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
$33.1B
$1.12 Million 0.01% of portfolio
13,666
Q2 2025 Added 18.78%
$9.07B
$1.08 Million 0.01% of portfolio
9,517
Q2 2025 Reduced 27.04%
$14B
$755,000 0.01% of portfolio
5,491
Q2 2025 Added 44.16%
$34.4B
$794,000 0.01% of portfolio
8,353
Q2 2025 Reduced 19.45%
$18.7B
$719,000 0.01% of portfolio
3,816
Q2 2025 Reduced 18.13%
$8.29B
$827,000 0.01% of portfolio
11,530
Q2 2025 Added 37.08%
$147B
$486,000 0.01% of portfolio
4,645
Q2 2025 Added 2.97%
$4.19B
$990,000 0.01% of portfolio
18,302
Q2 2025 Added 164.67%
$12.9B
$556,000 0.01% of portfolio
3,237
Q2 2025 Added 50.21%
$17.5B
$935,000 0.01% of portfolio
9,109
Q2 2025 Added 11.84%
$9.42B
$423,000 0.01% of portfolio
1,652
Q2 2025 Added 113.16%
$0
$866,000 0.01% of portfolio
17,407
Q2 2025 Reduced 58.91%
$879M
$476,000 0.01% of portfolio
66,886
Q2 2025 Added 5.55%
$11.8B
$596,000 0.01% of portfolio
13,258
Q2 2025 Added 89.1%
$0
$849,000 0.01% of portfolio
16,543
Q2 2025 Added 147.43%
$8.5B
$950,000 0.01% of portfolio
8,625
Q2 2025 Added 12.2%
$25.6B
$1.05 Million 0.01% of portfolio
9,231
Q2 2025 Added 77.08%
$19.3B
$584,000 0.01% of portfolio
7,358
Q2 2025 Reduced 20.26%
$0
$609,000 0.01% of portfolio
7,484
Q2 2025 Added 47.82%
$0
$1.21 Million 0.01% of portfolio
17,314
Q2 2025 Reduced 1.34%
$6.13B
$540,000 0.01% of portfolio
7,698
Q2 2025 New
$43.8B
$1.17 Million 0.01% of portfolio
13,906
Q2 2025 Added 1.91%
$17.8B
$608,000 0.01% of portfolio
10,561
Q2 2025 Added 75.81%
$56B
$744,000 0.01% of portfolio
1,968
Q2 2025 Added 11.38%
$15.6B
$559,000 0.01% of portfolio
4,083
Q2 2025 Added 14.66%
$36.2B
$640,000 0.01% of portfolio
4,174
Q2 2025 New
$23.7B
$734,000 0.01% of portfolio
31,211
Q2 2025 Added 27.46%
$91.7B
$1.05 Million 0.01% of portfolio
19,382
Q2 2025 Added 64.85%
$10.5B
$577,000 0.01% of portfolio
2,379
Q2 2025 Added 177.27%
$39.2B
$938,000 0.01% of portfolio
2,825
Q2 2025 Added 11.53%
$28.5B
$678,000 0.01% of portfolio
12,018
Q2 2025 Added 50.6%
$55.1B
$830,000 0.01% of portfolio
1,466
Q2 2025 Added 58.32%
$23.5B
$1.11 Million 0.01% of portfolio
4,707
Q2 2025 Added 33.53%
$46.7B
$1.13 Million 0.01% of portfolio
33,553
Q2 2025 Reduced 1.7%
$0
$1.07 Million 0.01% of portfolio
42,691
Q2 2025 Reduced 2.49%
$0
$1.01 Million 0.01% of portfolio
33,995
Q2 2025 Reduced 15.41%
$0
$697,000 0.01% of portfolio
23,149
Q2 2025 Reduced 0.26%
$6.45B
$775,000 0.01% of portfolio
6,883
Q2 2025 Added 51.11%
$32.1B
$671,000 0.01% of portfolio
4,654
Q2 2025 Added 77.09%
$0
$507,000 0.01% of portfolio
16,217
Q2 2025 Added 21.24%
$25.8B
$872,000 0.01% of portfolio
11,516
Q2 2025 Added 3.68%
$55.4B
$1.09 Million 0.01% of portfolio
6,779
Q2 2025 Added 51.83%
$8.48B
$787,000 0.01% of portfolio
12,484
Q2 2025 New
$11.5B
$721,000 0.01% of portfolio
9,686
Q2 2025 Added 50.92%
$17.3B
$1.22 Million 0.01% of portfolio
3,909
Q2 2025 Added 161.12%
$33.7B
$440,000 0.01% of portfolio
16,918
Q2 2025 Added 54.45%
$0
$694,000 0.01% of portfolio
18,672
Q2 2025 New
$0
$805,000 0.01% of portfolio
11,677
Q2 2025 Reduced 1.28%
$0
$782,000 0.01% of portfolio
40,878
Q2 2025 Added 62.8%

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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