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
CSX
Csx Corp

Industrials
14.2K
+ 21.8%
$34.88 - $36.67 $496K - $522K
79.5K $2.77M
MDB
Mongo Db, Inc.

Technology
769
+ 17.89%
$313.81 - $373.89 $241K - $288K
5.07K $1.79M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5K
+ 2.44%
$54.27 - $56.85 $271K - $284K
209K $11.8M
MASI
Masimo Corp

Healthcare
2.98K
New
$140.65 - $153.72 $419K - $458K
2.98K $450K
SITE
Site One Landscape Supply, Inc.

Industrials
3.48K
New
$116.99 - $132.15 $407K - $460K
3.48K $447K
TRV
Travelers Companies, Inc.

Financial Services
1.09K
+ 6.54%
$261.57 - $287.42 $284K - $312K
17.7K $5.08M
SF
Stifel Financial Corp

Financial Services
3.24K
+ 50.64%
$107.06 - $125.02 $347K - $405K
9.64K $1.16M
ESNT
Essent Group Ltd.

Financial Services
7.12K
New
$58.8 - $62.19 $418K - $443K
7.12K $437K
FIS
Fidelity National Information Services, Inc.

Technology
7.71K
+ 22.28%
$61.5 - $68.57 $474K - $529K
42.3K $2.72M
SLB
Schlumberger Limited

Energy
8.82K
+ 21.46%
$31.72 - $37.61 $280K - $332K
49.9K $1.84M
IWY
Ishares Tr Russell 200 Growth

ETFs
833
+ 0.99%
$268.43 - $288.26 $224K - $240K
84.9K $23.4M
PFG
Principal Financial Group Inc

Financial Services
4.94K
+ 60.29%
$78.39 - $85.26 $387K - $421K
13.1K $1.11M
UAL
United Airlines Holdings, Inc.

Industrials
4.69K
+ 41.39%
$90.77 - $104.05 $426K - $488K
16K $1.52M
JEF
Jefferies Financial Group Inc.

Financial Services
9.79K
+ 146.33%
$48.8 - $63.49 $478K - $621K
16.5K $864K
SPG
Simon Property Group Inc

Real Estate
2.54K
+ 32.11%
$173.35 - $185.76 $441K - $472K
10.5K $1.91M
IHDG
Wisdomtree Tr

ETFs
8.06K
+ 25.02%
$45.93 - $48.13 $370K - $388K
40.3K $1.91M
BRBR
Bellring Brands, Inc.

Consumer Defensive
26.9K
+ 83.7%
$26.95 - $36.23 $726K - $975K
59.1K $1.59M
FRT
Federal Realty Investment Trust

Real Estate
4.53K
+ 122.87%
$94.87 - $101.3 $430K - $459K
8.22K $797K
HAL
Halliburton CO

Energy
10.2K
+ 18.73%
$21.82 - $28.06 $222K - $285K
64.4K $1.76M
UBER
Uber Technologies, Inc

Technology
9.44K
+ 13.46%
$91.62 - $100.1 $865K - $945K
79.5K $7.29M
CNHI
Cnh Industrial N.V.

Industrials
39.9K
+ 150.57%
N/A
66.4K $691K
SOXX
Ishares Semiconductor ETF

ETFs
702
+ 5.75%
$271.99 - $309.6 $191K - $217K
12.9K $3.73M
PFE
Pfizer Inc

Healthcare
20.1K
+ 9.06%
$24.23 - $27.37 $487K - $550K
242K $6.06M
IAUM
I Shares Gold Trust Micro

ETFs
9.54K
+ 96.72%
$38.43 - $43.66 $367K - $416K
19.4K $790K
CFLT
Confluent, Inc.

Technology
15.3K
+ 104.37%
$19.72 - $24.45 $302K - $374K
30K $698K
IVZ
Invesco Ltd.

Financial Services
16.6K
+ 70.02%
$22.47 - $24.66 $373K - $410K
40.4K $949K
MRVL
Marvell Technology, Inc.

Technology
4.17K
+ 30.25%
$81.05 - $93.74 $338K - $391K
17.9K $1.55M
W
Wayfair Inc.

Consumer Cyclical
3.42K
+ 108.14%
$74.28 - $112.5 $254K - $384K
6.57K $670K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
878
+ 0.2%
$76.84 - $80.86 $67.5K - $71K
446K $35.2M
EMB
Ishares Tr

ETFs
3.65K
+ 8.75%
$94.63 - $97.03 $345K - $354K
45.4K $4.35M
EPD
Enterprise Products Partners L.P.

Energy
10K
+ 17.84%
$30.19 - $32.26 $302K - $323K
66.1K $2.13M
UNP
Union Pacific Corp

Industrials
4.42K
+ 11.33%
$216.37 - $237.41 $957K - $1.05M
43.5K $9.6M
CTVA
Corteva, Inc.

Basic Materials
6.08K
+ 38.03%
$61.0 - $66.48 $371K - $404K
22.1K $1.46M
PHM
Pultegroup Inc

Consumer Cyclical
5.66K
+ 26.41%
$118.23 - $137.61 $670K - $779K
27.1K $3.21M
F
Ford Motor CO

Consumer Cyclical
18.1K
+ 16.6%
$11.41 - $13.84 $207K - $251K
127K $1.68M
NWE
Northwestern Corp

Utilities
5.72K
New
$57.03 - $67.31 $326K - $385K
5.72K $372K
TDC
Teradata Corp

Technology
13.7K
New
$20.42 - $28.3 $279K - $387K
13.7K $372K
NOMD
Nomad Foods LTD

Consumer Defensive
30.5K
New
$11.15 - $13.37 $340K - $408K
30.5K $371K
KRT
Karat Packaging Inc.

Consumer Cyclical
16.6K
New
$21.95 - $25.64 $365K - $427K
16.6K $370K
RGA
Reinsurance Group Of America Inc

Financial Services
2.03K
+ 46.7%
$181.54 - $197.59 $369K - $402K
6.38K $1.2M
QLD
Proshares Ultra Qqq

ETFs
2.6K
+ 100.0%
$131.81 - $152.77 $343K - $397K
5.2K $724K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
14.4K
+ 40.71%
$25.44 - $25.56 $366K - $367K
49.7K $1.27M
CAMT
Camtek LTD

Technology
4.09K
New
N/A
4.09K $361K
AIT
Applied Industrial Technologies Inc

Industrials
1.44K
New
$244.84 - $260.29 $352K - $375K
1.44K $358K
IEX
Idex Corp

Industrials
2.18K
New
$160.84 - $173.4 $351K - $378K
2.18K $358K
DTM
Dt Midstream, Inc.

Energy
2.89K
+ 40.13%
$105.61 - $115.94 $305K - $335K
10.1K $1.17M
TTEK
Tetra Tech Inc

Industrials
9.13K
+ 100.85%
$31.85 - $37.41 $291K - $341K
18.2K $658K
USXF
Ishares Esg Advanced Msci Usa

Technology
6.34K
+ 34.05%
$56.25 - $59.38 $357K - $377K
25K $1.42M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.73K
New
$72.75 - $76.17 $344K - $361K
4.73K $355K
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
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