Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Merit Financial Group

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

Top 5 stock holdings are IUSV, SPY, VOO, VUG, IVV, and represent 13.38% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: ACWX (+$94M), IUSG (+$76M), DYNF (+$61M), IUSV (+$56M), QUAL (+$54M), BINC (+$44M), BND (+$42M), EFV (+$39M), MGK (+$36M), ZIM (+$34M).
Started 303 new stock positions in KIND, LII, CLF, BOE, DOX, BN, VLY, NRG, AA, JFR.
Reduced shares in these 10 stocks: SPLV (-$88M), IEFA (-$80M), VEA (-$18M), VGSH (-$14M), KORP (-$13M), VGIT (-$12M), SPLG (-$11M), SPY (-$10M), SPYV (-$9.4M), JHMD (-$8.7M).
Sold out of its positions in ABSI, ALB, APPF, BNS, SAM, BLDR, CRI, CGNX, TECL, EPAM.
Merit Financial Group was a net buyer of stock by $1.3B.
Merit Financial Group has $6.8B in assets under management (AUM), dropping by 19.88%.
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 1396 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Merit Financial Group has 1396 total positions. Only the first 250 positions are shown.

Sign up to view all of the Merit Financial Group March 31, 2025 positions
Download the Merit Financial Group March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Vlu (IUSV)	3.2	$222M	+33%	2.4M	92.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$186M	-5%	332k	559.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$185M	+4%	360k	513.91	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$174M		470k	370.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$149M	+24%	265k	561.90	View chart
Apple (AAPL)	2.2	$149M	+9%	670k	222.13	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	2.2	$149M	+28%	4.8M	31.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.1	$142M	+113%	1.1M	127.08	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.9	$129M		4.5M	28.58	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$111M	+47%	360k	308.88	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$101M	+17%	1.1M	93.78	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.4	$95M	+15313%	1.7M	55.45	View chart
United Parcel Service CL B (UPS)	1.4	$95M		863k	109.99	View chart
Microsoft Corporation (MSFT)	1.4	$94M	+13%	251k	375.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$94M	+26%	341k	274.84	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.3	$92M	+16%	3.1M	29.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$88M	+161%	512k	170.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$87M	+240%	1.8M	48.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$76M		589k	128.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$75M	+18%	160k	468.92	View chart
NVIDIA Corporation (NVDA)	1.0	$70M	+33%	650k	108.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$69M	-53%	915k	75.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$68M	+9%	971k	69.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$66M	+172%	897k	73.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$63M	+169%	1.1M	58.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$61M	+259%	1.2M	52.38	View chart
Amazon (AMZN)	0.9	$59M	+9%	311k	190.26	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$59M	-12%	1.2M	51.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$52M	+21%	865k	60.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$48M	+10%	91k	532.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$45M	+72%	449k	100.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$41M	-68%	554k	74.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$40M	-25%	686k	58.69	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$40M	-17%	498k	80.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$40M	+166%	154k	258.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$39M	+116%	178k	221.75	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$38M	+32%	706k	53.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$36M	+299%	713k	50.71	View chart
Meta Platforms Cl A (META)	0.5	$35M	+19%	61k	576.36	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.5	$35M	+2212%	2.4M	14.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$33M	+35%	190k	172.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$32M	+16%	207k	154.64	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$31M	-20%	771k	40.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$31M	+165%	564k	55.09	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$30M	-27%	462k	65.76	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$30M	+13%	297k	100.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$29M	+147%	206k	140.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$29M	+64%	222k	128.96	View chart
