Merit Financial Group, LLC Reduced Holdings in Q4 2025

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PCEF
Invesco Cef Income Composite E

ETFs
-55.8K
- 31.81%
$19.72 - $20.2 $1.1M - $1.13M
120K $2.37M
DASH
Door Dash, Inc.

Communication Services
-1.03K
- 7.66%
$195.21 - $281.74 $200K - $289K
12.4K $2.56M
MOS
Mosaic CO

Basic Materials
-23.2K
- 41.85%
$24.92 - $35.41 $579K - $823K
32.3K $841K
VDC
Vanguard Consumer Staples ETF

ETFs
-4.74K
- 21.88%
$206.7 - $217.75 $980K - $1.03M
16.9K $3.56M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-20.8K
- 52.74%
$49.99 - $51.56 $1.04M - $1.07M
18.6K $947K
AZO
Autozone Inc

Consumer Cyclical
-156
- 16.53%
$3576.14 - $4253.71 $558K - $664K
788 $3.04M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-20.9K
- 73.2%
$46.97 - $47.77 $982K - $999K
7.66K $361K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-12.6K
- 41.14%
$78.97 - $83.03 $994K - $1.05M
18K $1.46M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-38.7K
- 38.38%
$25.75 - $26.12 $997K - $1.01M
62.2K $1.6M
INTU
Intuit Inc

Technology
-880
- 8.28%
$641.79 - $683.39 $565K - $601K
9.75K $6.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.4K
- 16.74%
$79.55 - $80.13 $907K - $914K
56.7K $4.52M
VEEV
Veeva Systems Inc

Healthcare
-2.35K
- 4.96%
$283.73 - $306.22 $668K - $721K
45.1K $13.2M
VICI
Vici Properties Inc.

Real Estate
-24.1K
- 31.48%
$29.52 - $32.91 $711K - $792K
52.4K $1.59M
DKNG
Draft Kings Inc.

Consumer Cyclical
-14.7K
- 25.31%
$27.92 - $35.5 $411K - $523K
43.5K $1.29M
DFAT
Dimensional ETF Tr U S Target

ETFs
-14.2K
- 35.18%
$55.75 - $58.83 $789K - $833K
26.1K $1.49M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-16.4K
- 42.84%
$49.87 - $51.3 $819K - $843K
21.9K $1.11M
CHTR
Charter Communications, Inc.

Communication Services
-2.34K
- 48.73%
$201.84 - $282.74 $471K - $660K
2.46K $496K
HYG
Ishares Tr

ETFs
-9.2K
- 10.92%
$79.95 - $81.28 $736K - $748K
75.1K $6.02M
NWSA
News Corp

Communication Services
-24.3K
- 66.36%
$25.08 - $28.95 $609K - $703K
12.3K $321K
ARW
Arrow Electronics Inc

Technology
-5.39K
- 35.97%
$108.16 - $125.34 $583K - $675K
9.59K $1.04M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.18K
- 18.69%
$145.59 - $162.64 $463K - $518K
13.8K $2.11M
SPMD
Spdr Portfolio

ETFs
-12.3K
- 35.91%
$55.44 - $58.05 $684K - $716K
22K $1.24M
CNXC
Concentrix Corp

Technology
-12.9K
- 52.09%
$34.42 - $48.26 $443K - $621K
11.8K $417K
MET
Metlife Inc

Financial Services
-7.41K
- 22.68%
$75.97 - $82.89 $563K - $615K
25.3K $1.99M
VGSH
Vanguard

ETFs
-11.7K
- 11.32%
$58.64 - $58.96 $684K - $688K
91.4K $5.37M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-4.95K
- 9.63%
$59.79 - $74.1 $296K - $367K
46.5K $2.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.27K
- 4.66%
$55.57 - $63.17 $182K - $207K
66.9K $3.72M
FFIV
F5, Inc.

Technology
-1.43K
- 38.5%
$234.0 - $343.17 $335K - $491K
2.28K $534K
SYK
Stryker Corp

Healthcare
-1.27K
- 5.9%
$353.81 - $388.35 $450K - $494K
20.3K $7.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-8.05K
- 5.32%
$61.42 - $63.67 $494K - $512K
143K $8.87M
SE
Sea LTD

Consumer Cyclical
-1.68K
- 16.02%
$140.04 - $192.69 $236K - $324K
8.82K $1.24M
SCCO
Southern Copper Corp

Basic Materials
-5.89K
- 35.84%
$122.64 - $141.68 $722K - $834K
10.5K $1.38M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.29K
- 14.58%
$132.67 - $138.39 $569K - $594K
25.1K $3.37M
MSCI
Msci Inc.

Financial Services
-1.04K
- 15.4%
$533.34 - $593.76 $555K - $618K
5.72K $3.23M
RE
Everest Re Group LTD

Financial Services
-1.61K
- 28.41%
N/A
4.07K $1.51M
TXN
Texas Instruments Inc

Technology
-3.03K
- 4.11%
N/A
70.8K $13.8M
DFAU
Dimensional ETF Tr

ETFs
-12.7K
- 43.56%
$44.77 - $47.01 $570K - $598K
16.5K $757K
CMCSA
Comcast Corp

Communication Services
-3.3K
- 2.83%
$26.98 - $31.09 $88.9K - $102K
113K $3.08M
MAS
Masco Corp

Industrials
-7.02K
- 48.23%
$59.36 - $71.0 $417K - $498K
7.53K $447K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.87K
- 8.6%
$72.17 - $75.74 $712K - $747K
105K $7.85M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-7.07K
- 14.37%
$73.94 - $82.85 $522K - $585K
42.1K $3.11M
KORP
American Centy ETF Tr Diversif

ETFs
-11.6K
- 24.18%
$47.27 - $48.16 $546K - $557K
36.2K $1.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-23.1K
- 7.52%
$23.37 - $23.7 $539K - $547K
284K $6.64M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4.81K
- 50.9%
$82.82 - $104.04 $399K - $501K
4.64K $385K
CHRD
Oasis Petroleum Inc.

Energy
-5.19K
- 43.29%
$84.99 - $100.43 $441K - $522K
6.8K $633K
PAVE
Global X Fds Us Infrastructure

ETFs
-10.6K
- 11.18%
$46.42 - $48.56 $491K - $514K
84.1K $3.95M
MANH
Manhattan Associates Inc

Technology
-1.47K
- 13.3%
$175.13 - $208.9 $257K - $306K
9.55K $1.7M
ALK
Alaska Air Group, Inc.

Industrials
-10K
- 58.35%
$40.42 - $49.42 $404K - $495K
7.14K $297K
SPOT
Spotify Technology S.A.

Communication Services
-390
- 8.03%
$616.91 - $707.3 $241K - $276K
4.46K $2.84M
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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