Merit Financial Group, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$9.0B
Holdings
1,694
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,694 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | INTUINTUIT | 8,719 | $6.9B | 76.58% | |
| 202 | AMGNAMGEN INC | 24,325 | $6.8B | 75.73% | |
| 203 | VXFVANGUARD INDEX FDS | 35,114 | $6.8B | 75.45% | |
| 204 | TRVCCITIGROUP INC | 79,384 | $6.8B | 75.35% | |
| 205 | BABOEING CO | 31,883 | $6.7B | 74.49% | |
| 206 | WMBWILLIAMS COS INC | 106,114 | $6.7B | 74.32% | |
| 207 | IBDQISHARES TR | 263,554 | $6.6B | 74.00% | |
| 208 | VOTVANGUARD INDEX FDS | 23,272 | $6.6B | 73.80% | |
| 209 | VOEVANGUARD INDEX FDS | 40,156 | $6.6B | 73.64% | |
| 210 | SJNKSPDR SERIES TRUST | 258,251 | $6.6B | 73.37% | |
| 211 | LINLINDE PLC | 13,840 | $6.5B | 72.41% | |
| 212 | EFAVISHARES TR | 77,236 | $6.5B | 72.40% | |
| 213 | NOWSERVICENOW INC | 6,267 | $6.4B | 71.84% | |
| 214 | BACVERIZON COMMUNICATIONS INC | 148,878 | $6.4B | 71.83% | |
| 215 | AMATAPPLIED MATLS INC | 35,120 | $6.4B | 71.69% | |
| 216 | VCITVANGUARD SCOTTSDALE FDS | 77,368 | $6.4B | 71.54% | |
| 217 | ICFISHARES TR | 103,944 | $6.4B | 70.89% | |
| 218 | AHRAMERICAN HEALTHCARE REIT INC | 172,783 | $6.3B | 70.78% | |
| 219 | HYDVANECK ETF TRUST | 124,718 | $6.3B | 69.83% | |
| 220 | ADPAUTOMATIC DATA PROCESSING IN | 20,259 | $6.2B | 69.67% | |
| 221 | GEVGE VERNOVA INC | 11,724 | $6.2B | 69.17% | |
| 222 | JHMDJOHN HANCOCK EXCHANGE TRADED | 160,913 | $6.2B | 68.67% | |
| 223 | ILCBISHARES TR | 71,150 | $6.1B | 68.06% | |
| 224 | DFGPDIMENSIONAL ETF TRUST | 111,959 | $6.1B | 68.03% | |
| 225 | SCHMSCHWAB STRATEGIC TR | 214,398 | $6.0B | 67.06% | |
| 226 | DUKDUKE ENERGY CORP NEW | 50,801 | $6.0B | 66.84% | |
| 227 | XLESELECT SECTOR SPDR TR | 70,390 | $6.0B | 66.57% | |
| 228 | BILSPDR SERIES TRUST | 65,014 | $6.0B | 66.50% | |
| 229 | WECWEC ENERGY GROUP INC | 57,222 | $6.0B | 66.49% | |
| 230 | UBERUBER TECHNOLOGIES INC | 63,876 | $6.0B | 66.45% | |
| 231 | VWOBVANGUARD WHITEHALL FDS | 91,002 | $5.9B | 66.31% | |
| 232 | JCIJOHNSON CTLS INTL PLC | 55,784 | $5.9B | 65.70% | |
| 233 | BKDVBNY MELLON ETF TRUST II | 220,681 | $5.9B | 65.48% | |
| 234 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,772 | $5.8B | 65.09% | |
| 235 | AQLTISHARES TR | 37,914 | $5.8B | 64.73% | |
| 236 | FLRNSPDR SERIES TRUST | 188,078 | $5.8B | 64.66% | |
| 237 | VFHVANGUARD WORLD FD | 45,395 | $5.8B | 64.44% | |
| 238 | VCSHVANGUARD SCOTTSDALE FDS | 71,821 | $5.7B | 63.67% | |
| 239 | SHYISHARES TR | 68,848 | $5.7B | 63.61% | |
| 240 | AFLAFLAC INC | 53,575 | $5.7B | 63.00% | |
| 241 | FLOTISHARES TR | 110,327 | $5.6B | 62.77% | |
| 242 | SHYGISHARES TR | 130,476 | $5.6B | 62.76% | |
| 243 | CMICUMMINS INC | 17,184 | $5.6B | 62.75% | |
| 244 | VTVANGUARD INTL EQUITY INDEX F | 43,777 | $5.6B | 62.74% | |
| 245 | IBDRISHARES TR | 231,762 | $5.6B | 62.67% | |
| 246 | ITA*ISHARES TR | 29,693 | $5.6B | 62.46% | |
| 247 | BKBANK NEW YORK MELLON CORP | 61,255 | $5.6B | 62.23% | |
| 248 | PTFINVESCO EXCHANGE TRADED FD T | 81,687 | $5.6B | 62.20% | |
| 249 | EQWLINVESCO EXCHANGE TRADED FD T | 50,616 | $5.6B | 62.07% | |
