Merit Financial Group, LLC Portfolio Holdings

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025

Merit Financial Group, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.49 Billion distributed in 1411 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $220M, Vanguard Index Fds S&P 500 ETF with a value of $184M, Vanguard Growth ETF with a value of $174M, Apple Inc. with a value of $149M, and Ishares Core S&P 500 ETF with a value of $148M.

Examining the 13F form we can see an increase of $998M in the current position value, from $5.49B to 6.49B.

Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.49 Billion
ETFs: $4.33 Billion
Technology: $557 Million
Financial Services: $359 Million
Industrials: $314 Million
Consumer Cyclical: $211 Million
Healthcare: $209 Million
Consumer Defensive: $159 Million
Communication Services: $147 Million
Other: $187 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.04 Million 0.05% of portfolio
83,438
Q1 2025 Added 405.96%
$0
$2.96 Million 0.05% of portfolio
113,169
Q1 2025 New
$0
$3 Million 0.05% of portfolio
52,645
Q1 2025 Reduced 30.0%
$0
$3.55 Million 0.05% of portfolio
151,501
Q1 2025 New
$38.3B
$2.98 Million 0.05% of portfolio
39,696
Q1 2025 Added 23.73%
$1.1T
$3.24 Million 0.05% of portfolio
19,488
Q1 2025 Added 78.18%
$61.6B
$3.32 Million 0.05% of portfolio
12,556
Q1 2025 Added 149.42%
$0
$2.98 Million 0.05% of portfolio
61,121
Q1 2025 Added 564.5%
$0
$3.36 Million 0.05% of portfolio
56,672
Q1 2025 Reduced 77.6%
$29.5B
$3.34 Million 0.05% of portfolio
13,148
Q1 2025 Added 175.18%
$55.3B
$2.85 Million 0.04% of portfolio
23,890
Q1 2025 Added 136.0%
$0
$2.41 Million 0.04% of portfolio
27,661
Q1 2025 Reduced 58.84%
$55B
$2.42 Million 0.04% of portfolio
36,821
Q1 2025 Added 161.57%
$0
$2.28 Million 0.04% of portfolio
60,776
Q1 2025 Reduced 0.92%
$0
$2.54 Million 0.04% of portfolio
210,742
Q1 2025 Reduced 0.06%
$37.5B
$2.33 Million 0.04% of portfolio
9,630
Q1 2025 Added 22.47%
$31.4B
$2.54 Million 0.04% of portfolio
41,770
Q1 2025 Added 233.23%
$22.6B
$2.67 Million 0.04% of portfolio
13,013
Q1 2025 Added 33.91%
$84.4B
$2.89 Million 0.04% of portfolio
42,653
Q1 2025 Added 157.43%
$415M
$2.28 Million 0.04% of portfolio
15,821
Q1 2025 Added 22.51%
$77B
$2.33 Million 0.04% of portfolio
12,749
Q1 2025 Added 324.83%
$91B
$2.76 Million 0.04% of portfolio
6,393
Q1 2025 Added 87.04%
$75.1B
$2.76 Million 0.04% of portfolio
25,195
Q1 2025 Added 6.33%
$0
$2.65 Million 0.04% of portfolio
45,658
Q1 2025 Added 12.19%
$0
$2.81 Million 0.04% of portfolio
84,249
Q1 2025 Added 21.95%
$79.5B
$2.54 Million 0.04% of portfolio
20,257
Q1 2025 Added 2.29%
$40.3B
$2.74 Million 0.04% of portfolio
12,618
Q1 2025 Added 94.48%
$0
$2.44 Million 0.04% of portfolio
22,318
Q1 2025 Added 0.35%
$76.5B
$2.33 Million 0.04% of portfolio
9,384
Q1 2025 Added 13.86%
$0
$2.79 Million 0.04% of portfolio
63,322
Q1 2025 New
$0
$2.72 Million 0.04% of portfolio
29,476
Q1 2025 Added 375.42%
$0
$2.45 Million 0.04% of portfolio
14,258
Q1 2025 Added 65.35%
$0
$2.44 Million 0.04% of portfolio
29,605
Q1 2025 Reduced 10.56%
$0
$2.66 Million 0.04% of portfolio
72,416
Q1 2025 Reduced 6.52%
$0
$2.54 Million 0.04% of portfolio
54,111
Q1 2025 Added 651.12%
$0
$2.84 Million 0.04% of portfolio
31,427
Q1 2025 Added 27.65%
$0
$2.48 Million 0.04% of portfolio
19,821
Q1 2025 Reduced 6.34%
$0
$2.4 Million 0.04% of portfolio
20,423
Q1 2025 Reduced 1.72%
$0
$2.9 Million 0.04% of portfolio
51,779
Q1 2025 Added 9.01%
$107B
$2.57 Million 0.04% of portfolio
22,226
Q1 2025 Reduced 16.8%
$1.08B
$2.88 Million 0.04% of portfolio
260,572
Q1 2025 Added 0.41%
$58.6B
$2.28 Million 0.04% of portfolio
9,614
Q1 2025 Added 7.04%
$5.76B
$2.82 Million 0.04% of portfolio
1,971
Q1 2025 Added 25.94%
$86.2B
$2.51 Million 0.04% of portfolio
4,124
Q1 2025 Added 16.37%
$155B
$2.85 Million 0.04% of portfolio
10,087
Q1 2025 Added 10.85%
$4.9B
$2.49 Million 0.04% of portfolio
45,594
Q1 2025 Added 65.51%
$51.1B
$2.76 Million 0.04% of portfolio
47,282
Q1 2025 Added 271.48%
$0
$2.34 Million 0.04% of portfolio
109,064
Q1 2025 New
$0
$2.5 Million 0.04% of portfolio
69,694
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,411
  • Current Value $6.49 Billion
  • Prior Value $5.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 303 stocks
  • Additional Purchases 825 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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