CIK 1621225
Merit Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
1,943
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDT | MEDTRONIC PLC | 5K | $500K+ | SH |
| NCZ | VIRTUS CONVERTIBLE & INC FD | 37K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| IVLU | ISHARES TR | 13K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| XT | ISHARES TR | 7K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 42K | $100K–$500K | SH |
| CUBE | CUBESMART | 14K | $100K–$500K | SH |
| DDFD | INNOVATOR ETFS TRUST | 26K | $100K–$500K | SH |
| AGX | ARGAN INC | 2K | $100K–$500K | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 46K | $100K–$500K | SH |
| ELCV | STRATEGY SHS | 19K | $100K–$500K | SH |
| PFE | PFIZER INC | 20K | $100K–$500K | SH |
| IWF | ISHARES TR | 1K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| INTU | INTUIT | 732 | $100K–$500K | SH |
| IYH | ISHARES TR | 7K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 16K | $100K–$500K | SH |
| TAXF | AMERICAN CENTY ETF TR | 10K | $100K–$500K | SH |
| MAIN | MAIN STR CAP CORP | 8K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 6K | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 10K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 20K | $100K–$500K | SH |
| DFP | FLAHERTY & CRUMRINE DYNAMIC | 23K | $100K–$500K | SH |
| ITM | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 33K | $100K–$500K | SH |
| ASYS | AMTECH SYS INC | 37K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 7K | $100K–$500K | SH |
| PSR | INVESCO ACTIVELY MANAGED EXC | 5K | $100K–$500K | SH |
| EBAY | EBAY INC. | 5K | $100K–$500K | SH |
| LCTD | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 19K | $100K–$500K | SH |
| MC | MOELIS & CO | 6K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 6K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| DBJP | DBX ETF TR | 5K | $100K–$500K | SH |
| KRMA | GLOBAL X FDS | 10K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 5K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| NAUG | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 19K | $100K–$500K | SH |
| FGDL | FRANKLIN TEMPLETON HOLDINGS | 7K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 797 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 12K | $100K–$500K | SH |