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
$22.4B
$1.09 Million 0.02% of portfolio
2,938
Q1 2025 Added 37.35%
$92.3B
$1.4 Million 0.02% of portfolio
31,602
Q1 2025 Added 8.7%
$54.8B
$1.13 Million 0.02% of portfolio
60,977
Q1 2025 Reduced 8.98%
$68.4B
$1.4 Million 0.02% of portfolio
40,965
Q1 2025 Added 64.99%
$6.51B
$1.41 Million 0.02% of portfolio
29,934
Q1 2025 Added 676.5%
$13.6B
$1.24 Million 0.02% of portfolio
33,453
Q1 2025 Added 154.82%
$10.4B
$1.48 Million 0.02% of portfolio
17,307
Q1 2025 Reduced 2.33%
$25.5B
$1.25 Million 0.02% of portfolio
7,454
Q1 2025 Added 187.13%
$19.9B
$1.35 Million 0.02% of portfolio
9,089
Q1 2025 Added 190.94%
$56.5B
$1.07 Million 0.02% of portfolio
4,374
Q1 2025 Added 54.67%
$23.6B
$1.47 Million 0.02% of portfolio
36,317
Q1 2025 Added 22.71%
$55.6B
$1.38 Million 0.02% of portfolio
36,401
Q1 2025 Added 37.86%
$20.8B
$1.17 Million 0.02% of portfolio
11,988
Q1 2025 Added 129.7%
$18B
$1.13 Million 0.02% of portfolio
44,440
Q1 2025 Added 206.76%
$41.1B
$1.03 Million 0.02% of portfolio
8,317
Q1 2025 Added 17.5%
$109B
$1.14 Million 0.02% of portfolio
3,293
Q1 2025 Added 109.88%
$67.8B
$1.15 Million 0.02% of portfolio
5,044
Q1 2025 Added 65.27%
$29.6B
$1.41 Million 0.02% of portfolio
2,467
Q1 2025 Added 185.2%
$22.4B
$1.14 Million 0.02% of portfolio
76,255
Q1 2025 Added 212.47%
$2.23B
$1.27 Million 0.02% of portfolio
80,134
Q1 2025 Added 266.18%
$13.3B
$1.03 Million 0.02% of portfolio
13,036
Q1 2025 Added 344.76%
$99.3B
$1.42 Million 0.02% of portfolio
8,256
Q1 2025 Added 0.3%
$25.8B
$1.21 Million 0.02% of portfolio
6,845
Q1 2025 Added 59.45%
$28.3B
$1.31 Million 0.02% of portfolio
15,278
Q1 2025 Added 2.31%
$14.7B
$983,000 0.02% of portfolio
61,528
Q1 2025 Added 5.34%
$110B
$1.59 Million 0.02% of portfolio
2,336
Q1 2025 Added 18.64%
$46.8B
$1.19 Million 0.02% of portfolio
5,677
Q1 2025 Added 0.44%
$30.4B
$1.09 Million 0.02% of portfolio
3,341
Q1 2025 Added 195.14%
$38.6B
$1.07 Million 0.02% of portfolio
3,786
Q1 2025 Added 124.42%
$79.1B
$1.39 Million 0.02% of portfolio
9,543
Q1 2025 Added 20.25%
$85.9B
$1.33 Million 0.02% of portfolio
5,587
Q1 2025 Added 33.12%
$55.1B
$1.42 Million 0.02% of portfolio
23,093
Q1 2025 Added 144.84%
$17.9B
$999,000 0.02% of portfolio
12,147
Q1 2025 Added 24.3%
$128B
$1.48 Million 0.02% of portfolio
757
Q1 2025 Added 7.68%
$31.7B
$1.18 Million 0.02% of portfolio
24,384
Q1 2025 Added 17.89%
$17.6B
$1.38 Million 0.02% of portfolio
4,181
Q1 2025 Added 268.69%
$15.6B
$1.35 Million 0.02% of portfolio
9,369
Q1 2025 Added 168.68%
$21.7B
$1.52 Million 0.02% of portfolio
17,335
Q1 2025 Added 57.29%
$155B
$1.32 Million 0.02% of portfolio
18,977
Q1 2025 Reduced 1.37%
$18.1B
$1.3 Million 0.02% of portfolio
18,292
Q1 2025 Added 180.77%
$11.5B
$979,000 0.02% of portfolio
24,982
Q1 2025 Added 336.14%
$18.6B
$1.04 Million 0.02% of portfolio
25,508
Q1 2025 New
$36B
$1.14 Million 0.02% of portfolio
11,505
Q1 2025 Added 11.43%
$6.54B
$1.23 Million 0.02% of portfolio
13,045
Q1 2025 Added 222.9%
$9.26B
$1.13 Million 0.02% of portfolio
26,480
Q1 2025 Added 221.67%
$32.7B
$1.01 Million 0.02% of portfolio
10,370
Q1 2025 Added 28.2%
$208M
$1.18 Million 0.02% of portfolio
41,897
Q1 2025 Added 221.49%
$33.6B
$1.39 Million 0.02% of portfolio
80,699
Q1 2025 Added 384.04%
$54.2B
$1.28 Million 0.02% of portfolio
10,331
Q1 2025 Added 23.4%

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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