Merit Financial Group, LLC Portfolio Holdings
Merit Financial Group, LLC
- $5.49 Billion
- Q4 2024
Merit Financial Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.49 Billion distributed in 1152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $189M, Vanguard Index Fds S&P 500 ETF with a value of $186M, Ishares Core S&P U.S. Value Et with a value of $167M, Apple Inc. with a value of $153M, and Ishares Tr with a value of $138M.
Examining the 13F form we can see an increase of $900M in the current position value, from $4.59B to 5.49B.
Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.49 Billion
ETFs: $3.74 Billion
Technology: $508 Million
Financial Services: $278 Million
Industrials: $253 Million
Consumer Cyclical: $184 Million
Healthcare: $141 Million
Communication Services: $126 Million
Consumer Defensive: $122 Million
Other: $124 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,152
- Current Value $5.49 Billion
- Prior Value $4.59 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 372 stocks
- Additional Purchases 588 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks