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
$2.51 Million 0.04% of portfolio
77,960
Q1 2025 New
$12.4B
$2.6 Million 0.04% of portfolio
32,445
Q1 2025 Added 25.45%
$45.9B
$2.63 Million 0.04% of portfolio
18,019
Q1 2025 Added 464.68%
$0
$2.84 Million 0.04% of portfolio
30,952
Q1 2025 Added 52.37%
$106B
$2.3 Million 0.04% of portfolio
4,180
Q1 2025 Added 28.69%
$326B
$2.58 Million 0.04% of portfolio
9,692
Q1 2025 Added 33.55%
$77.2B
$2.31 Million 0.04% of portfolio
6,848
Q1 2025 Added 64.22%
$0
$2.46 Million 0.04% of portfolio
48,142
Q1 2025 New
$0
$2.62 Million 0.04% of portfolio
22,631
Q1 2025 Added 329.11%
$0
$2.41 Million 0.04% of portfolio
24,689
Q1 2025 Reduced 31.39%
$126B
$2.63 Million 0.04% of portfolio
5,427
Q1 2025 Added 10.06%
$0
$2.53 Million 0.04% of portfolio
50,021
Q1 2025 Reduced 8.49%
$94.8B
$2.38 Million 0.04% of portfolio
10,293
Q1 2025 Added 17.31%
$0
$2.67 Million 0.04% of portfolio
35,062
Q1 2025 Added 0.74%
$52.6B
$1.79 Million 0.03% of portfolio
8,627
Q1 2025 Added 120.7%
$55.3B
$1.76 Million 0.03% of portfolio
16,152
Q1 2025 Added 17.78%
$49.6B
$1.87 Million 0.03% of portfolio
3,866
Q1 2025 Added 118.17%
$90.7B
$1.88 Million 0.03% of portfolio
9,331
Q1 2025 Added 61.55%
$76B
$1.68 Million 0.03% of portfolio
4,210
Q1 2025 Added 22.42%
$68.9B
$1.89 Million 0.03% of portfolio
7,147
Q1 2025 Added 657.1%
$0
$1.87 Million 0.03% of portfolio
38,303
Q1 2025 Added 20.42%
$209B
$1.73 Million 0.03% of portfolio
23,583
Q1 2025 Added 166.78%
$53.1B
$1.72 Million 0.03% of portfolio
6,983
Q1 2025 Added 304.11%
$68.4B
$1.85 Million 0.03% of portfolio
484
Q1 2025 Added 132.69%
$38.4B
$1.81 Million 0.03% of portfolio
9,749
Q1 2025 Added 47.65%
$57.8B
$1.82 Million 0.03% of portfolio
7,884
Q1 2025 Added 116.36%
$17.6B
$1.82 Million 0.03% of portfolio
44,398
Q1 2025 Added 121.08%
$0
$1.67 Million 0.03% of portfolio
104,040
Q1 2025 Added 132.0%
$30.1B
$1.63 Million 0.03% of portfolio
21,784
Q1 2025 Added 17.78%
$0
$1.79 Million 0.03% of portfolio
126,239
Q1 2025 Added 13.95%
$21.8B
$1.84 Million 0.03% of portfolio
31,264
Q1 2025 New
$45.3B
$2.14 Million 0.03% of portfolio
28,719
Q1 2025 Added 8.63%
$0
$2.04 Million 0.03% of portfolio
69,089
Q1 2025 Added 42.44%
$4.73B
$1.74 Million 0.03% of portfolio
41,347
Q1 2025 Added 483.09%
$0
$1.75 Million 0.03% of portfolio
83,341
Q1 2025 Added 23.93%
$34.1B
$1.89 Million 0.03% of portfolio
31,689
Q1 2025 Added 1.07%
$16.2B
$2.01 Million 0.03% of portfolio
41,600
Q1 2025 Added 63.59%
$0
$1.64 Million 0.03% of portfolio
135,444
Q4 2024 Added 0.07%
$8.93B
$1.95 Million 0.03% of portfolio
28,409
Q1 2025 Added 22.79%
$52.9B
$1.71 Million 0.03% of portfolio
13,149
Q1 2025 Added 66.27%
$33.5B
$2.13 Million 0.03% of portfolio
8,058
Q1 2025 Added 342.99%
$13.2B
$2.22 Million 0.03% of portfolio
36,611
Q1 2025 Added 305.44%
$77.7B
$1.77 Million 0.03% of portfolio
78,108
Q1 2025 Added 17.04%
$5.61B
$1.69 Million 0.03% of portfolio
8,161
Q1 2025 Reduced 31.92%
$0
$2.04 Million 0.03% of portfolio
43,622
Q1 2025 Reduced 72.43%
$0
$1.88 Million 0.03% of portfolio
81,692
Q1 2025 Reduced 39.09%
$0
$1.94 Million 0.03% of portfolio
20,217
Q1 2025 Added 0.38%
$0
$1.95 Million 0.03% of portfolio
19,783
Q1 2025 Reduced 15.11%
$0
$1.81 Million 0.03% of portfolio
15,542
Q1 2025 Added 19.01%

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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