Mercer Global Advisors Inc Portfolio Holdings

Mercer Global Advisors Inc

$40.5 Billion
Q4 2024

Mercer Global Advisors Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $40.5 Billion distributed in 2124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $2.27B, Vanguard Bd Index Fd Inc Short with a value of $2.23B, Vanguard Index Fds S&P 500 ETF with a value of $2.15B, Dimensional ETF Tr U S Core Eq with a value of $1.61B, and Ishares Msci Usa Momentum Fact with a value of $1.43B.

Examining the 13F form we can see an decrease of $5.13B in the current position value, from $45.6B to 40.5B.

Mercer Global Advisors Inc is based out at Denver, CO

Below you can find more details about Mercer Global Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $40.5 Billion

ETFs: $28.7 Billion

Technology: $3.95 Billion

Financial Services: $1.54 Billion

Consumer Cyclical: $1.14 Billion

Communication Services: $973 Million

Healthcare: $959 Million

Industrials: $862 Million

Consumer Defensive: $652 Million

Other: $1.12 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BAR Granite Shares Gold Trust ETFs	$1.68B	$3.14 Million 0.01% of portfolio	121,287	Q4 2024 Added 184.58%
NDSN Nordson Corp Industrials	$11.5B	$3.14 Million 0.01% of portfolio	14,984	Q4 2024 Reduced 12.25%
CDW Cdw Corp Technology	$21.7B	$3.12 Million 0.01% of portfolio	17,918	Q4 2024 Reduced 35.48%
CHTR Charter Communications, Inc. Communication Services	$59.2B	$3.11 Million 0.01% of portfolio	9,074	Q4 2024 Added 144.12%
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	$0	$3.08 Million 0.01% of portfolio	93,245	Q4 2024 Reduced 22.45%
TXT Textron Inc Industrials	$15.3B	$3.06 Million 0.01% of portfolio	40,051	Q4 2024 Reduced 32.95%
UMBF Umb Financial Corp Financial Services	$4.84B	$3.06 Million 0.01% of portfolio	27,144	Q4 2024 Added 0.75%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$3.06 Million 0.01% of portfolio	21,954	Q4 2024 Reduced 5.05%
CSL Carlisle Companies Inc Industrials	$17.6B	$3.06 Million 0.01% of portfolio	8,291	Q4 2024 Added 1.42%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$3.06 Million 0.01% of portfolio	90,124	Q4 2024 Reduced 38.52%
FALN Ishares Tr Fallen Angels Usd B ETFs	$0	$3.05 Million 0.01% of portfolio	114,008	Q4 2024 Added 2.74%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$3.04 Million 0.01% of portfolio	69,067	Q4 2024 Reduced 25.2%
IHDG Wisdomtree Tr ETFs	$0	$3.02 Million 0.01% of portfolio	69,425	Q4 2024 Added 9.73%
NDAQ Nasdaq, Inc. Financial Services	$37.3B	$3.01 Million 0.01% of portfolio	38,955	Q4 2024 Reduced 9.84%
BR Broadridge Financial Solutions, Inc. Technology	$37.5B	$3.01 Million 0.01% of portfolio	13,296	Q4 2024 Added 14.02%
OHI Omega Healthcare Investors Inc Real Estate	$8.91B	$3.01 Million 0.01% of portfolio	79,393	Q4 2024 Added 3.39%
CNO Cno Financial Group, Inc. Financial Services	$4.75B	$2.99 Million 0.01% of portfolio	80,464	Q4 2024 New
CPT Camden Property Trust Real Estate	$13B	$2.98 Million 0.01% of portfolio	25,711	Q4 2024 Added 24.32%
SLB Schlumberger Limited Energy	$59.3B	$2.97 Million 0.01% of portfolio	77,479	Q4 2024 Reduced 13.05%
NET Cloudflare, Inc. Technology	$31.9B	$2.97 Million 0.01% of portfolio	27,565	Q4 2024 Reduced 9.3%
KEYS Keysight Technologies, Inc. Technology	$26.8B	$2.96 Million 0.01% of portfolio	18,449	Q4 2024 Reduced 17.13%