JPMorgan Chase & Co. (JPM)	0.4	$27M	+16%	111k	245.30	View chart
Exxon Mobil Corporation (XOM)	0.4	$27M	+12%	227k	118.93	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.4	$27M	NEW	1.4M	18.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$27M	+584%	1.2M	22.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$27M	-4%	954k	27.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$26M	-40%	519k	50.83	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$24M	+40%	528k	46.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$23M	+19%	85k	270.83	View chart
Johnson & Johnson (JNJ)	0.3	$23M	+35%	137k	165.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$22M	+92%	901k	24.34	View chart
Broadcom (AVGO)	0.3	$22M	+15%	129k	167.43	View chart
Eli Lilly & Co. (LLY)	0.3	$21M	+23%	25k	825.92	View chart
Visa Com Cl A (V)	0.3	$21M	+13%	59k	350.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$21M	+466%	826k	25.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$21M	-20%	223k	92.83	View chart
Costco Wholesale Corporation (COST)	0.3	$20M	+14%	22k	945.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$20M	+7%	130k	156.23	View chart
Home Depot (HD)	0.3	$20M	+15%	55k	366.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$20M	+200%	98k	202.13	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$19M	+12%	90k	210.94	View chart
Procter & Gamble Company (PG)	0.3	$19M	+6%	111k	170.42	View chart
Philip Morris International (PM)	0.3	$18M	+24%	114k	158.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$18M		54k	334.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$18M	+7%	181k	99.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$18M	+16%	532k	32.99	View chart
Bank First National Corporation (BFC)	0.2	$16M	-9%	163k	100.74	View chart
Chevron Corporation (CVX)	0.2	$16M	+18%	96k	167.29	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$16M	-25%	349k	46.08	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$16M		391k	41.13	View chart
Tesla Motors (TSLA)	0.2	$15M	+10%	59k	259.16	View chart
Fortinet (FTNT)	0.2	$15M	+13%	159k	96.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$15M	+382%	79k	193.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$15M	-9%	82k	184.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$15M	+46%	625k	23.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$15M	+2%	76k	190.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$14M	+1809%	393k	36.29	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$14M	-40%	275k	51.07	View chart
Wal-Mart Stores (WMT)	0.2	$14M	+9%	159k	87.79	View chart
Mastercard Incorporated Cl A (MA)	0.2	$14M	+19%	25k	548.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$14M	+349%	232k	58.96	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$13M	+125%	123k	105.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$13M	+17%	65k	193.99	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$12M	-22%	249k	49.81	View chart
Netflix (NFLX)	0.2	$12M	+18%	13k	932.53	View chart
Abbvie (ABBV)	0.2	$12M	+19%	59k	209.52	View chart
Blackrock (BLK)	0.2	$12M	+2%	13k	946.47	View chart
Boston Scientific Corporation (BSX)	0.2	$12M	+12%	120k	100.88	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$12M	-14%	243k	49.36	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$12M	+12%	475k	25.16	View chart
S&p Global (SPGI)	0.2	$12M	+16%	23k	508.11	View chart
Pepsi (PEP)	0.2	$12M	+18%	78k	149.94	View chart
Palantir Technologies Cl A (PLTR)	0.2	$12M	-9%	137k	84.40	View chart
Fastenal Company (FAST)	0.2	$12M	+7%	149k	77.55	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$11M	+14%	378k	29.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$11M		54k	206.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$11M	+3%	194k	57.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$11M	+11%	52k	211.47	View chart
At&t (T)	0.2	$11M	+27%	382k	28.28	View chart
UnitedHealth (UNH)	0.2	$11M	+39%	21k	523.74	View chart
Honeywell International (HON)	0.2	$11M	+12%	51k	211.75	View chart
Cisco Systems (CSCO)	0.2	$11M	+28%	173k	61.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$11M	+58%	214k	49.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$11M	-44%	291k	36.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$10M		97k	104.57	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$10M	+19%	74k	137.41	View chart
