Merit Financial Group LLC Top Holdings 13F Filings

99 rows  · As of 12/31/2024, below is a summary of the Merit Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Merit Financial Group LLC. In the …


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$7244594192
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MERIT FINANCIAL GROUP, LLC Top 13F Holdings

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Merit Financial Group is a large advisory firm with 11475 clients and discretionary assets under management (AUM) of $7,244,594,192 (Form ADV from 2024-11-25). Their last reported 13F …

whalewisdom.com

$5.57
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Merit Financial Group, LLC 13F Filings

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Merit Financial Group, LLC reported 1,149 holdings with total value $5.57 B as of Q4 2024. Top holdings included VUG, VOO, IUSV, AAPL, and IEFA. Merit Financial Group, LLC 13F …

13f.info

$5.57
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Merit Financial Group, Llc 13F Filings - Sensamarket.com

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Merit Financial Group, Llc reported 1149 holdings with total value $5.57B as of Q4 2024. ... Merit Financial Group, Llc reported 1149 holdings with total value $5.57B as of Q4 2024. Top …

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$4.20
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Merit Financial Group, LLC Q1 2024 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 863 holdings with total value $4.20 B as of Q1 2024. Top holdings included VOO, VUG, IUSV, SPTI, and IEFA. Merit Financial Group, LLC Q1 2024 …

13f.info

$5.56
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$5.56Billion Merit Financial Group, LLC Q4 2024 13F Holdings …

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Merit Financial Group, LLC reported 1147 stock holdings with total value $5.56B as of Q4 2024. Top holdings included VUG, VOO, IUSV, AAPL, and IEFA. Open main menu. PortfolioSavvy …

portfoliosavvy.com

$4.47
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$4.47Billion Merit Financial Group, LLC Q3 2024 13F Holdings …

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Merit Financial Group, LLC reported 826 stock holdings with total value $4.47B as of Q3 2024. Top holdings included VOO, IUSV, VUG, IEFA, and UPS. Open main menu. PortfolioSavvy …

portfoliosavvy.com

$3.09
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Merit Financial Group, LLC Q2 2023 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 745 holdings with total value $3.09 B as of Q2 2023. Top holdings included VOO, SCHD, VUG, UPS, and VGSH. Merit Financial Group, LLC ... Num …

13f.info

9%
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Merit Financial Group LLC Raises Holdings In Amazon.com

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3 days ago  · Merit Financial Group LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 37.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities …

marketbeat.com

$4.54
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Merit Financial Group, LLC Q2 2024 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 914 holdings with total value $4.54 B as of Q2 2024. Top holdings included VOO, VUG, IUSV, IEFA, and SPTI. Merit Financial Group, LLC Q2 2024 …

13f.info

6%
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Caprock Group LLC Boosts Holdings In FinVolution Group

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17 hours ago  · Caprock Group LLC raised its stake in shares of FinVolution Group (NYSE:FINV - Free Report) by 26.6% in the fourth quarter, according to its most recent 13F filing with the …

marketbeat.com

$955
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Merit Financial Group, LLC Q3 2021 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 264 holdings with total value $955 M as of Q3 2021. Top holdings included VUG, VTI, ARKK, USMV, and AAPL. Merit Financial Group, LLC Q3 2021 …

13f.info

0%
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Hodges Capital Management Inc. Increases Stock Holdings In

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1 day ago  · Hodges Capital Management Inc. grew its holdings in shares of Chord Energy Co. (NASDAQ:CHRD - Free Report) by 45.0% in the 4th quarter, according to its most recent 13F …

marketbeat.com

$956
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Merit Financial Group, LLC Q1 2021 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 234 holdings with total value $956 M as of Q1 2021. Top holdings included VUG, VDC, ARKK, DVYE, and USMV. Merit Financial Group, LLC ... Num …

13f.info

$895
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Merit Financial Group, LLC Q1 2020 13F Top Portfolio Holdings

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Merit Financial Group, LLC reported 223 holdings with total value $895 M as of Q1 2020. Top holdings included VUG, USFR, CSM, SMMV, and USMV. Merit Financial Group, LLC Q1 2020 …

13f.info


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