Merit Financial Group, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$12.5B
Holdings
1,943
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,943 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CMICUMMINS INC | 20,159 | $10.3M | 0.08% | |
| 202 | SIVRABRDN SILVER ETF TRUST | 149,453 | $10.1M | 0.08% | |
| 203 | VEEVVEEVA SYS INC | 45,119 | $10.1M | 0.08% | |
| 204 | XARSPDR SERIES TRUST | 41,676 | $10.1M | 0.08% | |
| 205 | UNPUNION PAC CORP | 43,455 | $10.0M | 0.08% | |
| 206 | KLACKLA CORP | 8,213 | $10.0M | 0.08% | |
| 207 | GEVGE VERNOVA INC | 15,080 | $9.9M | 0.08% | |
| 208 | SNPSSYNOPSYS INC | 20,874 | $9.8M | 0.08% | |
| 209 | COFCAPITAL ONE FINL CORP | 40,364 | $9.8M | 0.08% | |
| 210 | LOWLOWES COS INC | 40,096 | $9.7M | 0.08% | |
| 211 | LMTLOCKHEED MARTIN CORP | 19,776 | $9.6M | 0.08% | |
| 212 | CIBRFIRST TR EXCHANGE TRADED FD | 132,983 | $9.5M | 0.08% | |
| 213 | VVVANGUARD INDEX FDS | 29,941 | $9.4M | 0.08% | |
| 214 | ICSHISHARES TR | 185,920 | $9.4M | 0.08% | |
| 215 | DGRWWISDOMTREE TR | 103,759 | $9.3M | 0.07% | |
| 216 | AMATAPPLIED MATLS INC | 35,740 | $9.2M | 0.07% | |
| 217 | BKNGBOOKING HOLDINGS INC | 1,700 | $9.1M | 0.07% | |
| 218 | JQUAJ P MORGAN EXCHANGE TRADED F | 143,078 | $9.0M | 0.07% | |
| 219 | TMOTHERMO FISHER SCIENTIFIC INC | 15,504 | $9.0M | 0.07% | |
| 220 | VHTVANGUARD WORLD FD | 30,972 | $8.9M | 0.07% | |
| 221 | COWZPACER FDS TR | 147,459 | $8.9M | 0.07% | |
| 222 | IQDGWISDOMTREE TR | 213,386 | $8.9M | 0.07% | |
| 223 | CGIBCAPITAL GRP FIXED INCM ETF T | 348,189 | $8.8M | 0.07% | |
| 224 | SRLNSSGA ACTIVE ETF TR | 213,685 | $8.8M | 0.07% | |
| 225 | CRMSALESFORCE INC | 33,229 | $8.8M | 0.07% | |
| 226 | AVEMAMERICAN CENTY ETF TR | 113,512 | $8.7M | 0.07% | |
| 227 | VYMIVANGUARD WHITEHALL FDS | 96,608 | $8.7M | 0.07% | |
| 228 | INTCINTEL CORP | 234,794 | $8.7M | 0.07% | |
| 229 | CGBLCAPITAL GROUP CORE BALANCED | 243,314 | $8.6M | 0.07% | |
| 230 | BXBLACKSTONE INC | 55,534 | $8.6M | 0.07% | |
| 231 | FMDEFIDELITY COVINGTON TRUST | 234,659 | $8.5M | 0.07% | |
| 232 | XMLVINVESCO EXCH TRADED FD TR II | 136,222 | $8.5M | 0.07% | |
| 233 | BMYBRISTOL-MYERS SQUIBB CO | 155,110 | $8.4M | 0.07% | |
| 234 | RYROYAL BK CDA | 48,592 | $8.3M | 0.07% | |
| 235 | MDYGSPDR SERIES TRUST | 89,545 | $8.3M | 0.07% | |
| 236 | BKBANK NEW YORK MELLON CORP | 71,216 | $8.3M | 0.07% | |
| 237 | ACNACCENTURE PLC IRELAND | 30,790 | $8.3M | 0.07% | |
| 238 | DBMFLITMAN GREGORY FDS TR | 293,747 | $8.2M | 0.07% | |
| 239 | ITWILLINOIS TOOL WKS INC | 33,394 | $8.2M | 0.07% | |
| 240 | SOSOUTHERN CO | 92,071 | $8.0M | 0.06% | |
| 241 | GMGENERAL MTRS CO | 97,925 | $8.0M | 0.06% | |
| 242 | AMGNAMGEN INC | 24,233 | $7.9M | 0.06% | |
| 243 | VXUSVANGUARD STAR FDS | 104,828 | $7.9M | 0.06% | |
| 244 | AHRAMERICAN HEALTHCARE REIT INC | 168,011 | $7.9M | 0.06% | |
| 245 | BABOEING CO | 36,392 | $7.9M | 0.06% | |
| 246 | IJHISHARES TR | 118,975 | $7.9M | 0.06% | |
| 247 | BIVVANGUARD BD INDEX FDS | 100,769 | $7.8M | 0.06% | |
| 248 | DISDISNEY WALT CO | 68,389 | $7.8M | 0.06% | |
