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 201–250 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CLIP | GLOBAL X FDS | 16K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 33K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 62K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| EBND | SPDR SERIES TRUST | 74K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 31K | $1M+ | SH |
| RSPM | INVESCO EXCHANGE TRADED FD T | 46K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| EAGG | ISHARES TR | 32K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 4K | $1M+ | SH |
| ACWI | ISHARES TR | 11K | $1M+ | SH |
| IYF | ISHARES TR | 12K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 22K | $1M+ | SH |
| USXF | ISHARES TR | 25K | $1M+ | SH |
| IEI | ISHARES TR | 12K | $1M+ | SH |
| IBDV | ISHARES TR | 64K | $1M+ | SH |
| ONEO | SPDR SERIES TRUST | 11K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| WMT | WALMART INC | 13K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 38K | $1M+ | SH |
| KO | COCA COLA CO | 20K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| EZM | WISDOMTREE TR | 21K | $1M+ | SH |
| CSM | PROSHARES TR | 17K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 77K | $1M+ | SH |
| SCZ | ISHARES TR | 17K | $1M+ | SH |
| T | AT&T INC | 54K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 16K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 16K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| NFLX | NETFLIX INC | 14K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| DON | WISDOMTREE TR | 25K | $1M+ | SH |
| XHS | SPDR SERIES TRUST | 12K | $1M+ | SH |
| QTPI | EXCHANGE PLACE ADVISORS TRUS | 50K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| VLUE | ISHARES TR | 9K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 50K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| DHS | WISDOMTREE TR | 12K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 27K | $1M+ | SH |
| AOHY | ANGEL OAK FUNDS TRUST | 109K | $1M+ | SH |
| SCCO | SOUTHERN COPPER CORP | 8K | $1M+ | SH |
| ESUM | STRATEGY SHS | 44K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 5K | $1M+ | SH |