MERIT FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEO | 27K | $166.34K |
 | ATO | 27K | $4.54M |
 | SILA | 26K | $663.73K |
 | UGI | 26K | $874.81K |
 | NTAP | 26K | $3.11M |
 | SNV | 26K | $1.28M |
 | EXC | 26K | $1.17M |
 | NKE | 26K | $1.81M |
 | PSTG | 26K | $2.17M |
 | NWL | 26K | $135.60K |
 | UNH | 26K | $8.88M |
 | TCPC | 26K | $158.66K |
 | DINO | 25K | $1.33M |
 | SMFG | 25K | $422.66K |
 | KD | 25K | $754.80K |
 | OVV | 25K | $1.01M |
 | CNXC | 25K | $1.14M |
 | LUMN | 25K | $150.75K |
 | COF | 24K | $5.16M |
 | SANA | 24K | $86.06K |
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
27K
Value
$166.34K
Atmos Energy Corporation
ATO
Shares Held
27K
Value
$4.54M
Sila Realty Trust, Inc.
SILA
Shares Held
26K
Value
$663.73K
UGI Corporation
UGI
Shares Held
26K
Value
$874.81K
NetApp, Inc.
NTAP
Shares Held
26K
Value
$3.11M
Synovus Financial Corp.
SNV
Shares Held
26K
Value
$1.28M
Exelon Corporation
EXC
Shares Held
26K
Value
$1.17M
NIKE, Inc.
NKE
Shares Held
26K
Value
$1.81M
Pure Storage, Inc.
PSTG
Shares Held
26K
Value
$2.17M
Newell Brands Inc.
NWL
Shares Held
26K
Value
$135.60K
UnitedHealth Group Incorporated
UNH
Shares Held
26K
Value
$8.88M
BlackRock TCP Capital Corp.
TCPC
Shares Held
26K
Value
$158.66K
HF Sinclair Corporation
DINO
Shares Held
25K
Value
$1.33M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
25K
Value
$422.66K
Kyndryl Holdings, Inc.
KD
Shares Held
25K
Value
$754.80K
Ovintiv Inc.
OVV
Shares Held
25K
Value
$1.01M
Concentrix Corporation
CNXC
Shares Held
25K
Value
$1.14M
Lumen Technologies, Inc.
LUMN
Shares Held
25K
Value
$150.75K
Capital One Financial Corporation
COF
Shares Held
24K
Value
$5.16M
Sana Biotechnology, Inc.
SANA
Shares Held
24K
Value
$86.06K