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
$1.64 Million 0.02% of portfolio
20,118
Q2 2025 Added 5.15%
$0
$1.96 Million 0.02% of portfolio
22,361
Q2 2025 Reduced 61.91%
$258B
$1.32 Million 0.02% of portfolio
18,679
Q2 2025 Added 61.95%
$178B
$1.98 Million 0.02% of portfolio
17,200
Q2 2025 Reduced 14.15%
$76B
$1.55 Million 0.02% of portfolio
15,362
Q2 2025 Added 9.25%
$0
$1.39 Million 0.02% of portfolio
10,341
Q2 2025 Reduced 21.46%
$0
$1.91 Million 0.02% of portfolio
19,392
Q2 2025 Reduced 6.21%
$0
$1.28 Million 0.02% of portfolio
38,134
Q2 2025 Reduced 35.46%
$0
$1.75 Million 0.02% of portfolio
82,535
Q2 2025 Added 195.31%
$0
$1.65 Million 0.02% of portfolio
8,599
Q2 2025 Reduced 1.38%
$0
$1.59 Million 0.02% of portfolio
8,355
Q2 2025 Reduced 6.3%
$0
$2.04 Million 0.02% of portfolio
37,460
Q2 2025 Reduced 2.68%
$0
$1.98 Million 0.02% of portfolio
26,426
Q2 2025 Reduced 1.56%
$0
$1.35 Million 0.02% of portfolio
10,904
Q2 2025 Reduced 2.19%
$0
$1.47 Million 0.02% of portfolio
5,747
Q2 2025 Added 14.21%
$0
$1.88 Million 0.02% of portfolio
23,714
Q2 2025 Reduced 6.26%
$0
$1.7 Million 0.02% of portfolio
10,444
Q2 2025 Added 331.39%
$0
$1.73 Million 0.02% of portfolio
36,258
Q2 2025 Added 103.7%
$0
$1.46 Million 0.02% of portfolio
26,619
Q2 2025 New
$32.6B
$1.32 Million 0.02% of portfolio
19,777
Q2 2025 Added 85.58%
$48.9B
$1.77 Million 0.02% of portfolio
17,906
Q2 2025 Reduced 74.69%
$15.7B
$1.71 Million 0.02% of portfolio
49,555
Q2 2025 Added 6.07%
$18.4B
$1.26 Million 0.02% of portfolio
7,144
Q2 2025 Added 209.93%
$76.5B
$1.77 Million 0.02% of portfolio
1,167
Q2 2025 Added 43.54%
$26.4B
$1.9 Million 0.02% of portfolio
4,068
Q2 2025 Added 48.58%
$13.7B
$1.36 Million 0.02% of portfolio
4,744
Q2 2025 Added 41.91%
$17.7B
$1.49 Million 0.02% of portfolio
19,382
Q2 2025 Added 4.13%
$51.4B
$2.08 Million 0.02% of portfolio
15,492
Q2 2025 Added 11.86%
$0
$1.86 Million 0.02% of portfolio
9,535
Q2 2025 Reduced 3.89%
$27.4B
$1.51 Million 0.02% of portfolio
23,974
Q2 2025 Reduced 10.04%
$32.7B
$1.62 Million 0.02% of portfolio
18,738
Q2 2025 Added 36.68%
$87.2B
$1.5 Million 0.02% of portfolio
7,738
Q2 2025 Added 55.82%
$0
$1.96 Million 0.02% of portfolio
39,147
Q2 2025 Added 7.88%
$43.1B
$1.3 Million 0.02% of portfolio
5,426
Q2 2025 Added 103.53%
$39.6B
$1.47 Million 0.02% of portfolio
21,647
Q2 2025 Added 4.82%
$40.4B
$1.95 Million 0.02% of portfolio
13,157
Q2 2025 Added 9.59%
$2.08B
$1.35 Million 0.02% of portfolio
84,195
Q2 2025 Reduced 19.06%
$17.6B
$1.59 Million 0.02% of portfolio
20,426
Q2 2025 Added 20.15%
$39.4B
$1.94 Million 0.02% of portfolio
6,175
Q2 2025 Reduced 0.36%
$0
$1.13 Million 0.01% of portfolio
54,268
Q2 2025 Added 37.8%
$0
$778,000 0.01% of portfolio
87,813
Q2 2025 Added 53.96%
$2.59B
$1.18 Million 0.01% of portfolio
54,328
Q2 2025 Added 12.88%
$7.31B
$812,000 0.01% of portfolio
95,958
Q2 2025 Added 17.75%
$0
$1.01 Million 0.01% of portfolio
14,459
Q2 2025 Reduced 26.62%
$28B
$963,000 0.01% of portfolio
8,231
Q2 2025 Added 76.93%
$6.44B
$544,000 0.01% of portfolio
9,309
Q2 2025 New
$14.4B
$467,000 0.01% of portfolio
5,148
Q2 2025 New
$2.72B
$1.01 Million 0.01% of portfolio
4,641
Q2 2025 Reduced 7.24%
$7.1B
$928,000 0.01% of portfolio
18,757
Q2 2025 Added 97.17%

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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