
MERIT FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AES | 24K | $317.61K |
![]() | NYT | 24K | $1.38M |
![]() | FHN | 24K | $543.79K |
![]() | BBVA | 24K | $461.36K |
![]() | FITB | 24K | $1.06M |
![]() | PSX | 24K | $3.24M |
![]() | IVZ | 24K | $544.45K |
![]() | ARDX | 24K | $130.48K |
![]() | LBTYA | 24K | $271.09K |
![]() | AMGN | 24K | $6.67M |
![]() | XEL | 24K | $1.91M |
![]() | IBN | 24K | $710.69K |
![]() | PLTK | 23K | $89.80K |
![]() | OWL | 23K | $390.58K |
![]() | HR | 23K | $415.79K |
![]() | JHG | 23K | $1.02M |
![]() | ES | 23K | $1.63M |
![]() | SONY | 23K | $656.89K |
![]() | SYF | 23K | $1.61M |
![]() | BKR | 23K | $1.10M |

The AES Corporation
AES
Shares Held
24K
Value
$317.61K

The New York Times Company
NYT
Shares Held
24K
Value
$1.38M

First Horizon Corporation
FHN
Shares Held
24K
Value
$543.79K

Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
24K
Value
$461.36K

Fifth Third Bancorp
FITB
Shares Held
24K
Value
$1.06M

Phillips 66
PSX
Shares Held
24K
Value
$3.24M

Invesco Ltd.
IVZ
Shares Held
24K
Value
$544.45K

Ardelyx, Inc.
ARDX
Shares Held
24K
Value
$130.48K

Liberty Global plc
LBTYA
Shares Held
24K
Value
$271.09K

Amgen Inc.
AMGN
Shares Held
24K
Value
$6.67M

Xcel Energy Inc.
XEL
Shares Held
24K
Value
$1.91M

ICICI Bank Limited
IBN
Shares Held
24K
Value
$710.69K

Playtika Holding Corp.
PLTK
Shares Held
23K
Value
$89.80K

Blue Owl Capital Inc.
OWL
Shares Held
23K
Value
$390.58K

Healthcare Realty Trust Incorporated
HR
Shares Held
23K
Value
$415.79K

Janus Henderson Group plc
JHG
Shares Held
23K
Value
$1.02M

Eversource Energy
ES
Shares Held
23K
Value
$1.63M

Sony Group Corporation
SONY
Shares Held
23K
Value
$656.89K

Synchrony Financial
SYF
Shares Held
23K
Value
$1.61M

Baker Hughes Company
BKR
Shares Held
23K
Value
$1.10M
