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 |
|---|---|---|---|---|---|
| 301 | DUKDUKE ENERGY CORP NEW | 53,859 | $6.3M | 0.05% | |
| 302 | BUFRFIRST TR EXCHNG TRADED FD VI | 183,840 | $6.3M | 0.05% | |
| 303 | DHRDANAHER CORPORATION | 27,400 | $6.3M | 0.05% | |
| 304 | NVRNVR INC | 857 | $6.2M | 0.05% | |
| 305 | VWOBVANGUARD WHITEHALL FDS | 92,586 | $6.2M | 0.05% | |
| 306 | DEDEERE & CO | 13,296 | $6.2M | 0.05% | |
| 307 | VOTVANGUARD INDEX FDS | 22,069 | $6.2M | 0.05% | |
| 308 | NOWSERVICENOW INC | 39,969 | $6.1M | 0.05% | |
| 309 | VFHVANGUARD WORLD FD | 45,533 | $6.1M | 0.05% | |
| 310 | VOXVANGUARD WORLD FD | 31,357 | $6.1M | 0.05% | |
| 311 | EQWLINVESCO EXCHANGE TRADED FD T | 51,355 | $6.1M | 0.05% | |
| 312 | SYSBISHARES TR | 67,483 | $6.1M | 0.05% | |
| 313 | HYGISHARES TR | 75,094 | $6.1M | 0.05% | |
| 314 | BNDXVANGUARD CHARLOTTE FDS | 124,933 | $6.0M | 0.05% | |
| 315 | VTEIVANGUARD MUN BD FDS | 59,757 | $6.0M | 0.05% | |
| 316 | PFEPFIZER INC | 241,652 | $6.0M | 0.05% | |
| 317 | NICNICOLET BANKSHARES INC | 49,314 | $6.0M | 0.05% | |
| 318 | WELLWELLTOWER INC | 32,117 | $6.0M | 0.05% | |
| 319 | HSYHERSHEY CO | 32,693 | $5.9M | 0.05% | |
| 320 | EFAVISHARES TR | 68,559 | $5.9M | 0.05% | |
| 321 | NEMNEWMONT CORP | 59,084 | $5.9M | 0.05% | |
| 322 | COPCONOCOPHILLIPS | 63,016 | $5.9M | 0.05% | |
| 323 | QALTSEI EXCHANGE TRADED FUNDS | 233,965 | $5.8M | 0.05% | |
| 324 | AGGYWISDOMTREE TR | 132,237 | $5.8M | 0.05% | |
| 325 | MDYSPDR S&P MIDCAP 400 ETF TR | 9,627 | $5.8M | 0.05% | |
| 326 | VNQVANGUARD INDEX FDS | 65,531 | $5.8M | 0.05% | |
| 327 | EXPEEXPEDIA GROUP INC | 20,423 | $5.8M | 0.05% | |
| 328 | FLRNSPDR SERIES TRUST | 188,038 | $5.8M | 0.05% | |
| 329 | ADIANALOG DEVICES INC | 21,179 | $5.7M | 0.05% | |
| 330 | ARCCARES CAPITAL CORP | 282,508 | $5.7M | 0.05% | |
| 331 | XSOEWISDOMTREE TR | 146,326 | $5.7M | 0.05% | |
| 332 | SHYGISHARES TR | 132,927 | $5.7M | 0.05% | |
| 333 | IWMISHARES TR | 23,157 | $5.7M | 0.05% | |
| 334 | ILCGISHARES TR | 54,639 | $5.7M | 0.05% | |
| 335 | FDXFEDEX CORP | 19,633 | $5.7M | 0.05% | |
| 336 | MINTPIMCO ETF TR | 56,336 | $5.7M | 0.05% | |
| 337 | SHYISHARES TR | 67,862 | $5.6M | 0.05% | |
| 338 | KLMNINVESCO EXCH TRADED FD TR II | 47,014 | $5.6M | 0.04% | |
| 339 | IBDTISHARES TR | 219,749 | $5.6M | 0.04% | |
| 340 | FIXCOMFORT SYS USA INC | 5,946 | $5.5M | 0.04% | |
| 341 | ISRGINTUITIVE SURGICAL INC | 9,728 | $5.5M | 0.04% | |
| 342 | WMBWILLIAMS COS INC | 90,786 | $5.5M | 0.04% | |
| 343 | LQDISHARES TR | 49,410 | $5.4M | 0.04% | |
| 344 | PCTYPAYLOCITY HLDG CORP | 35,710 | $5.4M | 0.04% | |
| 345 | MEARISHARES U S ETF TR | 107,594 | $5.4M | 0.04% | |
| 346 | VCITVANGUARD SCOTTSDALE FDS | 64,640 | $5.4M | 0.04% | |
| 347 | VGSHVANGUARD SCOTTSDALE FDS | 91,371 | $5.4M | 0.04% | |
| 348 | ICVTISHARES TR | 54,138 | $5.3M | 0.04% | |
| 349 | VCRVANGUARD WORLD FD | 13,451 | $5.3M | 0.04% | |
| 350 | PCGPG&E CORP | 328,403 | $5.3M | 0.04% | |
