Merit Financial Group, LLC Portfolio Holdings
Merit Financial Group, LLC
- $4.59 Billion
- Q3 2024
Merit Financial Group, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.59 Billion distributed in 831 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $259M, Ishares Core S&P U.S. Value Et with a value of $226M, Vanguard Growth ETF with a value of $204M, Ishares Tr with a value of $138M, and United Parcel Service Inc with a value of $128M.
Examining the 13F form we can see an decrease of $61.1M in the current position value, from $4.65B to 4.59B.
Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.59 Billion
ETFs: $3.3 Billion
Technology: $343 Million
Industrials: $230 Million
Financial Services: $205 Million
Consumer Cyclical: $122 Million
Healthcare: $109 Million
Consumer Defensive: $103 Million
Communication Services: $82.6 Million
Other: $85 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 831
- Current Value $4.59 Billion
- Prior Value $4.65 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 68 stocks
- Additional Purchases 232 stocks
- Sold out of 0 stocks
- Reduced holdings in 507 stocks