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CIK: 0001621225
Total reported value
$16.4B
$16.4B
1147 檔
5.1%
As reported in its official Q4 2024 Form 13F filing, Merit Financial Group, LLC's tracked investment portfolio stood at $16.4B with 1147 total positions.
In Q4 2024, Merit Financial Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1147 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.40% | -0.07% | -13.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.34% | -0.08% | -29.74% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.00% | -0.12% | -23.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.34% | +21.85% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.48% | -0.09% | +11.21% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.26% | -0.20% | +4.62% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | +0.06% | +20.59% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.18% | — | +11765.36% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.13% | +0.01% | — | |
| 10 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.92% | -0.02% | -9.49% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | — | +22.67% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.51% | +0.47% | +12.17% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.50% | -0.13% | +10.67% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.40% | -0.02% | +33.07% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | — | -23.46% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.31% | +0.15% | +8.15% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.31% | +0.21% | +7.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.11% | +58.63% | |
| 19 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.19% | -0.09% | +5.61% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.12% | +44.66% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.11% | +37.91% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +1.38% | +2.95% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.04% | -0.01% | +7.64% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.97% | -0.01% | +5.48% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | — | +2.02% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.79% | -0.01% | -8.95% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.02% | -4.25% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | — | +486.18% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.03% | +7.75% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.01% | +7.30% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.63% | -0.49% | +78.41% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.02% | +47.83% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | +34.16% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | +90.78% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.14% | +13.59% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.06% | +164.45% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.43% | +176.28% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.47% | +0.15% | +6.66% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.19% | +79.26% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | +0.21% | +237.34% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.09% | -0.88% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.01% | +36.05% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +0.25% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.10% | +39.88% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.15% | +15.80% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.14% | +19.50% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.01% | -1.73% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.38% | — | +60.08% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.37% | -0.60% | +154.07% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.37% | -0.01% | +804.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPLV | Invesco S&p 500 Low Volatili | +2.2% | +11765.36% | Add |
| 2 | QLTY | Gmo U.s. Quality ETF | +2.1% | NEW | New buy |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.6% | +486.18% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +58.63% | Add |
| 5 | OEF | Ishares S&p 100 ETF | +0.3% | +804.99% | Add |
| 6 | IWY | Ishares Russell Top 200 Grow | +0.3% | +2301.39% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +44.66% | Add |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +176.28% | Add |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +1069.77% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +37.91% | Add |
| 11 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +237.34% | Add |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.2% | +79.26% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +90.78% | Add |
| 15 | RWL | Invesco S&p 500 Revenue ETF | +0.2% | +322.52% | Add |
| 16 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +78.41% | Add |
| 17 | TSLA | Tesla Inc | +0.2% | -1.73% | Trim |
| 18 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +2384.11% | Add |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | NEW | New buy |
| 20 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +154.07% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | +47.83% | Add |
| 22 | IWL | Ishares Russell Top 200 ETF | +0.2% | NEW | New buy |
| 23 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.1% | +21.85% | Add |
| 25 | BFC | Bank First CORP | +0.1% | +88.70% | Add |
| 26 | GRPM | Invesco S&p Midcap 400 Garp | +0.1% | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +33.62% | Add |
| 28 | SNPS | Synopsys Inc | +0.1% | +2308.67% | Add |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +1057.88% | Add |
| 30 | IVE | Ishares S&p 500 Value ETF | +0.1% | +122.61% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | +0.1% | +195.04% | Add |
| 32 | IWB | Ishares Russell 1000 ETF | +0.1% | +211.44% | Add |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +39.88% | Add |
| 34 | IYW | Ishares Ustechnology ETF | +0.1% | +93.53% | Add |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +140.15% | Add |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +33.07% | Add |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +60.08% | Add |
| 38 | META | Meta Platforms Inc-class A | +0.1% | +34.16% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +20.59% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | +22.67% | Add |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | +12.17% | Add |
| 42 | IUSG | Ishares Core S&p U.s. Growth | -0.1% | +8.15% | Add |
| 43 | KEYS | Keysight Technologies In | -0.2% | -92.70% | Trim |
| 44 | IBDP | Ishares Ibonds Dec 2024 Term | -0.2% | EXIT | Sold out |
| 45 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -23.46% | Trim |
| 47 | UPS | United Parcel Service-cl B | -0.9% | -9.49% | Trim |
| 48 | VUG | Vanguard Growth ETF | -1.2% | -13.07% | Trim |
| 49 | IUSV | Ishares Core S&p U.s. Value | -2.1% | -23.81% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -2.5% | -29.74% | Trim |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 1147 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, IUSV) accounted for 5.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
QLTY
市值: $118.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $9.8M
During Q4 2024, Merit Financial Group, LLC's top holdings by market value included VUG (3.4%)、VOO (3.3%)、IUSV (3.0%). The largest single position, VUG, represented 3.4% of total portfolio value.
In Q4 2024, Merit Financial Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 35 positions, trimming 7 holdings, and fully liquidating 2 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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