Merit Financial Group, LLC Incresed Positions in Q3 2025

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
16
+ 0.05%
$625.65 - $812.69 $10K - $13K
34.5K $26.3M
VEA
Vanguard Ftse Developed Market

ETFs
103
+ 0.01%
$56.02 - $60.3 $5.77K - $6.21K
929K $55.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
41
+ 0.03%
$76.16 - $78.59 $3.12K - $3.22K
138K $10.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
80
+ 0.0%
$28.92 - $32.19 $2.31K - $2.58K
1.83M $58.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.0%
$567.77 - $614.76 $2.27K - $2.46K
295K $180M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40
+ 0.02%
$49.43 - $54.52 $1.98K - $2.18K
202K $10.9M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.0%
$195.41 - $212.37 $782 - $849
161K $33.5M
CLX
Clorox CO

Consumer Defensive
1
+ 0.02%
$117.67 - $131.43 $118 - $131
6.24K $769K
ORCL
Oracle Corp

Technology
1
+ 0.0%
$218.96 - $328.33 $219 - $328
83.4K $23.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
29
+ 0.01%
$25.29 - $28.33 $733 - $822
436K $12.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.0%
$617.65 - $666.84 $618 - $667
76.5K $51M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.02%
$301.44 - $365.84 $301 - $366
5.69K $1.84M
NVS
Novartis Ag

Healthcare
1
+ 0.0%
$113.5 - $129.73 $114 - $130
31.1K $3.99M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.05%
$301.83 - $345.45 $302 - $345
1.98K $684K
MSFT
Microsoft Corp

Technology
2
+ 0.0%
$491.09 - $535.64 $982 - $1.07K
335K $173M
MCO
Moodys Corp

Financial Services
1
+ 0.01%
$472.69 - $521.32 $473 - $521
10.1K $4.8M
EW
Edwards Lifesciences Corp

Healthcare
1
+ 0.01%
$73.75 - $81.83 $73.8 - $81.8
16.5K $1.28M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3
+ 0.0%
$82.38 - $83.0 $247 - $249
70.6K $5.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.01%
$282.75 - $294.19 $848 - $883
21.3K $6.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.01%
$164.63 - $174.58 $659 - $698
36.7K $6.41M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.05%
$284.45 - $324.95 $853 - $975
5.92K $1.89M
OGE
Oge Energy Corp.

Utilities
1
+ 0.01%
$43.46 - $46.27 $43.5 - $46.3
8.8K $407K
SLB
Schlumberger Limited

Energy
1
+ 0.0%
$32.37 - $37.31 $32.4 - $37.3
41.1K $1.41M
RPRX
Royalty Pharma PLC

Healthcare
1
+ 0.01%
$34.9 - $37.91 $34.9 - $37.9
9.15K $322K
NVDA
Nvidia Corp

Technology
1
+ 0.0%
$153.3 - $186.58 $153 - $187
764K $143M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.04%
$328.67 - $358.52 $329 - $359
2.72K $948K
MS
Morgan Stanley

Financial Services
1
+ 0.0%
$139.09 - $161.16 $139 - $161
69.2K $11M
Reddit Inc
1
+ 0.04%
N/A
2.32K $0
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 0.0%
$108.0 - $141.42 $108 - $141
21.4K $2.83M
NTAP
Net App, Inc.

Technology
1
+ 0.0%
$101.1 - $126.36 $101 - $126
26.3K $3.11M
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.01%
$79.99 - $90.14 $80 - $90.1
14.3K $1.19M
PNR
Pentair PLC

Industrials
1
+ 0.01%
$100.62 - $112.59 $101 - $113
10.4K $1.15M
NWL
Newell Brands Inc.

Consumer Defensive
1
+ 0.0%
$4.76 - $6.39 $4.76 - $6.39
25.9K $135K
MET
Metlife Inc

Financial Services
1
+ 0.0%
$73.82 - $82.37 $73.8 - $82.4
32.7K $2.69M
TXN
Texas Instruments Inc

Technology
1
+ 0.0%
N/A
73.9K $14.4M
T
At&T Inc.

Communication Services
2
+ 0.0%
$26.94 - $29.62 $53.9 - $59.2
478K $13.5M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.0%
$193.58 - $213.07 $194 - $213
31.1K $6.52M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.0%
$433.97 - $484.08 $434 - $484
811K $389M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.0%
$78.96 - $80.04 $237 - $240
68.1K $5.44M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8
+ 0.01%
N/A
91K $5.68M
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.02%
$175.25 - $189.41 $175 - $189
4.2K $794K
VICI
Vici Properties Inc.

Real Estate
1
+ 0.0%
$31.43 - $33.93 $31.4 - $33.9
76.5K $2.49M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.0%
$77.05 - $85.16 $77.1 - $85.2
157K $13.2M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.0%
$88.47 - $93.24 $88.5 - $93.2
68.4K $6.25M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.0%
$237.77 - $353.61 $238 - $354
25.7K $8.88M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.0%
$105.99 - $119.41 $106 - $119
58.5K $6.92M
XLF
Financial Sector Spdr

ETFs
1
+ 0.0%
$51.37 - $54.25 $51.4 - $54.3
230K $12.4M
SO
Southern CO

Utilities
1
+ 0.0%
$90.83 - $96.0 $90.8 - $96
89.3K $8.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
8
+ 0.01%
$58.97 - $60.36 $472 - $483
59.4K $3.57M
Activity Summary
Buys All Purchases 104 New Holdings 0 Increased Positions 104 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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