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
MCHP
Microchip Technology Inc

Technology
-949
- 3.22%
$60.95 - $75.26 $57.8K - $71.4K
28.5K $1.83M
INVH
Invitation Homes Inc.

Real Estate
-4.95K
- 18.15%
$28.9 - $32.78 $143K - $162K
22.3K $654K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.25K
- 6.19%
$136.48 - $142.97 $444K - $465K
49.3K $6.9M
TT
Trane Technologies PLC

Industrials
-259
- 3.42%
$398.96 - $472.54 $103K - $122K
7.31K $3.09M
BNDX
Vanguard Total International B

ETFs
-4.47K
- 5.12%
$49.0 - $49.51 $219K - $221K
82.7K $4.09M
CDW
Cdw Corp

Technology
-871
- 19.7%
$156.97 - $182.84 $137K - $159K
3.55K $565K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-8.44K
- 44.78%
$17.45 - $22.74 $147K - $192K
10.4K $182K
VHT
Vanguard Health Care ETF

ETFs
-1.66K
- 8.94%
$239.12 - $259.95 $396K - $430K
16.9K $4.38M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.54K
- 15.51%
$109.47 - $119.06 $388K - $421K
19.3K $2.28M
CAH
Cardinal Health Inc

Healthcare
-637
- 5.92%
$146.04 - $167.63 $93K - $107K
10.1K $1.59M
ALG
Alamo Group Inc

Industrials
-456
- 9.83%
$190.43 - $232.42 $86.8K - $106K
4.19K $798K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-41.7K
- 8.97%
$24.46 - $26.5 $1.02M - $1.1M
423K $11.2M
PAYC
Paycom Software, Inc.

Technology
-62
- 0.73%
$208.14 - $238.8 $12.9K - $14.8K
8.47K $1.76M
SRLN
Ssga Active Trust

ETFs
-4.98K
- 2.22%
$41.28 - $41.65 $205K - $207K
219K $9.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10K
- 4.08%
$20.84 - $21.03 $209K - $211K
236K $4.94M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-13.8K
- 30.13%
$14.01 - $14.33 $193K - $198K
32K $447K
PEN
Penumbra Inc

Healthcare
-785
- 47.52%
$227.15 - $287.09 $178K - $225K
867 $219K
WDAY
Workday, Inc.

Technology
-855
- 15.76%
$213.69 - $247.69 $183K - $212K
4.57K $1.1M
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.88K
- 20.75%
$53.69 - $57.31 $262K - $280K
18.6K $1.07M
INDA
Ishares Msci India Index Fund

ETFs
-3.1K
- 30.25%
$51.98 - $55.84 $161K - $173K
7.16K $372K
BALT
Innovator Etfs Tr
-8.78K
- 7.3%
$32.11 - $32.82 $282K - $288K
111K $3.66M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.46K
- 8.61%
$164.63 - $174.58 $569K - $604K
36.7K $6.41M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.29K
- 17.79%
$41.91 - $44.87 $264K - $282K
29.1K $1.3M
FICO
Fair Isaac Corp

Technology
-31
- 6.95%
$1311.26 - $1869.83 $40.6K - $58K
415 $621K
AVY
Avery Dennison Corp

Industrials
-855
- 21.31%
$158.71 - $184.63 $136K - $158K
3.16K $511K
TTD
Trade Desk, Inc.

Technology
-735
- 10.94%
$43.93 - $89.76 $32.3K - $66K
5.98K $293K
STZ
Constellation Brands, Inc.

Consumer Defensive
-611
- 15.94%
$131.78 - $176.09 $80.5K - $108K
3.22K $433K
IGHG
Proshares Investment Grade Int

ETFs
-2.45K
- 46.73%
$78.05 - $79.18 $191K - $194K
2.79K $220K
DOW
Dow Inc.

Basic Materials
-2K
- 5.29%
$20.87 - $30.37 $41.8K - $60.8K
35.9K $822K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-33.4K
- 7.81%
$10.62 - $11.43 $354K - $381K
394K $4.49M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.96K
- 25.5%
$29.2 - $32.74 $233K - $261K
23.3K $740K
KMB
Kimberly Clark Corp

Consumer Defensive
-644
- 3.12%
$121.72 - $136.77 $78.4K - $88.1K
20K $2.49M
ONON
On Holding Ag

Consumer Cyclical
-1.55K
- 13.92%
$42.35 - $54.36 $65.5K - $84.1K
9.57K $405K
LKQ
Lkq Corp

Consumer Cyclical
-871
- 3.85%
$29.24 - $39.21 $25.5K - $34.2K
21.7K $663K
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.71K
- 25.6%
$80.91 - $98.75 $138K - $168K
4.96K $444K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.74K
- 18.46%
$48.34 - $67.22 $83.9K - $117K
7.67K $375K
DXCM
Dexcom Inc

Healthcare
-490
- 7.59%
$66.46 - $89.53 $32.6K - $43.9K
5.96K $401K
ASH
Ashland Global Holdings Inc

Basic Materials
-2.35K
- 11.33%
$47.62 - $56.6 $112K - $133K
18.4K $880K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-664
- 11.5%
$107.28 - $125.1 $71.2K - $83.1K
5.11K $554K
ZI
Zoom Info Technologies Inc.

Technology
-15.5K
- 28.41%
N/A
39.1K $396K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.17K
- 22.97%
$79.39 - $90.39 $251K - $286K
10.6K $941K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-8.3K
- 15.28%
$21.15 - $22.45 $176K - $186K
46K $1.03M
BAX
Baxter International Inc

Healthcare
-1.73K
- 11.44%
$21.71 - $31.23 $37.5K - $54K
13.4K $304K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.07K
- 2.78%
$50.82 - $51.09 $156K - $157K
107K $5.48M
WCN
Waste Connections, Inc.

Industrials
-433
- 7.59%
$171.32 - $191.84 $74.2K - $83.1K
5.28K $927K
XCEM
Columbia ETF Tr Ii

ETFs
-5.88K
- 16.03%
$33.85 - $36.86 $199K - $217K
30.8K $1.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
-810
- 10.64%
$85.84 - $99.09 $69.5K - $80.3K
6.81K $596K
BR
Broadridge Financial Solutions, Inc.

Technology
-332
- 2.9%
$233.75 - $266.89 $77.6K - $88.6K
11.1K $2.64M
TOST
Toast, Inc.

Technology
-1.95K
- 24.45%
$36.51 - $49.3 $71.2K - $96.2K
6.03K $220K
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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