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
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-12.7K
- 41.04%
$25.09 - $33.65 $319K - $427K
18.2K $469K
GDDY
Go Daddy Inc.

Technology
-1.43K
- 24.38%
$133.35 - $178.59 $190K - $255K
4.43K $605K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-10.2K
- 20.79%
$61.93 - $68.12 $634K - $698K
39K $2.63M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.77K
- 19.78%
$92.26 - $97.51 $532K - $562K
23.4K $2.26M
AVUV
American Centy ETF Tr Avantis

ETFs
-6.07K
- 28.53%
$90.37 - $102.12 $548K - $619K
15.2K $1.51M
CL
Colgate Palmolive CO

Consumer Defensive
-506
- 1.48%
$79.36 - $93.33 $40.2K - $47.2K
33.8K $2.7M
XLF
Financial Sector Spdr

ETFs
-14.5K
- 5.91%
$51.37 - $54.25 $743K - $785K
230K $12.4M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5.47K
- 15.62%
$25.5 - $35.2 $140K - $193K
29.6K $753K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-173
- 2.76%
$366.54 - $479.53 $63.4K - $83K
6.09K $2.38M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.07K
- 16.2%
$184.73 - $220.27 $197K - $235K
5.51K $1.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.08K
- 5.77%
$78.11 - $79.07 $397K - $402K
83K $6.55M
ACGL
Arch Capital Group Ltd.

Financial Services
-4.08K
- 34.94%
$85.61 - $93.54 $349K - $382K
7.6K $689K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2K
- 8.61%
$282.75 - $294.19 $567K - $590K
21.3K $6.25M
GFL
Gfl Environmental Inc.

Industrials
-4.98K
- 11.66%
$45.97 - $51.03 $229K - $254K
37.8K $1.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.18K
- 46.32%
$159.87 - $247.68 $188K - $291K
1.36K $242K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-6.09K
- 7.58%
$187.97 - $199.47 $1.15M - $1.22M
74.3K $14.8M
HRL
Hormel Foods Corp

Consumer Defensive
-9.53K
- 51.86%
$24.31 - $31.54 $232K - $300K
8.84K $218K
KIE
Spdr S&P Insurance ETF

ETFs
-5.53K
- 39.1%
$55.71 - $59.62 $308K - $330K
8.62K $511K
HYD
Vaneck High Yield Muni ETF

ETFs
-7.87K
- 6.31%
$48.85 - $50.94 $384K - $401K
117K $5.95M
FDS
Factset Research Systems Inc

Financial Services
-12
- 0.63%
$283.86 - $450.3 $3.41K - $5.4K
1.9K $544K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6.02K
- 43.34%
$46.51 - $50.07 $280K - $301K
7.86K $369K
ICE
Intercontinental Exchange, Inc.

Financial Services
-291
- 1.68%
$167.28 - $188.45 $48.7K - $54.8K
17K $2.87M
LRN
Stride, Inc.

Consumer Defensive
-2.9K
- 8.86%
$128.23 - $169.81 $372K - $493K
29.8K $4.44M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-7.5K
- 19.16%
$50.02 - $53.28 $375K - $400K
31.6K $1.66M
DOCU
Docusign, Inc.

Technology
-2.72K
- 14.87%
$67.14 - $85.01 $182K - $231K
15.5K $1.12M
TNET
Trinet Group, Inc.

Industrials
-3.48K
- 31.35%
$62.83 - $75.19 $218K - $261K
7.61K $509K
XRAY
Dentsply Sirona Inc.

Healthcare
-9.29K
- 16.26%
$12.37 - $16.85 $115K - $156K
47.8K $606K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.11K
- 11.22%
$57.1 - $70.52 $120K - $149K
16.7K $993K
FOX
Fox Corp Cl B (De)

Communication Services
-6.83K
- 40.15%
$49.06 - $57.29 $335K - $392K
10.2K $583K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.36K
- 9.69%
$84.28 - $89.46 $704K - $748K
77.9K $6.93M
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 0.83%
$2292.04 - $2514.05 $18.3K - $20.1K
961 $2.25M
PGR
Progressive Corp

Financial Services
-228
- 2.01%
$238.61 - $264.3 $54.4K - $60.3K
11.1K $2.75M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-3.13K
- 33.77%
$107.15 - $118.05 $335K - $369K
6.13K $723K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.62K
- 3.52%
$50.52 - $50.75 $284K - $285K
154K $7.8M
GWW
W.W. Grainger, Inc.

Industrials
-152
- 10.01%
$932.44 - $1059.49 $142K - $161K
1.37K $1.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-21.4K
- 9.79%
$39.84 - $43.15 $851K - $921K
197K $8.45M
WBS
Webster Financial Corp

Financial Services
-5.72K
- 41.8%
$55.19 - $62.92 $316K - $360K
7.96K $473K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.3K
- 22.71%
$117.65 - $120.08 $271K - $277K
7.84K $936K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-11K
- 25.68%
$24.69 - $25.26 $271K - $277K
31.7K $797K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.71K
- 5.16%
$78.96 - $80.04 $293K - $297K
68.1K $5.44M
BGB
Blackstone Strategic Credit Fund

Financial Services
-22.6K
- 11.28%
$12.07 - $12.6 $273K - $285K
178K $2.16M
SAIC
Science Applications International Corp

Technology
-1.74K
- 25.31%
$97.2 - $120.6 $169K - $210K
5.14K $510K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2K
- 21.37%
$84.43 - $97.93 $169K - $196K
7.35K $623K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.71K
- 1.68%
$32.23 - $37.41 $55K - $63.8K
99.6K $3.5M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-14.8K
- 26.51%
$18.82 - $19.8 $278K - $292K
40.9K $794K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-4.98K
- 46.02%
$52.86 - $55.4 $263K - $276K
5.85K $322K
VXF
Vanguard Extended Market ETF

ETFs
-3.98K
- 11.33%
$193.58 - $213.07 $770K - $848K
31.1K $6.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.96K
- 21.04%
$85.01 - $90.35 $251K - $267K
11.1K $991K
FCX
Freeport Mcmoran Inc

Basic Materials
-420
- 0.76%
$35.34 - $47.21 $14.8K - $19.8K
54.7K $2.14M
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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