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Merit Financial Group

Latest statistics and disclosures from Merit Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHD, VUG, UPS, SPTI, and represent 29.45% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPTI (+$102M), USIG (+$60M), MINT (+$43M), KORP (+$16M), VTV (+$13M), SPYG (+$12M), IVV (+$11M), MGV (+$8.0M), MGK (+$8.0M), VXF (+$7.1M).
Started 105 new stock positions in AMCR, XMHQ, NVS, PSLV, DLR, WIX, UBER, NUV, JMEE, IUSV.
Reduced shares in these 10 stocks: SPY (-$123M), BIV (-$71M), VGSH (-$50M), DVN (-$41M), AAPL (-$16M), MSFT (-$15M), SRLN (-$15M), VOO (-$11M), SJNK (-$10M), SHYG (-$9.0M).
Sold out of its positions in Activision Blizzard, ALB, AFB, APO, AZN, RILY, DMF, CVE, DFAI, SOXL.
Merit Financial Group was a net seller of stock by $-202M.
Merit Financial Group has $3.3B in assets under management (AUM), dropping by 4.04%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 773 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Merit Financial Group has 773 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.9	$261M	-4%	597k	436.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.1	$235M		3.1M	76.13	View chart
Vanguard Index Fds Growth Etf (VUG)	6.5	$215M		692k	310.88	View chart
United Parcel Service CL B (UPS)	4.2	$139M		882k	157.23	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	3.6	$119M	+623%	4.2M	28.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$100M	+4%	1.4M	70.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$90M	+13%	188k	477.63	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.4	$78M		1.8M	42.18	View chart
Apple (AAPL)	2.2	$73M	-18%	378k	192.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$68M	+4%	285k	237.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.0	$66M	+1006%	1.3M	51.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.9	$61M	-45%	1.1M	58.33	View chart
Microsoft Corporation (MSFT)	1.3	$44M	-25%	117k	376.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$43M	+5115%	434k	99.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$40M	-75%	84k	475.31	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$39M	+50%	260k	149.50	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$39M	+43%	597k	65.06	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$35M	+29%	320k	109.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$35M	-2%	619k	55.90	View chart
Vanguard World Mega Grwth Ind (MGK)	1.0	$33M	+31%	127k	259.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$32M	+26%	79k	409.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$26M	+11%	552k	47.90	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$24M	+13%	478k	50.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$24M	+3%	164k	147.14	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$22M	+16%	481k	46.63	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.7	$22M	+6%	508k	43.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$21M	-10%	59k	356.66	View chart
Amazon (AMZN)	0.6	$20M	-28%	134k	151.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$19M	+60%	114k	164.42	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.5	$16M		96k	167.96	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.5	$16M	NEW	339k	46.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$15M	-8%	295k	52.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$14M		52k	270.79	View chart
Tesla Motors (TSLA)	0.4	$14M	-10%	56k	248.48	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$14M	-29%	300k	46.07	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.4	$14M		418k	32.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$13M		440k	29.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$12M	-23%	88k	139.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$12M	+39%	355k	34.01	View chart
Meta Platforms Cl A (META)	0.4	$12M		33k	353.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$11M		108k	104.92	View chart
Johnson & Johnson (JNJ)	0.3	$11M	-17%	70k	156.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$11M	+22%	218k	50.24	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.3	$11M		523k	20.80	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.3	$11M	+5%	229k	45.94	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$10M	-4%	194k	51.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$9.9M	-32%	102k	96.85	View chart
Procter & Gamble Company (PG)	0.3	$9.5M	-16%	65k	146.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$9.2M	-18%	118k	78.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$9.1M	+38%	123k	73.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.4M	+10%	112k	75.10	View chart
Home Depot (HD)	0.3	$8.3M	-9%	24k	346.56	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$8.3M	+12%	394k	21.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$8.3M	+260%	37k	223.39	View chart
Costco Wholesale Corporation (COST)	0.3	$8.2M	-21%	13k	660.10	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.2M	-31%	82k	99.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$8.1M	-2%	100k	81.28	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$8.1M		324k	24.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$8.0M	-11%	135k	59.32	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$8.0M	+19%	44k	179.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$7.9M	-11%	156k	50.30	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$7.8M	+16%	83k	94.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$7.8M	+17%	54k	145.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$7.7M		109k	70.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.7M	-25%	45k	170.10	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$7.6M	+5%	151k	50.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$7.6M	+7%	62k	122.75	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$7.3M	+29%	206k	35.41	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.2	$7.2M	+5%	268k	27.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$7.2M	-16%	53k	136.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$7.1M	-37%	189k	37.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$7.1M	+12%	32k	219.57	View chart
NVIDIA Corporation (NVDA)	0.2	$7.1M	-46%	14k	495.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$7.0M	NEW	124k	56.39	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.9M	+2%	149k	46.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.7M	-34%	48k	140.93	View chart
BlackRock (BLK)	0.2	$6.5M		8.0k	811.75	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$6.4M	NEW	136k	47.24	View chart
Chevron Corporation (CVX)	0.2	$6.3M	-28%	42k	149.16	View chart
Honeywell International (HON)	0.2	$6.2M		30k	209.71	View chart
S&p Global (SPGI)	0.2	$5.9M	-7%	13k	440.54	View chart
Target Corporation (TGT)	0.2	$5.9M	+12%	41k	142.42	View chart
Pepsi (PEP)	0.2	$5.8M	-25%	34k	169.84	View chart
Visa Com Cl A (V)	0.2	$5.8M	-32%	22k	260.35	View chart
McDonald's Corporation (MCD)	0.2	$5.8M	-18%	19k	296.52	View chart
Philip Morris International (PM)	0.2	$5.7M	-3%	60k	94.08	View chart
Fastenal Company (FAST)	0.2	$5.6M	+14%	86k	64.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.5M	NEW	61k	89.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$5.4M	+6%	22k	241.77	View chart
Keysight Technologies (KEYS)	0.2	$5.4M	+8%	34k	159.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.4M	+6%	64k	83.84	View chart
Boston Scientific Corporation (BSX)	0.2	$5.3M	+8%	92k	57.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$5.3M	-43%	28k	192.48	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.2M	-3%	173k	29.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.1M	-13%	47k	108.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.1M	+4%	94k	53.82	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$5.0M	-29%	44k	113.99	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$5.0M	+8%	26k	192.52	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$5.0M	+7%	32k	152.79	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$4.9M	-17%	100k	48.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.8M		83k	57.96	View chart
UnitedHealth (UNH)	0.1	$4.8M	-12%	9.1k	526.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.8M	NEW	102k	46.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$4.7M	-28%	143k	32.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.6M		44k	105.23	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$4.5M	-3%	69k	65.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.5M	+15%	41k	110.66	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$4.4M	-5%	115k	38.44	View chart
Paypal Holdings (PYPL)	0.1	$4.3M	+13%	70k	61.41	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$4.3M	+2%	59k	72.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.3M	-2%	43k	98.88	View chart
Coca-Cola Company (KO)	0.1	$4.3M	+14%	73k	58.93	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$4.3M	-7%	147k	29.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$4.2M	-6%	61k	69.34	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$4.2M	+948%	248k	16.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.1M	+34%	50k	82.04	View chart
Merck & Co (MRK)	0.1	$4.1M	-23%	38k	109.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.1M	-7%	75k	54.08	View chart
Abbvie (ABBV)	0.1	$4.0M	-36%	26k	154.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.0M	+82%	19k	213.33	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$3.8M	-8%	127k	29.85	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$3.8M	-24%	78k	48.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.7M	-95%	49k	76.38	View chart
Cisco Systems (CSCO)	0.1	$3.7M	-3%	73k	50.52	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.6M	-35%	8.5k	426.52	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.6M	NEW	73k	49.72	View chart
Bank of America Corporation (BAC)	0.1	$3.6M	+28%	106k	33.67	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.6M	+5%	127k	28.23	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.6M	-15%	49k	72.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.5M	-11%	42k	84.14	View chart
Broadcom (AVGO)	0.1	$3.5M	-44%	3.1k	1116.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M	+20%	36k	97.04	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$3.4M	-5%	40k	85.06	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$3.4M	-17%	114k	29.78	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$3.4M	-9%	18k	190.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.3M		39k	85.34	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$3.3M		49k	67.82	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$3.3M		29k	116.53	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$3.3M	-8%	55k	59.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.2M	-2%	32k	98.59	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.1M	NEW	57k	55.41	View chart
Boeing Company (BA)	0.1	$3.1M	-32%	12k	260.65	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.1M	+14%	109k	28.30	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$3.1M	-26%	67k	46.02	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.0M	-14%	18k	170.46	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.0M	-33%	60k	50.47	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.1	$3.0M	+5%	262k	11.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.0M	-32%	6.5k	453.25	View chart
At&t (T)	0.1	$3.0M	-8%	177k	16.78	View chart
Williams Companies (WMB)	0.1	$3.0M	+5%	85k	34.83	View chart
Listed Fd Tr Roundhill Ball (METV)	0.1	$2.9M	-11%	256k	11.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.9M	-11%	15k	200.71	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.9M	-20%	43k	68.80	View chart
Altria (MO)	0.1	$2.9M	-9%	72k	40.34	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M	-38%	18k	157.65	View chart
Pubmatic Com Cl A (PUBM)	0.1	$2.9M	+9%	176k	16.31	View chart
Starbucks Corporation (SBUX)	0.1	$2.8M	-16%	30k	96.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.8M	+92%	69k	41.10	View chart
Southern Company (SO)	0.1	$2.8M	+14%	40k	70.12	View chart
Verizon Communications (VZ)	0.1	$2.8M	-4%	74k	37.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$2.7M	-5%	56k	48.45	View chart
Abbott Laboratories (ABT)	0.1	$2.7M	-5%	24k	110.07	View chart
Amgen (AMGN)	0.1	$2.7M	-11%	9.2k	288.03	View chart
Eli Lilly & Co. (LLY)	0.1	$2.6M	-52%	4.5k	582.96	View chart