| 351 | TSCOTRACTOR SUPPLY CO | 105,433 | $5.3M | 0.04% | |
| 352 | SHOPSHOPIFY INC | 32,689 | $5.3M | 0.04% | |
| 353 | IWPISHARES TR | 38,364 | $5.3M | 0.04% | |
| 354 | MCOMOODYS CORP | 10,271 | $5.2M | 0.04% | |
| 355 | PVALPUTNAM ETF TRUST | 115,056 | $5.2M | 0.04% | |
| 356 | UTHUNITED THERAPEUTICS CORP DEL | 10,737 | $5.2M | 0.04% | |
| 357 | VFMOVANGUARD WELLINGTON FD | 26,873 | $5.1M | 0.04% | |
| 358 | HYMBSPDR SERIES TRUST | 205,736 | $5.1M | 0.04% | |
| 359 | TRVTRAVELERS COMPANIES INC | 17,697 | $5.1M | 0.04% | |
| 360 | TEAMATLASSIAN CORPORATION | 31,565 | $5.1M | 0.04% | |
| 361 | CMGCHIPOTLE MEXICAN GRILL INC | 136,506 | $5.0M | 0.04% | |
| 362 | JHMDJOHN HANCOCK EXCHANGE TRADED | 120,439 | $5.0M | 0.04% | |
| 363 | BKLNINVESCO EXCH TRADED FD TR II | 237,983 | $5.0M | 0.04% | |
| 364 | HIMUBLACKROCK ETF TRUST II | 102,442 | $5.0M | 0.04% | |
| 365 | HDVISHARES TR | 40,849 | $5.0M | 0.04% | |
| 366 | SFMSPROUTS FMRS MKT INC | 92,965 | $5.0M | 0.04% | Put |
| 367 | CEGCONSTELLATION ENERGY CORP | 13,951 | $4.9M | 0.04% | |
| 368 | INCYINCYTE CORP | 49,806 | $4.9M | 0.04% | |
| 369 | WDCWESTERN DIGITAL CORP | 28,139 | $4.8M | 0.04% | |
| 370 | EIXEDISON INTL | 79,253 | $4.8M | 0.04% | |
| 371 | CGGECAPITAL GROUP GLOBAL EQUITY | 149,261 | $4.7M | 0.04% | |
| 372 | IYY*ISHARES TR | 28,465 | $4.7M | 0.04% | |
| 373 | EMXCISHARES INC | 64,270 | $4.7M | 0.04% | |
| 374 | ULTAULTA BEAUTY INC | 7,586 | $4.6M | 0.04% | |
| 375 | FNDFSCHWAB STRATEGIC TR | 101,278 | $4.6M | 0.04% | |
| 376 | TLHISHARES TR | 45,036 | $4.6M | 0.04% | |
| 377 | ATOATMOS ENERGY CORP | 27,045 | $4.5M | 0.04% | |
| 378 | XLVSELECT SECTOR SPDR TR | 29,256 | $4.5M | 0.04% | |
| 379 | VCSHVANGUARD SCOTTSDALE FDS | 56,712 | $4.5M | 0.04% | |
| 380 | SNYSANOFI SA | 93,368 | $4.5M | 0.04% | |
| 381 | MARMARRIOTT INTL INC NEW | 14,553 | $4.5M | 0.04% | |
| 382 | NVSNNOVARTIS AG | 32,499 | $4.5M | 0.04% | |
| 383 | ABNBAIRBNB INC | 32,994 | $4.5M | 0.04% | |
| 384 | DALDELTA AIR LINES INC DEL | 64,254 | $4.5M | 0.04% | |
| 385 | ABGCENCORA INC | 13,099 | $4.4M | 0.04% | |
| 386 | MRSHMARSH & MCLENNAN COS INC | 23,754 | $4.4M | 0.04% | |
| 387 | EMBISHARES TR | 45,375 | $4.4M | 0.04% | |
| 388 | SEIVSEI EXCHANGE TRADED FUNDS | 105,043 | $4.4M | 0.03% | |
| 389 | MEDPMEDPACE HLDGS INC | 7,759 | $4.4M | 0.03% | |
| 390 | SEIMSEI EXCHANGE TRADED FUNDS | 93,983 | $4.3M | 0.03% | |
| 391 | NTRANATERA INC | 18,720 | $4.3M | 0.03% | |
| 392 | IWDISHARES TR | 20,382 | $4.3M | 0.03% | |
| 393 | MMM3M CO | 26,690 | $4.3M | 0.03% | |
| 394 | CVSCVS HEALTH CORP | 53,512 | $4.2M | 0.03% | |
| 395 | ZMZOOM COMMUNICATIONS INC | 49,173 | $4.2M | 0.03% | |
| 396 | VRSNVERISIGN INC | 17,454 | $4.2M | 0.03% | |
| 397 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 363,428 | $4.2M | 0.03% | |
| 398 | ALSALLSTATE CORP | 20,193 | $4.2M | 0.03% | |
| 399 | CMECME GROUP INC | 15,314 | $4.2M | 0.03% | |
| 400 | RBLXROBLOX CORP | 51,561 | $4.2M | 0.03% |