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
$38.7B
$1.68 Million 0.02% of portfolio
10,490
Q2 2025 Added 10.12%
$17.9B
$1.53 Million 0.02% of portfolio
20,080
Q2 2025 Added 9.77%
$9.75B
$1.62 Million 0.02% of portfolio
44,263
Q2 2025 Added 1.53%
$21.6B
$1.55 Million 0.02% of portfolio
29,537
Q2 2025 Added 15.8%
$12.9B
$1.97 Million 0.02% of portfolio
8,527
Q2 2025 Added 1.68%
$212M
$1.28 Million 0.02% of portfolio
42,317
Q2 2025 Added 1.0%
$64B
$1.97 Million 0.02% of portfolio
16,485
Q2 2025 Added 59.57%
$0
$1.47 Million 0.02% of portfolio
77,369
Q2 2025 Added 6.94%
$21.4B
$1.31 Million 0.02% of portfolio
36,507
Q2 2025 Reduced 11.97%
$12.8B
$1.53 Million 0.02% of portfolio
5,250
Q2 2025 Added 15.26%
$26.2B
$1.98 Million 0.02% of portfolio
58,409
Q2 2025 Added 119.57%
$23.7B
$1.29 Million 0.02% of portfolio
13,334
Q2 2025 Added 30.71%
$105B
$2.05 Million 0.02% of portfolio
19,545
Q2 2025 Added 44.37%
$38.3B
$1.49 Million 0.02% of portfolio
13,894
Q2 2025 Added 31.5%
$13.1B
$1.5 Million 0.02% of portfolio
5,452
Q2 2025 Reduced 22.29%
$12.5B
$1.37 Million 0.02% of portfolio
6,916
Q2 2025 Added 82.38%
$11.9B
$1.29 Million 0.02% of portfolio
14,709
Q2 2025 Added 45.48%
$50.9B
$1.9 Million 0.02% of portfolio
14,931
Q2 2025 Added 62.75%
$82.4B
$1.37 Million 0.02% of portfolio
4,379
Q2 2025 Reduced 53.03%
$12.3B
$2.02 Million 0.02% of portfolio
11,347
Q2 2025 Added 9.23%
$105B
$1.5 Million 0.02% of portfolio
9,352
Q2 2025 Added 11.93%
$258B
$1.32 Million 0.02% of portfolio
18,679
Q2 2025 Added 61.95%
$176B
$1.98 Million 0.02% of portfolio
17,200
Q2 2025 Reduced 14.15%
$82.6B
$1.55 Million 0.02% of portfolio
15,362
Q2 2025 Added 9.25%
$33.7B
$1.32 Million 0.02% of portfolio
19,777
Q2 2025 Added 85.58%
$40.9B
$1.77 Million 0.02% of portfolio
17,906
Q2 2025 Reduced 74.69%
$17.5B
$1.71 Million 0.02% of portfolio
49,555
Q2 2025 Added 6.07%
$19.8B
$1.26 Million 0.02% of portfolio
7,144
Q2 2025 Added 209.93%
$69.2B
$1.77 Million 0.02% of portfolio
1,167
Q2 2025 Added 43.54%
$27.1B
$1.9 Million 0.02% of portfolio
4,068
Q2 2025 Added 48.58%
$18.4B
$1.36 Million 0.02% of portfolio
4,744
Q2 2025 Added 41.91%
$17.7B
$1.49 Million 0.02% of portfolio
19,382
Q2 2025 Added 4.13%
$63.1B
$2.08 Million 0.02% of portfolio
15,492
Q2 2025 Added 11.86%
$26.9B
$1.51 Million 0.02% of portfolio
23,974
Q2 2025 Reduced 10.04%
$32.7B
$1.62 Million 0.02% of portfolio
18,738
Q2 2025 Added 36.68%
$86.7B
$1.5 Million 0.02% of portfolio
7,738
Q2 2025 Added 55.82%
$47.2B
$1.3 Million 0.02% of portfolio
5,426
Q2 2025 Added 103.53%
$39.4B
$1.47 Million 0.02% of portfolio
21,647
Q2 2025 Added 4.82%
$42.2B
$1.95 Million 0.02% of portfolio
13,157
Q2 2025 Added 9.59%
$1.77B
$1.35 Million 0.02% of portfolio
84,195
Q2 2025 Reduced 19.06%
$21.7B
$1.59 Million 0.02% of portfolio
20,426
Q2 2025 Added 20.15%
$40B
$1.94 Million 0.02% of portfolio
6,175
Q2 2025 Reduced 0.36%
$0
$778,000 0.01% of portfolio
87,813
Q2 2025 Added 53.96%
$2.61B
$1.18 Million 0.01% of portfolio
54,328
Q2 2025 Added 12.88%
$7.4B
$812,000 0.01% of portfolio
95,958
Q2 2025 Added 17.75%
$29.7B
$963,000 0.01% of portfolio
8,231
Q2 2025 Added 76.93%
$7.05B
$544,000 0.01% of portfolio
9,309
Q2 2025 New
$14.4B
$467,000 0.01% of portfolio
5,148
Q2 2025 New
$2.41B
$1.01 Million 0.01% of portfolio
4,641
Q2 2025 Reduced 7.24%

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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