Netflix (NFLX)	0.1	$2.6M	-30%	5.4k	486.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M	+315%	11k	232.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.6M	-40%	4.4k	596.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.5M	+5%	9.6k	262.26	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$2.5M	+6%	5.2k	483.98	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$2.5M	NEW	84k	29.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.5M	-2%	28k	89.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.5M	-2%	4.9k	507.38	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.4M	+230%	66k	36.98	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.1	$2.4M		23k	107.28	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$2.4M	NEW	28k	87.56	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.4M	NEW	124k	19.40	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.3M	+12%	58k	40.27	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.3M	-29%	91k	25.64	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M		135k	17.17	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$2.3M		64k	35.91	View chart
Union Pacific Corporation (UNP)	0.1	$2.3M	-46%	9.4k	245.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$2.3M	+3%	81k	28.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.3M	-7%	26k	88.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.3M	-56%	8.1k	277.15	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.2M	NEW	12k	186.55	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.2M	-28%	13k	175.47	View chart
Wells Fargo & Company (WFC)	0.1	$2.2M	-38%	45k	49.22	View chart
Goldman Sachs (GS)	0.1	$2.2M	-28%	5.7k	385.75	View chart
TJX Companies (TJX)	0.1	$2.2M	-29%	23k	93.81	View chart
Pfizer (PFE)	0.1	$2.2M	-23%	76k	28.79	View chart
International Business Machines (IBM)	0.1	$2.2M	-2%	13k	163.55	View chart
General Dynamics Corporation (GD)	0.1	$2.2M	+9%	8.4k	259.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.2M	+21%	13k	170.40	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.1M	+11%	17k	124.97	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$2.1M	-32%	26k	81.53	View chart
Applied Materials (AMAT)	0.1	$2.1M	-35%	13k	162.07	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.1	$2.1M	-17%	59k	35.73	View chart
Illinois Tool Works (ITW)	0.1	$2.1M	+19%	8.0k	261.94	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$2.1M	+10%	31k	67.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.1M	-72%	11k	191.17	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$2.1M	-30%	35k	58.98	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.1M	+11%	45k	45.69	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$2.0M	-32%	32k	64.86	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$2.0M	+52%	30k	67.72	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$2.0M	NEW	185k	11.00	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.0M	-16%	88k	23.04	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	-43%	3.8k	530.75	View chart
salesforce (CRM)	0.1	$2.0M	-49%	7.6k	263.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.0M	+463%	35k	56.14	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.9M	NEW	49k	39.11	View chart
Lowe's Companies (LOW)	0.1	$1.9M	-27%	8.5k	222.54	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.9M	+64%	47k	40.25	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$1.9M	+98%	85k	22.07	View chart
Stride (LRN)	0.1	$1.9M	+17%	31k	59.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.9M	+11%	32k	58.45	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.9M	NEW	17k	110.13	View chart
Automatic Data Processing (ADP)	0.1	$1.8M	-18%	7.9k	232.96	View chart
Carrier Global Corporation (CARR)	0.1	$1.8M	-13%	32k	57.45	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-5%	20k	90.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.8M	-18%	11k	156.90	View chart
Spdr Ser Tr Russell Momentum (ONEO)	0.1	$1.7M	-30%	17k	104.50	View chart
Apollo Commercial Real Est. Finance (ARI)	0.1	$1.7M	-25%	147k	11.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M	-30%	11k	157.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.7M		18k	93.81	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.7M	+125%	26k	64.45	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.7M	+2%	32k	52.37	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	-37%	11k	147.41	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.7M		92k	17.96	View chart
McKesson Corporation (MCK)	0.1	$1.7M	+12%	3.6k	462.92	View chart
AFLAC Incorporated (AFL)	0.0	$1.6M	+24%	20k	82.50	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$1.6M	-16%	21k	77.70	View chart
Oracle Corporation (ORCL)	0.0	$1.6M	-37%	15k	105.43	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.6M	-22%	3.4k	468.10	View chart
Eaton Corp SHS (ETN)	0.0	$1.6M		6.6k	240.83	View chart
Proshares Tr Online Rtl Etf (ONLN)	0.0	$1.6M	-10%	43k	36.07	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$1.6M	-67%	15k	103.55	View chart
Trinet (TNET)	0.0	$1.5M		13k	118.93	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.0	$1.5M	-38%	9.4k	160.28	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.5M	+2%	15k	100.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$1.5M	-60%	8.3k	178.81	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$1.5M	-7%	83k	17.95	View chart
Intel Corporation (INTC)	0.0	$1.5M	-18%	29k	50.25	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$1.5M		9.8k	150.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.5M	-7%	19k	77.39	View chart
Qualcomm (QCOM)	0.0	$1.5M	-37%	10k	144.63	View chart
Steel Dynamics (STLD)	0.0	$1.4M	+35%	12k	118.10	View chart
Fortinet (FTNT)	0.0	$1.4M		24k	58.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$1.4M	+2%	35k	40.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.4M	-28%	4.0k	350.93	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.0	$1.4M	-4%	27k	52.51	View chart

Past Filings by Merit Financial Group

SEC 13F filings are viewable for Merit Financial Group going back to 2017

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
Merit Financial Group 2020 Q1 filed May 5, 2020

View all past filings

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