Ares Capital Corporation (ARCC)	0.1	$10M	+2%	455k	22.16	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$10M		475k	21.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$10M	+5%	56k	179.70	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$9.9M		232k	42.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$9.9M	+2843%	372k	26.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$9.7M	NEW	105k	92.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.7M	+14%	73k	132.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$9.5M	+315%	432k	22.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$9.4M	-24%	187k	50.33	View chart
McDonald's Corporation (MCD)	0.1	$9.4M	+15%	30k	312.37	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$9.3M		61k	152.64	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$9.3M	+6%	40k	231.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$9.1M	+27%	98k	93.66	View chart
Ge Aerospace Com New (GE)	0.1	$9.1M	+49%	46k	200.15	View chart
Paypal Holdings (PYPL)	0.1	$9.1M	+11%	139k	65.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$8.8M	+351%	112k	78.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$8.7M	-26%	90k	96.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$8.7M	+9%	95k	91.53	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$8.6M	+1236%	192k	45.01	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$8.5M	+21%	75k	113.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$8.5M	-2%	28k	306.75	View chart
Coca-Cola Company (KO)	0.1	$8.4M	+16%	117k	71.62	View chart
Eaton Corp SHS (ETN)	0.1	$8.3M	+2%	31k	271.83	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$8.3M	-2%	357k	23.16	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$8.2M	+7%	217k	37.73	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$8.2M		276k	29.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$8.1M	-43%	228k	35.64	View chart
Merck & Co (MRK)	0.1	$8.1M	+30%	90k	89.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$7.8M	+1125%	74k	105.60	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$7.8M	-27%	83k	93.45	View chart
Copart (CPRT)	0.1	$7.7M	+6%	136k	56.59	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$7.7M	+12%	165k	46.55	View chart
Oracle Corporation (ORCL)	0.1	$7.7M	+16%	55k	139.81	View chart
Axon Enterprise (AXON)	0.1	$7.6M	+160%	15k	525.95	View chart
Wells Fargo & Company (WFC)	0.1	$7.6M	+9%	106k	71.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.4M	+83%	14k	542.37	View chart
Target Corporation (TGT)	0.1	$7.4M	+25%	71k	104.36	View chart
McKesson Corporation (MCK)	0.1	$7.4M	+8%	11k	672.99	View chart
Abbott Laboratories (ABT)	0.1	$7.2M	+7%	54k	132.65	View chart
Bank of America Corporation (BAC)	0.1	$7.2M	+27%	173k	41.73	View chart
Starbucks Corporation (SBUX)	0.1	$7.2M	+6%	73k	98.09	View chart
Synopsys (SNPS)	0.1	$7.1M	+10%	17k	428.84	View chart
Caterpillar (CAT)	0.1	$7.0M	+5%	21k	329.80	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$7.0M	-55%	201k	34.95	View chart
International Business Machines (IBM)	0.1	$7.0M	+35%	28k	248.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.0M	-2%	27k	257.03	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$6.9M	+175%	51k	135.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$6.9M	-28%	24k	288.14	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$6.9M	+5%	66k	104.70	View chart
salesforce (CRM)	0.1	$6.9M	+30%	26k	268.36	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$6.8M	-7%	330k	20.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$6.8M	-29%	47k	146.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.7M	+84%	68k	98.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.6M	+17%	114k	58.35	View chart
Southern Company (SO)	0.1	$6.6M	+18%	72k	91.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$6.6M	+1476%	90k	73.69	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$6.5M	-13%	129k	50.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$6.5M	-48%	80k	81.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$6.4M	+1439%	126k	50.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$6.4M	+52%	83k	76.57	View chart
Amgen (AMGN)	0.1	$6.3M	+8%	20k	311.54	View chart
Lowe's Companies (LOW)	0.1	$6.3M	+39%	27k	233.23	View chart
Adobe Systems Incorporated (ADBE)	0.1	$6.3M	+66%	16k	383.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$6.2M	+113%	137k	45.26	View chart
Altria (MO)	0.1	$6.2M	+28%	103k	60.02	View chart
Booking Holdings (BKNG)	0.1	$6.1M	+33%	1.3k	4608.42	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$6.1M	+18%	189k	32.34	View chart
Goldman Sachs (GS)	0.1	$6.1M	+5%	11k	546.30	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$6.1M	+1319%	114k	53.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$6.1M		99k	61.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.1M	-40%	33k	186.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.1M	+1446%	77k	78.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$6.0M	+34%	17k	361.09	View chart
