K
- 16.3%
$25.21 - $25.99 $495K - $511K
101K $2.61M
MNST
Monster Beverage Corp

Consumer Defensive
-9.63K
- 26.06%
$58.65 - $67.31 $565K - $648K
27.3K $1.84M
GTO
Invesco Actively Managed ETF T

ETFs
-10.3K
- 39.67%
$46.43 - $47.91 $479K - $494K
15.7K $745K
MSCI
Msci Inc.

Financial Services
-695
- 9.32%
$526.48 - $588.0 $366K - $409K
6.76K $3.84M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.6K
- 42.55%
$93.1 - $110.49 $335K - $398K
4.87K $453K
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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