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Portfolio (Quarterly) Guide ↗

Merit Financial Group, LLC

· CIK 0001621225
13F Portfolio $16.4B AUM 10,700 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2360 New
Page 18 of 118  ·  2,360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 75,286.0 $6.9M 0.04% NEW $92.09 -0.8%
342 VCIT VANGUARD SCOTTSDALE FDS 83,458.0 $6.9M 0.04% NEW $82.65 -2.0%
343 JMUB J P MORGAN EXCHANGE TRADED F 135,791.0 $6.9M 0.04% NEW $50.65 -1.9%
344 PWR QUANTA SVCS INC Industrials 9,532.0 $6.9M 0.04% NEW $720.05 -2.4%
345 WMB WILLIAMS COS INC Energy 91,678.0 $6.8M 0.04% NEW $74.34 +1.5%
346 TRV TRAVELERS COMPANIES INC Financial Services 20,474.0 $6.8M 0.04% NEW $330.12 +12.2%
347 AAPL PUT APPLE INC Technology 23,300.0 $6.7M 0.04% NEW $289.36 +7.1%
348 FCX FREEPORT MCMORAN INC Basic Materials 106,471.0 $6.7M 0.04% NEW $62.89 +5.9%
349 CVS CVS HEALTH CORP Healthcare 64,529.0 $6.7M 0.04% NEW $103.45 -8.4%
350 FDX FEDEX CORP Industrials 21,261.0 $6.7M 0.04% NEW $313.12 +6.5%
351 BX BLACKSTONE INC Financial Services 56,500.0 $6.6M 0.04% NEW $117.67 +19.3%
352 ILCG ISHARES TR 56,663.0 $6.6M 0.04% NEW $117.02 -0.9%
353 DISV DIMENSIONAL ETF TRUST 165,132.0 $6.6M 0.04% NEW $40.13 +9.7%
354 VEEV VEEVA SYS INC Healthcare 37,333.0 $6.6M 0.04% NEW $177.47 +38.1%
355 LNT ALLIANT ENERGY CORP Utilities 86,734.0 $6.6M 0.04% NEW $76.29 -7.1%
356 QALT SEI EXCHANGE TRADED FUNDS 248,263.0 $6.6M 0.04% NEW $26.54 +0.0%
357 BSV VANGUARD BD INDEX FDS 84,175.0 $6.6M 0.04% NEW $77.91 -0.4%
358 PFE PFIZER INC Healthcare 272,103.0 $6.6M 0.04% NEW $24.08 +13.3%
359 VLO VALERO ENERGY CORP Energy 25,063.0 $6.5M 0.04% NEW $260.45 +33.4%
360 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,277.0 $6.5M 0.04% NEW $703.39 +0.7%
Page 18 of 118  ·  2,360 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 18.3%
Industrials 11.3%
Consumer Cyclical 8.5%
Healthcare 8.1%
Communication Services 6.9%
Consumer Defensive 5.8%
Energy 3.4%
Utilities 3.0%
Real Estate 2.2%