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
$5.94B
$578,000 0.01% of portfolio
5,097
Q2 2025 Added 31.91%
$6.87B
$531,000 0.01% of portfolio
12,008
Q2 2025 Reduced 33.97%
$23.9B
$428,000 0.01% of portfolio
17,886
Q2 2025 Added 69.65%
$33.5B
$525,000 0.01% of portfolio
20,364
Q2 2025 Added 39.52%
$6.71B
$439,000 0.01% of portfolio
10,475
Q2 2025 Reduced 8.28%
$10.2B
$923,000 0.01% of portfolio
7,608
Q2 2025 Added 56.16%
$41.2B
$555,000 0.01% of portfolio
12,777
Q2 2025 New
$24.3B
$895,000 0.01% of portfolio
5,676
Q2 2025 Added 85.98%
$31.7B
$689,000 0.01% of portfolio
6,236
Q2 2025 Added 37.57%
$14B
$585,000 0.01% of portfolio
2,822
Q2 2025 New
$0
$1.08 Million 0.01% of portfolio
63,445
Q2 2025 Reduced 3.95%
$0
$950,000 0.01% of portfolio
36,954
Q2 2025 New
$6.32B
$433,000 0.01% of portfolio
1,914
Q2 2025 New
$8.14B
$836,000 0.01% of portfolio
22,612
Q2 2025 Added 8.16%
$23.6B
$603,000 0.01% of portfolio
2,539
Q2 2025 Reduced 32.94%
$16.4B
$543,000 0.01% of portfolio
9,401
Q2 2025 Reduced 14.75%
$7.08B
$1.17 Million 0.01% of portfolio
5,221
Q2 2025 Added 220.31%
$38.4B
$839,000 0.01% of portfolio
1,530
Q2 2025 Added 39.09%
$66.3B
$1.18 Million 0.01% of portfolio
15,304
Q2 2025 Reduced 33.73%
$16.1B
$799,000 0.01% of portfolio
12,421
Q2 2025 New
$14.4B
$832,000 0.01% of portfolio
4,884
Q2 2025 Added 31.36%
$17.3B
$671,000 0.01% of portfolio
8,851
Q2 2025 Reduced 27.13%
$14.2B
$628,000 0.01% of portfolio
2,003
Q2 2025 Reduced 12.49%
$29.1B
$962,000 0.01% of portfolio
819
Q2 2025 Added 89.15%
$3.08B
$624,000 0.01% of portfolio
7,060
Q2 2025 Reduced 0.47%
$8.35B
$911,000 0.01% of portfolio
32,751
Q2 2025 Added 250.35%
$13.9B
$525,000 0.01% of portfolio
15,277
Q2 2025 Added 17.81%
$16B
$599,000 0.01% of portfolio
4,052
Q2 2025 Added 3.63%
$9.19B
$897,000 0.01% of portfolio
3,014
Q2 2025 Reduced 27.91%
$14.3B
$916,000 0.01% of portfolio
4,363
Q2 2025 New
$39.5B
$705,000 0.01% of portfolio
964
Q2 2025 Added 13.55%
$11B
$423,000 0.01% of portfolio
1,350
Q2 2025 New
$10.8B
$1.06 Million 0.01% of portfolio
29,183
Q2 2025 Added 26.97%
$50.2B
$969,000 0.01% of portfolio
18,822
Q2 2025 New
$47.2B
$735,000 0.01% of portfolio
8,223
Q2 2025 Added 125.53%
$8.02B
$499,000 0.01% of portfolio
5,901
Q2 2025 New
$12.3B
$913,000 0.01% of portfolio
7,264
Q2 2025 Added 74.91%
$11B
$1.07 Million 0.01% of portfolio
36,087
Q2 2025 Added 301.19%
$7.76B
$597,000 0.01% of portfolio
3,456
Q2 2025 Added 184.68%
$7.37B
$431,000 0.01% of portfolio
9,985
Q2 2025 New
$26.5B
$446,000 0.01% of portfolio
3,525
Q2 2025 Added 47.92%
$43.6B
$454,000 0.01% of portfolio
33,132
Q2 2025 Added 88.36%
$0
$422,000 0.01% of portfolio
10,377
Q2 2025 Reduced 2.76%
$57.8B
$591,000 0.01% of portfolio
2,705
Q2 2025 Added 43.81%
$41.1B
$487,000 0.01% of portfolio
11,609
Q2 2025 Reduced 5.26%
$13.6B
$680,000 0.01% of portfolio
6,810
Q2 2025 Reduced 12.93%
$11.7B
$1.21 Million 0.01% of portfolio
31,367
Q2 2025 Added 25.56%
$15B
$550,000 0.01% of portfolio
7,650
Q2 2025 Reduced 0.14%
$14B
$578,000 0.01% of portfolio
11,112
Q2 2025 Reduced 9.47%

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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