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 901–950 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | 859 | $100K–$500K | SH |
| PCF | HIGH INCOME SECS FD | 18K | $100K–$500K | SH |
| AMPL | AMPLITUDE INC | 10K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 2K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 3K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 2K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 847 | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 574 | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 507 | $100K–$500K | SH |
| FSM | FORTUNA MNG CORP | 11K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 701 | $100K–$500K | SH |
| ROL | ROLLINS INC | 2K | $100K–$500K | SH |
| WEN | WENDYS CO | 12K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 134 | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 634 | $100K–$500K | SH |
| ECL | ECOLAB INC | 389 | $100K–$500K | SH |
| VST | VISTRA CORP | 633 | $100K–$500K | SH |
| BBDC | BARINGS BDC INC | 11K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 1K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 1K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 2K | $100K–$500K | SH |
| IHS | IHS HOLDING LIMITED | 13K | $100K–$500K | SH |
| ING | ING GROEP N.V. | 4K | $50K–$100K | SH |
| FLEX | FLEX LTD | 2K | $50K–$100K | SH |
| UBS | UBS GROUP AG | 2K | $50K–$100K | SH |
| DRH | DIAMONDROCK HOSPITALITY CO | 11K | $50K–$100K | SH |
| MKSI | MKS INC. | 616 | $50K–$100K | SH |
| IEP | ICAHN ENTERPRISES LP | 13K | $50K–$100K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 220 | $50K–$100K | SH |
| BINC | BLACKROCK ETF TRUST II | 2K | $50K–$100K | SH |
| COIN | COINBASE GLOBAL INC | 430 | $50K–$100K | SH |
| PSQH | PSQ HOLDINGS INC | 94K | $50K–$100K | SH |
| NKE | NIKE INC | 2K | $50K–$100K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 3K | $50K–$100K | SH |
| HAL | HALLIBURTON CO | 3K | $50K–$100K | SH |
| DRVN | DRIVEN BRANDS HLDGS INC | 6K | $50K–$100K | SH |
| RHI | ROBERT HALF INC. | 3K | $50K–$100K | SH |
| QUAL | ISHARES TR | 476 | $50K–$100K | SH |
| HYG | ISHARES TR | 1K | $50K–$100K | SH |
| MHK | MOHAWK INDS INC | 855 | $50K–$100K | SH |
| IWY | ISHARES TR | 336 | $50K–$100K | SH |
| MSCI | MSCI INC | 162 | $50K–$100K | SH |
| STLD | STEEL DYNAMICS INC | 548 | $50K–$100K | SH |
| XLV | SELECT SECTOR SPDR TR | 600 | $50K–$100K | SH |
| TPR | TAPESTRY INC | 723 | $50K–$100K | SH |
| ABNB | AIRBNB INC | 680 | $50K–$100K | SH |