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
PDP
Invesco Exchange Traded Fd Tr

ETFs
-525
- 5.37%
$89.44 - $108.59 $47K - $57K
9.25K $1M
AIQ
Global X Funds Global X Artifi

ETFs
-400
- 5.79%
$31.5 - $43.69 $12.6K - $17.5K
6.51K $284K
UPST
Upstart Holdings, Inc.

Financial Services
-904
- 17.18%
$34.8 - $64.85 $31.5K - $58.6K
4.36K $281K
ANVS
Annovis Bio, Inc.

Healthcare
-6.5K
- 6.65%
$1.22 - $3.24 $7.93K - $21.1K
91.3K $198K
IYF
Ishares Tr

ETFs
-319
- 3.9%
$99.23 - $120.99 $31.7K - $38.6K
7.86K $950K
ONON
On Holding Ag

Consumer Cyclical
-1.16K
- 9.47%
$37.65 - $60.68 $43.8K - $70.6K
11.1K $578K
RMD
Resmed Inc

Healthcare
-77
- 5.02%
$204.54 - $258.0 $15.7K - $19.9K
1.46K $376K
XLC
Select Sector Spdr Tr Communic

ETFs
-10.3K
- 11.36%
$86.13 - $108.53 $883K - $1.11M
80K $8.68M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-10
- 0.56%
$101.69 - $139.02 $1.02K - $1.39K
1.76K $244K
CCJ
Cameco Corp

Energy
-2.48K
- 35.95%
$36.68 - $74.46 $90.8K - $184K
4.41K $327K
SHOP
Shopify Inc.

Technology
-2.83K
- 14.15%
$76.89 - $115.35 $218K - $327K
17.2K $1.98M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.17K
- 9.73%
$48.48 - $67.3 $56.5K - $78.5K
10.8K $726K
DFAI
Dimensional ETF Tr

ETFs
-13.1K
- 8.07%
$28.02 - $34.71 $366K - $453K
149K $5.14M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-3.38K
- 6.43%
$49.89 - $62.13 $169K - $210K
49.3K $3.06M
DINO
Hf Sinclair Corp

Energy
-4.27K
- 14.94%
$25.91 - $41.85 $111K - $179K
24.3K $998K
SNX
Td Synnex Corp

Technology
-99
- 4.79%
$95.81 - $137.79 $9.49K - $13.6K
1.97K $267K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-11.1K
- 11.92%
$51.29 - $68.29 $567K - $755K
81.7K $5.58M
ICLN
Ishares

ETFs
-2.82K
- 4.82%
$10.56 - $13.31 $29.7K - $37.5K
55.6K $728K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-722
- 3.93%
$72.61 - $88.75 $52.4K - $64.1K
17.6K $1.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-60
- 0.26%
$24.38 - $30.18 $1.46K - $1.81K
23.1K $697K
FN
Fabrinet

Technology
-228
- 17.73%
$171.03 - $298.93 $39K - $68.2K
1.06K $311K
BMO
Bank Of Montreal

Financial Services
-143
- 2.92%
$87.54 - $110.63 $12.5K - $15.8K
4.76K $526K
VDC
Vanguard Consumer Staples ETF

ETFs
-12
- 0.07%
$204.89 - $224.73 $2.46K - $2.7K
18.2K $3.98M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-120
- 1.38%
$162.34 - $192.15 $19.5K - $23.1K
8.6K $1.65M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-152
- 1.28%
$55.5 - $69.0 $8.44K - $10.5K
11.7K $805K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
-244
- 2.19%
$102.34 - $123.45 $25K - $30.1K
10.9K $1.35M
SPMD
Spdr Portfolio

ETFs
-1.03K
- 2.68%
$44.89 - $54.38 $46.2K - $56K
37.5K $2.04M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-178
- 1.48%
$70.44 - $86.87 $12.5K - $15.5K
11.8K $1.03M
INCY
Incyte Corp

Healthcare
-2.9K
- 7.91%
$55.17 - $71.22 $160K - $206K
33.7K $2.3M
KD
Kyndryl Holdings, Inc.

Technology
-946
- 8.28%
$27.77 - $41.96 $26.3K - $39.7K
10.5K $439K
VIS
Vanguard Industrial ETF

ETFs
-129
- 3.63%
$220.04 - $280.07 $28.4K - $36.1K
3.43K $959K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 5.25%
$40.94 - $52.1 $57.7K - $73.5K
25.4K $1.32M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.87K
- 7.56%
$86.93 - $109.64 $162K - $205K
22.8K $2.5M
CSM
Proshares Large Cap Core Plus

ETFs
-235
- 1.34%
$56.33 - $70.47 $13.2K - $16.6K
17.3K $1.21M
TTD
Trade Desk, Inc.

Technology
-272
- 3.89%
$45.27 - $79.4 $12.3K - $21.6K
6.72K $483K
POWL
Powell Industries Inc

Industrials
-288
- 5.86%
$159.38 - $211.34 $45.9K - $60.9K
4.63K $973K
ALG
Alamo Group Inc

Industrials
-362
- 7.24%
$158.47 - $219.45 $57.4K - $79.4K
4.64K $1.01M
XSW
Spdr S&P Software & Services E

ETFs
-562
- 6.3%
$141.65 - $189.82 $79.6K - $107K
8.36K $1.59M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.61K
- 3.38%
$59.24 - $71.39 $95.5K - $115K
46.1K $3.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-418
- 1.56%
$60.34 - $74.89 $25.2K - $31.3K
26.4K $1.98M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-276
- 1.21%
$39.02 - $52.21 $10.8K - $14.4K
22.6K $1.18M
METV
Listed Fds Tr Roundhill Ball M

ETFs
-2.61K
- 3.95%
$11.59 - $17.03 $30.2K - $44.4K
63.4K $1.08M
VONG
Vanguard Russell 1000 Growth E

ETFs
-14.1K
- 13.44%
$82.51 - $109.2 $1.16M - $1.54M
90.8K $9.92M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-2.35K
- 2.23%
$27.24 - $33.15 $64K - $77.9K
103K $3.41M
COIN
Coinbase Global, Inc.

Technology
-393
- 20.16%
$151.47 - $375.07 $59.5K - $147K
1.56K $545K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-4.09K
- 0.86%
$20.46 - $21.89 $83.8K - $89.6K
471K $10.3M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-6.74K
- 2.77%
$43.78 - $51.5 $295K - $347K
237K $12.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-61
- 0.63%
$468.22 - $566.51 $28.6K - $34.6K
9.67K $5.48M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.1K
- 1.35%
$162.65 - $188.71 $179K - $207K
80.4K $15.2M
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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