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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, IUSV, VUG, IEFA, UPS, and represent 21.80% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: MBB (+$71M), AVDV (+$58M), SPTS (+$45M), IUSG (+$33M), VTI (+$17M), AVGO (+$9.6M), CGDV (+$8.3M), FTNT (+$7.8M), MGK (+$7.4M), VV (+$6.9M).
Started 80 new stock positions in CTBI, FXN, FNDE, DNMR, BOTZ, PWOD, LPLA, GLNG, VIK, UTHR.
Reduced shares in these 10 stocks: VOO (-$50M), VUG (-$44M), IVV (-$33M), SCHD (-$26M), SPTI (-$23M), MINT (-$22M), USIG (-$22M), MSFT (-$11M), DYNF (-$11M), QUAL (-$9.1M).
Sold out of its positions in ADT, ASX, FAX, ABNB, ALB, AAL, AIG, AMP, ATKR, TEAM.
Merit Financial Group was a net seller of stock by $-102M.
Merit Financial Group has $4.4B in assets under management (AUM), dropping by 1.30%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 826 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Merit Financial Group has 826 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group September 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)	5.9	$259M	-16%	491k	527.67	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.2	$226M		2.4M	95.49	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$204M	-17%	530k	383.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$138M	-5%	1.8M	78.05	View chart
United Parcel Service CL B (UPS)	2.9	$128M	+3%	937k	136.34	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.9	$126M	-15%	4.3M	29.06	View chart
Apple (AAPL)	2.7	$117M	-4%	502k	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$102M	-24%	177k	576.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$100M	+20%	351k	283.16	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$79M	+870%	823k	95.81	View chart
Microsoft Corporation (MSFT)	1.8	$78M	-12%	181k	430.30	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$70M	+11%	218k	321.95	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.6	$69M	+8%	540k	128.28	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$65M	-25%	1.2M	52.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.5	$64M	+105%	484k	131.91	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.4	$60M	+323%	2.0M	29.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.3	$58M	NEW	827k	70.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$52M	-13%	875k	59.02	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$49M	-8%	591k	82.94	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$49M	-15%	1.1M	45.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.0	$45M	+7%	663k	67.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$43M	+10%	812k	52.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$41M	+3%	85k	488.07	View chart
Amazon (AMZN)	0.9	$38M	-8%	206k	186.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$35M	+4%	77k	460.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$32M	-44%	379k	84.53	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$27M	+3%	470k	57.41	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$25M	-47%	246k	100.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$25M	-18%	142k	174.57	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$24M	-7%	458k	52.86	View chart
Meta Platforms Cl A (META)	0.5	$22M		38k	572.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$22M	-8%	572k	37.56	View chart
Exxon Mobil Corporation (XOM)	0.5	$20M	+4%	169k	117.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$20M	-13%	120k	165.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$20M	-31%	110k	179.30	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.4	$19M		387k	48.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$18M	+18%	242k	75.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$18M		76k	237.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$18M	-2%	92k	190.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$17M	+11%	104k	167.19	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$17M	-4%	49k	345.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$16M	-9%	127k	128.20	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$16M		388k	41.76	View chart
Procter & Gamble Company (PG)	0.4	$16M	-5%	93k	173.20	View chart
Home Depot (HD)	0.4	$16M	+3%	39k	405.20	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.4	$16M		445k	35.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$16M	+19%	329k	47.21	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$15M	+124%	410k	36.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$15M	+13%	246k	60.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$15M		426k	34.29	View chart
JPMorgan Chase & Co. (JPM)	0.3	$14M	-10%	68k	210.86	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$14M		316k	45.32	View chart
Johnson & Johnson (JNJ)	0.3	$14M	-7%	87k	162.06	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	-16%	16k	886.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$14M	-29%	147k	95.75	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$14M	-30%	292k	47.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$13M	+9%	51k	263.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$13M		154k	83.75	View chart
Eli Lilly & Co. (LLY)	0.3	$13M	+9%	14k	885.93	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.3	$12M		261k	46.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$12M	+61%	102k	116.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$12M		51k	225.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$11M	-9%	57k	198.06	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.3	$11M	-2%	173k	63.43	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$11M		423k	25.75	View chart
Visa Com Cl A (V)	0.2	$11M	-8%	40k	274.95	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$11M	-13%	216k	50.30	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$11M	-3%	214k	50.22	View chart
Broadcom (AVGO)	0.2	$11M	+910%	62k	172.50	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$11M		116k	90.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$10M		62k	167.67	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.2	$10M	-2%	481k	21.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$10M	+3%	51k	200.78	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$10M		115k	87.80	View chart
