Merit Financial Group, LLC Portfolio Holdings

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025

Merit Financial Group, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.37 Billion distributed in 1708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $358M, Ishares Core S&P U.S Growth Et with a value of $232M, Ishares Core S&P U.S. Value Et with a value of $217M, Vanguard Index Fds S&P 500 ETF with a value of $170M, and Ishares Msci Acwi Ex Us ETF with a value of $159M.

Examining the 13F form we can see an increase of $1.88B in the current position value, from $6.49B to 8.37B.

Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.37 Billion
ETFs: $5.44 Billion
Technology: $801 Million
Financial Services: $487 Million
Industrials: $392 Million
Consumer Cyclical: $286 Million
Healthcare: $261 Million
Communication Services: $221 Million
Consumer Defensive: $210 Million
Other: $247 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.4B
$10.6 Million 0.13% of portfolio
142,762
Q2 2025 Added 2.87%
$0
$10.3 Million 0.12% of portfolio
471,040
Q2 2025 Reduced 0.86%
$124B
$10.4 Million 0.12% of portfolio
22,518
Q2 2025 Added 73.74%
$224B
$10.4 Million 0.12% of portfolio
35,538
Q2 2025 Added 18.53%
$206B
$9.83 Million 0.12% of portfolio
124,198
Q2 2025 Added 38.37%
$267B
$9.96 Million 0.12% of portfolio
70,702
Q2 2025 Added 169.93%
$13.3B
$9.74 Million 0.12% of portfolio
59,160
Q2 2025 Reduced 3.21%
$65B
$9.78 Million 0.12% of portfolio
19,068
Q2 2025 Added 15.05%
$412B
$9.23 Million 0.11% of portfolio
195,104
Q2 2025 Added 13.1%
$113B
$9 Million 0.11% of portfolio
31,059
Q2 2025 Added 101.39%
$242B
$9.41 Million 0.11% of portfolio
34,513
Q2 2025 Added 35.1%
$298B
$9.43 Million 0.11% of portfolio
39,575
Q2 2025 Added 308.33%
$235B
$8.33 Million 0.1% of portfolio
61,229
Q2 2025 Added 12.7%
$221B
$8.37 Million 0.1% of portfolio
1,446
Q2 2025 Added 8.4%
$89.3B
$8.05 Million 0.1% of portfolio
27,589
Q2 2025 Added 147.35%
$80.6B
$8.08 Million 0.1% of portfolio
32,675
Q2 2025 Added 248.2%
$186B
$8.46 Million 0.1% of portfolio
53,100
Q2 2025 Added 44.83%
$143B
$8.31 Million 0.1% of portfolio
21,002
Q2 2025 Added 108.06%
$134B
$8.63 Million 0.1% of portfolio
37,512
Q2 2025 Added 48.82%
$320B
$8.09 Million 0.1% of portfolio
25,925
Q2 2025 Added 26.01%
$117B
$7.62 Million 0.09% of portfolio
129,899
Q2 2025 Added 26.14%
$130B
$7.3 Million 0.09% of portfolio
48,798
Q2 2025 Added 30.7%
$166B
$7.58 Million 0.09% of portfolio
34,155
Q2 2025 Added 27.1%
$60.8B
$7.57 Million 0.09% of portfolio
36,971
Q2 2025 Added 5.71%
$47.7B
$7.28 Million 0.09% of portfolio
50,020
Q2 2025 Added 153.32%
$99.8B
$7.74 Million 0.09% of portfolio
84,302
Q2 2025 Added 17.23%
$96.8B
$7.53 Million 0.09% of portfolio
82,215
Q2 2025 Added 12.07%
$147B
$6.79 Million 0.08% of portfolio
24,325
Q2 2025 Added 20.11%
$153B
$6.43 Million 0.08% of portfolio
35,120
Q2 2025 Added 16.2%
$128B
$6.68 Million 0.08% of portfolio
31,883
Q2 2025 Added 72.24%
$197B
$6.76 Million 0.08% of portfolio
79,384
Q2 2025 Added 25.07%
$11.1B
$7.03 Million 0.08% of portfolio
143,255
Q2 2025 Added 5.08%
$212B
$6.89 Million 0.08% of portfolio
55,560
Q2 2025 Reduced 2.82%
$187B
$6.87 Million 0.08% of portfolio
8,719
Q2 2025 Added 56.76%
$140B
$7.03 Million 0.08% of portfolio
7,852
Q2 2025 Added 236.13%
$192B
$6.44 Million 0.08% of portfolio
6,267
Q2 2025 Added 27.43%
$163B
$6.94 Million 0.08% of portfolio
56,201
Q2 2025 Added 19.02%
$186B
$6.44 Million 0.08% of portfolio
148,878
Q2 2025 Added 16.9%
$71.9B
$6.67 Million 0.08% of portfolio
106,114
Q2 2025 Added 22.01%
$69B
$5.65 Million 0.07% of portfolio
53,575
Q2 2025 Added 3.4%
$0
$5.53 Million 0.07% of portfolio
251,961
Q2 2025 Reduced 44.67%
$120B
$6.25 Million 0.07% of portfolio
20,259
Q2 2025 Added 16.11%
$86.5B
$5.58 Million 0.07% of portfolio
61,255
Q2 2025 Added 360.7%
$119B
$5.55 Million 0.07% of portfolio
61,885
Q2 2025 Added 16.38%
$58.1B
$5.63 Million 0.07% of portfolio
17,184
Q2 2025 Reduced 7.21%
$93.2B
$5.99 Million 0.07% of portfolio
50,801
Q2 2025 Added 18.99%
$74B
$5.89 Million 0.07% of portfolio
55,784
Q2 2025 Added 35.3%
$9.21B
$5.54 Million 0.07% of portfolio
30,581
Q2 2025 Added 6.05%
$73.8B
$5.53 Million 0.07% of portfolio
52,551
Q2 2025 Added 11.14%

Summary

  • Portfolio
  • No. of Stocks 1,708
  • Current Value $8.37 Billion
  • Prior Value $6.49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 359 stocks
  • Additional Purchases 941 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 379 stocks
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