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
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.18K
- 18.55%
$82.42 - $87.03 $180K - $190K
9.59K $834K
ADSK
Autodesk, Inc.

Technology
-530
- 5.42%
N/A
9.25K $2.27M
CGXU
Capital Group Intl Focus Equit

ETFs
-6.31K
- 27.35%
$26.49 - $29.62 $167K - $187K
16.8K $496K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-209
- 10.23%
$422.75 - $485.53 $88.4K - $101K
1.84K $792K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.51K
- 7.86%
$128.6 - $136.01 $323K - $342K
29.4K $3.98M
MKC
Mccormick & CO Inc

Consumer Defensive
-688
- 7.77%
$64.3 - $77.17 $44.2K - $53.1K
8.16K $546K
ALIT
Alight, Inc.

Technology
-15.6K
- 50.86%
$3.07 - $5.98 $48K - $93.4K
15.1K $49K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.66K
- 13.82%
$39.13 - $48.22 $65K - $80K
10.3K $408K
ILF
Ishares Latin America 40 ETF

ETFs
-6.73K
- 25.16%
$24.77 - $28.98 $167K - $195K
20K $578K
EIX
Edison International

Utilities
-5.46K
- 11.17%
$50.42 - $56.35 $275K - $308K
43.4K $2.4M
EOG
Eog Resources Inc

Energy
-166
- 1.26%
$112.12 - $126.1 $18.6K - $20.9K
13K $1.45M
CRBG
Corebridge Financial, Inc.

Financial Services
-2.39K
- 22.89%
$31.36 - $35.94 $74.9K - $85.9K
8.05K $258K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.37K
- 10.48%
$41.5 - $43.83 $181K - $191K
37.3K $1.63M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-437
- 19.36%
$138.59 - $171.12 $60.6K - $74.8K
1.82K $256K
CHK
Chesapeake Energy Corp

Energy
-1.28K
- 7.49%
N/A
15.8K $1.36M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.62K
- 4.16%
$49.78 - $50.75 $131K - $133K
60.4K $3.06M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-863
- 15.36%
$94.03 - $117.16 $81.1K - $101K
4.76K $448K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-2.33K
- 19.96%
$68.95 - $75.02 $161K - $175K
9.35K $700K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.13K
- 12.09%
$87.69 - $96.0 $187K - $205K
15.5K $1.46M
SMG
Scotts Miracle Gro CO

Basic Materials
-892
- 15.26%
$55.82 - $70.08 $49.8K - $62.5K
4.95K $282K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-1.38K
- 19.54%
$94.73 - $102.36 $131K - $142K
5.7K $574K
IBN
Icici Bank LTD

Financial Services
-637
- 2.64%
$30.23 - $34.41 $19.3K - $21.9K
23.5K $710K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.53K
- 2.7%
$22.9 - $23.58 $195K - $201K
307K $7.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.84K
- 2.39%
$81.76 - $86.36 $151K - $159K
75.4K $6.4M
FR
First Industrial Realty Trust Inc

Real Estate
-2.89K
- 18.63%
$47.58 - $52.64 $137K - $152K
12.6K $649K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-2.1K
- 4.2%
$47.02 - $47.71 $98.8K - $100K
48K $2.28M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.06K
- 19.43%
$113.73 - $121.28 $120K - $128K
4.38K $523K
HUN
Huntsman Corp

Basic Materials
-3.3K
- 8.21%
$8.87 - $12.07 $29.3K - $39.8K
36.9K $331K
IDEV
Ishares Core Msci Intl Develop

ETFs
-8.37K
- 5.91%
$74.68 - $80.26 $625K - $672K
133K $10.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-37
- 3.2%
$415.15 - $489.89 $15.4K - $18.1K
1.12K $475K
ABC
Amerisourcebergen Corp

Healthcare
-426
- 3.24%
N/A
12.7K $2.35M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-901
- 14.11%
N/A
5.48K $470K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.09K
- 8.2%
$22.9 - $24.1 $93.6K - $98.5K
45.8K $1.09M
GGG
Graco Inc

Industrials
-704
- 4.81%
$82.58 - $88.81 $58.1K - $62.5K
13.9K $1.18M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.52K
- 28.49%
$39.37 - $44.24 $99.3K - $112K
6.33K $277K
ALK
Alaska Air Group, Inc.

Industrials
-1.61K
- 8.57%
$49.73 - $63.86 $79.9K - $103K
17.2K $853K
FDN
First Tr Fd Dow Jones

ETFs
-309
- 26.21%
$264.06 - $287.34 $81.6K - $88.8K
870 $243K
EMB
Ishares Tr

ETFs
-1.94K
- 4.45%
$91.52 - $95.59 $178K - $186K
41.7K $3.97M
SPMD
Spdr Portfolio

ETFs
-3.1K
- 8.28%
$54.43 - $58.29 $169K - $181K
34.4K $1.96M
MKL
Markel Corp

Financial Services
-28
- 13.4%
$1898.34 - $2031.8 $53.2K - $56.9K
181 $345K
XLB
Select Sector Spdr Fd Material

ETFs
-1.24K
- 5.55%
$86.72 - $92.61 $108K - $115K
21.1K $1.89M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-5.67K
- 30.67%
$6.21 - $10.54 $35.2K - $59.8K
12.8K $91K
CURI
Curiosity Stream Inc.

Communication Services
-9.97K
- 24.07%
$4.03 - $5.41 $40.2K - $54K
31.5K $166K
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.76K
- 10.22%
N/A
33K $589K
MGEE
Mge Energy Inc

Utilities
-441
- 6.25%
$83.0 - $90.05 $36.6K - $39.7K
6.62K $557K
STLD
Steel Dynamics Inc

Basic Materials
-655
- 7.42%
N/A
8.17K $801K
EMN
Eastman Chemical CO

Basic Materials
-308
- 7.72%
$58.79 - $81.56 $18.1K - $25.1K
3.68K $232K
EXAS
Exact Sciences Corp

Healthcare
-1.58K
- 10.8%
$40.91 - $56.0 $64.6K - $88.5K
13.1K $714K
TEQI
T Rowe Price Exchange Traded F

Technology
-3.81K
- 4.7%
$41.63 - $44.03 $159K - $168K
77.3K $3.39M
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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