Chevron Corporation (CVX)	0.2	$10M	-5%	68k	147.27	View chart
BlackRock (BLK)	0.2	$9.8M	+2%	10k	949.55	View chart
Fortinet (FTNT)	0.2	$9.6M	+419%	124k	77.55	View chart
Pepsi (PEP)	0.2	$9.6M	+4%	57k	170.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$9.6M	-5%	220k	43.42	View chart
Abbvie (ABBV)	0.2	$9.4M	+8%	48k	197.48	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$9.4M	-32%	193k	48.98	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$9.4M	-53%	189k	49.47	View chart
S&p Global (SPGI)	0.2	$9.3M	+2%	18k	516.62	View chart
Ares Capital Corporation (ARCC)	0.2	$9.3M		444k	20.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$9.0M	-5%	58k	154.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.9M	-26%	155k	57.53	View chart
Wal-Mart Stores (WMT)	0.2	$8.7M	+4%	107k	80.75	View chart
Bank First National Corporation (BFC)	0.2	$8.6M	+20%	95k	90.70	View chart
Honeywell International (HON)	0.2	$8.4M	+7%	41k	206.71	View chart
Paypal Holdings (PYPL)	0.2	$8.4M	+21%	107k	78.03	View chart
Fastenal Company (FAST)	0.2	$8.3M	+13%	117k	71.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$8.3M	-27%	77k	107.65	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.3M	-12%	17k	493.79	View chart
Eaton Corp SHS (ETN)	0.2	$8.2M	+32%	25k	331.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.1M	+2%	33k	243.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$8.1M	-24%	44k	181.99	View chart
Boston Scientific Corporation (BSX)	0.2	$8.0M	-5%	96k	83.80	View chart
Target Corporation (TGT)	0.2	$7.9M	+5%	51k	155.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$7.9M	+2%	30k	267.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$7.9M	-15%	95k	83.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$7.9M	-13%	122k	64.60	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$7.8M	+19%	310k	25.13	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$7.7M	+3%	57k	135.44	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$7.7M	-4%	304k	25.21	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$7.6M	-6%	149k	50.88	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$7.6M	+24%	36k	209.87	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$7.6M		157k	48.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$7.5M	+1144%	28k	263.29	View chart
Keysight Technologies (KEYS)	0.2	$7.4M	+20%	47k	158.93	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$7.3M	-14%	346k	21.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$7.2M	+18%	115k	62.69	View chart
Philip Morris International (PM)	0.2	$7.2M	-11%	59k	121.40	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$7.1M	+23%	234k	30.28	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$6.9M	-3%	63k	110.41	View chart
McDonald's Corporation (MCD)	0.2	$6.8M	-11%	22k	304.51	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$6.8M	-14%	28k	243.47	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.2	$6.7M	-16%	220k	30.44	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$6.7M	-8%	162k	41.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.6M	-47%	33k	197.17	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.5M		54k	121.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$6.5M	-45%	43k	151.62	View chart
Starbucks Corporation (SBUX)	0.1	$6.5M	+14%	66k	97.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.4M	+72%	125k	51.12	View chart
Coca-Cola Company (KO)	0.1	$6.4M	-17%	89k	71.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.4M	-13%	70k	91.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$6.4M		66k	95.95	View chart
Caterpillar (CAT)	0.1	$6.0M	+13%	15k	391.12	View chart
Copart (CPRT)	0.1	$5.9M	+14%	113k	52.40	View chart
Netflix (NFLX)	0.1	$5.7M	-17%	8.0k	709.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.7M	-10%	9.7k	584.53	View chart
Merck & Co (MRK)	0.1	$5.7M	-4%	50k	113.56	View chart
Oracle Corporation (ORCL)	0.1	$5.5M		32k	170.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.4M	-9%	84k	64.74	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$5.4M	-31%	89k	61.11	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$5.4M	+733%	178k	30.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.3M	+487%	49k	108.63	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$5.2M		66k	79.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$5.2M	-12%	25k	206.57	View chart
Crocs (CROX)	0.1	$5.1M		36k	144.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.1M	+66%	81k	62.32	View chart
UnitedHealth (UNH)	0.1	$5.0M	-27%	8.6k	584.68	View chart
Wells Fargo & Company (WFC)	0.1	$4.9M	+8%	88k	56.49	View chart
Ge Aerospace Com New (GE)	0.1	$4.9M	+9%	26k	188.58	View chart
Abbott Laboratories (ABT)	0.1	$4.9M	-6%	43k	114.01	View chart
Goldman Sachs (GS)	0.1	$4.9M	+23%	9.8k	495.13	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.8M		44k	109.91	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$4.7M		33k	145.39	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$4.7M	NEW	181k	26.10	View chart
At&t (T)	0.1	$4.7M	+2%	214k	22.00	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$4.6M	NEW	58k	79.46	View chart
Amgen (AMGN)	0.1	$4.6M	-21%	14k	322.20	View chart
Lowe's Companies (LOW)	0.1	$4.6M	-19%	17k	270.86	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$4.5M	-20%	83k	54.68	View chart
Golub Capital BDC (GBDC)	0.1	$4.5M		296k	15.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.5M	-3%	77k	57.83	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.4M	+3%	22k	200.37	View chart
AFLAC Incorporated (AFL)	0.1	$4.4M	+108%	40k	111.80	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$4.4M	+338%	71k	62.38	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.3M	-11%	15k	282.19	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.3M	-15%	58k	73.67	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	-19%	114k	37.20	View chart
Paylocity Holding Corporation (PCTY)	0.1	$4.2M	NEW	26k	164.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.2M	-16%	21k	200.85	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	-8%	17k	246.48	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.1M		49k	84.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.1M	+8%	7.0k	586.56	View chart
Cisco Systems (CSCO)	0.1	$4.1M	-14%	77k	53.22	View chart
Advanced Micro Devices (AMD)	0.1	$4.0M	-2%	25k	164.08	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$4.0M	+28%	39k	102.32	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$4.0M	+1058%	41k	98.50	View chart
Bank of America Corporation (BAC)	0.1	$4.0M	-25%	101k	39.68	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$4.0M		29k	139.59	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.9M	-25%	6.4k	618.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.9M	+15%	18k	220.89	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$3.9M	+10%	41k	95.50	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.9M	-2%	74k	52.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.9M	+10%	16k	245.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.9M		40k	98.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$3.9M	+22%	38k	102.58	View chart
American Express Company (AXP)	0.1	$3.8M	+16%	14k	271.20	View chart
International Business Machines (IBM)	0.1	$3.8M	+5%	17k	221.08	View chart
Altria (MO)	0.1	$3.8M	-13%	74k	51.04	View chart
Linde SHS (LIN)	0.1	$3.8M	-9%	7.9k	476.84	View chart
Southern Company (SO)	0.1	$3.8M	-2%	42k	90.18	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$3.7M	+5%	180k	20.78	View chart
Applied Materials (AMAT)	0.1	$3.7M	-24%	19k	202.05	View chart
TJX Companies (TJX)	0.1	$3.7M	-14%	32k	117.54	View chart
Verizon Communications (VZ)	0.1	$3.7M	-8%	83k	44.91	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$3.7M	-9%	17k	218.49	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.7M	-13%	107k	34.79	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$3.7M		65k	57.11	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.7M	-8%	48k	76.70	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$3.6M	-23%	45k	80.48	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$3.6M	+6%	106k	33.71	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$3.5M	NEW	110k	32.27	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$3.5M	-6%	108k	32.67	View chart
Boeing Company (BA)	0.1	$3.5M	-2%	23k	152.04	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.4M	+13%	82k	42.02	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.4M	-20%	30k	115.30	View chart
Williams Companies (WMB)	0.1	$3.4M	-12%	75k	45.65	View chart
Automatic Data Processing (ADP)	0.1	$3.4M	-3%	12k	276.74	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.1	$3.4M		340k	10.02	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.4M	-15%	60k	56.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.4M	-30%	51k	67.27	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$3.4M	NEW	85k	39.40	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$3.4M	-17%	33k	101.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$3.3M	-11%	105k	31.76	View chart
salesforce (CRM)	0.1	$3.3M	-23%	12k	273.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.3M	-28%	6.4k	517.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.3M	-40%	26k	125.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.3M	-13%	26k	126.18	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$3.2M	+351%	37k	87.74	View chart
Nicolet Bankshares (NIC)	0.1	$3.2M	-12%	34k	95.63	View chart
Tesla Motors Call Option (TSLA)	0.1	$3.2M	+7%	54k	59.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M	+14%	41k	78.37	View chart
Walt Disney Company (DIS)	0.1	$3.2M	+18%	33k	96.19	View chart
Deere & Company (DE)	0.1	$3.2M	-9%	7.6k	417.35	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$3.2M	+75%	43k	72.97	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$3.1M	NEW	34k	93.11	View chart
New Mountain Finance Corp (NMFC)	0.1	$3.1M		261k	11.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$3.1M		134k	23.12	View chart
Booking Holdings (BKNG)	0.1	$3.1M	-11%	724.00	4213.49	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$3.0M	-12%	80k	37.52	View chart
Carrier Global Corporation (CARR)	0.1	$3.0M	+2%	37k	80.49	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.0M	+7%	100k	29.75	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$3.0M	-58%	15k	192.81	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$3.0M	NEW	85k	34.96	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.9M	-2%	20k	149.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.9M	-18%	29k	97.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.9M	-11%	9.1k	314.39	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.1	$2.8M	-7%	231k	12.32	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$2.8M	+5%	23k	124.56	View chart
Qualcomm (QCOM)	0.1	$2.8M	-21%	16k	170.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.7M	+53%	7.3k	375.40	View chart
Stride (LRN)	0.1	$2.7M		32k	85.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.7M	+843%	31k	88.14	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.7M	-5%	4.7k	569.66	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$2.7M	-24%	35k	76.68	View chart
Stryker Corporation (SYK)	0.1	$2.6M	-4%	7.3k	361.28	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.6M		7.8k	340.48	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$2.6M	-6%	63k	41.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.6M		18k	145.60	View chart
Welltower Inc Com reit (WELL)	0.1	$2.6M	-32%	20k	128.03	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.5M	-4%	67k	37.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.5M	+15%	11k	230.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.5M	+2%	60k	41.16	View chart
Danaher Corporation (DHR)	0.1	$2.4M	+18%	8.8k	278.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.4M	-13%	29k	84.17	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.4M	-35%	70k	34.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.4M	-2%	50k	47.85	View chart

Past Filings by Merit Financial Group

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

Merit Financial Group 2024 Q3 filed Oct. 17, 2024
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

View all past filings

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