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
HUN
Huntsman Corp

Basic Materials
-40K
- 49.87%
$10.28 - $15.52 $411K - $620K
40.2K $418K
GTO
Invesco Actively Managed ETF T

ETFs
-17.6K
- 40.36%
$45.73 - $47.2 $805K - $831K
26K $1.22M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-3.42K
- 64.43%
$224.32 - $326.09 $768K - $1.12M
1.89K $616K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-60.5K
- 44.68%
$9.85 - $11.67 $596K - $706K
74.9K $842K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.17K
- 71.64%
$483.07 - $625.6 $564K - $730K
462 $242K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-21.8K
- 30.1%
$35.3 - $37.51 $769K - $818K
50.6K $1.9M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-17.4K
- 9.65%
$89.02 - $104.29 $1.55M - $1.82M
163K $17M
GRMN
Garmin LTD

Technology
-3.08K
- 24.43%
$173.63 - $218.07 $535K - $672K
9.54K $1.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.3K
- 6.83%
$51.14 - $57.0 $679K - $756K
181K $10.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.03K
- 37.29%
$116.93 - $119.39 $705K - $720K
10.1K $1.21M
CNC
Centene Corp

Healthcare
-7.89K
- 18.89%
$53.4 - $64.29 $421K - $507K
33.9K $1.84M
WEN
Wendy'S CO

Consumer Cyclical
-38.4K
- 50.39%
$11.11 - $14.72 $427K - $565K
37.8K $431K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-21K
- 35.46%
$32.62 - $33.58 $684K - $704K
38.1K $1.28M
IWS
Ishares Russell Midcap Value E

ETFs
-5.6K
- 28.25%
$110.58 - $132.14 $619K - $740K
14.2K $1.88M
VFC
V F Corp

Consumer Cyclical
-34.2K
- 66.36%
$9.74 - $16.39 $333K - $561K
17.3K $203K
IWR
Ishares Russell Mid Cap ETF

ETFs
-9.43K
- 24.44%
$74.88 - $91.97 $706K - $867K
29.2K $2.68M
MMM
3 M CO

Industrials
-4.73K
- 18.26%
$126.09 - $154.15 $596K - $729K
21.2K $3.22M
BKR
Baker Hughes CO

Energy
-11.9K
- 56.26%
$35.0 - $44.92 $418K - $536K
9.28K $355K
IFRA
Ishares Tr

ETFs
-13.5K
- 59.98%
$40.97 - $49.19 $554K - $665K
9.02K $443K
QDEL
Quidel Ortho Corp

Healthcare
-15K
- 67.87%
$24.46 - $37.42 $366K - $561K
7.09K $204K
FNF
Fidelity National Financial, Inc.

Financial Services
-7.79K
- 58.21%
$53.62 - $66.59 $418K - $519K
5.59K $313K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-4.94K
- 53.03%
$177.93 - $313.14 $880K - $1.55M
4.38K $1.37M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.01K
- 34.31%
$104.34 - $138.68 $731K - $972K
13.4K $1.86M
SF
Stifel Financial Corp

Financial Services
-6.29K
- 52.22%
$76.49 - $103.78 $481K - $653K
5.75K $597K
CFG
Citizens Financial Group Inc

Financial Services
-15.5K
- 35.02%
$34.27 - $44.75 $533K - $696K
28.8K $1.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.48K
- 28.05%
$83.97 - $92.85 $460K - $508K
14K $1.24M
IVZ
Invesco Ltd.

Financial Services
-33.4K
- 63.58%
$12.14 - $15.77 $405K - $526K
19.1K $301K
IEV
Ishares Tr Europe ETF

ETFs
-8.68K
- 64.73%
$51.8 - $64.59 $449K - $560K
4.73K $299K
WU
Western Union CO

Financial Services
-43.6K
- 77.56%
$8.37 - $10.63 $365K - $464K
12.6K $106K
WSM
Williams Sonoma Inc

Consumer Cyclical
-3.2K
- 41.73%
$137.62 - $174.44 $440K - $557K
4.46K $728K
MOH
Molina Healthcare, Inc.

Healthcare
-1.17K
- 27.91%
$290.25 - $353.24 $339K - $412K
3.01K $897K
AVUV
American Centy ETF Tr Avantis

ETFs
-6.4K
- 23.14%
$75.17 - $91.21 $481K - $584K
21.3K $1.94M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.25K
- 32.94%
$225.56 - $335.19 $281K - $418K
2.54K $603K
NWL
Newell Brands Inc.

Consumer Defensive
-70.6K
- 72.13%
$4.48 - $6.27 $316K - $443K
27.3K $147K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.17K
- 30.92%
$67.03 - $80.35 $414K - $496K
13.8K $1.1M
CRBG
Corebridge Financial, Inc.

Financial Services
-15.9K
- 60.4%
$25.41 - $35.83 $405K - $570K
10.4K $370K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-12.7K
- 37.52%
$16.36 - $23.0 $207K - $291K
21.1K $365K
HBAN
Huntington Bancshares Inc

Financial Services
-34.9K
- 45.74%
$12.49 - $16.76 $436K - $585K
41.4K $693K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-22.4K
- 28.7%
$18.11 - $18.97 $406K - $425K
55.6K $1.05M
USTB
Victory Portfolios Ii Victorys

ETFs
-8.67K
- 17.33%
$50.21 - $50.82 $435K - $441K
41.4K $2.1M
ESTC
Elastic N.V.

Technology
-4.49K
- 45.47%
$73.36 - $94.17 $330K - $423K
5.39K $454K
STLD
Steel Dynamics Inc

Basic Materials
-4.28K
- 32.64%
N/A
8.83K $866K
TSN
Tyson Foods, Inc.

Consumer Defensive
-4.96K
- 28.28%
$54.33 - $63.56 $269K - $315K
12.6K $703K
DOW
Dow Inc.

Basic Materials
-2.65K
- 6.54%
$25.81 - $34.89 $68.4K - $92.5K
37.9K $1M
IWM
Ishares Russell 2000 ETF

ETFs
-3.7K
- 14.56%
$174.82 - $215.79 $646K - $798K
21.7K $4.68M
HMOP
Hartford Fds Exchange Traded T

ETFs
-10.2K
- 11.13%
$37.54 - $38.74 $383K - $396K
81.5K $3.12M
MAN
Manpower Group Inc.

Industrials
-4.8K
- 44.47%
$38.37 - $58.77 $184K - $282K
5.99K $242K
ESI
Element Solutions Inc

Basic Materials
-16.8K
- 64.86%
$17.5 - $22.96 $294K - $385K
9.09K $205K
ZION
Zions Bancorporation, National Association

Financial Services
-8.05K
- 51.45%
$41.39 - $51.94 $333K - $418K
7.59K $394K
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
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