Merit Financial Group
Latest statistics and disclosures from Merit Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, IUSV, SPY, SPTI, and represent 23.47% of Merit Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IUSV (+$204M), SPY (+$132M), MSFT (+$36M), IEFA (+$33M), AAPL (+$27M), IUSG (+$27M), SPTI (+$26M), IVV (+$23M), MGV (+$21M), MGK (+$19M).
- Started 160 new stock positions in APO, PATH, SIVR, BMO, Ge Vernova, SAN, EQIX, ZM, IYT, LKQ.
- Reduced shares in these 10 stocks: SCHD (-$187M), SPSM (-$24M), VUG (-$16M), VTV (-$14M), IUS (-$12M), VXF (-$9.4M), ESGU (-$8.7M), OEF (-$6.3M), OMFL (-$6.3M), VOO (-$5.4M).
- Sold out of its positions in ATEN, ARKQ, Ares Capital Corp convertible security, BCE, OZ, MVF, MYI, HYT, HYSA, BTI.
- Merit Financial Group was a net buyer of stock by $909M.
- Merit Financial Group has $4.3B in assets under management (AUM), dropping by 31.47%.
- Central Index Key (CIK): 0001621225
Tip: Access up to 7 years of quarterly data
Positions held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Merit Financial Group
Merit Financial Group holds 862 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Merit Financial Group has 862 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Merit Financial Group March 31, 2024 positions
- Download the Merit Financial Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $275M | 586k | 469.98 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 5.0 | $218M | -6% | 644k | 338.99 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 4.7 | $205M | +97851% | 2.3M | 87.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $175M | +308% | 342k | 511.29 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 3.3 | $142M | +22% | 5.1M | 27.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.2 | $138M | +32% | 1.9M | 73.37 |
|
| United Parcel Service CL B (UPS) | 3.1 | $132M | +2% | 901k | 146.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $120M | +24% | 234k | 513.84 |
|
| Apple (AAPL) | 2.2 | $96M | +38% | 525k | 183.38 |
|
| Microsoft Corporation (MSFT) | 1.9 | $84M | +75% | 206k | 406.66 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.9 | $83M | +28% | 1.7M | 49.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $74M | +2% | 291k | 253.53 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $59M | -3% | 1.0M | 57.74 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $58M | +55% | 497k | 115.79 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $55M | +53% | 195k | 281.56 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $54M | -77% | 687k | 77.97 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.2 | $53M | -30% | 1.3M | 41.73 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.1 | $47M | +7% | 466k | 100.24 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $47M | +8% | 645k | 72.25 |
|
| Amazon (AMZN) | 1.0 | $42M | +68% | 225k | 186.21 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $37M | 614k | 60.13 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $37M | +33% | 737k | 49.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $36M | +3% | 82k | 435.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $30M | +25% | 74k | 400.87 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $28M | +122% | 32k | 887.88 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $27M | -33% | 174k | 157.76 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $27M | +4491% | 236k | 115.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $26M | -2% | 161k | 159.19 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $24M | -5% | 453k | 53.44 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $24M | +2% | 496k | 48.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $23M | +56% | 138k | 167.24 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $22M | +75% | 622k | 35.43 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $19M | +39% | 420k | 44.82 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $19M | +97% | 162k | 116.00 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.4 | $18M | NEW | 405k | 43.39 |
|
| American Centy Etf Tr Diversifid Crp (KORP) | 0.4 | $18M | +13% | 383k | 45.61 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $18M | +87% | 209k | 83.37 |
|
| Meta Platforms Cl A (META) | 0.4 | $17M | +14% | 38k | 451.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $17M | +306% | 76k | 218.74 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $17M | +1649% | 141k | 117.13 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $16M | +1205% | 392k | 41.87 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.4 | $16M | -2% | 94k | 174.26 |
|
| Procter & Gamble Company (PG) | 0.4 | $16M | +52% | 98k | 164.46 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $16M | +93% | 93k | 168.99 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $16M | 52k | 300.62 |
|
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.4 | $15M | +8% | 454k | 33.98 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $15M | +65% | 204k | 71.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $15M | +68% | 76k | 190.51 |
|
| Johnson & Johnson (JNJ) | 0.3 | $14M | +35% | 95k | 149.27 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $14M | +52% | 19k | 743.90 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $14M | +410% | 287k | 47.93 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.3 | $14M | +225% | 478k | 28.74 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $13M | -3% | 425k | 31.01 |
