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Doug Baxley

@Merit Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$5.565BTotal holdings1147
Assets growth rate24.44%Assets growth rate (2-Q avg)11.53%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Merit Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1147 positions.

Assets under management

The assets under management (AUM) of Merit Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.565B in assets, with a quarterly growth rate of 24.44% and a 2-quarter average growth rate of 11.53%. The portfolio is managed by Doug Baxley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -13.07%
3.4%
$189.153M
460,855 shares@ $410.45 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -29.74%
3.34%
$185.865M
344,955 shares@ $538.82 avg price
IUSVIshares Tr
Recent Activity
Decreased -23.81%
3%
$166.945M
1.803M shares@ $92.6 avg price
AAPLApple Inc
Recent Activity
Increased 21.85%
2.76%
$153.265M
612,032 shares@ $250.42 avg price
IEFAIshares Tr
Recent Activity
Increased 11.22%
2.49%
$138.104M
1.965M shares@ $70.28 avg price
SPTISpdr Ser Tr
Recent Activity
Increased 4.62%
2.27%
$125.948M
4.517M shares@ $27.89 avg price
IVVIshares Tr
Recent Activity
Increased 20.59%
2.26%
$125.299M
212,848 shares@ $588.68 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 11765.36%
2.18%
$121.181M
1.731M shares@ $70.01 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
New Position
2.13%
$118.352M
3.702M shares@ $31.98 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.49%
1.93%
$106.957M
848,194 shares@ $126.1 avg price