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
$0
$1.86 Million 0.02% of portfolio
14,713
Q2 2025 Reduced 1.35%
$0
$1.35 Million 0.02% of portfolio
24,519
Q2 2025 Reduced 4.27%
$0
$2.05 Million 0.02% of portfolio
31,323
Q2 2025 Added 0.42%
$0
$1.81 Million 0.02% of portfolio
15,545
Q2 2025 Added 30.3%
$0
$1.29 Million 0.02% of portfolio
27,036
Q2 2025 Added 42.46%
$0
$1.88 Million 0.02% of portfolio
14,221
Q2 2025 Reduced 28.25%
$0
$1.86 Million 0.02% of portfolio
13,416
Q2 2025 Reduced 34.31%
$0
$1.54 Million 0.02% of portfolio
9,778
Q2 2025 Added 20.58%
$0
$1.81 Million 0.02% of portfolio
36,022
Q2 2025 Added 0.63%
$0
$1.87 Million 0.02% of portfolio
33,121
Q2 2025 New
$0
$2.03 Million 0.02% of portfolio
34,273
Q2 2025 Reduced 7.17%
$0
$1.63 Million 0.02% of portfolio
36,261
Q2 2025 Reduced 47.11%
$51.7B
$1.61 Million 0.02% of portfolio
6,406
Q2 2025 Added 12.84%
$29.8B
$1.4 Million 0.02% of portfolio
3,721
Q2 2025 Added 11.37%
$4.78B
$1.95 Million 0.02% of portfolio
123,922
Q2 2025 Added 134.11%
$13.3B
$1.92 Million 0.02% of portfolio
9,720
Q2 2025 Added 127.16%
$35.6B
$2.07 Million 0.02% of portfolio
29,474
Q2 2025 Added 20.87%
$1.04B
$1.51 Million 0.02% of portfolio
143,499
Q2 2025 Reduced 44.93%
$9.6B
$1.3 Million 0.02% of portfolio
23,284
Q2 2025 Added 64.28%
$54.7B
$1.75 Million 0.02% of portfolio
30,053
Q2 2025 Added 76.8%
$94.4B
$1.63 Million 0.02% of portfolio
22,972
Q2 2025 Added 118.24%
$36.8B
$1.68 Million 0.02% of portfolio
10,490
Q2 2025 Added 10.12%
$0
$1.75 Million 0.02% of portfolio
41,668
Q2 2025 Reduced 8.41%
$16B
$1.53 Million 0.02% of portfolio
20,080
Q2 2025 Added 9.77%
$9.44B
$1.62 Million 0.02% of portfolio
44,263
Q2 2025 Added 1.53%
$21.7B
$1.55 Million 0.02% of portfolio
29,537
Q2 2025 Added 15.8%
$12.9B
$1.97 Million 0.02% of portfolio
8,527
Q2 2025 Added 1.68%
$212M
$1.28 Million 0.02% of portfolio
42,317
Q2 2025 Added 1.0%
$57.7B
$1.97 Million 0.02% of portfolio
16,485
Q2 2025 Added 59.57%
$0
$1.47 Million 0.02% of portfolio
77,369
Q2 2025 Added 6.94%
$0
$1.97 Million 0.02% of portfolio
20,776
Q2 2025 Reduced 43.18%
$20.5B
$1.31 Million 0.02% of portfolio
36,507
Q2 2025 Reduced 11.97%
$12.4B
$1.53 Million 0.02% of portfolio
5,250
Q2 2025 Added 15.26%
$27.2B
$1.98 Million 0.02% of portfolio
58,409
Q2 2025 Added 119.57%
$24.3B
$1.29 Million 0.02% of portfolio
13,334
Q2 2025 Added 30.71%
$96.8B
$2.05 Million 0.02% of portfolio
19,545
Q2 2025 Added 44.37%
$39.1B
$1.49 Million 0.02% of portfolio
13,894
Q2 2025 Added 31.5%
$0
$2.06 Million 0.02% of portfolio
51,243
Q2 2025 Added 258.72%
$12.8B
$1.5 Million 0.02% of portfolio
5,452
Q2 2025 Reduced 22.29%
$12.5B
$1.37 Million 0.02% of portfolio
6,916
Q2 2025 Added 82.38%
$73.8B
$1.38 Million 0.02% of portfolio
5,599
Q2 2025 Added 88.14%
$10.2B
$1.29 Million 0.02% of portfolio
14,709
Q2 2025 Added 45.48%
$51.4B
$1.9 Million 0.02% of portfolio
14,931
Q2 2025 Added 62.75%
$79.9B
$1.37 Million 0.02% of portfolio
4,379
Q2 2025 Reduced 53.03%
$11.3B
$2.02 Million 0.02% of portfolio
11,347
Q2 2025 Added 9.23%
$0
$1.56 Million 0.02% of portfolio
47,300
Q2 2025 Reduced 11.75%
$97.8B
$1.5 Million 0.02% of portfolio
9,352
Q2 2025 Added 11.93%
$0
$1.46 Million 0.02% of portfolio
39,332
Q2 2025 Added 10.79%
$0
$1.75 Million 0.02% of portfolio
22,994
Q2 2025 Added 3.79%

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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