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
$66.3B
$4.91 Million 0.06% of portfolio
57,843
Q2 2025 Reduced 9.45%
$25.9B
$5.28 Million 0.06% of portfolio
31,796
Q2 2025 Added 14.19%
$169B
$4.83 Million 0.06% of portfolio
8,886
Q2 2025 Added 13.76%
$0
$5.05 Million 0.06% of portfolio
69,392
Q2 2025 Reduced 87.46%
$0
$5.15 Million 0.06% of portfolio
246,178
Q2 2025 Reduced 25.38%
$0
$5.2 Million 0.06% of portfolio
44,400
Q2 2025 Added 481.61%
$0
$4.68 Million 0.06% of portfolio
21,703
Q2 2025 Reduced 14.56%
$0
$5.23 Million 0.06% of portfolio
64,869
Q2 2025 Added 13.2%
$0
$5.33 Million 0.06% of portfolio
137,350
Q2 2025 New
$0
$4.9 Million 0.06% of portfolio
36,249
Q2 2025 Added 8.03%
$0
$4.84 Million 0.06% of portfolio
54,186
Q2 2025 Added 108.78%
$101B
$4.62 Million 0.06% of portfolio
21,138
Q2 2025 Added 4.32%
$122B
$4.97 Million 0.06% of portfolio
57,035
Q2 2025 Added 37.52%
$84.1B
$4.94 Million 0.06% of portfolio
73,210
Q2 2025 Added 36.03%
$94.5B
$4.99 Million 0.06% of portfolio
9,944
Q2 2025 Added 40.95%
$141B
$4.94 Million 0.06% of portfolio
71,114
Q2 2025 Added 54.02%
$0
$4.67 Million 0.06% of portfolio
427,255
Q2 2025 Added 7.34%
$0
$4.82 Million 0.06% of portfolio
87,561
Q2 2025 Added 0.66%
$138B
$5.04 Million 0.06% of portfolio
207,849
Q2 2025 Added 30.83%
$188B
$4.7 Million 0.06% of portfolio
35,729
Q2 2025 Added 334.92%
$179B
$4.99 Million 0.06% of portfolio
54,670
Q2 2025 Added 21.8%
$0
$5.26 Million 0.06% of portfolio
35,687
Q2 2025 Reduced 12.51%
$0
$5.18 Million 0.06% of portfolio
38,416
Q2 2025 Reduced 17.67%
$0
$4.78 Million 0.06% of portfolio
192,912
Q2 2025 Added 137.7%
$6.77B
$4.75 Million 0.06% of portfolio
32,743
Q2 2025 Added 0.24%
$187B
$4.83 Million 0.06% of portfolio
11,903
Q2 2025 Added 1.34%
$6.58B
$5.44 Million 0.06% of portfolio
103,082
Q2 2025 Added 247.21%
$0
$4.88 Million 0.06% of portfolio
54,770
Q2 2025 Added 12.51%
$0
$5.2 Million 0.06% of portfolio
30,402
Q2 2025 Reduced 7.45%
$0
$5.05 Million 0.06% of portfolio
13,929
Q2 2025 Reduced 0.15%
$23.2B
$4.25 Million 0.05% of portfolio
27,596
Q2 2025 Added 498.09%
$0
$4.51 Million 0.05% of portfolio
122,226
Q2 2025 Added 16.87%
$0
$3.97 Million 0.05% of portfolio
124,033
Q2 2025 Added 12.09%
$0
$4.31 Million 0.05% of portfolio
191,658
Q2 2025 Added 44.09%
$83.2B
$4.49 Million 0.05% of portfolio
21,093
Q2 2025 Added 243.42%
$22.7B
$3.82 Million 0.05% of portfolio
17,286
Q2 2025 Reduced 1.57%
$1.19B
$3.92 Million 0.05% of portfolio
69,727
Q2 2025 Added 17.79%
$99.2B
$4.36 Million 0.05% of portfolio
15,816
Q2 2025 Added 32.58%
$141B
$4.27 Million 0.05% of portfolio
119,740
Q2 2025 Added 2.58%
$9.89B
$4.36 Million 0.05% of portfolio
10,632
Q2 2025 Added 4.38%
$0
$3.89 Million 0.05% of portfolio
70,261
Q2 2025 New
$0
$3.88 Million 0.05% of portfolio
80,771
Q2 2025 Reduced 13.54%
$61.1B
$4.01 Million 0.05% of portfolio
12,531
Q2 2025 Added 47.7%
$76.9B
$4.25 Million 0.05% of portfolio
86,291
Q2 2025 Added 18.1%
$0
$3.86 Million 0.05% of portfolio
120,260
Q2 2025 Added 414.39%
$0
$4.11 Million 0.05% of portfolio
31,941
Q2 2025 Reduced 57.32%
$0
$3.87 Million 0.05% of portfolio
48,249
Q2 2025 Reduced 2.74%
$0
$4.51 Million 0.05% of portfolio
185,813
Q2 2025 New
$0
$4.04 Million 0.05% of portfolio
43,666
Q2 2025 Added 38.94%

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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