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 701–750 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| AOA | ISHARES TR | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 598 | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | 5K | $100K–$500K | SH |
| DRD | DRDGOLD LIMITED | 7K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 3K | $100K–$500K | SH |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 5K | $100K–$500K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 16K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 561 | $100K–$500K | SH |
| KIE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH (Call) |
| EGO | ELDORADO GOLD CORP NEW | 6K | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 6K | $100K–$500K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 5K | $100K–$500K | SH |
| APOC | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 4K | $100K–$500K | SH |
| XLSR | SSGA ACTIVE TR | 3K | $100K–$500K | SH |
| BCX | BLACKROCK RES & COMMODITIES | 19K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 606 | $100K–$500K | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| SIL | GLOBAL X FDS | 3K | $100K–$500K | SH |
| GSUS | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| BOCT | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| ZJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| FLOT | ISHARES TR | 4K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 712 | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 5K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| ICLO | INVESCO ACTIVELY MANAGED EXC | 8K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 18K | $100K–$500K | SH |
| CINT | CI&T INC | 50K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| REXR | REXFORD INDL RLTY INC | 5K | $100K–$500K | SH |
| JMSI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| NPFD | NUVEEN VRIABL RAT PFD & INM | 11K | $100K–$500K | SH |
| COR | CENCORA INC | 593 | $100K–$500K | SH |
| FREL | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 18K | $100K–$500K | SH |
| DDTN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 862 | $100K–$500K | SH |