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
$0
$1.43 Million 0.02% of portfolio
72,350
Q1 2025 Reduced 0.11%
$21.1B
$1.29 Million 0.02% of portfolio
41,469
Q1 2025 Added 231.57%
$11.9B
$1.45 Million 0.02% of portfolio
4,555
Q1 2025 Added 27.27%
$101B
$1.51 Million 0.02% of portfolio
13,538
Q1 2025 Added 37.43%
$39.2B
$1.18 Million 0.02% of portfolio
10,566
Q1 2025 Added 59.44%
$41.4B
$1.12 Million 0.02% of portfolio
13,646
Q1 2025 Added 26.97%
$25.7B
$1.58 Million 0.02% of portfolio
15,388
Q1 2025 Added 20.45%
$12.4B
$1.55 Million 0.02% of portfolio
7,016
Q1 2025 Added 219.78%
$36.3B
$1.29 Million 0.02% of portfolio
22,252
Q1 2025 Added 35.2%
$61.2B
$1.03 Million 0.02% of portfolio
1,629
Q1 2025 Added 87.67%
$83.5B
$983,000 0.02% of portfolio
23,625
Q1 2025 Added 31.7%
$45.5B
$1.17 Million 0.02% of portfolio
9,174
Q1 2025 Added 32.11%
$122B
$1.54 Million 0.02% of portfolio
27,848
Q1 2025 Added 33.92%
$352B
$1.22 Million 0.02% of portfolio
4,544
Q1 2025 Added 70.96%
$51.4B
$1.43 Million 0.02% of portfolio
34,132
Q1 2025 Added 132.29%
$84.9B
$1.09 Million 0.02% of portfolio
8,355
Q1 2025 Added 181.6%
$77.3B
$1.31 Million 0.02% of portfolio
14,061
Q1 2025 Added 15.81%
$17.2B
$1.29 Million 0.02% of portfolio
13,104
Q1 2025 Added 5.19%
$11.7B
$1.14 Million 0.02% of portfolio
12,042
Q1 2025 Added 522.0%
$15.3B
$1.46 Million 0.02% of portfolio
46,720
Q1 2025 Added 229.92%
$14.9B
$1.31 Million 0.02% of portfolio
15,885
Q1 2025 New
$12.6B
$1.19 Million 0.02% of portfolio
7,154
Q1 2025 Added 237.77%
$7.68B
$1.26 Million 0.02% of portfolio
17,388
Q1 2025 Added 456.06%
$85.4B
$1.12 Million 0.02% of portfolio
813
Q1 2025 Added 39.45%
$15.7B
$1.12 Million 0.02% of portfolio
17,529
Q1 2025 New
$24.6B
$1 Million 0.02% of portfolio
2,738
Q1 2025 Added 193.78%
$13.5B
$1.03 Million 0.02% of portfolio
3,343
Q1 2025 Reduced 3.47%
$16.3B
$983,000 0.02% of portfolio
12,070
Q1 2025 Added 168.46%
$69.9B
$1.41 Million 0.02% of portfolio
33,447
Q1 2025 Reduced 4.11%
$18.4B
$1.22 Million 0.02% of portfolio
18,613
Q1 2025 Added 204.03%
$32.7B
$1.19 Million 0.02% of portfolio
13,709
Q1 2025 Added 113.47%
$32.4B
$1.29 Million 0.02% of portfolio
39,394
Q1 2025 Added 66.04%
$2.32B
$1.12 Million 0.02% of portfolio
76,235
Q1 2025 Added 168.06%
$11.4B
$1.21 Million 0.02% of portfolio
7,656
Q1 2025 Added 7.24%
$37.8B
$1.46 Million 0.02% of portfolio
20,651
Q1 2025 Added 20.71%
$1.89B
$1.52 Million 0.02% of portfolio
104,022
Q1 2025 Added 0.04%
$18.8B
$1.25 Million 0.02% of portfolio
17,000
Q1 2025 Added 29.46%
$41.6B
$1.23 Million 0.02% of portfolio
6,197
Q1 2025 Added 41.97%
$0
$477,000 0.01% of portfolio
57,035
Q1 2025 New
$9.48B
$382,000 0.01% of portfolio
1,451
Q1 2025 Added 82.75%
$2.55B
$911,000 0.01% of portfolio
48,130
Q1 2025 Added 33.18%
$7.35B
$663,000 0.01% of portfolio
81,494
Q1 2025 Added 210.67%
$28.3B
$475,000 0.01% of portfolio
4,652
Q1 2025 New
$35.5B
$508,000 0.01% of portfolio
4,348
Q1 2025 Added 56.35%
$64.5B
$832,000 0.01% of portfolio
2,824
Q1 2025 Added 14.84%
$2.68B
$904,000 0.01% of portfolio
5,003
Q1 2025 Reduced 20.18%
$6.71B
$468,000 0.01% of portfolio
9,513
Q1 2025 Added 28.82%
$11.8B
$455,000 0.01% of portfolio
20,727
Q1 2025 New
$12.8B
$794,000 0.01% of portfolio
8,587
Q1 2025 Added 268.22%

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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