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
Vanguard Instl Index Fd
-3
- 0.07%
N/A
4.42K $0
LENB
Lennar Corporation Cl B
-35
- 1.23%
N/A
2.8K $0
Labcorp Holdings Inc
-171
- 3.89%
N/A
4.22K $0
Aptiv PLC
-641
- 6.58%
N/A
9.1K $0
Annaly Capital Management In
-2.81K
- 11.31%
N/A
22.1K $0
Virtus Convertible & Inc Fd
-1.12K
- 2.91%
N/A
37.4K $0
Virtus Convertible & Income
-1.11K
- 4.5%
N/A
23.5K $0
Kenvue Inc
-22.2K
- 33.04%
N/A
44.9K $0
America Movil Sab De Cv
-3
- 0.03%
N/A
10.3K $0
Atlassian Corporation
-415
- 5.47%
N/A
7.18K $0
Aim ETF Products Trust
-921
- 4.78%
N/A
18.4K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-683
- 7.35%
N/A
8.61K $0
Talen Energy Corp
-319
- 8.17%
N/A
3.58K $0
Dimensional ETF Trust
-1
- 0.02%
N/A
4.26K $0
Coherent Corp
-1.84K
- 49.7%
N/A
1.86K $0
STXG
Ea Ser Tr Strive 1000 Growth E
-9.27K
- 48.11%
N/A
10K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-7.32K
- 29.6%
N/A
17.4K $0
Trust For Professional Manag
-51.4K
- 75.26%
N/A
16.9K $0
Morgan Stanley ETF Trust
-1.48K
- 3.28%
N/A
43.7K $0
Trust For Professional Manag
-32.9K
- 84.52%
N/A
6.02K $0
Angel Oak Funds Trust
-30.5K
- 18.59%
N/A
134K $0
CGMU
Capital Group Core Plus Income
-1.78K
- 9.07%
N/A
17.8K $0
Bunge Global Sa
-3.43K
- 52.78%
N/A
3.07K $0
Brookfield Corp
-878
- 19.18%
N/A
3.7K $0
ILCG
Ishares Morningstar Growth ETF
-461
- 0.84%
N/A
54.7K $0
Coreweave Inc
-879
- 29.34%
N/A
2.12K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-343
- 2.56%
$137.51 - $145.26 $47.2K - $49.8K
13.1K $1.86M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-2.12K
- 3.74%
$53.93 - $57.58 $114K - $122K
54.5K $3.07M
HXL
Hexcel Corp

Industrials
-410
- 9.62%
$57.15 - $64.88 $23.4K - $26.6K
3.85K $241K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-130
- 0.66%
$8.65 - $9.01 $1.12K - $1.17K
19.7K $174K
HOLX
Hologic Inc

Healthcare
-85
- 2.75%
$63.26 - $68.98 $5.38K - $5.86K
3K $202K
MMT
Mfs Multimarket Income Trust

Financial Services
-91
- 0.7%
$4.61 - $4.85 $420 - $441
12.8K $61K
MFG
Mizuho Financial Group Inc

Financial Services
-6.01K
- 16.81%
$5.42 - $6.85 $32.6K - $41.2K
29.8K $199K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-394
- 16.09%
$83.08 - $100.2 $32.7K - $39.5K
2.06K $205K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-1.44K
- 6.38%
$51.24 - $57.08 $73.8K - $82.2K
21.1K $1.18M
EWBC
East West Bancorp Inc

Financial Services
-360
- 4.83%
$97.41 - $109.7 $35.1K - $39.5K
7.1K $755K
LPRO
Open Lending Corp

Financial Services
-1.21K
- 3.84%
$1.98 - $2.64 $2.39K - $3.18K
30.2K $63K
PHYS
Sprott Physical Gold Trust

Financial Services
-5.13K
- 14.18%
$25.02 - $29.62 $128K - $152K
31.1K $919K
NKTX
Nkarta, Inc.

Healthcare
-583
- 5.46%
$1.67 - $2.37 $974 - $1.38K
10.1K $20K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-304
- 1.53%
$107.66 - $112.36 $32.7K - $34.2K
19.6K $2.18M
PSR
Invesco Actively

ETFs
-42
- 0.84%
$89.62 - $94.13 $3.76K - $3.95K
4.98K $461K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-1.08K
- 3.9%
$5.71 - $6.25 $6.17K - $6.75K
26.6K $166K
TXG
10x Genomics, Inc.

Healthcare
-97
- 0.28%
$11.34 - $14.64 $1.1K - $1.42K
34.2K $400K
IEP
Icahn Enterprises L.P.

Industrials
-92
- 0.79%
$8.14 - $9.68 $749 - $891
11.6K $97K
RZV
Invesco Fd Tr

ETFs
-1.99K
- 10.9%
$103.86 - $120.22 $206K - $239K
16.2K $1.91M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-66
- 0.55%
$10.08 - $10.96 $665 - $723
11.9K $128K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-124
- 1.04%
$14.12 - $14.91 $1.75K - $1.85K
11.8K $175K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-320
- 2.79%
$42.21 - $43.91 $13.5K - $14.1K
11.1K $489K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-105
- 3.73%
$107.27 - $113.94 $11.3K - $12K
2.71K $308K
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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