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
$324B
$1.23 Million 0.01% of portfolio
10,866
Q2 2025 Added 1.92%
$11B
$725,000 0.01% of portfolio
3,830
Q2 2025 Added 33.4%
$14.6B
$1.07 Million 0.01% of portfolio
7,424
Q2 2025 Reduced 10.39%
$16.3B
$586,000 0.01% of portfolio
9,700
Q2 2025 Added 2.62%
$8.78B
$887,000 0.01% of portfolio
9,343
Q2 2025 Added 76.28%
$52.9B
$616,000 0.01% of portfolio
1,890
Q2 2025 Reduced 64.43%
$0
$678,000 0.01% of portfolio
13,879
Q2 2025 Added 12.92%
$14.5B
$997,000 0.01% of portfolio
108,525
Q2 2025 Added 572.23%
$10.5B
$532,000 0.01% of portfolio
5,833
Q2 2025 Added 129.28%
$7.17B
$622,000 0.01% of portfolio
56,374
Q2 2025 Added 163.49%
$0
$481,000 0.01% of portfolio
6,502
Q2 2025 New
$0
$440,000 0.01% of portfolio
9,011
Q2 2025 Added 6.96%
$25.8B
$671,000 0.01% of portfolio
4,824
Q2 2025 Added 12.97%
$42.5B
$1.18 Million 0.01% of portfolio
6,527
Q2 2025 Added 11.06%
$32.6B
$746,000 0.01% of portfolio
2,125
Q2 2025 Added 139.84%
$1.41B
$1.13 Million 0.01% of portfolio
116,633
Q2 2025 Reduced 1.03%
$32.2B
$534,000 0.01% of portfolio
10,127
Q2 2025 Added 24.5%
$8.86B
$882,000 0.01% of portfolio
5,435
Q2 2025 Added 86.58%
$21.7B
$442,000 0.01% of portfolio
42,880
Q2 2025 Added 47.36%
$2.87B
$1.04 Million 0.01% of portfolio
20,733
Q2 2025 Added 264.25%
$10.2B
$1.25 Million 0.01% of portfolio
6,270
Q2 2025 Added 68.41%
$26.1B
$587,000 0.01% of portfolio
2,889
Q2 2025 Added 35.44%
$14.2B
$703,000 0.01% of portfolio
4,012
Q2 2025 Added 157.68%
$17B
$646,000 0.01% of portfolio
11,526
Q2 2025 New
$158B
$507,000 0.01% of portfolio
61,099
Q2 2025 Added 64.68%
$76.4B
$526,000 0.01% of portfolio
4,756
Q2 2025 Reduced 2.92%
$5.84B
$586,000 0.01% of portfolio
12,468
Q2 2025 Added 35.05%
$80.9B
$1.14 Million 0.01% of portfolio
61,078
Q2 2025 Added 53.14%
$6.51B
$926,000 0.01% of portfolio
30,941
Q2 2025 Added 31.46%
$12.1B
$457,000 0.01% of portfolio
15,117
Q2 2025 New
$22.3B
$444,000 0.01% of portfolio
20,059
Q2 2025 Added 85.63%
$5.25B
$623,000 0.01% of portfolio
10,760
Q2 2025 Reduced 2.39%
$15.8B
$896,000 0.01% of portfolio
13,360
Q2 2025 Added 44.84%
$18.6B
$877,000 0.01% of portfolio
6,991
Q2 2025 Reduced 22.3%
$14.6B
$913,000 0.01% of portfolio
8,468
Q2 2025 Added 13.5%
$0
$654,000 0.01% of portfolio
45,749
Q2 2025 Reduced 3.71%
$8.16B
$486,000 0.01% of portfolio
8,856
Q2 2025 Added 30.31%
$8.98B
$436,000 0.01% of portfolio
22,703
Q2 2025 Added 0.52%
$14.4B
$644,000 0.01% of portfolio
6,188
Q2 2025 Reduced 22.87%
$9.4B
$858,000 0.01% of portfolio
25,646
Q2 2025 Added 140.69%
$6.86B
$713,000 0.01% of portfolio
5,775
Q2 2025 Added 5.23%
$708M
$626,000 0.01% of portfolio
124,148
Q2 2025 Added 10.63%
$6.82B
$633,000 0.01% of portfolio
3,515
Q2 2025 New
$130B
$965,000 0.01% of portfolio
20,401
Q2 2025 Added 77.49%
$4.79B
$516,000 0.01% of portfolio
12,525
Q2 2025 Reduced 25.1%
$4.49B
$606,000 0.01% of portfolio
10,988
Q2 2025 New
$16.3B
$454,000 0.01% of portfolio
3,156
Q2 2025 Added 54.33%
$9.98B
$599,000 0.01% of portfolio
8,891
Q2 2025 Added 156.74%
$34.5B
$507,000 0.01% of portfolio
16,150
Q2 2025 Added 44.24%

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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