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
$2.25 Million 0.03% of portfolio
21,840
Q1 2025 Added 346.63%
$0
$1.79 Million 0.03% of portfolio
24,435
Q1 2025 Reduced 7.26%
$0
$1.76 Million 0.03% of portfolio
19,523
Q1 2025 Reduced 55.44%
$0
$2.14 Million 0.03% of portfolio
25,954
Q1 2025 Reduced 7.36%
$0
$2.15 Million 0.03% of portfolio
27,672
Q1 2024 New
$0
$1.91 Million 0.03% of portfolio
16,171
Q1 2025 Reduced 13.7%
$0
$2.14 Million 0.03% of portfolio
31,191
Q3 2024 Reduced 35.72%
$0
$1.94 Million 0.03% of portfolio
14,915
Q1 2025 Reduced 12.04%
$0
$2.22 Million 0.03% of portfolio
11,744
Q1 2025 Added 0.16%
$0
$2.16 Million 0.03% of portfolio
25,737
Q1 2025 Added 498.81%
$0
$1.81 Million 0.03% of portfolio
24,636
Q1 2025 Added 0.28%
$0
$1.8 Million 0.03% of portfolio
35,798
Q1 2025 New
$0
$2.06 Million 0.03% of portfolio
36,921
Q1 2025 Added 10.74%
$44.4B
$1.89 Million 0.03% of portfolio
13,273
Q1 2025 Added 38.64%
$60.4B
$2.05 Million 0.03% of portfolio
71,814
Q1 2025 Added 10.51%
$50.1B
$1.77 Million 0.03% of portfolio
26,154
Q1 2025 Added 118.2%
$86.7B
$1.69 Million 0.03% of portfolio
19,475
Q1 2025 Added 22.62%
$3.44B
$2.23 Million 0.03% of portfolio
7,707
Q1 2025 Added 3.08%
$71.8B
$2.21 Million 0.03% of portfolio
5,037
Q1 2025 Added 47.97%
$241B
$2.23 Million 0.03% of portfolio
19,978
Q1 2025 Added 85.14%
$0
$1.82 Million 0.03% of portfolio
45,493
Q1 2025 Reduced 31.71%
$8.84B
$1.66 Million 0.03% of portfolio
43,594
Q1 2025 Added 27.94%
$38.7B
$1.69 Million 0.03% of portfolio
16,355
Q1 2025 Added 51.58%
$13.7B
$1.83 Million 0.03% of portfolio
8,386
Q1 2025 Added 0.18%
$0
$2.11 Million 0.03% of portfolio
42,358
Q1 2025 Added 112.86%
$0
$1.75 Million 0.03% of portfolio
22,721
Q1 2025 Reduced 6.57%
$51.1B
$2.22 Million 0.03% of portfolio
7,424
Q1 2025 Reduced 11.27%
$54.1B
$1.92 Million 0.03% of portfolio
9,322
Q1 2025 Reduced 5.81%
$11.7B
$1.7 Million 0.03% of portfolio
10,388
Q1 2025 Added 201.19%
$0
$1.65 Million 0.03% of portfolio
53,596
Q1 2025 Reduced 50.18%
$0
$1.76 Million 0.03% of portfolio
65,789
Q1 2025 New
$0
$1.68 Million 0.03% of portfolio
22,154
Q1 2025 Reduced 6.78%
$116B
$1.94 Million 0.03% of portfolio
20,034
Q1 2025 Added 6.79%
$0
$2.13 Million 0.03% of portfolio
5,070
Q1 2025 Added 2.11%
$0
$1.67 Million 0.03% of portfolio
13,166
Q1 2025 Added 28.34%
$0
$1.96 Million 0.03% of portfolio
38,490
Q1 2025 Reduced 52.39%
$0
$1.99 Million 0.03% of portfolio
20,676
Q1 2025 Reduced 6.89%
$0
$1.94 Million 0.03% of portfolio
25,297
Q1 2025 Reduced 55.42%
$0
$1.96 Million 0.03% of portfolio
59,090
Q1 2025 Reduced 32.77%
$0
$2.23 Million 0.03% of portfolio
87,607
Q1 2025 Reduced 33.8%
$0
$1.81 Million 0.03% of portfolio
26,844
Q1 2025 Added 22.27%
$0
$2.04 Million 0.03% of portfolio
81,159
Q1 2025 New
$0
$1.73 Million 0.03% of portfolio
43,010
Q1 2025 Added 45.45%
$16.7B
$1.63 Million 0.03% of portfolio
23,082
Q1 2025 Added 89.15%
$102B
$1.81 Million 0.03% of portfolio
5,498
Q1 2025 Added 135.66%
$5.54B
$1.64 Million 0.03% of portfolio
29,689
Q1 2025 Added 20.86%
$50B
$2.11 Million 0.03% of portfolio
51,203
Q1 2025 Added 31.29%
$159B
$1.65 Million 0.03% of portfolio
27,789
Q1 2025 Added 94.04%
$43.9B
$1.83 Million 0.03% of portfolio
13,849
Q1 2025 Added 101.21%

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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