Merit Financial Group, LLC Reduced Holdings in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-7.16K
- 31.84%
$44.39 - $50.29 $318K - $360K
15.3K $745K
BWA
Borgwarner Inc

Consumer Cyclical
-7.54K
- 41.45%
$27.78 - $32.9 $210K - $248K
10.7K $305K
SOFI
So Fi Technologies, Inc.

Financial Services
-12.9K
- 41.34%
$11.18 - $18.03 $144K - $232K
18.3K $216K
PID
Invesco Exchange Traded Fd Tr

ETFs
-14.7K
- 27.72%
N/A
38.4K $685K
ALG
Alamo Group Inc

Industrials
-1.27K
- 20.18%
$172.9 - $190.49 $219K - $241K
5K $904K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.28K
- 33.1%
$37.9 - $43.9 $200K - $232K
10.7K $410K
IWS
Ishares Russell Midcap Value E

ETFs
-1.34K
- 6.34%
$122.59 - $135.24 $165K - $181K
19.8K $2.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.57K
- 13.7%
$114.57 - $118.14 $294K - $303K
16.2K $1.91M
USB
Us Bancorp \De\

Financial Services
-1.43K
- 4.11%
$40.92 - $50.9 $58.7K - $73K
33.4K $1.41M
IEP
Icahn Enterprises L.P.

Industrials
-28.3K
- 71.39%
$8.87 - $10.43 $251K - $295K
11.3K $102K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-2.41K
- 6.17%
$93.32 - $95.35 $225K - $229K
36.6K $3.42M
CACI
Caci International Inc

Technology
-520
- 42.83%
N/A
694 $296K
POWL
Powell Industries Inc

Industrials
-8
- 0.16%
$155.56 - $311.38 $1.24K - $2.49K
4.91K $868K
USTB
Victory Portfolios Ii Victorys

ETFs
-4.64K
- 8.49%
$50.08 - $50.71 $232K - $235K
50K $2.53M
URA
Global X Uranium ETF

ETFs
-694
- 1.41%
$22.92 - $30.98 $15.9K - $21.5K
48.4K $1.12M
EPI
Wisdomtree Tr India Earnings F

ETFs
-3.46K
- 13.95%
$40.08 - $45.85 $138K - $158K
21.3K $926K
UTHR
United Therapeutics Corp

Healthcare
-120
- 3.47%
$304.42 - $380.78 $36.5K - $45.7K
3.34K $1.03M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.05K
- 6.52%
$36.63 - $37.45 $185K - $189K
72.4K $2.66M
ISCV
Ishares Morningstar Small Cap

ETFs
-2.29K
- 19.97%
$58.11 - $66.0 $133K - $151K
9.17K $542K
DVY
Ishares Tr

ETFs
-1.42K
- 33.44%
$128.58 - $138.1 $182K - $196K
2.82K $374K
ET
Energy Transfer LP

Energy
-6.02K
- 8.98%
$17.26 - $21.08 $104K - $127K
61K $1.13M
EMGF
Ishares Msci Emerging Markets

ETFs
-4.31K
- 28.06%
$44.18 - $48.23 $190K - $208K
11K $517K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-13.6K
- 11.37%
$28.25 - $31.5 $383K - $427K
106K $3.2M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-11.9K
- 20.03%
$14.03 - $14.65 $167K - $174K
47.5K $675K
DOCU
Docusign, Inc.

Technology
-184
- 0.99%
$74.7 - $97.7 $13.7K - $18K
18.3K $1.49M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-7.28K
- 20.94%
$25.06 - $25.98 $183K - $189K
27.5K $709K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-5.9K
- 27.39%
$28.55 - $29.09 $168K - $172K
15.6K $450K
ICLN
Ishares

ETFs
-15.3K
- 20.78%
$10.94 - $11.86 $168K - $182K
58.4K $673K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-480
- 1.58%
$51.45 - $58.51 $24.7K - $28.1K
30K $1.55M
APO
Apollo Global Management, Inc.

Financial Services
-719
- 31.06%
$126.01 - $172.06 $90.6K - $124K
1.6K $218K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.91K
- 7.26%
$71.9 - $77.57 $137K - $148K
24.4K $1.79M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.09K
- 42.57%
N/A
6.87K $216K
SKYY
First Trust Cloud Computing Et

ETFs
-618
- 10.98%
$102.23 - $131.18 $63.2K - $81.1K
5.01K $518K
IGHG
Proshares Investment Grade Int

ETFs
-1.6K
- 6.57%
$76.51 - $78.81 $122K - $126K
22.7K $1.75M
ISCG
Ishares Morningstar Small Cap

ETFs
-2.33K
- 32.06%
$44.44 - $52.05 $104K - $121K
4.94K $222K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.27K
- 11.12%
$106.46 - $114.75 $135K - $146K
10.1K $1.12M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-17.8K
- 50.96%
$9.19 - $12.93 $164K - $230K
17.1K $191K
ROK
Rockwell Automation, Inc

Industrials
-219
- 7.96%
$255.29 - $303.75 $55.9K - $66.5K
2.53K $654K
CDW
Cdw Corp

Technology
-463
- 11.31%
$160.26 - $206.13 $74.2K - $95.4K
3.63K $581K
TTEK
Tetra Tech Inc

Industrials
-1.07K
- 11.77%
$28.26 - $42.58 $30.2K - $45.4K
8K $233K
PPG
Ppg Industries Inc

Basic Materials
-597
- 10.28%
$107.44 - $124.29 $64.1K - $74.2K
5.21K $570K
XLP
Consumer Staples Sector Spdr

ETFs
-1.61K
- 6.78%
N/A
22.2K $1.68M
RMD
Resmed Inc

Healthcare
-476
- 23.67%
$219.7 - $257.65 $105K - $123K
1.54K $337K
DLR
Digital Realty Trust, Inc.

Real Estate
-67
- 2.08%
$142.1 - $183.56 $9.52K - $12.3K
3.15K $451K
RY
Royal Bank Of Canada

Financial Services
-430
- 4.97%
$108.81 - $123.4 $46.8K - $53.1K
8.22K $925K
TAXF
American Centy ETF Tr Diversif

ETFs
-1.98K
- 19.0%
$49.19 - $50.86 $97.2K - $100K
8.43K $416K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-494
- 9.4%
$157.71 - $180.77 $77.9K - $89.3K
4.76K $770K
IGV
Ishares Expanded Tech Software

ETFs
-200
- 2.51%
$88.3 - $107.83 $17.7K - $21.6K
7.77K $697K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-2.59K
- 15.23%
$31.97 - $34.34 $82.7K - $88.8K
14.4K $464K
Activity Summary
Buys All Purchases 1128 New Holdings 303 Increased Positions 825 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 1 Puts 0
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