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
TTC
Toro CO

Industrials
-1.77K
- 10.2%
$63.51 - $77.8 $113K - $138K
15.6K $1.1M
ZBRA
Zebra Technologies Corp

Technology
-704
- 31.78%
$213.54 - $309.26 $150K - $218K
1.51K $465K
TRGP
Targa Resources Corp.

Energy
-602
- 32.77%
$157.32 - $205.72 $94.7K - $124K
1.24K $214K
ALL
Allstate Corp

Financial Services
-513
- 5.95%
$180.53 - $212.64 $92.6K - $109K
8.11K $1.63M
FIVE
Five Below, Inc

Consumer Cyclical
-4.08K
- 59.53%
$55.75 - $131.18 $228K - $536K
2.78K $364K
OSK
Oshkosh Corp

Industrials
-3.53K
- 27.04%
$79.17 - $113.62 $279K - $401K
9.52K $1.08M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.8K
- 37.7%
$144.94 - $210.94 $260K - $379K
2.97K $625K
CL
Colgate Palmolive CO

Consumer Defensive
-513
- 1.47%
$87.57 - $96.0 $44.9K - $49.2K
34.3K $3.12M
OKTA
Okta, Inc.

Technology
-1.01K
- 12.93%
$91.24 - $127.3 $92.2K - $129K
6.81K $680K
ILF
Ishares Latin America 40 ETF

ETFs
-8.63K
- 24.38%
$21.35 - $26.21 $184K - $226K
26.8K $701K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 30.07%
$98.58 - $123.6 $157K - $197K
3.7K $457K
PK
Park Hotels & Resorts Inc.

Real Estate
-10.2K
- 23.77%
$8.85 - $11.18 $90.3K - $114K
32.7K $334K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.58K
- 25.46%
$51.68 - $52.76 $133K - $136K
7.56K $398K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.68K
- 12.15%
$48.43 - $57.78 $372K - $443K
55.5K $3.21M
TNET
Trinet Group, Inc.

Industrials
-676
- 5.75%
$72.67 - $86.45 $49.1K - $58.4K
11.1K $810K
OXY
Occidental Petroleum Corp

Energy
-645
- 5.26%
$36.11 - $49.33 $23.3K - $31.8K
11.6K $487K
HAYW
Hayward Holdings, Inc.

Industrials
-8.39K
- 40.56%
$11.32 - $14.76 $95K - $124K
12.3K $169K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-4.08K
- 28.36%
$29.64 - $34.54 $121K - $141K
10.3K $356K
BGB
Blackstone Strategic Credit Fund

Financial Services
-10.3K
- 4.91%
$10.85 - $12.12 $112K - $125K
200K $2.43M
YORW
York Water CO

Utilities
-1.93K
- 13.42%
$31.6 - $36.28 $61.1K - $70.1K
12.5K $393K
IDCC
Inter Digital, Inc.

Communication Services
-1.09K
- 13.38%
$183.37 - $234.7 $200K - $256K
7.07K $1.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.42K
- 3.04%
$79.56 - $82.92 $193K - $201K
77.4K $6.42M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.36K
- 32.96%
$46.04 - $53.67 $109K - $127K
4.81K $258K
AYI
Acuity Brands Inc

Industrials
-469
- 32.32%
$223.31 - $304.18 $105K - $143K
982 $292K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-6.3K
- 11.75%
$26.66 - $33.09 $168K - $208K
47.3K $1.56M
EMGF
Ishares Msci Emerging Markets

ETFs
-2.79K
- 25.27%
$41.37 - $52.07 $116K - $145K
8.26K $429K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.93K
- 16.37%
$44.27 - $45.82 $85.3K - $88.2K
9.84K $447K
OMC
Omnicom Group Inc.

Communication Services
-11
- 0.14%
$69.22 - $79.77 $761 - $877
7.65K $550K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.52K
- 10.99%
$176.34 - $218.59 $443K - $550K
20.4K $4.43M
IBB
Ishares Biotechnology ETF

ETFs
-202
- 1.35%
$112.02 - $129.0 $22.6K - $26.1K
14.7K $1.86M
IPGP
Ipg Photonics Corp

Technology
-1.39K
- 25.63%
$49.68 - $69.26 $69.3K - $96.5K
4.05K $277K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-1.28K
- 6.21%
$86.79 - $101.21 $111K - $130K
19.4K $1.91M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.35K
- 12.63%
$93.5 - $113.21 $126K - $152K
9.32K $1.05M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-3.83K
- 8.41%
$36.02 - $41.92 $138K - $160K
41.7K $1.75M
CCL
Carnival Corp

Consumer Cyclical
-19.8K
- 34.89%
$16.43 - $28.12 $326K - $558K
37K $1.04M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.15K
- 23.03%
$41.76 - $49.03 $89.7K - $105K
7.18K $352K
DOCU
Docusign, Inc.

Technology
-68
- 0.37%
$70.35 - $93.84 $4.78K - $6.38K
18.3K $1.42M
MEDP
Medpace Holdings, Inc.

Healthcare
-286
- 12.49%
$277.23 - $315.28 $79.3K - $90.2K
2K $628K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-6.19K
- 15.41%
$23.87 - $29.82 $148K - $185K
34K $1.01M
EWJ
Ishares Msci Japan ETF

ETFs
-1.33K
- 19.79%
$61.32 - $75.28 $81.2K - $99.7K
5.37K $402K
KMPR
Kemper Corp

Financial Services
-673
- 10.27%
$55.12 - $67.26 $37.1K - $45.3K
5.88K $379K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.58K
- 6.26%
$66.87 - $79.47 $106K - $126K
23.7K $1.88M
BOTZ
Global X Fds

ETFs
-6.55K
- 15.39%
$24.51 - $32.65 $161K - $214K
36K $1.18M
MTDR
Matador Resources CO

Energy
-758
- 13.25%
$36.67 - $52.23 $27.8K - $39.6K
4.96K $236K
RL
Ralph Lauren Corp

Consumer Cyclical
-1.56K
- 22.29%
$182.34 - $286.22 $285K - $448K
5.45K $1.5M
COTY
Coty Inc.

Consumer Defensive
-5.43K
- 16.56%
$4.57 - $5.65 $24.8K - $30.7K
27.3K $127K
CLF
Cleveland Cliffs Inc.

Basic Materials
-5.38K
- 30.73%
$5.83 - $8.88 $31.3K - $47.7K
12.1K $92K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-1.87K
- 9.03%
$19.94 - $22.91 $37.3K - $42.9K
18.9K $405K
MCHI
Ishares Msci China ETF

ETFs
-1.09K
- 4.27%
$45.22 - $55.86 $49.4K - $61.1K
24.5K $1.35M
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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