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
CWS
Advisorshares Tr Advisorshares

ETFs
-7.9K
- 47.25%
$67.03 - $69.86 $529K - $552K
8.82K $593K
EMHC
Spdr Bloomberg Emerging Market
-21.5K
- 59.81%
$25.12 - $25.8 $540K - $554K
14.4K $368K
AJG
Arthur J. Gallagher & Co.

Financial Services
-461
- 5.74%
$242.98 - $310.48 $112K - $143K
7.58K $1.96M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.08K
- 5.32%
$76.92 - $92.53 $160K - $192K
36.9K $2.84M
BRO
Brown & Brown, Inc.

Financial Services
-5.19K
- 64.87%
$76.42 - $95.96 $396K - $498K
2.81K $226K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-19.2K
- 44.58%
$26.76 - $27.67 $515K - $533K
23.9K $642K
CNP
Centerpoint Energy Inc

Utilities
-14K
- 29.87%
$38.17 - $40.22 $534K - $562K
32.8K $1.3M
GLDM
World Gold Trust

ETFs
-9.25K
- 17.38%
$76.32 - $86.69 $706K - $801K
44K $3.56M
BUG
Global X Fds Cybersecurity ETF

ETFs
-7.85K
- 7.88%
$32.53 - $35.95 $255K - $282K
91.8K $2.99M
WING
Wingstop Inc.

Consumer Cyclical
-1.92K
- 65.21%
$214.07 - $266.89 $411K - $513K
1.03K $238K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.84K
- 10.87%
$70.3 - $73.05 $411K - $427K
47.9K $3.45M
CHWY
Chewy, Inc.

Consumer Cyclical
-7.61K
- 22.13%
$32.82 - $39.54 $250K - $301K
26.8K $897K
KMB
Kimberly Clark Corp

Consumer Defensive
-759
- 3.79%
$100.05 - $123.23 $75.9K - $93.5K
19.3K $2M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-25K
- 56.4%
$19.16 - $19.36 $479K - $484K
19.3K $370K
IGF
Ishares Global Infrastructure

ETFs
-8.06K
- 42.92%
$60.97 - $62.49 $492K - $504K
10.7K $666K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-6.83K
- 9.06%
$83.65 - $86.6 $571K - $592K
68.6K $5.91M
FDHY
Fidelity Covington Trust High

ETFs
-9.47K
- 16.9%
$48.8 - $49.6 $462K - $469K
46.5K $2.28M
OVV
Ovintiv Inc.

Energy
-11.3K
- 45.21%
$35.97 - $40.53 $407K - $458K
13.7K $536K
VGIT
Vanguard Intermediate Term Tre

ETFs
-7.71K
- 12.97%
$59.84 - $60.54 $461K - $467K
51.7K $3.1M
FSK
Fs Kkr Capital Corp

Financial Services
-33.4K
- 35.36%
$14.16 - $15.65 $474K - $523K
61.1K $953K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-12.3K
- 1.51%
$28.46 - $29.45 $351K - $363K
803K $23.3M
OC
Owens Corning

Industrials
-2.2K
- 37.78%
$101.83 - $141.3 $224K - $311K
3.62K $368K
DHIL
Diamond Hill Investment Group Inc

Financial Services
-2.01K
- 10.51%
$126.29 - $142.54 $254K - $287K
17.1K $2.23M
PKG
Packaging Corp Of America

Consumer Cyclical
-1.7K
- 31.13%
$195.59 - $215.64 $332K - $366K
3.76K $741K
WDAY
Workday, Inc.

Technology
-1.72K
- 37.65%
$223.49 - $245.67 $385K - $423K
2.85K $657K
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.73K
- 6.82%
$83.45 - $84.82 $395K - $401K
64.6K $5.4M
CTAS
Cintas Corp

Industrials
-1.14K
- 9.58%
$182.04 - $203.64 $207K - $231K
10.7K $2M
QWLD
Spdr Index Shs Fds

ETFs
-3.03K
- 61.56%
$138.27 - $143.17 $419K - $434K
1.89K $268K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.26K
- 11.38%
$217.49 - $236.9 $275K - $299K
9.84K $2.22M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-52
- 0.91%
$252.87 - $320.26 $13.1K - $16.7K
5.64K $1.43M
SNV
Synovus Financial Corp

Financial Services
-7.35K
- 28.23%
$44.06 - $48.68 $324K - $358K
18.7K $874K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-12.6K
- 33.13%
$33.61 - $35.02 $422K - $440K
25.3K $874K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-6.03K
- 19.16%
$61.3 - $64.67 $369K - $390K
25.4K $1.59M
MELI
Mercadolibre Inc

Consumer Cyclical
-52
- 5.41%
$2024.98 - $2360.76 $105K - $123K
909 $1.86M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.88K
- 4.2%
$88.13 - $92.69 $253K - $267K
65.5K $5.87M
XRAY
Dentsply Sirona Inc.

Healthcare
-26.2K
- 54.85%
$10.52 - $13.19 $276K - $346K
21.6K $227K
POOL
Pool Corp

Industrials
-78
- 1.49%
$242.32 - $312.05 $18.9K - $24.3K
5.15K $1.25M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-3.12K
- 48.76%
$103.32 - $112.12 $322K - $350K
3.28K $338K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.36K
- 20.11%
$50.22 - $52.54 $320K - $334K
25.3K $1.29M
CGGO
Capital Group Global Growth Eq

ETFs
-10.6K
- 10.49%
$33.63 - $35.51 $355K - $375K
90K $3.08M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.29K
- 12.63%
$67.07 - $73.01 $623K - $678K
64.3K $4.61M
IHF
Ishares Tr

ETFs
-4.22K
- 4.74%
$47.5 - $51.44 $200K - $217K
84.9K $4.05M
CVX
Chevron Corp

Energy
-1.81K
- 1.3%
$148.9 - $157.72 $270K - $286K
138K $21.3M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.45K
- 26.34%
$171.59 - $193.49 $249K - $281K
4.06K $705K
MGM
Mgm Resorts International

Consumer Cyclical
-8.32K
- 26.1%
$30.72 - $34.75 $256K - $289K
23.6K $764K
SCI
Service Corp International

Consumer Cyclical
-2.6K
- 7.0%
$79.67 - $83.86 $207K - $218K
34.5K $2.75M
TTC
Toro CO

Industrials
-3.32K
- 18.6%
$70.29 - $77.08 $233K - $256K
14.5K $1.02M
HEFA
Ishares Currency Hedged Msci E

ETFs
-10K
- 19.83%
$39.63 - $41.86 $397K - $419K
40.5K $1.67M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-10.9K
- 8.28%
$39.34 - $41.27 $428K - $448K
120K $4.92M
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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