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 501–550 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 469 | $100K–$500K | SH |
| NMAR | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| AOR | ISHARES TR | 6K | $100K–$500K | SH |
| TPHD | TIMOTHY PLAN | 10K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| DXJ | WISDOMTREE TR | 3K | $100K–$500K | SH |
| IBTJ | ISHARES TR | 18K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| FDEM | FIDELITY COVINGTON TRUST | 13K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 8K | $100K–$500K | SH |
| TQQQ | PROSHARES TR | 7K | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| YDEC | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 29K | $100K–$500K | SH |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | 9K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 450 | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| QLD | PROSHARES TR | 5K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| PLTY | TIDAL TRUST II | 7K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 3K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| IDRV | ISHARES TR | 9K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 635 | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| HLN | HALEON PLC | 35K | $100K–$500K | SH |
| MCO | MOODYS CORP | 697 | $100K–$500K | SH |
| ONLN | PROSHARES TR | 6K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 7K | $100K–$500K | SH |
| CLOA | BLACKROCK ETF TRUST II | 7K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| NCV | VIRTUS CONVERTIBLE & INCOME | 23K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 7K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 79K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 28K | $100K–$500K | SH (Put) |
| WTPI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |