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
$4.29 Million 0.05% of portfolio
28,465
Q2 2021 New
$0
$3.95 Million 0.05% of portfolio
38,338
Q2 2025 New
$127B
$4.29 Million 0.05% of portfolio
32,222
Q2 2025 Added 44.97%
$3.68B
$4.39 Million 0.05% of portfolio
10,852
Q2 2025 Added 40.81%
$44B
$4.3 Million 0.05% of portfolio
7,456
Q2 2025 Added 2.12%
$112B
$4.18 Million 0.05% of portfolio
60,610
Q2 2025 Added 219.39%
$49.2B
$3.86 Million 0.05% of portfolio
13,146
Q2 2025 Added 77.07%
$121B
$4.37 Million 0.05% of portfolio
90,455
Q2 2025 Added 224.82%
$0
$3.95 Million 0.05% of portfolio
165,921
Q2 2025 Added 52.13%
$0
$4.43 Million 0.05% of portfolio
20,365
Q2 2025 Reduced 10.99%
$61.8B
$4.32 Million 0.05% of portfolio
19,297
Q2 2025 Added 7.09%
$0
$3.8 Million 0.05% of portfolio
159,840
Q2 2025 Added 5.5%
$0
$4.03 Million 0.05% of portfolio
100,543
Q2 2025 Added 133.77%
$40.9B
$3.88 Million 0.05% of portfolio
51,219
Q2 2025 Added 29.03%
$61.9B
$4.2 Million 0.05% of portfolio
15,688
Q2 2025 Added 24.94%
$0
$4.32 Million 0.05% of portfolio
87,179
Q2 2025 Added 42.63%
$0
$4.6 Million 0.05% of portfolio
18,516
Q2 2025 Reduced 0.78%
$0
$3.98 Million 0.05% of portfolio
18,169
Q2 2025 Reduced 0.07%
$27.9B
$4.21 Million 0.05% of portfolio
14,584
Q2 2025 Added 10.92%
$76.4B
$4.28 Million 0.05% of portfolio
27,861
Q2 2025 Added 10.18%
$87.3B
$3.22 Million 0.04% of portfolio
21,160
Q2 2025 Reduced 18.26%
$0
$3.35 Million 0.04% of portfolio
71,072
Q2 2025 Reduced 36.48%
$59.7B
$3.54 Million 0.04% of portfolio
41,339
Q2 2025 Added 11.6%
$55.2B
$3.09 Million 0.04% of portfolio
5,782
Q2 2025 Added 49.56%
$0
$3.19 Million 0.04% of portfolio
55,813
Q2 2025 Reduced 8.17%
$119B
$3.52 Million 0.04% of portfolio
14,769
Q2 2025 Added 58.28%
$75.9B
$3.09 Million 0.04% of portfolio
832
Q2 2025 Added 71.9%
$423B
$3.64 Million 0.04% of portfolio
5
Q1 2025 Added 66.67%
$55B
$3.38 Million 0.04% of portfolio
46,113
Q2 2025 Added 21.32%
$22.7B
$3.23 Million 0.04% of portfolio
14,472
Q2 2025 Added 11.21%
$70.9B
$3.12 Million 0.04% of portfolio
34,296
Q2 2025 Reduced 1.47%
$93.6B
$3.53 Million 0.04% of portfolio
6,938
Q2 2025 Added 58.04%
$150B
$3.38 Million 0.04% of portfolio
17,099
Q2 2025 Added 17.48%
$0
$3.15 Million 0.04% of portfolio
72,109
Q2 2025 Added 1.98%
$0
$3.01 Million 0.04% of portfolio
70,189
Q2 2025 New
$94.6B
$3.23 Million 0.04% of portfolio
13,116
Q2 2025 Added 2.88%
$78.6B
$3.56 Million 0.04% of portfolio
26,668
Q2 2025 Added 5.85%
$43.6B
$3.05 Million 0.04% of portfolio
37,509
Q2 2025 Added 30.61%
$0
$2.96 Million 0.04% of portfolio
47,173
Q2 2025 Added 3.32%
$0
$3.4 Million 0.04% of portfolio
96,442
Q2 2025 Added 14.47%
$0
$3.07 Million 0.04% of portfolio
56,572
Q2 2025 New
$0
$3.76 Million 0.04% of portfolio
101,304
Q2 2025 Reduced 46.36%
$0
$3.12 Million 0.04% of portfolio
81,514
Q2 2025 Reduced 11.13%
$75.1B
$3.23 Million 0.04% of portfolio
17,344
Q2 2025 Added 31.9%
$0
$3.35 Million 0.04% of portfolio
71,361
Q2 2025 Added 12.7%
$102B
$3.18 Million 0.04% of portfolio
17,317
Q2 2025 Added 109.75%
$0
$3.41 Million 0.04% of portfolio
103,259
Q2 2025 Reduced 2.23%
$0
$3.63 Million 0.04% of portfolio
32,290
Q2 2025 Added 9.55%
$0
$3.21 Million 0.04% of portfolio
55,496
Q2 2025 Reduced 12.15%

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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