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
$949,000 0.01% of portfolio
7,547
Q2 2025 Reduced 0.11%
$0
$625,000 0.01% of portfolio
2,966
Q2 2025 Reduced 37.7%
$0
$845,000 0.01% of portfolio
14,148
Q2 2025 Reduced 27.89%
$0
$627,000 0.01% of portfolio
6,446
Q2 2025 Reduced 3.85%
$0
$726,000 0.01% of portfolio
10,815
Q2 2025 Reduced 9.73%
$0
$1.22 Million 0.01% of portfolio
45,912
Q2 2025 Added 71.01%
$0
$617,000 0.01% of portfolio
27,372
Q2 2025 New
$0
$1.21 Million 0.01% of portfolio
12,181
Q1 2024 New
$0
$1.1 Million 0.01% of portfolio
13,785
Q2 2025 Reduced 30.92%
$0
$676,000 0.01% of portfolio
23,166
Q2 2025 Reduced 6.34%
$0
$1.14 Million 0.01% of portfolio
19,245
Q2 2025 Reduced 2.52%
$0
$1.16 Million 0.01% of portfolio
38,464
Q2 2025 Reduced 18.56%
$0
$1.03 Million 0.01% of portfolio
11,810
Q2 2025 Reduced 1.48%
$0
$827,000 0.01% of portfolio
33,611
Q2 2025 Added 238.24%
$0
$974,000 0.01% of portfolio
32,392
Q2 2025 New
$0
$917,000 0.01% of portfolio
36,186
Q2 2025 Added 5.54%
$22B
$693,000 0.01% of portfolio
8,376
Q2 2025 Added 3.31%
$0
$525,000 0.01% of portfolio
18,077
Q2 2025 Reduced 34.22%
$0
$505,000 0.01% of portfolio
19,547
Q2 2025 Reduced 28.91%
$6.21B
$782,000 0.01% of portfolio
21,558
Q2 2025 Added 18.38%
$40.9B
$1.05 Million 0.01% of portfolio
9,864
Q2 2025 Added 68.73%
$17.2B
$866,000 0.01% of portfolio
8,827
Q2 2025 Reduced 32.64%
$24.4B
$951,000 0.01% of portfolio
3,960
Q2 2025 Added 107.87%
$12.1B
$597,000 0.01% of portfolio
5,754
Q2 2025 Reduced 52.22%
$53B
$483,000 0.01% of portfolio
12,907
Q2 2025 Added 36.89%
$7.11B
$452,000 0.01% of portfolio
8,739
Q2 2025 Reduced 50.78%
$16.6B
$1.25 Million 0.01% of portfolio
15,623
Q2 2025 Added 180.54%
$23.7B
$483,000 0.01% of portfolio
6,716
Q2 2025 Reduced 3.89%
$7.79B
$1.1 Million 0.01% of portfolio
15,614
Q2 2025 Reduced 10.2%
$173B
$1.1 Million 0.01% of portfolio
16,105
Q2 2025 Added 34.49%
$265B
$426,000 0.01% of portfolio
2,474
Q2 2025 Added 34.09%
$4.92B
$426,000 0.01% of portfolio
8,256
Q2 2025 Added 46.56%
$20.7B
$845,000 0.01% of portfolio
11,125
Q2 2025 Reduced 8.72%
$4B
$810,000 0.01% of portfolio
11,086
Q2 2025 Reduced 5.75%
$16.5B
$626,000 0.01% of portfolio
5,035
Q2 2025 Added 12.16%
$23.5B
$489,000 0.01% of portfolio
825
Q2 2025 Added 21.86%
$16.3B
$703,000 0.01% of portfolio
12,572
Q2 2025 Reduced 28.28%
$126B
$481,000 0.01% of portfolio
14,225
Q2 2025 Added 92.15%
$7.38B
$452,000 0.01% of portfolio
12,437
Q2 2025 Added 37.35%
$4.91B
$962,000 0.01% of portfolio
75,232
Q2 2025 Added 16.37%
$32.2B
$694,000 0.01% of portfolio
8,723
Q2 2025 Added 55.63%
$63.6B
$516,000 0.01% of portfolio
686
Q2 2025 Added 29.43%
$417M
$635,000 0.01% of portfolio
8,674
Q2 2025 Reduced 4.59%
$11.5B
$652,000 0.01% of portfolio
3,600
Q2 2025 Reduced 17.73%
$14.1B
$997,000 0.01% of portfolio
12,354
Q2 2025 Added 2.35%
$0
$626,000 0.01% of portfolio
36,323
Q2 2025 Reduced 7.61%
$0
$548,000 0.01% of portfolio
6,385
Q2 2025 Added 142.78%
$0
$447,000 0.01% of portfolio
9,837
Q2 2025 Reduced 16.37%
$0
$946,000 0.01% of portfolio
37,100
Q2 2025 New

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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