MF

Merit Financial Group, LLC

13F
Merit Financial Group, LLC
Last update 2025-04-10 1397 Stocks (303 new)
Value $6.68 Bil Turnover 25 %
Countries:
Top Holdings: IUSV(3.33%)VOO(2.77%)VUG(2.61%)IVV(2.23%)AAPL(2.23%)
Summary Stock Picks Current Portfolio
Merit Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSV
ISHARES TRUST
2,409,463
222,369.4
+33.63%
3.330
+0.84%
1.100
+11.82%
+4.61%
21,210.8
 
VOO
Vanguard S&P 500 ETF
360,223
185,122.3
+4.43%
2.770
+0.12%
0.030
+17.21%
+7.08%
654,655.2
 
VUG
Vanguard Growth ETF
470,041
174,300.6
+1.99%
2.610
+0.05%
0.100
+22.75%
+7.86%
164,480.8
 
IVV
iShares Core S&P 500 ETF
264,917
148,856.8
+24.46%
2.230
+0.44%
0.030
+17.02%
+7.08%
622,054.4
 
AAPL
Apple Inc
669,867
148,797.6
+9.45%
2.230
+0.19%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
QLTY
GMO U.S. Quality ETF
4,754,903
148,638.3
+28.44%
2.230
+0.49%
-
+14.54%
+8.08%
1,446.1
 
IUSG
ISHARES TRUST
1,120,919
142,446.4
+113.97%
2.130
+1.13%
0.730
+22.26%
+8.84%
23,548.3
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
4,499,400
128,592.9
-0.40%
1.930
-0.01%
1.650
+1.81%
+4.05%
8,696.0
 
MGK
Vanguard Mega Cap Growth ETF
359,838
111,146.7
+47.08%
1.660
+0.53%
0.400
+23.32%
+7.74%
25,689.9
 
MBB
iShares MBS ETF
1,074,026
100,722.1
+17.92%
1.510
+0.23%
0.270
+2.10%
+3.46%
38,917.9
 

Merit Financial Group, LLC's Historical Top Holdings Breakdowns

Merit Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLV
Invesco S&P 500 Low Volatility ETF
2025-03-31
Reduce
Reduce
-1.48%
●
68.32 ($72.22) 75.06
$72.57
0.48%
Reduce -68.03%
553,467
-1,177,689
ACWX
iShares MSCI ACWI Ex US Index Fund
2025-03-31
Add
Add
+1.41%
●
51.39 ($54.91) 57.43
$60.78
10.69%
Add 15313.07%
1,712,700
1,701,588
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.33%
●
69.57 ($74.78) 78.65
$83.07
11.09%
Reduce -53.46%
914,547
-1,050,510
IUSG
ISHARES TRUST
2025-03-31
Add
Add
+1.13%
●
126.86 ($138.28) 146.45
$151.24
9.37%
Add 113.97%
1,120,919
597,055
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+0.92%
●
48.08 ($51.4) 53.73
$54.83
6.67%
Add 240.79%
1,782,126
1,259,180
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.84%
●
90 ($93.85) 96.32
$96.02
2.31%
Add 33.63%
2,409,463
606,410
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.81%
●
168.16 ($179.03) 186.21
$183.86
2.70%
Add 161.39%
512,286
316,297
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.66%
●
51.89 ($52.37) 52.82
$52.51
0.27%
Add 259.49%
1,170,043
844,567
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.63%
●
71.17 ($72.57) 73.66
$72.80
0.32%
Add 172.78%
897,368
568,399
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Add
Add
+0.59%
●
51.88 ($56.57) 60.73
$63.64
12.50%
Add 169.51%
1,063,925
669,162

Merit Financial Group, LLC Total Holding History ($B)

To

Merit Financial Group, LLC's Asset Allocation

To

Merit Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Merit Financial Group, LLC's Hypothetical Growth since 2025-03-31

Merit Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Merit Financial Group, LLC's Holdings Heat Map

Size field:

Merit Financial Group, LLC's Holdings Bubble Chart

Merit Financial Group, LLC News

  • 1

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