|
| Home Depot (HD) | 0.3 | $13M | +56% | 38k | 342.85 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $13M | +68% | 318k | 40.55 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $13M | +60% | 217k | 57.66 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $12M | +85% | 276k | 44.75 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $12M | +53% | 153k | 79.26 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $12M | -27% | 213k | 54.56 |
|
| Visa Com Cl A (V) | 0.3 | $12M | +94% | 43k | 268.49 |
|
| Chevron Corporation (CVX) | 0.3 | $12M | +70% | 72k | 160.25 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.3 | $12M | -50% | 250k | 45.90 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $11M | +2799% | 63k | 180.32 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $11M | +12% | 258k | 44.07 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $11M | +403% | 64k | 176.94 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $11M | +2% | 223k | 50.38 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $11M | +312% | 46k | 241.12 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $11M | +4% | 107k | 101.14 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $11M | +79% | 115k | 92.57 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $11M | +1501% | 422k | 24.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $10M | +86% | 51k | 202.55 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $10M | +27% | 78k | 132.17 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.2 | $10M | -6% | 491k | 20.59 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.2 | $9.9M | +17% | 178k | 55.42 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $9.8M | -48% | 58k | 168.48 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $9.8M | +750% | 232k | 42.20 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $9.6M | +188% | 13k | 734.97 |
|
| Pepsi (PEP) | 0.2 | $9.5M | +58% | 54k | 176.15 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $9.2M | +14% | 61k | 150.62 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $9.2M | +95% | 115k | 80.21 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $9.2M | +3251% | 447k | 20.61 |
|
| Tesla Motors (TSLA) | 0.2 | $9.2M | -10% | 51k | 181.19 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $9.1M | +11% | 49k | 184.24 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $8.7M | +16% | 62k | 140.83 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $8.5M | +14% | 141k | 60.37 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $8.5M | +2% | 403k | 21.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $8.5M | +126% | 19k | 443.58 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $8.3M | +2% | 112k | 74.10 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $8.0M | 159k | 50.58 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $8.0M | 318k | 25.02 |
|
|
| Broadcom (AVGO) | 0.2 | $7.9M | +95% | 6.1k | 1278.17 |
|
| BlackRock (BLK) | 0.2 | $7.7M | +25% | 10k | 763.92 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $7.7M | 85k | 90.67 |
|
|
| Target Corporation (TGT) | 0.2 | $7.6M | +16% | 48k | 158.04 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $7.5M | 265k | 28.37 |
|
|
| S&p Global (SPGI) | 0.2 | $7.5M | +31% | 18k | 425.17 |
|
| Honeywell International (HON) | 0.2 | $7.4M | +27% | 38k | 195.81 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $7.4M | +126% | 128k | 57.70 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $7.4M | +9% | 101k | 72.85 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $7.3M | 32k | 227.32 |
|
|
| Abbvie (ABBV) | 0.2 | $7.3M | +71% | 44k | 163.79 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $7.1M | +28% | 29k | 248.04 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.2 | $7.1M | +13% | 154k | 46.15 |
|
| Fastenal Company (FAST) | 0.2 | $7.0M | +19% | 103k | 68.43 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.9M | +199% | 33k | 212.96 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.9M | +30% | 25k | 270.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.8M | +35% | 63k | 107.13 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $6.8M | +25% | 55k | 122.77 |
|
| Coca-Cola Company (KO) | 0.2 | $6.7M | +48% | 108k | 62.17 |
|
| Merck & Co (MRK) | 0.2 | $6.7M | +39% | 53k | 127.51 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $6.7M | -14% | 177k | 37.63 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $6.6M | -31% | 81k | 81.11 |
|
| Philip Morris International (PM) | 0.2 | $6.5M | +10% | 67k | 97.40 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $6.5M | +39% | 143k | 45.15 |
|
| Bank First National Corporation (BFC) | 0.1 | $6.3M | +1266% | 79k | 80.00 |
|
| Wal-Mart Stores (WMT) | 0.1 | $6.1M | +458% | 102k | 59.82 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $6.1M | +10% | 67k | 90.86 |
|
| Eaton Corp SHS (ETN) | 0.1 | $6.0M | +185% | 19k | 320.51 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $5.9M | +12% | 29k | 203.45 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $5.9M | +5% | 183k | 32.22 |
|