| 250 | COPCONOCOPHILLIPS | 61,885 | $5.6B | 61.93% | |
| 251 | PCTYPAYLOCITY HLDG CORP | 30,581 | $5.5B | 61.79% | |
| 252 | ARCCARES CAPITAL CORP | 251,961 | $5.5B | 61.70% | |
| 253 | RBLXROBLOX CORP | 52,551 | $5.5B | 61.65% | |
| 254 | ANETARISTA NETWORKS INC | 53,894 | $5.5B | 61.48% | |
| 255 | MDYSPDR S&P MIDCAP 400 ETF TR | 9,669 | $5.5B | 61.07% | |
| 256 | BCCCGLOBAL X FDS | 125,394 | $5.5B | 60.93% | |
| 257 | TSCOTRACTOR SUPPLY CO | 103,082 | $5.4B | 60.66% | |
| 258 | AMDADVANCED MICRO DEVICES INC | 37,959 | $5.4B | 60.06% | |
| 259 | ILCGISHARES TR | 55,144 | $5.3B | 59.58% | |
| 260 | ACNACCENTURE PLC IRELAND | 17,849 | $5.3B | 59.49% | |
| 261 | ISCFISHARES TR | 137,350 | $5.3B | 59.38% | |
| 262 | GILDGILEAD SCIENCES INC | 47,951 | $5.3B | 59.28% | |
| 263 | HSYHERSHEY CO | 31,796 | $5.3B | 58.84% | |
| 264 | XLISELECT SECTOR SPDR TR | 35,687 | $5.3B | 58.70% | |
| 265 | HYGISHARES TR | 64,869 | $5.2B | 58.34% | |
| 266 | CGBLCAPITAL GROUP CORE BALANCED | 156,348 | $5.2B | 58.30% | |
| 267 | AEPAMERICAN ELEC PWR CO INC | 50,295 | $5.2B | 58.19% | |
| 268 | HDVISHARES TR | 44,400 | $5.2B | 58.01% | |
| 269 | VOXVANGUARD WORLD FD | 30,402 | $5.2B | 57.98% | |
| 270 | XLVSELECT SECTOR SPDR TR | 38,416 | $5.2B | 57.74% | |
| 271 | BKLNINVESCO EXCH TRADED FD TR II | 246,178 | $5.2B | 57.43% | |
| 272 | DFAIDIMENSIONAL ETF TRUST | 148,782 | $5.1B | 57.35% | |
| 273 | SPLVINVESCO EXCH TRADED FD TR II | 69,392 | $5.1B | 56.35% | |
| 274 | VCRVANGUARD WORLD FD | 13,929 | $5.0B | 56.28% | |
| 275 | DFLVDIMENSIONAL ETF TRUST | 162,652 | $5.0B | 56.26% | |
| 276 | PFEPFIZER INC | 207,849 | $5.0B | 56.18% | |
| 277 | SCHWSCHWAB CHARLES CORP | 54,670 | $5.0B | 55.62% | |
| 278 | MCOMOODYS CORP | 9,944 | $5.0B | 55.62% | |
| 279 | MDTMEDTRONIC PLC | 57,035 | $5.0B | 55.44% | |
| 280 | MDLZMONDELEZ INTL INC | 73,210 | $4.9B | 55.05% | |
| 281 | NEENEXTERA ENERGY INC | 71,114 | $4.9B | 55.05% | |
| 282 | GBTCGRAYSCALE BITCOIN TRUST ETF | 57,843 | $4.9B | 54.71% | |
| 283 | ESGUISHARES TR | 36,249 | $4.9B | 54.69% | |
| 284 | VNQVANGUARD INDEX FDS | 54,770 | $4.9B | 54.39% | |
| 285 | EFAISHARES TR | 54,186 | $4.8B | 54.01% | |
| 286 | ISRGINTUITIVE SURGICAL INC | 8,886 | $4.8B | 53.84% | |
| 287 | DEDEERE & CO | 9,494 | $4.8B | 53.83% | |
| 288 | TMOTHERMO FISHER SCIENTIFIC INC | 11,903 | $4.8B | 53.82% | |
| 289 | COWZPACER FDS TR | 87,561 | $4.8B | 53.80% | |
| 290 | CGDGCAPITAL GROUP DIVIDEND GROWE | 143,342 | $4.8B | 53.75% | |
| 291 | APHAMPHENOL CORP NEW | 48,462 | $4.8B | 53.36% | |
| 292 | HYMBSPDR SERIES TRUST | 192,912 | $4.8B | 53.30% | |
| 293 | SHLDGLOBAL X FDS | 79,331 | $4.8B | 53.30% | |
| 294 | LRNSTRIDE INC | 32,743 | $4.8B | 53.01% | |
| 295 | SIVRABRDN SILVER ETF TRUST | 137,023 | $4.7B | 52.58% | |
| 296 | IWMISHARES TR | 45,203 | $4.7B | 52.54% | Put |
| 297 | RYROYAL BK CDA | 35,729 | $4.7B | 52.41% | |
| 298 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 427,255 | $4.7B | 52.02% | |
| 299 | NICNICOLET BANKSHARES INC | 37,570 | $4.6B | 51.73% | |
| 300 | MRSHMARSH & MCLENNAN COS INC | 21,138 | $4.6B | 51.53% |