Merit Financial Group, LLC Portfolio Holdings

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025

Merit Financial Group, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.49 Billion distributed in 1411 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $220M, Vanguard Index Fds S&P 500 ETF with a value of $184M, Vanguard Growth ETF with a value of $174M, Apple Inc. with a value of $149M, and Ishares Core S&P 500 ETF with a value of $148M.

Examining the 13F form we can see an increase of $998M in the current position value, from $5.49B to 6.49B.

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

Portfolio value $6.49 Billion
ETFs: $4.33 Billion
Technology: $557 Million
Financial Services: $359 Million
Industrials: $314 Million
Consumer Cyclical: $211 Million
Healthcare: $209 Million
Consumer Defensive: $159 Million
Communication Services: $147 Million
Other: $187 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.7B
$2.74 Million 0.04% of portfolio
12,618
Q1 2025 Added 94.48%
$79.1B
$2.33 Million 0.04% of portfolio
9,384
Q1 2025 Added 13.86%
$0
$2.79 Million 0.04% of portfolio
63,322
Q1 2025 New
$120B
$2.57 Million 0.04% of portfolio
22,226
Q1 2025 Reduced 16.8%
$1.07B
$2.88 Million 0.04% of portfolio
260,572
Q1 2025 Added 0.41%
$60.9B
$2.28 Million 0.04% of portfolio
9,614
Q1 2025 Added 7.04%
$5.85B
$2.82 Million 0.04% of portfolio
1,971
Q1 2025 Added 25.94%
$91.5B
$2.51 Million 0.04% of portfolio
4,124
Q1 2025 Added 16.37%
$145B
$2.85 Million 0.04% of portfolio
10,087
Q1 2025 Added 10.85%
$4.51B
$2.49 Million 0.04% of portfolio
45,594
Q1 2025 Added 65.51%
$61B
$2.76 Million 0.04% of portfolio
47,282
Q1 2025 Added 271.48%
$12.7B
$2.6 Million 0.04% of portfolio
32,445
Q1 2025 Added 25.45%
$68.3B
$2.63 Million 0.04% of portfolio
18,019
Q1 2025 Added 464.68%
$139B
$2.3 Million 0.04% of portfolio
4,180
Q1 2025 Added 28.69%
$284B
$2.58 Million 0.04% of portfolio
9,692
Q1 2025 Added 33.55%
$102B
$2.31 Million 0.04% of portfolio
6,848
Q1 2025 Added 64.22%
$94.1B
$2.38 Million 0.04% of portfolio
10,293
Q1 2025 Added 17.31%
$53B
$1.79 Million 0.03% of portfolio
8,627
Q1 2025 Added 120.7%
$54B
$1.76 Million 0.03% of portfolio
16,152
Q1 2025 Added 17.78%
$103B
$1.78 Million 0.03% of portfolio
8,186
Q1 2025 Added 19.09%
$57.5B
$1.87 Million 0.03% of portfolio
3,866
Q1 2025 Added 118.17%
$125B
$1.88 Million 0.03% of portfolio
9,331
Q1 2025 Added 61.55%
$74.4B
$1.68 Million 0.03% of portfolio
4,210
Q1 2025 Added 22.42%
$104B
$1.89 Million 0.03% of portfolio
7,147
Q1 2025 Added 657.1%
$222B
$1.73 Million 0.03% of portfolio
23,583
Q1 2025 Added 166.78%
$53.1B
$1.72 Million 0.03% of portfolio
6,983
Q1 2025 Added 304.11%
$71.6B
$1.85 Million 0.03% of portfolio
484
Q1 2025 Added 132.69%
$38.4B
$1.81 Million 0.03% of portfolio
9,749
Q1 2025 Added 47.65%
$60.3B
$1.82 Million 0.03% of portfolio
7,884
Q1 2025 Added 116.36%
$23.7B
$1.82 Million 0.03% of portfolio
44,398
Q1 2025 Added 121.08%
$37.5B
$1.63 Million 0.03% of portfolio
21,784
Q1 2025 Added 17.78%
$0
$1.79 Million 0.03% of portfolio
126,239
Q1 2025 Added 13.95%
$19.4B
$1.84 Million 0.03% of portfolio
31,264
Q1 2025 New
$48.3B
$2.14 Million 0.03% of portfolio
28,719
Q1 2025 Added 8.63%
$5.3B
$1.74 Million 0.03% of portfolio
41,347
Q1 2025 Added 483.09%
$0
$1.75 Million 0.03% of portfolio
83,341
Q1 2025 Added 23.93%
$30.3B
$1.89 Million 0.03% of portfolio
31,689
Q1 2025 Added 1.07%
$15.9B
$2.01 Million 0.03% of portfolio
41,600
Q1 2025 Added 63.59%
$0
$1.64 Million 0.03% of portfolio
135,444
Q4 2024 Added 0.07%
$9.62B
$1.95 Million 0.03% of portfolio
28,409
Q1 2025 Added 22.79%
$76.6B
$1.71 Million 0.03% of portfolio
13,149
Q1 2025 Added 66.27%
$28.8B
$2.13 Million 0.03% of portfolio
8,058
Q1 2025 Added 342.99%
$15.6B
$2.22 Million 0.03% of portfolio
36,611
Q1 2025 Added 305.44%
$95.7B
$1.77 Million 0.03% of portfolio
78,108
Q1 2025 Added 17.04%
$6.72B
$1.69 Million 0.03% of portfolio
8,161
Q1 2025 Reduced 31.92%
$43B
$1.89 Million 0.03% of portfolio
13,273
Q1 2025 Added 38.64%
$63.7B
$2.05 Million 0.03% of portfolio
71,814
Q1 2025 Added 10.51%
$51.7B
$1.77 Million 0.03% of portfolio
26,154
Q1 2025 Added 118.2%
$62.1B
$2.17 Million 0.03% of portfolio
27,026
Q1 2025 Added 26.62%

Summary

  • Portfolio
  • No. of Stocks 1,411
  • Current Value $6.49 Billion
  • Prior Value $5.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 303 stocks
  • Additional Purchases 825 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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