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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.5B
$2.89 Million 0.03% of portfolio
30,911
Q2 2025 Added 30.84%
$323B
$2.14 Million 0.03% of portfolio
7,036
Q2 2025 Added 54.84%
$0
$2.32 Million 0.03% of portfolio
87,066
Q2 2025 Added 32.34%
$92.8B
$2.25 Million 0.03% of portfolio
6,554
Q2 2025 Added 67.36%
$0
$2.37 Million 0.03% of portfolio
16,436
Q2 2025 Reduced 63.75%
$26.8B
$2.27 Million 0.03% of portfolio
25,848
Q2 2025 Added 11.98%
$11.8B
$2.38 Million 0.03% of portfolio
12,715
Q2 2025 Added 77.73%
$85.6B
$2.37 Million 0.03% of portfolio
7,168
Q2 2025 Added 30.37%
$14.5B
$2.25 Million 0.03% of portfolio
19,683
Q2 2025 Added 119.9%
$155B
$2.49 Million 0.03% of portfolio
40,768
Q2 2025 Added 46.71%
$68B
$2.52 Million 0.03% of portfolio
55,693
Q2 2025 Added 66.51%
$0
$2.36 Million 0.03% of portfolio
35,069
Q2 2025 Added 115.5%
$0
$2.5 Million 0.03% of portfolio
22,823
Q2 2025 Reduced 7.56%
$40.8B
$2.54 Million 0.03% of portfolio
8,149
Q2 2025 Added 10.03%
$99.5B
$2.79 Million 0.03% of portfolio
6,260
Q2 2025 Added 15.35%
$31.7B
$2.47 Million 0.03% of portfolio
75,747
Q2 2025 Added 92.28%
$95.6B
$2.72 Million 0.03% of portfolio
11,904
Q2 2025 Added 15.65%
$0
$2.8 Million 0.03% of portfolio
62,239
Q2 2025 Reduced 42.59%
$1.69B
$1.3 Million 0.02% of portfolio
9,422
Q1 2025 Added 4.15%
$34.7B
$1.77 Million 0.02% of portfolio
15,005
Q2 2025 Added 245.1%
$64.2B
$1.33 Million 0.02% of portfolio
4,733
Q2 2025 Added 67.6%
$48.5B
$1.63 Million 0.02% of portfolio
12,354
Q2 2025 Reduced 48.29%
$12B
$1.37 Million 0.02% of portfolio
18,922
Q2 2025 Added 120.36%
$55.9B
$1.63 Million 0.02% of portfolio
8,114
Q2 2025 Reduced 5.95%
$0
$1.94 Million 0.02% of portfolio
21,261
Q2 2025 Reduced 23.14%
$1.6B
$1.83 Million 0.02% of portfolio
49,895
Q2 2025 Reduced 3.59%
$124B
$1.29 Million 0.02% of portfolio
18,780
Q2 2025 Added 28.32%
$7.92B
$1.56 Million 0.02% of portfolio
12,274
Q2 2025 Added 342.15%
$8.21B
$1.67 Million 0.02% of portfolio
16,118
Q2 2025 Added 8.2%
$55.6B
$1.47 Million 0.02% of portfolio
8,523
Q2 2025 Added 45.79%
$18.6B
$1.39 Million 0.02% of portfolio
18,870
Q2 2025 Added 7.63%
$10.6B
$1.3 Million 0.02% of portfolio
23,637
Q2 2025 Added 13.57%
$104B
$1.52 Million 0.02% of portfolio
50,713
Q2 2025 Added 20.73%
$99B
$1.92 Million 0.02% of portfolio
41,435
Q2 2025 Reduced 19.7%
$97B
$1.57 Million 0.02% of portfolio
5,108
Q2 2025 Added 61.39%
$38.3B
$1.81 Million 0.02% of portfolio
10,760
Q2 2025 Added 64.98%
$8.95B
$2.07 Million 0.02% of portfolio
30,773
Q2 2025 Added 134.39%
$50.1B
$1.45 Million 0.02% of portfolio
10,345
Q2 2025 Added 190.67%
$14.8B
$1.84 Million 0.02% of portfolio
33,878
Q2 2025 Reduced 18.89%
$24.2B
$1.33 Million 0.02% of portfolio
36,155
Q2 2025 Added 139.52%
$23.9B
$1.29 Million 0.02% of portfolio
28,849
Q2 2025 Reduced 35.02%
$55.6B
$1.86 Million 0.02% of portfolio
35,444
Q2 2025 Added 52.98%
$12.2B
$1.42 Million 0.02% of portfolio
13,772
Q2 2025 Added 107.57%
$25.1B
$1.43 Million 0.02% of portfolio
6,573
Q2 2025 Added 159.7%
$37.5B
$1.71 Million 0.02% of portfolio
12,703
Q2 2025 Added 60.84%
$36.7B
$1.66 Million 0.02% of portfolio
13,550
Q2 2025 Added 123.93%
$21.8B
$1.83 Million 0.02% of portfolio
57,520
Q2 2025 Added 153.63%
$0
$1.55 Million 0.02% of portfolio
52,697
Q2 2025 Added 3.05%
$0
$1.34 Million 0.02% of portfolio
24,854
Q2 2025 Added 43.73%

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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