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
$444B
$3.64 Million 0.04% of portfolio
5
Q1 2025 Added 66.67%
$50.8B
$3.38 Million 0.04% of portfolio
46,113
Q2 2025 Added 21.32%
$20.3B
$3.23 Million 0.04% of portfolio
14,472
Q2 2025 Added 11.21%
$68.6B
$3.12 Million 0.04% of portfolio
34,296
Q2 2025 Reduced 1.47%
$95.7B
$3.53 Million 0.04% of portfolio
6,938
Q2 2025 Added 58.04%
$140B
$3.38 Million 0.04% of portfolio
17,099
Q2 2025 Added 17.48%
$92.8B
$3.23 Million 0.04% of portfolio
13,116
Q2 2025 Added 2.88%
$77.5B
$3.56 Million 0.04% of portfolio
26,668
Q2 2025 Added 5.85%
$40.8B
$3.05 Million 0.04% of portfolio
37,509
Q2 2025 Added 30.61%
$77B
$3.23 Million 0.04% of portfolio
17,344
Q2 2025 Added 31.9%
$0
$3.35 Million 0.04% of portfolio
71,361
Q2 2025 Added 12.7%
$96.2B
$3.18 Million 0.04% of portfolio
17,317
Q2 2025 Added 109.75%
$88.8B
$3.17 Million 0.04% of portfolio
6,339
Q2 2025 Reduced 4.86%
$263B
$3.69 Million 0.04% of portfolio
30,520
Q2 2025 Added 52.77%
$143B
$3.03 Million 0.04% of portfolio
11,355
Q2 2025 Added 12.57%
$12.6B
$3.1 Million 0.04% of portfolio
38,072
Q2 2025 Added 17.34%
$92.4B
$3.31 Million 0.04% of portfolio
7,572
Q2 2025 Added 10.57%
$60.2B
$3.13 Million 0.04% of portfolio
72,779
Q2 2025 Added 42.14%
$68.8B
$3.06 Million 0.04% of portfolio
19,616
Q2 2025 Added 61.08%
$91.8B
$2.85 Million 0.03% of portfolio
12,889
Q2 2025 Added 57.45%
$74.1B
$2.16 Million 0.03% of portfolio
6,051
Q2 2025 Added 43.73%
$177B
$2.34 Million 0.03% of portfolio
6,691
Q2 2025 Reduced 6.38%
$346B
$2.42 Million 0.03% of portfolio
3,019
Q2 2025 Added 42.41%
$241B
$2.44 Million 0.03% of portfolio
34,929
Q2 2025 Added 48.11%
$53.1B
$2.4 Million 0.03% of portfolio
9,779
Q2 2025 Added 40.04%
$0
$2.43 Million 0.03% of portfolio
200,403
Q2 2025 Reduced 4.91%
$37.9B
$2.78 Million 0.03% of portfolio
11,434
Q2 2025 Added 18.73%
$38.4B
$2.43 Million 0.03% of portfolio
13,141
Q2 2025 Added 34.79%
$58.8B
$2.39 Million 0.03% of portfolio
9,833
Q2 2025 Added 24.72%
$27.3B
$2.33 Million 0.03% of portfolio
4,343
Q2 2025 Added 64.38%
$106B
$2.91 Million 0.03% of portfolio
9,017
Q2 2025 Added 14.28%
$4.97B
$2.13 Million 0.03% of portfolio
21,009
Q2 2025 Reduced 50.41%
$68.9B
$2.1 Million 0.03% of portfolio
64,240
Q2 2025 Added 100.18%
$97.1B
$2.73 Million 0.03% of portfolio
39,516
Q2 2025 Reduced 7.35%
$37.7B
$2.49 Million 0.03% of portfolio
50,614
Q2 2025 Added 53.96%
$428M
$2.6 Million 0.03% of portfolio
17,885
Q2 2025 Added 13.05%
$19.1B
$2.18 Million 0.03% of portfolio
50,740
Q2 2025 Added 67.58%
$38.5B
$2.57 Million 0.03% of portfolio
37,403
Q2 2025 Added 71.7%
$21.2B
$2.52 Million 0.03% of portfolio
48,882
Q2 2025 Added 56.35%
$34.2B
$2.29 Million 0.03% of portfolio
13,549
Q2 2025 Added 81.77%
$58.8B
$2.42 Million 0.03% of portfolio
10,647
Q2 2025 Added 143.42%
$79.5B
$2.4 Million 0.03% of portfolio
19,165
Q2 2025 Reduced 5.39%
$64.4B
$2.39 Million 0.03% of portfolio
55,088
Q2 2025 Added 51.34%
$15.4B
$2.16 Million 0.03% of portfolio
42,747
Q2 2025 Added 2.76%
$2.41B
$2.35 Million 0.03% of portfolio
160,434
Q2 2025 Reduced 45.75%
$9.17B
$2.33 Million 0.03% of portfolio
31,870
Q2 2025 Added 12.18%
$72.1B
$2.41 Million 0.03% of portfolio
9,038
Q2 2025 Added 79.18%
$18.9B
$2.3 Million 0.03% of portfolio
33,714
Q2 2025 Reduced 7.91%
$102B
$2.83 Million 0.03% of portfolio
126,492
Q2 2025 Added 61.94%

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
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email