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
$18.1B
$1.84 Million 0.02% of portfolio
33,878
Q2 2025 Reduced 18.89%
$24B
$1.33 Million 0.02% of portfolio
36,155
Q2 2025 Added 139.52%
$25.9B
$1.29 Million 0.02% of portfolio
28,849
Q2 2025 Reduced 35.02%
$65B
$1.86 Million 0.02% of portfolio
35,444
Q2 2025 Added 52.98%
$11.4B
$1.42 Million 0.02% of portfolio
13,772
Q2 2025 Added 107.57%
$25.6B
$1.43 Million 0.02% of portfolio
6,573
Q2 2025 Added 159.7%
$39B
$1.71 Million 0.02% of portfolio
12,703
Q2 2025 Added 60.84%
$33.8B
$1.66 Million 0.02% of portfolio
13,550
Q2 2025 Added 123.93%
$23.2B
$1.83 Million 0.02% of portfolio
57,520
Q2 2025 Added 153.63%
$17B
$1.42 Million 0.02% of portfolio
18,264
Q2 2025 Reduced 0.37%
$24.1B
$1.44 Million 0.02% of portfolio
7,848
Q2 2025 Added 138.54%
$0
$2.02 Million 0.02% of portfolio
130,897
Q2 2025 Added 3.69%
$49.4B
$1.29 Million 0.02% of portfolio
17,332
Q2 2025 Added 48.67%
$75.6B
$2.09 Million 0.02% of portfolio
7,759
Q2 2025 Added 83.08%
$48.3B
$1.33 Million 0.02% of portfolio
8,330
Q2 2025 Added 49.47%
$74.4B
$1.34 Million 0.02% of portfolio
3,441
Q2 2025 Reduced 46.18%
$99.4B
$1.47 Million 0.02% of portfolio
32,328
Q2 2025 Added 2.3%
$69.8B
$1.29 Million 0.02% of portfolio
41,560
Q2 2025 Added 1.45%
$70.2B
$1.57 Million 0.02% of portfolio
13,126
Q2 2025 Added 97.18%
$70.9B
$1.48 Million 0.02% of portfolio
1,858
Q2 2025 Added 65.6%
$13B
$1.8 Million 0.02% of portfolio
40,760
Q2 2025 Added 21.84%
$10.4B
$1.47 Million 0.02% of portfolio
17,132
Q2 2025 Reduced 1.01%
$19.2B
$1.86 Million 0.02% of portfolio
12,625
Q2 2025 Added 38.9%
$24.8B
$1.63 Million 0.02% of portfolio
40,429
Q2 2025 Added 11.32%
$4.69B
$1.46 Million 0.02% of portfolio
34,876
Q2 2025 Reduced 15.65%
$0
$1.72 Million 0.02% of portfolio
83,101
Q2 2025 Reduced 0.29%
$44.9B
$1.99 Million 0.02% of portfolio
9,536
Q2 2025 Reduced 24.43%
$29.2B
$1.77 Million 0.02% of portfolio
34,224
Q2 2025 Added 8.0%
$19.7B
$1.27 Million 0.02% of portfolio
10,505
Q2 2025 Added 70.54%
$23.7B
$1.31 Million 0.02% of portfolio
16,412
Q2 2025 Added 36.9%
$14.3B
$1.26 Million 0.02% of portfolio
14,646
Q2 2025 Added 107.22%
$50.4B
$1.58 Million 0.02% of portfolio
1,518
Q2 2025 Added 79.01%
$20.2B
$1.27 Million 0.02% of portfolio
62,080
Q2 2025 Added 39.69%
$41.6B
$1.27 Million 0.02% of portfolio
10,021
Q2 2025 Added 20.49%
$115B
$1.79 Million 0.02% of portfolio
4,674
Q2 2025 Added 41.94%
$53.4B
$1.65 Million 0.02% of portfolio
3,079
Q2 2025 Added 62.57%
$15.9B
$1.59 Million 0.02% of portfolio
16,616
Q2 2025 Added 27.46%
$9.7B
$1.59 Million 0.02% of portfolio
7,069
Q2 2025 Reduced 13.38%
$28.9B
$2.03 Million 0.02% of portfolio
19,821
Q2 2025 Added 29.74%
$53.9B
$1.61 Million 0.02% of portfolio
6,406
Q2 2025 Added 12.84%
$26.8B
$1.4 Million 0.02% of portfolio
3,721
Q2 2025 Added 11.37%
$7.86B
$1.95 Million 0.02% of portfolio
123,922
Q2 2025 Added 134.11%
$13.4B
$1.92 Million 0.02% of portfolio
9,720
Q2 2025 Added 127.16%
$92.1B
$1.84 Million 0.02% of portfolio
11,069
Q2 2025 Added 15.99%
$36.3B
$2.07 Million 0.02% of portfolio
29,474
Q2 2025 Added 20.87%
$999M
$1.51 Million 0.02% of portfolio
143,499
Q2 2025 Reduced 44.93%
$9.68B
$1.3 Million 0.02% of portfolio
23,284
Q2 2025 Added 64.28%
$62.5B
$1.75 Million 0.02% of portfolio
30,053
Q2 2025 Added 76.8%
$91.1B
$1.63 Million 0.02% of portfolio
22,972
Q2 2025 Added 118.24%

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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