D Dominion Energy, Inc Utilities	$46.7B	$2.96 Million 0.01% of portfolio	55,012	Q4 2024 Reduced 18.93%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.96 Million 0.01% of portfolio	86,674	Q4 2024 Reduced 3.45%
APO Apollo Global Management, Inc. Financial Services	$82.2B	$2.95 Million 0.01% of portfolio	17,856	Q4 2024 Reduced 0.51%
HMC Honda Motor CO LTD Consumer Cyclical	$46.2B	$2.94 Million 0.01% of portfolio	103,098	Q4 2024 Reduced 43.91%
DVN Devon Energy Corp Energy	$24.5B	$2.94 Million 0.01% of portfolio	89,873	Q4 2024 Reduced 10.54%
RWR Spdr Dow Jones Reit ETF ETFs	$0	$2.93 Million 0.01% of portfolio	29,682	Q4 2024 Added 1.32%
PDP Invesco Exchange Traded Fd Tr ETFs	$0	$2.93 Million 0.01% of portfolio	27,208	Q4 2024 Added 4.84%
TKR Timken CO Industrials	$5.24B	$2.93 Million 0.01% of portfolio	40,996	Q4 2024 Reduced 13.9%
FRT Federal Realty Investment Trust Real Estate	$7.91B	$2.92 Million 0.01% of portfolio	26,118	Q4 2024 New
BBWI Bath & Body Works, Inc. Consumer Cyclical	$6.92B	$2.91 Million 0.01% of portfolio	75,058	Q4 2024 New
TDG Trans Digm Group Inc Industrials	$75B	$2.89 Million 0.01% of portfolio	2,278	Q4 2024 Reduced 64.57%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$2.87 Million 0.01% of portfolio	50,098	Q4 2024 Reduced 26.12%
VTR Ventas, Inc. Real Estate	$27.5B	$2.87 Million 0.01% of portfolio	48,732	Q4 2024 Added 135.2%
GLDM World Gold Trust ETFs	$8.96B	$2.84 Million 0.01% of portfolio	54,648	Q4 2024 New
STWD Starwood Property Trust, Inc. Real Estate	$6.11B	$2.84 Million 0.01% of portfolio	149,821	Q4 2024 Reduced 13.33%
BUD Anheuser Busch In Bev Sa Consumer Defensive	$124B	$2.83 Million 0.01% of portfolio	56,503	Q4 2024 Reduced 8.94%
OC Owens Corning Industrials	$13.3B	$2.83 Million 0.01% of portfolio	16,590	Q4 2024 Reduced 6.8%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.82 Million 0.01% of portfolio	55,658	Q4 2024 Added 21.06%
RPM Rpm International Inc Basic Materials	$14.9B	$2.81 Million 0.01% of portfolio	22,807	Q4 2024 Reduced 11.62%
DWX Spdr Index Shs Fds S&P Intl Di ETFs	$0	$2.8 Million 0.01% of portfolio	79,981	Q4 2024 Added 236.99%
IR Ingersoll Rand Inc. Industrials	$32.3B	$2.79 Million 0.01% of portfolio	30,880	Q4 2024 Added 0.15%
WSM Williams Sonoma Inc Consumer Cyclical	$10.5B	$2.79 Million 0.01% of portfolio	15,082	Q4 2024 Reduced 33.71%
DFAR Dimensional ETF Tr Dimensional ETFs	$0	$2.79 Million 0.01% of portfolio	119,866	Q4 2024 Added 0.27%
EPR Epr Properties Real Estate	$3.88B	$2.79 Million 0.01% of portfolio	62,907	Q4 2024 Reduced 3.4%
EMN Eastman Chemical CO Basic Materials	$10.6B	$2.78 Million 0.01% of portfolio	30,454	Q4 2024 Reduced 54.99%
MMS Maximus, Inc. Industrials	$4.13B	$2.77 Million 0.01% of portfolio	37,134	Q4 2024 Reduced 0.54%
SE Sea LTD Consumer Cyclical	$73.3B	$2.77 Million 0.01% of portfolio	26,090	Q4 2024 Added 9.64%
VOOV Vanguard S&P 500 Value ETF ETFs	$0	$2.75 Million 0.01% of portfolio	14,930	Q4 2024 Added 532.09%
EIX Edison International Utilities	$22.5B	$2.75 Million 0.01% of portfolio	34,492	Q4 2024 Added 14.0%

Summary

Portfolio
No. of Stocks 2,124
Current Value $40.5 Billion
Prior Value $45.6 Billion
Filing
Period Q4 2024
Filing Date February 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 387 stocks
Additional Purchases 668 stocks
Sold out of 0 stocks
Reduced holdings in 1,021 stocks

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Mercer Global Advisors Inc Portfolio Holdings