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
$7.42B
$928,000 0.01% of portfolio
18,757
Q2 2025 Added 97.17%
$440B
$1.23 Million 0.01% of portfolio
10,866
Q2 2025 Added 1.92%
$10.1B
$725,000 0.01% of portfolio
3,830
Q2 2025 Added 33.4%
$15.5B
$1.07 Million 0.01% of portfolio
7,424
Q2 2025 Reduced 10.39%
$16B
$586,000 0.01% of portfolio
9,700
Q2 2025 Added 2.62%
$8.4B
$887,000 0.01% of portfolio
9,343
Q2 2025 Added 76.28%
$55.6B
$616,000 0.01% of portfolio
1,890
Q2 2025 Reduced 64.43%
$12.3B
$997,000 0.01% of portfolio
108,525
Q2 2025 Added 572.23%
$10.3B
$532,000 0.01% of portfolio
5,833
Q2 2025 Added 129.28%
$7.17B
$622,000 0.01% of portfolio
56,374
Q2 2025 Added 163.49%
$24.7B
$671,000 0.01% of portfolio
4,824
Q2 2025 Added 12.97%
$42.8B
$1.18 Million 0.01% of portfolio
6,527
Q2 2025 Added 11.06%
$32.6B
$746,000 0.01% of portfolio
2,125
Q2 2025 Added 139.84%
$1.48B
$1.13 Million 0.01% of portfolio
116,633
Q2 2025 Reduced 1.03%
$32.3B
$1.06 Million 0.01% of portfolio
11,677
Q2 2025 Added 77.6%
$33.6B
$534,000 0.01% of portfolio
10,127
Q2 2025 Added 24.5%
$24.2B
$442,000 0.01% of portfolio
42,880
Q2 2025 Added 47.36%
$2.77B
$1.04 Million 0.01% of portfolio
20,733
Q2 2025 Added 264.25%
$10.9B
$1.25 Million 0.01% of portfolio
6,270
Q2 2025 Added 68.41%
$26.9B
$587,000 0.01% of portfolio
2,889
Q2 2025 Added 35.44%
$13.4B
$703,000 0.01% of portfolio
4,012
Q2 2025 Added 157.68%
$15.6B
$646,000 0.01% of portfolio
11,526
Q2 2025 New
$169B
$507,000 0.01% of portfolio
61,099
Q2 2025 Added 64.68%
$87.5B
$526,000 0.01% of portfolio
4,756
Q2 2025 Reduced 2.92%
$6.15B
$586,000 0.01% of portfolio
12,468
Q2 2025 Added 35.05%
$82.3B
$1.14 Million 0.01% of portfolio
61,078
Q2 2025 Added 53.14%
$5.88B
$926,000 0.01% of portfolio
30,941
Q2 2025 Added 31.46%
$11.7B
$457,000 0.01% of portfolio
15,117
Q2 2025 New
$21.4B
$444,000 0.01% of portfolio
20,059
Q2 2025 Added 85.63%
$4.81B
$623,000 0.01% of portfolio
10,760
Q2 2025 Reduced 2.39%
$16.8B
$896,000 0.01% of portfolio
13,360
Q2 2025 Added 44.84%
$20.9B
$877,000 0.01% of portfolio
6,991
Q2 2025 Reduced 22.3%
$13.4B
$913,000 0.01% of portfolio
8,468
Q2 2025 Added 13.5%
$0
$654,000 0.01% of portfolio
45,749
Q2 2025 Reduced 3.71%
$8.14B
$486,000 0.01% of portfolio
8,856
Q2 2025 Added 30.31%
$8.2B
$436,000 0.01% of portfolio
22,703
Q2 2025 Added 0.52%
$13.4B
$644,000 0.01% of portfolio
6,188
Q2 2025 Reduced 22.87%
$10.3B
$858,000 0.01% of portfolio
25,646
Q2 2025 Added 140.69%
$6.31B
$713,000 0.01% of portfolio
5,775
Q2 2025 Added 5.23%
$749M
$626,000 0.01% of portfolio
124,148
Q2 2025 Added 10.63%
$6.73B
$633,000 0.01% of portfolio
3,515
Q2 2025 New
$126B
$965,000 0.01% of portfolio
20,401
Q2 2025 Added 77.49%
$4.76B
$516,000 0.01% of portfolio
12,525
Q2 2025 Reduced 25.1%
$4.83B
$606,000 0.01% of portfolio
10,988
Q2 2025 New
$15.4B
$454,000 0.01% of portfolio
3,156
Q2 2025 Added 54.33%
$12B
$599,000 0.01% of portfolio
8,891
Q2 2025 Added 156.74%
$37.8B
$507,000 0.01% of portfolio
16,150
Q2 2025 Added 44.24%
$17.3B
$792,000 0.01% of portfolio
2,123
Q2 2025 Added 15.19%
$34.7B
$1.04 Million 0.01% of portfolio
37,015
Q2 2025 Reduced 34.89%

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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