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CIK: 0001621225
Total reported value
$16.4B
$16.4B
913 檔
6.2%
As reported in its official Q2 2024 Form 13F filing, Merit Financial Group, LLC's tracked investment portfolio stood at $16.4B with 913 total positions.
During Q2 2024, Merit Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 913 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.34% | -0.08% | -1.78% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.18% | -0.07% | -2.45% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 5.06% | -0.12% | +11.09% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.09% | -0.09% | +2.57% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.88% | -0.20% | -8.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | +0.06% | +0.73% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.67% | -0.02% | -1.65% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.34% | +0.78% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | — | -1.69% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.80% | -0.13% | +946.16% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | — | +0.28% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.47% | -0.09% | -19.72% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.47% | +0.47% | +8.62% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.36% | +0.21% | +4.55% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.27% | -0.01% | -1.72% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.26% | -0.01% | — | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.21% | +0.15% | +82.43% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +1.38% | -0.35% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.14% | — | -0.31% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.12% | -0.01% | -3.72% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.11% | +1.74% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.12% | +995.29% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.11% | +2.47% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.02% | +0.43% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.03% | +3.93% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.06% | -34.03% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.01% | +4.40% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.14% | +15.97% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | +44.13% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.09% | +0.22% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | -0.49% | +1.18% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.59% | +0.15% | -42.54% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.02% | +2.53% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | -1.86% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.51% | -0.01% | +5.16% | |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.50% | -0.02% | +65.08% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.15% | +23.66% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.08% | +6.59% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.42% | +0.43% | +0.87% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.14% | +0.26% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | — | -3.05% | |
| 42 | KORP | American Century Diversified | ETF-Other | 0.40% | — | +2.61% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | — | +3.04% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.04% | +2.40% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.01% | +3.57% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.10% | +7.88% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.36% | +0.21% | +49.82% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.04% | +0.58% | |
| 49 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -1.34% | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.36% | +0.01% | -1.08% |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 913 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, IUSV) accounted for 6.2% of total reported equity market value during Q2 2024.
During Q2 2024, Merit Financial Group, LLC's top holdings by market value included VOO (6.3%)、VUG (5.2%)、IUSV (5.1%). The largest single position, VOO, represented 6.3% of total portfolio value.
In Q2 2024, Merit Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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