Palo Alto Networks (PANW)	0.1	$6.0M	+29%	35k	170.64	View chart
Union Pacific Corporation (UNP)	0.1	$6.0M	+7%	25k	236.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.8M	+8%	94k	62.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$5.8M	+19%	12k	497.61	View chart
Cummins (CMI)	0.1	$5.8M	+44%	19k	313.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.8M	+8%	13k	446.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$5.8M	-9%	34k	172.26	View chart
Verizon Communications (VZ)	0.1	$5.8M	+20%	127k	45.36	View chart
AFLAC Incorporated (AFL)	0.1	$5.8M	+5%	52k	111.19	View chart
TJX Companies (TJX)	0.1	$5.8M	+35%	47k	121.80	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$5.8M	NEW	188k	30.57	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.1	$5.7M	+10%	45k	126.17	View chart
Walt Disney Company (DIS)	0.1	$5.6M	+46%	57k	98.70	View chart
Qualcomm (QCOM)	0.1	$5.6M	+60%	37k	153.61	View chart
American Express Company (AXP)	0.1	$5.6M	+15%	21k	269.06	View chart
ConocoPhillips (COP)	0.1	$5.6M	+89%	53k	105.02	View chart
Linde SHS (LIN)	0.1	$5.5M	+19%	12k	465.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$5.5M	NEW	80k	68.89	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.1	$5.5M	-44%	93k	58.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.4M	-29%	22k	251.77	View chart
Paylocity Holding Corporation (PCTY)	0.1	$5.4M	+7%	29k	187.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$5.3M	-26%	41k	131.07	View chart
Automatic Data Processing (ADP)	0.1	$5.3M	+15%	17k	305.53	View chart
Vanguard World Financials Etf (VFH)	0.1	$5.3M		45k	119.47	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$5.3M	-4%	176k	30.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.3M	+29%	154k	34.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.2M	+19%	43k	122.01	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$5.2M	-70%	112k	46.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.2M	+12%	37k	139.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.2M	-49%	33k	160.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.2M	+29%	43k	121.97	View chart
Williams Companies (WMB)	0.1	$5.2M	+4%	87k	59.76	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.2M	+97%	9.7k	533.48	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$5.1M	+6%	50k	103.09	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$5.1M		66k	77.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.1M	-2%	25k	199.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$5.1M	NEW	162k	31.23	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$5.0M	+3%	59k	85.98	View chart
Marsh & McLennan Companies (MMC)	0.1	$4.9M	+16%	20k	244.04	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.9M	+29%	19k	264.72	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$4.9M	NEW	195k	25.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.9M	-53%	62k	79.86	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$4.9M		33k	148.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.8M	+7%	15k	312.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.8M	+7%	87k	54.76	View chart
Hershey Company (HSY)	0.1	$4.8M	+51%	28k	171.03	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.7M		49k	96.29	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$4.7M	+14%	108k	43.40	View chart
Uber Technologies (UBER)	0.1	$4.7M	+12%	64k	72.86	View chart
Chubb (CB)	0.1	$4.7M	+70%	15k	302.00	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$4.6M	+1204%	151k	30.82	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.5M	+80%	14k	325.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$4.5M	+9%	56k	80.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$4.5M	+493%	57k	78.89	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.5M		23k	197.46	View chart
Citigroup Com New (C)	0.1	$4.5M	+131%	64k	70.99	View chart
Crocs (CROX)	0.1	$4.5M	+11%	42k	106.20	View chart
Golub Capital BDC (GBDC)	0.1	$4.5M		296k	15.14	View chart
Fiserv (FI)	0.1	$4.5M	+2%	20k	220.83	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$4.5M	+40%	398k	11.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.4M	-43%	18k	244.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$4.4M	-7%	89k	49.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.4M	+47%	49k	90.54	View chart
Applied Materials (AMAT)	0.1	$4.4M	+7%	30k	145.12	View chart

Past Filings by Merit Financial Group

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

Merit Financial Group 2025 Q1 filed April 9, 2025
Merit Financial Group 2024 Q4 filed Jan. 15, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z