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 751–800 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| AA | ALCOA CORP | 4K | $100K–$500K | SH |
| CSX | CSX CORP | 5K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 4K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 8K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 391 | $100K–$500K | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 12K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 1K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 610 | $100K–$500K | SH |
| PCEF | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| HQL | ABRDN LIFE SCIENCES INVESTOR | 11K | $100K–$500K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 2K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 1K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 563 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 985 | $100K–$500K | SH |
| HAE | HAEMONETICS CORP MASS | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 624 | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 310 | $100K–$500K | SH |
| METV | LISTED FDS TR | 10K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 14K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 461 | $100K–$500K | SH |
| IWS | ISHARES TR | 1K | $100K–$500K | SH |
| VC | VISTEON CORP | 2K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 12K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 1K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 752 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 1K | $100K–$500K | SH |
| QLTY | GMO ETF TRUST | 4K | $100K–$500K | SH |
| LEO | BNY MELLON STRATEGIC MUNS IN | 27K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 160 | $100K–$500K | SH |
| RLAY | RELAY THERAPEUTICS INC | 20K | $100K–$500K | SH |
| WSO | WATSCO INC | 505 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 13K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 2K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 903 | $100K–$500K | SH |
| MET | METLIFE INC | 2K | $100K–$500K | SH |
| NMAI | NUVEEN MULTI ASSET INCOME FU | 13K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 1K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 805 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 352 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 2K | $100K–$500K | SH |