Merit Financial Group, LLC Portfolio Holdings
Merit Financial Group, LLC
- $4.39 Billion
- Q1 2024
Merit Financial Group, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.39 Billion distributed in 888 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $282M, Vanguard Growth ETF with a value of $221M, Ishares Core S&P U.S. Value Et with a value of $212M, Spdr Ser Tr Spdr Portfolio Int with a value of $144M, and Ishares Tr with a value of $139M.
Examining the 13F form we can see an increase of $1.11B in the current position value, from $3.28B to 4.39B.
Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.39 Billion
ETFs: $3.14 Billion
Technology: $311 Million
Industrials: $236 Million
Financial Services: $200 Million
Consumer Cyclical: $122 Million
Healthcare: $115 Million
Consumer Defensive: $95.1 Million
Communication Services: $76.2 Million
Other: $90.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 888
- Current Value $4.39 Billion
- Prior Value $3.28 Billion
- Filing
- Period Q1 2024
- Filing Date May 06, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 160 stocks
- Additional Purchases 476 stocks
- Sold out of 0 stocks
- Reduced holdings in 198 stocks