| Paypal Holdings (PYPL) | 0.1 | $5.8M | +26% | 89k | 65.70 |
|
| UnitedHealth (UNH) | 0.1 | $5.8M | +30% | 12k | 492.44 |
|
| Keysight Technologies (KEYS) | 0.1 | $5.8M | +14% | 39k | 149.18 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $5.7M | NEW | 260k | 22.00 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $5.7M | NEW | 164k | 34.71 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.7M | +15% | 38k | 151.20 |
|
| Amgen (AMGN) | 0.1 | $5.7M | +97% | 18k | 311.29 |
|
| Netflix (NFLX) | 0.1 | $5.6M | +80% | 9.7k | 579.34 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $5.6M | +65% | 189k | 29.63 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.6M | +11% | 93k | 60.39 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.5M | +3% | 97k | 56.49 |
|
| Copart (CPRT) | 0.1 | $5.4M | +1354% | 99k | 55.20 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.4M | +26% | 53k | 101.40 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $5.4M | +4% | 105k | 51.32 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.1M | +60% | 29k | 178.91 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.0M | +66% | 11k | 461.90 |
|
| Applied Materials (AMAT) | 0.1 | $5.0M | +88% | 25k | 204.09 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.0M | +26% | 134k | 37.25 |
|
| Golub Capital BDC (GBDC) | 0.1 | $5.0M | NEW | 296k | 16.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $4.9M | 44k | 112.47 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $4.9M | +89% | 46k | 105.90 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.9M | +124% | 8.5k | 572.35 |
|
| Lowe's Companies (LOW) | 0.1 | $4.9M | +146% | 21k | 232.13 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.8M | +79% | 81k | 59.94 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.8M | +39% | 69k | 69.89 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $4.8M | -16% | 65k | 73.68 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $4.6M | -4% | 66k | 70.77 |
|
| Caterpillar (CAT) | 0.1 | $4.6M | +252% | 14k | 336.76 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $4.5M | +563% | 25k | 179.20 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.5M | +97% | 19k | 240.36 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $4.5M | NEW | 59k | 75.42 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $4.5M | +683% | 17k | 258.03 |
|
| Crocs (CROX) | 0.1 | $4.4M | NEW | 36k | 124.28 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $4.4M | +327% | 80k | 54.78 |
|
| salesforce (CRM) | 0.1 | $4.3M | +107% | 16k | 273.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.3M | +104% | 8.9k | 486.17 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $4.3M | NEW | 43k | 98.70 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $4.3M | -3% | 72k | 58.96 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $4.2M | NEW | 33k | 130.29 |
|
| Starbucks Corporation (SBUX) | 0.1 | $4.2M | +95% | 58k | 73.11 |
|
| Boeing Company (BA) | 0.1 | $4.2M | +98% | 24k | 179.79 |
|
| Cisco Systems (CSCO) | 0.1 | $4.2M | +23% | 90k | 47.12 |
|
| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.1 | $4.2M | +33% | 89k | 46.99 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $4.0M | -61% | 75k | 52.79 |
|
| General Electric Com New (GE) | 0.1 | $3.9M | +173% | 24k | 164.11 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $3.8M | 124k | 30.90 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.8M | +157% | 21k | 177.91 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.8M | +123% | 25k | 150.60 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $3.8M | +6% | 19k | 202.31 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.8M | +113% | 33k | 115.80 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.7M | +3% | 37k | 100.26 |
|
| Altria (MO) | 0.1 | $3.7M | +18% | 85k | 43.59 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $3.7M | -13% | 53k | 70.47 |
|
| Qualcomm (QCOM) | 0.1 | $3.7M | +104% | 21k | 179.64 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $3.7M | -4% | 41k | 89.84 |
|
| Linde SHS (LIN) | 0.1 | $3.7M | +381% | 8.7k | 423.58 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $3.7M | 49k | 74.31 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.6M | +257% | 73k | 50.04 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $3.6M | NEW | 71k | 50.74 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $3.6M | 40k | 90.60 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $3.6M | NEW | 116k | 31.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $3.6M | 39k | 90.56 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $3.6M | 29k | 124.89 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.1 | $3.5M | +47% | 119k | 29.87 |
|
| Verizon Communications (VZ) | 0.1 | $3.5M | +23% | 91k | 38.89 |
|
| At&t (T) | 0.1 | $3.5M | +18% | 210k | 16.85 |
|
| TJX Companies (TJX) | 0.1 | $3.5M | +58% | 37k | 95.11 |
|
| Goldman Sachs (GS) | 0.1 | $3.5M | +39% | 7.9k | 438.20 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $3.5M | +429% | 37k | 92.77 |
|
| Deere & Company (DE) | 0.1 | $3.4M | +201% | 8.4k | 400.98 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $3.4M | +38% | 171k | 19.66 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $3.4M | +58% | 78k | 42.88 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.3M | -72% | 30k | 112.40 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $3.3M | +2486% | 64k | 51.69 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.3M | +4% | 142k | 23.33 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $3.3M | 108k | 30.49 |
