
MERIT FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | IDT | 5K | $250.51K |
![]() | FIX | 5K | $3.94M |
![]() | PNW | 5K | $426.79K |
![]() | DLTR | 5K | $448.92K |
![]() | CI | 5K | $1.37M |
![]() | ITT | 5K | $844.58K |
![]() | PDD | 5K | $620.42K |
![]() | LW | 5K | $270.82K |
![]() | LPLA | 5K | $1.55M |
![]() | SHG | 5K | $233.72K |
![]() | BMO | 5K | $603.50K |
![]() | BNS | 5K | $297.52K |
![]() | FTAI | 5K | $763.86K |
![]() | WDAY | 5K | $1.10M |
![]() | WSM | 4K | $872.23K |
![]() | GWRE | 4K | $1.02M |
![]() | UPST | 4K | $225.86K |
![]() | GDDY | 4K | $605.47K |
![]() | JXN | 4K | $445.07K |
![]() | TREX | 4K | $226.83K |

IDT Corporation
IDT
Shares Held
5K
Value
$250.51K

Comfort Systems USA, Inc.
FIX
Shares Held
5K
Value
$3.94M

Pinnacle West Capital Corporation
PNW
Shares Held
5K
Value
$426.79K

Dollar Tree, Inc.
DLTR
Shares Held
5K
Value
$448.92K

Cigna Corporation
CI
Shares Held
5K
Value
$1.37M

ITT Inc.
ITT
Shares Held
5K
Value
$844.58K

PDD Holdings Inc.
PDD
Shares Held
5K
Value
$620.42K

Lamb Weston Holdings, Inc.
LW
Shares Held
5K
Value
$270.82K

LPL Financial Holdings Inc.
LPLA
Shares Held
5K
Value
$1.55M

Shinhan Financial Group Co., Ltd.
SHG
Shares Held
5K
Value
$233.72K

Bank of Montreal
BMO
Shares Held
5K
Value
$603.50K

The Bank of Nova Scotia
BNS
Shares Held
5K
Value
$297.52K

FTAI Aviation Ltd.
FTAI
Shares Held
5K
Value
$763.86K

Workday, Inc.
WDAY
Shares Held
5K
Value
$1.10M

Williams-Sonoma, Inc.
WSM
Shares Held
4K
Value
$872.23K

Guidewire Software, Inc.
GWRE
Shares Held
4K
Value
$1.02M

Upstart Holdings, Inc.
UPST
Shares Held
4K
Value
$225.86K

GoDaddy Inc.
GDDY
Shares Held
4K
Value
$605.47K

Jackson Financial Inc.
JXN
Shares Held
4K
Value
$445.07K

Trex Company, Inc.
TREX
Shares Held
4K
Value
$226.83K
