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 801–850 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IRWD | IRONWOOD PHARMACEUTICALS INC | 48K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 1K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 2K | $100K–$500K | SH |
| WIW | WESTERN AST INFL LKD OPP & I | 19K | $100K–$500K | SH |
| ITA | ISHARES TR | 752 | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 3K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 121 | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 12K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 12K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 24K | $100K–$500K | SH |
| FCFS | FIRSTCASH HOLDINGS INC | 971 | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 328 | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 19K | $100K–$500K | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 22K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| MTUM | ISHARES TR | 587 | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 162 | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 1K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 906 | $100K–$500K | SH |
| PPC | PILGRIMS PRIDE CORP | 4K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| WDI | WESTERN ASSET DIVERSIFIED IN | 11K | $100K–$500K | SH |
| APUE | TRUST FOR PROFESSIONAL MANAG | 3K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 2K | $100K–$500K | SH |
| IGF | ISHARES TR | 2K | $100K–$500K | SH |
| FOF | COHEN & STEERS CLOSED-END OP | 11K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 9K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 42 | $100K–$500K | SH |
| IWR | ISHARES TR | 1K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 2K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 2K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 2K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 487 | $100K–$500K | SH |
| CRH | CRH PLC | 1K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SHEL | SHELL PLC | 2K | $100K–$500K | SH |
| BURL | BURLINGTON STORES INC | 480 | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 854 | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 476 | $100K–$500K | SH |
| LIN | LINDE PLC | 319 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 488 | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 277 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 937 | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 1K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 8K | $100K–$500K | SH |