Merit Financial Group, LLC Purchases in Q4 2025

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
430K
+ 51.67%
$135.26 - $140.13 $58.1M - $60.2M
1.26M $175M
AAPL
Apple Inc.

Technology
121K
+ 15.52%
$245.27 - $275.25 $29.8M - $33.4M
903K $242M
MGK
Vanguard Mega Cap Growth ETF

ETFs
93.8K
+ 17.4%
$394.96 - $425.89 $37M - $39.9M
633K $259M
NVDA
Nvidia Corp

Technology
206K
+ 26.93%
$179.83 - $207.04 $37M - $42.6M
970K $181M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
214K
+ 15.17%
$161.21 - $171.97 $34.5M - $36.8M
1.63M $268M
IEMG
Ishares Inc

ETFs
658K
+ 34.15%
N/A
2.58M $139M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
143K
+ 89.05%
$245.79 - $258.02 $35.2M - $36.9M
304K $74.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
251K
+ 10.73%
$98.0 - $102.56 $24.6M - $25.8M
2.59M $263M
NOW
Service Now, Inc.

Technology
33.9K
+ 563.17%
$835.79 - $946.29 $28.4M - $32.1M
40K $33.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
430K
+ 17.25%
$57.9 - $61.26 $24.9M - $26.3M
2.92M $175M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
431K
+ 5560.68%
$53.7 - $56.5 $23.2M - $24.4M
439K $24.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
691K
+ 3366.55%
$33.69 - $34.08 $23.3M - $23.6M
712K $24M
AMZN
Amazon Com Inc

Consumer Cyclical
71.7K
+ 17.52%
$213.04 - $254.0 $15.3M - $18.2M
481K $113M
GOOGL
Alphabet Inc.

Communication Services
47.2K
+ 16.63%
$236.57 - $291.31 $11.2M - $13.8M
331K $91.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
738K
+ 88.85%
$26.44 - $27.53 $19.5M - $20.3M
1.57M $42.7M
XLK
Technology Sector Spdr

ETFs
63.5K
+ 111.47%
$278.39 - $304.13 $17.7M - $19.3M
120K $34.7M
IVV
Ishares Core S&P 500 ETF

ETFs
24.6K
+ 9.31%
$656.2 - $690.71 $16.1M - $17M
289K $195M
XLE
Energy Sector Spdr

ETFs
194K
+ 270.48%
$85.22 - $92.02 $16.5M - $17.8M
265K $24.4M
GOOG
Alphabet Inc.

Communication Services
38.7K
+ 24.99%
$237.49 - $291.74 $9.2M - $11.3M
194K $55.3M
AVGO
Broadcom Inc.

Technology
42.3K
+ 20.2%
$324.63 - $385.98 $13.7M - $16.3M
252K $86.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
140K
+ 133.05%
$114.27 - $121.15 $16M - $16.9M
245K $28.6M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
390K
+ 13.97%
$34.39 - $36.1 $13.4M - $14.1M
3.19M $114M
VO
Vanguard Mid Cap ETF

ETFs
59.1K
+ 23.26%
$286.27 - $296.23 $16.9M - $17.5M
313K $89.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
324K
+ 35.64%
$46.85 - $47.44 $15.2M - $15.4M
1.23M $58M
VTV
Vanguard Value ETF

ETFs
76.2K
+ 8.53%
$182.87 - $189.72 $13.9M - $14.5M
969K $181M
JPIE
J P Morgan Exchange Traded Fd
312K
New
$46.18 - $46.47 $14.4M - $14.5M
312K $14.4M
FNDX
Schwab Fundamental U S Large C

ETFs
523K
+ 150.47%
$25.68 - $26.95 $13.4M - $14.1M
870K $23.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27.9K
+ 172.51%
$459.47 - $491.71 $12.8M - $13.7M
44.1K $20.8M
MSFT
Microsoft Corp

Technology
32.7K
+ 9.77%
$496.82 - $542.07 $16.2M - $17.7M
367K $186M
LLY
Eli Lilly & CO

Healthcare
3.57K
+ 10.34%
$799.57 - $1025.28 $2.85M - $3.66M
38K $38.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
292K
+ 19.35%
$43.04 - $45.68 $12.6M - $13.3M
1.8M $77.7M
FVD
First Tr Value Line Divid Inde

ETFs
237K
+ 923.09%
$45.0 - $46.25 $10.7M - $11M
262K $12.1M
FTLS
First Tr Long/Short Equity ETF

ETFs
151K
+ 159.44%
$67.94 - $71.96 $10.2M - $10.8M
245K $17.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
377K
+ 7.01%
$28.79 - $29.13 $10.9M - $11M
5.76M $166M
RDVY
First Trust Rising Dividend Ac

ETFs
159K
+ 311.25%
$65.02 - $68.31 $10.3M - $10.9M
210K $14.1M
XLB
Select Sector Spdr Fd Material

ETFs
120K
+ 566.05%
$84.72 - $89.9 $10.1M - $10.7M
141K $12.2M
FTCS
First Trust Capital Strength E

ETFs
112K
New
$90.55 - $93.84 $10.2M - $10.5M
112K $10.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
219K
+ 89.43%
$42.26 - $44.28 $9.25M - $9.69M
464K $20.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
183K
+ 254.73%
$46.45 - $49.01 $8.51M - $8.98M
255K $12.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
193K
+ 61.62%
$46.57 - $47.16 $8.97M - $9.08M
505K $23.5M
XAR
Spdr S&P Aerospace & Defense E

ETFs
39K
+ 1436.73%
$227.13 - $251.24 $8.85M - $9.79M
41.7K $9.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
118K
+ 807.18%
$74.62 - $78.21 $8.83M - $9.25M
133K $9.94M
AVUV
American Centy ETF Tr Avantis

ETFs
90K
+ 592.41%
$95.19 - $100.66 $8.57M - $9.06M
105K $10.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
213K
New
$39.19 - $40.92 $8.36M - $8.73M
213K $8.58M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
133K
+ 3691.32%
$61.61 - $63.45 $8.17M - $8.42M
136K $8.56M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
163K
+ 151.99%
$50.83 - $51.07 $8.29M - $8.33M
270K $13.8M
MBB
Ishares Tr

ETFs
87K
+ 7.35%
$94.9 - $96.23 $8.26M - $8.37M
1.27M $121M
SCHX
Schwab Strategic Tr Us Large C

ETFs
302K
+ 71.33%
$25.85 - $27.19 $7.81M - $8.21M
725K $19.3M
USTB
Victory Portfolios Ii Victorys

ETFs
168K
+ 6.91%
$50.79 - $51.05 $8.53M - $8.57M
2.6M $132M
Activity Summary
Buys All Purchases 1372 New Holdings 247 Increased Positions 1125 Sells All Sells 545 Reductions 545 Sold out 0 Options Calls 5 Puts 3
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email