| 249 | SPHQINVESCO EXCHANGE TRADED FD T | 103,550 | $7.8M | 0.06% | |
| 250 | APHAMPHENOL CORP NEW | 57,457 | $7.8M | 0.06% | |
| 251 | TMUST-MOBILE US INC | 37,563 | $7.6M | 0.06% | |
| 252 | PYLDPIMCO ETF TR | 283,470 | $7.6M | 0.06% | |
| 253 | IBDSISHARES TR | 302,613 | $7.3M | 0.06% | |
| 254 | LINLINDE PLC | 17,196 | $7.3M | 0.06% | |
| 255 | AEPAMERICAN ELEC PWR CO INC | 63,526 | $7.3M | 0.06% | |
| 256 | PANWPALO ALTO NETWORKS INC | 39,270 | $7.2M | 0.06% | |
| 257 | XLCSELECT SECTOR SPDR TR | 61,127 | $7.2M | 0.06% | |
| 258 | XLISELECT SECTOR SPDR TR | 46,171 | $7.2M | 0.06% | |
| 259 | VTVANGUARD INTL EQUITY INDEX F | 50,667 | $7.1M | 0.06% | |
| 260 | SYKSTRYKER CORPORATION | 20,268 | $7.1M | 0.06% | |
| 261 | TLTPAMPLIFY ETF TR | 321,816 | $7.1M | 0.06% | |
| 262 | CGDGCAPITAL GROUP DIVIDEND GROWE | 198,713 | $7.1M | 0.06% | |
| 263 | AQLTISHARES TR | 41,493 | $7.1M | 0.06% | |
| 264 | WECWEC ENERGY GROUP INC | 66,908 | $7.1M | 0.06% | |
| 265 | AFLAFLAC INC | 63,879 | $7.0M | 0.06% | |
| 266 | IBDRISHARES TR | 289,005 | $7.0M | 0.06% | |
| 267 | SCHFSCHWAB STRATEGIC TR | 289,852 | $7.0M | 0.06% | |
| 268 | DGROISHARES TR | 100,121 | $7.0M | 0.06% | |
| 269 | AXONAXON ENTERPRISE INC | 12,221 | $6.9M | 0.06% | |
| 270 | MDTMEDTRONIC PLC | 72,246 | $6.9M | 0.06% | |
| 271 | ILCBISHARES TR | 73,485 | $6.9M | 0.06% | |
| 272 | BKDVBNY MELLON ETF TRUST II | 238,568 | $6.9M | 0.06% | |
| 273 | SCHWSCHWAB CHARLES CORP | 69,112 | $6.9M | 0.06% | |
| 274 | NOCNORTHROP GRUMMAN CORP | 12,085 | $6.9M | 0.06% | |
| 275 | JMUBJ P MORGAN EXCHANGE TRADED F | 135,421 | $6.8M | 0.05% | |
| 276 | AIRRFIRST TR EXCHANGE TRADED FD | 69,389 | $6.8M | 0.05% | |
| 277 | APPAPPLOVIN CORP | 10,107 | $6.8M | 0.05% | |
| 278 | AVDVAMERICAN CENTY ETF TR | 72,204 | $6.8M | 0.05% | |
| 279 | JCIJOHNSON CTLS INTL PLC | 56,037 | $6.7M | 0.05% | |
| 280 | ESGUISHARES TR | 44,834 | $6.7M | 0.05% | |
| 281 | SDYSPDR SERIES TRUST | 47,980 | $6.7M | 0.05% | |
| 282 | SCHZSCHWAB STRATEGIC TR | 283,848 | $6.6M | 0.05% | |
| 283 | SBUXSTARBUCKS CORP | 78,527 | $6.6M | 0.05% | |
| 284 | NEENEXTERA ENERGY INC | 82,135 | $6.6M | 0.05% | |
| 285 | BACVERIZON COMMUNICATIONS INC | 161,642 | $6.6M | 0.05% | |
| 286 | GILDGILEAD SCIENCES INC | 53,558 | $6.6M | 0.05% | |
| 287 | VXFVANGUARD INDEX FDS | 31,221 | $6.5M | 0.05% | |
| 288 | SJNKSPDR SERIES TRUST | 257,647 | $6.5M | 0.05% | |
| 289 | UBERUBER TECHNOLOGIES INC | 79,549 | $6.5M | 0.05% | |
| 290 | CPRTCOPART INC | 165,879 | $6.5M | 0.05% | |
| 291 | ADPAUTOMATIC DATA PROCESSING IN | 25,122 | $6.5M | 0.05% | |
| 292 | BSVVANGUARD BD INDEX FDS | 81,943 | $6.5M | 0.05% | |
| 293 | INTUINTUIT | 9,746 | $6.5M | 0.05% | |
| 294 | CNCCENTENE CORP DEL | 156,332 | $6.4M | 0.05% | |
| 295 | VOEVANGUARD INDEX FDS | 36,198 | $6.4M | 0.05% | |
| 296 | CGMSCAPITAL GRP FIXED INCM ETF T | 231,149 | $6.4M | 0.05% | |
| 297 | XLBSELECT SECTOR SPDR TR | 140,670 | $6.4M | 0.05% | |
| 298 | XLYSELECT SECTOR SPDR TR | 53,262 | $6.4M | 0.05% | |
| 299 | SCHMSCHWAB STRATEGIC TR | 210,346 | $6.3M | 0.05% | |
| 300 | HYDVANECK ETF TRUST | 123,485 | $6.3M | 0.05% |