|
|
| Williams Companies (WMB) | 0.1 | $3.3M | 85k | 38.67 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.3M | +25% | 6.5k | 509.50 |
|
| New Mountain Finance Corp (NMFC) | 0.1 | $3.3M | NEW | 260k | 12.70 |
|
| Southern Company (SO) | 0.1 | $3.3M | +6% | 43k | 75.85 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $3.2M | -29% | 100k | 32.37 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $3.2M | +124% | 31k | 104.84 |
|
| Walt Disney Company (DIS) | 0.1 | $3.2M | +38% | 28k | 113.66 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $3.1M | NEW | 46k | 68.50 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $3.1M | NEW | 14k | 217.73 |
|
| Nicolet Bankshares (NIC) | 0.1 | $3.1M | +1066% | 39k | 80.13 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | +5% | 15k | 201.90 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $3.1M | +1318% | 134k | 22.98 |
|
| Automatic Data Processing (ADP) | 0.1 | $3.1M | +61% | 13k | 241.88 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $3.1M | NEW | 56k | 55.32 |
|
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.1 | $3.0M | -4% | 250k | 11.91 |
|
| Booking Holdings (BKNG) | 0.1 | $2.9M | +223% | 822.00 | 3578.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.9M | +40% | 36k | 81.30 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $2.9M | -28% | 91k | 32.15 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $2.9M | +8% | 72k | 40.70 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.9M | +7% | 10k | 281.14 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.9M | +500% | 49k | 58.53 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.9M | +737% | 30k | 95.81 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $2.8M | +11% | 31k | 91.94 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.8M | +130% | 9.3k | 303.71 |
|
| American Express Company (AXP) | 0.1 | $2.8M | +99% | 12k | 230.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.8M | +197% | 29k | 96.19 |
|
| Pfizer (PFE) | 0.1 | $2.8M | +32% | 101k | 27.81 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.8M | +10% | 64k | 42.93 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.8M | -69% | 11k | 243.75 |
|
| International Business Machines (IBM) | 0.1 | $2.7M | +22% | 16k | 165.71 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.7M | +90% | 14k | 199.27 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.7M | +2% | 5.0k | 535.41 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.7M | +200% | 20k | 132.57 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.6M | +140% | 33k | 79.11 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.6M | -27% | 35k | 74.09 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $2.5M | +5% | 68k | 37.44 |
|
| Stryker Corporation (SYK) | 0.1 | $2.5M | +77% | 7.7k | 328.44 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.5M | +4% | 8.7k | 288.13 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $2.5M | +352% | 69k | 36.22 |
|
| ConocoPhillips (COP) | 0.1 | $2.5M | +128% | 21k | 122.23 |
|
| McKesson Corporation (MCK) | 0.1 | $2.5M | +31% | 4.7k | 528.80 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.4M | +10% | 19k | 128.60 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.1 | $2.4M | +2% | 23k | 102.13 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.4M | NEW | 7.8k | 306.74 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $2.4M | NEW | 94k | 25.34 |
|
| Lam Research Corporation (LRCX) | 0.1 | $2.4M | +102% | 2.6k | 908.48 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.3M | NEW | 18k | 132.96 |
|
| Emerson Electric (EMR) | 0.1 | $2.3M | +115% | 22k | 106.54 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.3M | +18% | 9.4k | 243.92 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.3M | -44% | 28k | 81.30 |
|
| Nike CL B (NKE) | 0.1 | $2.3M | +195% | 25k | 92.15 |
|
| Carrier Global Corporation (CARR) | 0.1 | $2.3M | +14% | 36k | 62.09 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $2.2M | +89% | 59k | 38.29 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $2.2M | +49% | 21k | 105.22 |
|
Past Filings by Merit Financial Group
SEC 13F filings are viewable for Merit Financial Group going back to 2017
- Merit Financial Group 2024 Q1 filed May 6, 2024
- Merit Financial Group 2023 Q4 filed Feb. 6, 2024
- Merit Financial Group 2023 Q3 filed Nov. 7, 2023
- Merit Financial Group 2023 Q2 filed Aug. 1, 2023
- Merit Financial Group 2023 Q1 filed April 24, 2023
- Merit Financial Group 2022 Q4 filed Jan. 13, 2023
- Merit Financial Group 2022 Q3 filed Oct. 31, 2022
- Merit Financial Group 2022 Q2 filed Aug. 8, 2022
- Merit Financial Group 2022 Q1 filed May 13, 2022
- Merit Financial Group 2021 Q4 filed Feb. 14, 2022
- Merit Financial Group 2021 Q3 filed Oct. 27, 2021
- Merit Financial Group 2021 Q2 filed Aug. 16, 2021
- Merit Financial Group 2021 Q1 filed May 18, 2021
- Merit Financial Group 2020 Q4 filed Feb. 12, 2021
- Merit Financial Group 2020 Q3 filed Nov. 10, 2020
- Merit Financial Group 2020 Q2 filed Aug. 13, 2020