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
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.78K
- 13.83%
$166.82 - $194.23 $464K - $541K
17.3K $3.37M
SNV
Synovus Financial Corp

Financial Services
-9.02K
- 50.78%
$38.27 - $51.75 $345K - $467K
8.74K $452K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.4K
- 54.03%
$32.0 - $39.87 $333K - $415K
8.86K $352K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.08K
- 6.61%
$77.94 - $79.5 $396K - $404K
71.8K $5.71M
ETSY
Etsy Inc

Consumer Cyclical
-8.96K
- 29.92%
$40.8 - $63.88 $365K - $572K
21K $1.05M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-5.72K
- 22.21%
$78.98 - $90.1 $452K - $515K
20K $1.8M
BIIB
Biogen Inc.

Healthcare
-2.01K
- 22.3%
$113.38 - $135.49 $227K - $272K
6.99K $877K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-7.76K
- 25.89%
$45.88 - $54.4 $356K - $422K
22.2K $1.21M
HPE
Hewlett Packard Enterprise CO

Technology
-35.5K
- 46.32%
$12.51 - $20.45 $444K - $726K
41.2K $841K
KIE
Spdr S&P Insurance ETF

ETFs
-5.47K
- 27.89%
$53.63 - $61.12 $293K - $334K
14.1K $845K
WCC
Wesco International Inc

Industrials
-2.44K
- 58.1%
$132.86 - $186.1 $324K - $454K
1.76K $326K
ET
Energy Transfer LP

Energy
-16.3K
- 26.81%
$15.65 - $18.93 $256K - $309K
44.6K $809K
VTR
Ventas, Inc.

Real Estate
-2.68K
- 10.04%
$62.45 - $70.08 $167K - $188K
24K $1.51M
FAF
First American Financial Corp

Financial Services
-4.54K
- 50.43%
$54.11 - $67.0 $246K - $304K
4.46K $273K
VHT
Vanguard Health Care ETF

ETFs
-145
- 0.78%
$236.71 - $261.92 $34.3K - $38K
18.5K $4.6M
SLB
Schlumberger Limited

Energy
-579
- 1.7%
$31.95 - $42.2 $18.5K - $24.4K
33.6K $1.13M
FMC
Fmc Corp

Basic Materials
-6.47K
- 15.65%
$33.98 - $44.06 $220K - $285K
34.9K $1.46M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-7.72K
- 30.58%
$50.44 - $64.81 $389K - $500K
17.5K $1.14M
QWLD
Spdr Index Shs Fds

ETFs
-2.83K
- 21.46%
$114.78 - $134.88 $324K - $381K
10.3K $1.39M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-5.36K
- 33.09%
$47.46 - $53.19 $254K - $285K
10.8K $575K
CWS
Advisorshares Tr Advisorshares

ETFs
-5.25K
- 26.62%
$59.37 - $70.0 $311K - $367K
14.5K $1.01M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-12.6K
- 13.54%
$41.22 - $48.01 $521K - $607K
80.8K $3.88M
CLX
Clorox CO

Consumer Defensive
-754
- 11.97%
$118.01 - $148.69 $89K - $112K
5.54K $665K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-6.18K
- 33.97%
$38.16 - $46.72 $236K - $289K
12K $531K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-8.77K
- 18.56%
$29.82 - $30.19 $261K - $265K
38.5K $1.16M
IHF
Ishares Tr

ETFs
-525
- 0.84%
$46.2 - $54.6 $24.3K - $28.7K
61.7K $3M
RLY
Ssga Active ETF Tr

ETFs
-9.4K
- 34.22%
$25.82 - $29.59 $243K - $278K
18.1K $525K
NOC
Northrop Grumman Corp

Industrials
-324
- 4.86%
$456.3 - $540.39 $148K - $175K
6.34K $3.17M
MRVL
Marvell Technology, Inc.

Technology
-7.79K
- 33.73%
$49.38 - $79.97 $385K - $623K
15.3K $1.18M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.63K
- 14.75%
$53.23 - $70.65 $86.6K - $115K
9.4K $543K
RWR
Spdr Dow Jones Reit ETF

ETFs
-2.2K
- 35.77%
$86.33 - $99.71 $190K - $220K
3.96K $381K
FLS
Flowserve Corp

Industrials
-5.06K
- 37.75%
$39.49 - $53.64 $200K - $271K
8.35K $436K
PCAR
Paccar Inc

Industrials
-2.02K
- 19.45%
$86.4 - $99.09 $174K - $200K
8.35K $794K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-7.95K
- 28.91%
$25.13 - $26.07 $200K - $207K
19.5K $505K
PKG
Packaging Corp Of America

Consumer Cyclical
-845
- 18.13%
$175.97 - $201.36 $149K - $170K
3.82K $719K
AR
Antero Resources Corp

Energy
-4.83K
- 42.28%
$31.92 - $43.78 $154K - $212K
6.6K $265K
AFG
American Financial Group Inc

Financial Services
-1.39K
- 36.28%
$116.9 - $132.12 $163K - $184K
2.45K $308K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.84K
- 22.87%
$99.97 - $129.69 $183K - $238K
6.19K $644K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-263
- 2.39%
$57.26 - $78.92 $15.1K - $20.8K
10.8K $623K
PFG
Principal Financial Group Inc

Financial Services
-1.87K
- 20.26%
$69.56 - $86.19 $130K - $161K
7.36K $584K
BRKR
Bruker Corp

Healthcare
-4.2K
- 25.1%
$35.5 - $42.18 $149K - $177K
12.5K $516K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-6.34K
- 40.57%
$27.29 - $29.28 $173K - $186K
9.29K $272K
CHKP
Check Point Software Technologies LTD

Technology
-275
- 1.57%
$204.26 - $233.47 $56.2K - $64.2K
17.3K $3.82M
CMI
Cummins Inc

Industrials
-1.34K
- 7.21%
$267.12 - $336.65 $357K - $450K
17.2K $5.63M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.56K
- 43.99%
$41.45 - $54.46 $189K - $248K
5.8K $302K
UHS
Universal Health Services Inc

Healthcare
-776
- 17.73%
$157.05 - $197.94 $122K - $154K
3.6K $652K
CVS
Cvs Health Corp

Healthcare
-3.14K
- 7.35%
$60.04 - $70.18 $188K - $220K
39.5K $2.73M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-19.8K
- 19.06%
$11.71 - $19.37 $232K - $384K
84.2K $1.35M
BROS
Dutch Bros Inc.

Consumer Cyclical
-2.87K
- 49.24%
$51.37 - $73.72 $147K - $211K
2.95K $201K
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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