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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.92 Million 0.06% of portfolio
18,181
Q1 2025 Added 13.96%
$0
$3.48 Million 0.05% of portfolio
104,581
Q1 2025 Added 34.96%
$0
$3.14 Million 0.05% of portfolio
110,650
Q1 2025 Reduced 38.17%
$0
$2.98 Million 0.05% of portfolio
133,012
Q1 2025 Added 49.88%
$0
$3.08 Million 0.05% of portfolio
70,712
Q1 2025 Reduced 13.82%
$0
$3.52 Million 0.05% of portfolio
91,724
Q1 2025 Added 4.53%
$0
$3.2 Million 0.05% of portfolio
105,610
Q1 2025 Reduced 11.37%
$0
$3.33 Million 0.05% of portfolio
63,171
Q1 2025 Added 0.02%
$0
$3.13 Million 0.05% of portfolio
47,665
Q1 2025 Reduced 7.28%
$0
$2.96 Million 0.05% of portfolio
25,569
Q1 2025 Added 82.6%
$0
$3.54 Million 0.05% of portfolio
49,610
Q1 2025 Added 14.86%
$0
$3.27 Million 0.05% of portfolio
38,594
Q1 2025 Reduced 16.0%
$0
$3.26 Million 0.05% of portfolio
62,235
Q1 2025 Reduced 3.65%
$0
$3.22 Million 0.05% of portfolio
62,978
Q1 2025 Added 268.79%
$0
$3.1 Million 0.05% of portfolio
68,563
Q1 2025 Reduced 73.42%
$0
$3.42 Million 0.05% of portfolio
36,565
Q1 2025 Reduced 6.17%
$0
$3.04 Million 0.05% of portfolio
83,438
Q1 2025 Added 405.96%
$0
$2.96 Million 0.05% of portfolio
113,169
Q1 2025 New
$0
$3 Million 0.05% of portfolio
52,645
Q1 2025 Reduced 30.0%
$0
$3.55 Million 0.05% of portfolio
151,501
Q1 2025 New
$0
$2.98 Million 0.05% of portfolio
61,121
Q1 2025 Added 564.5%
$0
$3.36 Million 0.05% of portfolio
56,672
Q1 2025 Reduced 77.6%
$0
$2.41 Million 0.04% of portfolio
27,661
Q1 2025 Reduced 58.84%
$0
$2.28 Million 0.04% of portfolio
60,776
Q1 2025 Reduced 0.92%
$0
$2.65 Million 0.04% of portfolio
45,658
Q1 2025 Added 12.19%
$0
$2.81 Million 0.04% of portfolio
84,249
Q1 2025 Added 21.95%
$0
$2.44 Million 0.04% of portfolio
22,318
Q1 2025 Added 0.35%
$0
$2.72 Million 0.04% of portfolio
29,476
Q1 2025 Added 375.42%
$0
$2.45 Million 0.04% of portfolio
14,258
Q1 2025 Added 65.35%
$0
$2.44 Million 0.04% of portfolio
29,605
Q1 2025 Reduced 10.56%
$0
$2.66 Million 0.04% of portfolio
72,416
Q1 2025 Reduced 6.52%
$0
$2.54 Million 0.04% of portfolio
54,111
Q1 2025 Added 651.12%
$0
$2.84 Million 0.04% of portfolio
31,427
Q1 2025 Added 27.65%
$0
$2.48 Million 0.04% of portfolio
19,821
Q1 2025 Reduced 6.34%
$0
$2.4 Million 0.04% of portfolio
20,423
Q1 2025 Reduced 1.72%
$0
$2.9 Million 0.04% of portfolio
51,779
Q1 2025 Added 9.01%
$0
$2.34 Million 0.04% of portfolio
109,064
Q1 2025 New
$0
$2.5 Million 0.04% of portfolio
69,694
Q1 2025 New
$0
$2.51 Million 0.04% of portfolio
77,960
Q1 2025 New
$0
$2.84 Million 0.04% of portfolio
30,952
Q1 2025 Added 52.37%
$0
$2.46 Million 0.04% of portfolio
48,142
Q1 2025 New
$0
$2.62 Million 0.04% of portfolio
22,631
Q1 2025 Added 329.11%
$0
$2.41 Million 0.04% of portfolio
24,689
Q1 2025 Reduced 31.39%
$0
$2.53 Million 0.04% of portfolio
50,021
Q1 2025 Reduced 8.49%
$0
$2.67 Million 0.04% of portfolio
35,062
Q1 2025 Added 0.74%
$0
$1.87 Million 0.03% of portfolio
38,303
Q1 2025 Added 20.42%
$0
$1.67 Million 0.03% of portfolio
104,040
Q1 2025 Added 132.0%
$0
$2.04 Million 0.03% of portfolio
69,089
Q1 2025 Added 42.44%
$0
$2.04 Million 0.03% of portfolio
43,622
Q1 2025 Reduced 72.43%

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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