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
$19.3B
$2.18 Million 0.03% of portfolio
50,740
Q2 2025 Added 67.58%
$36B
$2.57 Million 0.03% of portfolio
37,403
Q2 2025 Added 71.7%
$21.3B
$2.52 Million 0.03% of portfolio
48,882
Q2 2025 Added 56.35%
$30.9B
$2.29 Million 0.03% of portfolio
13,549
Q2 2025 Added 81.77%
$60B
$2.42 Million 0.03% of portfolio
10,647
Q2 2025 Added 143.42%
$0
$2.34 Million 0.03% of portfolio
28,752
Q2 2025 Added 645.84%
$79.5B
$2.4 Million 0.03% of portfolio
19,165
Q2 2025 Reduced 5.39%
$60.2B
$2.39 Million 0.03% of portfolio
55,088
Q2 2025 Added 51.34%
$16.7B
$2.16 Million 0.03% of portfolio
42,747
Q2 2025 Added 2.76%
$0
$2.77 Million 0.03% of portfolio
22,853
Q2 2025 Added 2.4%
$2.54B
$2.35 Million 0.03% of portfolio
160,434
Q2 2025 Reduced 45.75%
$9.19B
$2.33 Million 0.03% of portfolio
31,870
Q2 2025 Added 12.18%
$72.7B
$2.41 Million 0.03% of portfolio
9,038
Q2 2025 Added 79.18%
$18.2B
$2.3 Million 0.03% of portfolio
33,714
Q2 2025 Reduced 7.91%
$0
$2.77 Million 0.03% of portfolio
75,374
Q2 2025 New
$89.6B
$2.83 Million 0.03% of portfolio
126,492
Q2 2025 Added 61.94%
$0
$2.37 Million 0.03% of portfolio
20,217
Q1 2025 Added 0.38%
$0
$2.4 Million 0.03% of portfolio
16,936
Q2 2025 Added 8.97%
$34.5B
$2.4 Million 0.03% of portfolio
15,236
Q2 2025 Added 122.59%
$0
$2.13 Million 0.03% of portfolio
19,839
Q2 2025 Reduced 59.59%
$0
$2.86 Million 0.03% of portfolio
32,056
Q2 2025 Added 8.28%
$0
$2.18 Million 0.03% of portfolio
19,854
Q2 2025 Added 197.13%
$0
$2.2 Million 0.03% of portfolio
39,443
Q2 2025 New
$0
$2.77 Million 0.03% of portfolio
32,405
Q2 2025 Added 17.1%
$0
$2.88 Million 0.03% of portfolio
12,063
Q2 2025 Added 2.72%
$0
$2.39 Million 0.03% of portfolio
102,421
Q2 2025 New
$0
$2.17 Million 0.03% of portfolio
27,254
Q2 2025 Added 10.63%
$0
$2.68 Million 0.03% of portfolio
29,163
Q2 2025 Reduced 24.44%
$0
$2.22 Million 0.03% of portfolio
44,757
Q2 2025 New
$0
$2.38 Million 0.03% of portfolio
50,066
Q2 2025 New
$45.1B
$2.66 Million 0.03% of portfolio
20,664
Q2 2025 Added 55.68%
$59.7B
$2.58 Million 0.03% of portfolio
87,780
Q2 2025 Added 22.23%
$52.6B
$2.9 Million 0.03% of portfolio
40,376
Q2 2025 Added 54.38%
$86B
$2.58 Million 0.03% of portfolio
9,427
Q2 2025 Added 68.73%
$118B
$2.53 Million 0.03% of portfolio
969
Q2 2025 Added 28.01%
$61.1B
$2.19 Million 0.03% of portfolio
27,247
Q2 2025 Added 0.82%
$139B
$2.66 Million 0.03% of portfolio
21,557
Q2 2025 Added 10.69%
$33.7B
$2.32 Million 0.03% of portfolio
36,958
Q2 2025 Added 205.59%
$78.6B
$2.51 Million 0.03% of portfolio
5,960
Q2 2025 Added 18.32%
$15.5B
$2.23 Million 0.03% of portfolio
13,191
Q2 2025 Added 40.79%
$23.4B
$2.53 Million 0.03% of portfolio
23,743
Q2 2025 Added 36.97%
$64.4B
$2.82 Million 0.03% of portfolio
11,014
Q2 2025 Added 14.56%
$6.4B
$2.34 Million 0.03% of portfolio
26,012
Q2 2025 Added 1,219.74%
$36.7B
$2.3 Million 0.03% of portfolio
23,255
Q2 2025 Added 42.19%
$96.6B
$2.86 Million 0.03% of portfolio
4,095
Q2 2025 Reduced 0.7%
$0
$2.14 Million 0.03% of portfolio
59,474
Q2 2025 New
$28.1B
$2.13 Million 0.03% of portfolio
20,168
Q2 2025 Added 31.06%
$35.6B
$2.1 Million 0.03% of portfolio
36,504
Q2 2025 Added 64.05%
$3.82B
$2.77 Million 0.03% of portfolio
67,392
Q2 2025 Added 47.81%

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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