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 Market Cap. of Under $50 Millions
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