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
SLM
Slm Corp

Financial Services
-135
- 1.24%
$27.68 - $34.4 $3.74K - $4.64K
10.7K $296K
OSK
Oshkosh Corp

Industrials
-1.64K
- 17.23%
$118.16 - $143.44 $194K - $235K
7.88K $1.02M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-547
- 2.7%
$24.0 - $27.1 $13.1K - $14.8K
19.7K $489K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.07K
- 10.22%
$72.91 - $77.23 $78.2K - $82.9K
9.42K $719K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.74K
- 5.96%
$25.67 - $27.21 $70.3K - $74.5K
43.2K $1.16M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-810
- 5.36%
$62.34 - $67.58 $50.5K - $54.7K
14.3K $925K
FSLR
First Solar, Inc.

Technology
-1.31K
- 30.87%
$160.84 - $223.53 $210K - $292K
2.92K $644K
IYK
Ishares U.S. Consumer Staples

ETFs
-375
- 2.85%
$67.65 - $71.68 $25.4K - $26.9K
12.8K $874K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-4.38K
- 19.64%
$12.09 - $12.69 $52.9K - $55.6K
17.9K $223K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-343
- 22.88%
$237.02 - $301.35 $81.3K - $103K
1.16K $294K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.74K
- 11.76%
$37.32 - $38.38 $65.1K - $66.9K
13.1K $502K
DSTL
ETF Ser Solution Distillate Us

ETFs
-4.03K
- 5.73%
$54.44 - $58.24 $219K - $235K
66.2K $3.84M
PANW
Palo Alto Networks Inc

Technology
-61
- 0.16%
$167.06 - $208.19 $10.2K - $12.7K
36.9K $7.52M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.33K
- 18.48%
$49.0 - $51.91 $65K - $68.9K
5.86K $303K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.14K
- 3.4%
$48.31 - $48.93 $55.1K - $55.8K
32.4K $1.58M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.13K
- 9.56%
$87.07 - $93.06 $98.3K - $105K
10.7K $977K
TAP
Molson Coors Beverage CO

Consumer Defensive
-576
- 8.14%
$44.09 - $52.81 $25.4K - $30.4K
6.5K $294K
EXC
Exelon Corp

Utilities
-1.98K
- 7.09%
$42.73 - $45.54 $84.8K - $90.4K
26K $1.17M
VRT
Vertiv Holdings CO

Industrials
-525
- 2.8%
N/A
18.2K $1.58M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.8K
- 4.85%
$25.39 - $25.57 $45.7K - $46K
35.3K $902K
AVB
Avalonbay Communities Inc

Real Estate
-71
- 2.46%
$182.72 - $204.51 $13K - $14.5K
2.82K $544K
USFR
Wisdomtree Floating Rate Treas

ETFs
-654
- 0.29%
$50.23 - $50.48 $32.9K - $33K
223K $11.2M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-4.6K
- 18.79%
$11.55 - $12.56 $53.1K - $57.8K
19.9K $249K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-1.76K
- 9.01%
$25.39 - $26.21 $44.7K - $46.2K
17.8K $463K
KRMA
Global X Fds Global X Consciou

ETFs
-1.77K
- 14.07%
$40.51 - $43.22 $71.8K - $76.6K
10.8K $467K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-1.85K
- 13.55%
$53.77 - $59.61 $99.6K - $110K
11.8K $696K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-10.3K
- 35.41%
$3.79 - $4.06 $39.2K - $42K
18.9K $74K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-978
- 5.91%
$50.9 - $52.37 $49.8K - $51.2K
15.6K $813K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.31K
- 14.11%
$28.95 - $29.73 $38K - $39K
7.98K $237K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-3
- 0.12%
$81.24 - $97.99 $244 - $294
2.57K $213K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-2.83K
- 8.25%
$59.19 - $64.47 $167K - $182K
31.4K $1.99M
CNK
Cinemark Holdings, Inc.

Communication Services
-497
- 5.44%
$24.81 - $30.71 $12.3K - $15.3K
8.64K $242K
NOG
Northern Oil & Gas, Inc.

Energy
-73
- 0.85%
$23.13 - $31.07 $1.69K - $2.27K
8.48K $210K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-767
- 15.95%
$53.62 - $55.95 $41.1K - $42.9K
4.04K $226K
ANVS
Annovis Bio, Inc.

Healthcare
-10K
- 10.95%
$1.97 - $2.93 $19.7K - $29.3K
81.3K $167K
ICLR
Icon PLC

Healthcare
-645
- 23.1%
$139.63 - $195.01 $90.1K - $126K
2.15K $375K
ERIC
Ericsson Lm Telephone CO

Technology
-2.99K
- 12.6%
$7.2 - $8.55 $21.6K - $25.6K
20.8K $171K
ST
Sensata Technologies Holding PLC

Technology
-1.12K
- 14.17%
$29.37 - $33.52 $32.7K - $37.4K
6.75K $206K
WY
Weyerhaeuser CO

Real Estate
-834
- 8.33%
$24.1 - $26.83 $20.1K - $22.4K
9.18K $227K
MEI
Methode Electronics Inc

Technology
-659
- 5.37%
$6.16 - $10.39 $4.06K - $6.85K
11.6K $87K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.33K
- 5.72%
$28.77 - $29.79 $38.1K - $39.5K
21.8K $647K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-333
- 5.17%
$96.22 - $98.19 $32K - $32.7K
6.11K $599K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.42K
- 13.66%
$40.43 - $44.52 $57.3K - $63.1K
8.96K $395K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-3.75K
- 14.56%
$7.98 - $8.29 $29.9K - $31.1K
22K $180K
MRVL
Marvell Technology, Inc.

Technology
-1.53K
- 9.99%
$62.31 - $84.07 $95.3K - $129K
13.8K $1.16M
GATX
Gatx Corp

Industrials
-330
- 22.27%
$149.23 - $176.97 $49.2K - $58.4K
1.15K $201K
EMGF
Ishares Msci Emerging Markets

ETFs
-1.12K
- 13.61%
$51.93 - $56.75 $58.4K - $63.8K
7.13K $403K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.39K
- 10.81%
$26.52 - $27.64 $36.9K - $38.4K
11.5K $316K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-198
- 15.6%
$208.95 - $229.72 $41.4K - $45.5K
1.07K $245K
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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