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
AVB
Avalonbay Communities Inc

Real Estate
-30
- 1.39%
$207.86 - $228.08 $6.24K - $6.84K
2.13K $457K
BOKF
Bok Financial Corp

Financial Services
-109
- 4.53%
$98.85 - $114.26 $10.8K - $12.5K
2.3K $239K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-97
- 1.03%
$44.96 - $47.9 $4.36K - $4.65K
9.33K $422K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-812
- 7.37%
$30.72 - $33.22 $24.9K - $27K
10.2K $331K
VDE
Vanguard Energy ETF

ETFs
-623
- 6.83%
$119.14 - $132.76 $74.2K - $82.7K
8.5K $1.09M
BALT
Innovator Etfs Tr
-422
- 1.77%
$31.31 - $31.89 $13.2K - $13.5K
23.4K $733K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-221
- 2.34%
$81.83 - $82.73 $18.1K - $18.3K
9.24K $763K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-28
- 1.0%
$86.24 - $97.98 $2.41K - $2.74K
2.79K $242K
EQR
Equity Residential

Real Estate
-128
- 2.62%
$66.98 - $75.02 $8.57K - $9.6K
4.77K $341K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.18K
- 4.22%
$25.54 - $27.64 $30.2K - $32.7K
26.8K $725K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-76
- 2.81%
N/A
2.63K $225K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-44
- 1.78%
$152.57 - $163.66 $6.71K - $7.2K
2.42K $375K
IDV
Ishares Tr

ETFs
-1.59K
- 13.77%
$27.0 - $31.7 $42.9K - $50.3K
9.95K $310K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-237
- 2.55%
$58.32 - $65.09 $13.8K - $15.4K
9.07K $539K
REG
Regency Centers Corp

Real Estate
-19
- 0.63%
$68.83 - $77.74 $1.31K - $1.48K
3K $220K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-23
- 0.07%
$39.96 - $43.3 $919 - $996
31.6K $1.29M
Viking Holdings LTD
-1.27K
- 6.11%
N/A
19.5K $0
Innovator Etfs Trust
-11.2K
- 34.86%
N/A
21K $0
SFLR
Innovator Etfs Tr Equity Manag
-59
- 0.64%
N/A
9.2K $0
Innovator Etfs Trust
-3.32K
- 12.64%
N/A
22.9K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-309
- 3.4%
N/A
8.79K $0
Innovator Etfs Trust
-292
- 2.21%
N/A
12.9K $0
Innovator Etfs Trust
-1.27K
- 8.63%
N/A
13.4K $0
Healthcare Rlty Tr
-420
- 2.79%
N/A
14.6K $0
Corpay Inc
-380
- 24.25%
N/A
1.19K $0
FSCO
Fs Cr Opportunities Corp Com
-4.51K
- 3.21%
N/A
136K $0
Direxion Shs ETF Tr
-18.9K
- 40.73%
N/A
27.5K $0
Angel Oak Funds Trust
-4.92K
- 1.31%
N/A
371K $0
Sila Realty Trust Inc
-938
- 7.88%
N/A
11K $0
Solventum Corp
-575
- 16.13%
N/A
2.99K $0
American Healthcare Reit Inc
-8.41K
- 4.56%
N/A
176K $0
YEAR
Ab Active Etfs Inc Ultra Short
-2.09K
- 28.0%
N/A
5.37K $0
Innovator Etfs Trust
-2.51K
- 16.76%
N/A
12.5K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-143
- 3.16%
$78.97 - $85.82 $11.3K - $12.3K
4.38K $364K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-33
- 0.32%
$29.72 - $31.94 $981 - $1.05K
10.4K $321K
ILF
Ishares Latin America 40 ETF

ETFs
-4.58K
- 11.45%
$20.87 - $24.43 $95.5K - $112K
35.4K $841K
MCHI
Ishares Msci China ETF

ETFs
-4.04K
- 13.62%
$43.71 - $58.65 $177K - $237K
25.6K $1.4M
HRB
H&R Block Inc

Consumer Cyclical
-59
- 0.86%
$49.96 - $55.97 $2.95K - $3.3K
6.8K $373K
POWW
Ammo, Inc.

Industrials
-1.74K
- 2.28%
$1.17 - $1.88 $2.03K - $3.26K
74.5K $102K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.06K
- 7.36%
$74.85 - $84.89 $154K - $175K
26K $2.14M
USCI
United States Commodity Index Funds Trust

ETFs
-393
- 4.14%
$66.48 - $72.3 $26.1K - $28.4K
9.09K $650K
IYK
Ishares U.S. Consumer Staples

ETFs
-146
- 1.1%
$63.29 - $71.8 $9.24K - $10.5K
13.2K $929K
PLTR
Palantir Technologies Inc.

Technology
-15K
- 9.85%
$64.98 - $124.62 $973K - $1.87M
137K $11.6M
PDI
Pimco Dynamic Income Fund

Financial Services
-78
- 0.11%
$18.51 - $20.05 $1.44K - $1.56K
72.4K $1.43M
IHF
Ishares Tr

ETFs
-2.36K
- 3.65%
$47.84 - $53.21 $113K - $126K
62.2K $3.26M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-1.9K
- 0.4%
$20.56 - $21.51 $39.1K - $40.9K
475K $10.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-307
- 0.5%
$132.75 - $177.12 $40.8K - $54.4K
61.1K $9.03M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-18.1K
- 0.4%
$27.64 - $28.58 $500K - $517K
4.5M $128M
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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