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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
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.49%
1.93%
$106.957M
848,194 shares@ $126.1 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -23.46%
1.41%
$77.929M
268,898 shares@ $289.81 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -8.94%
0.79%
$43.808M
975,247 shares@ $44.92 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -4.24%
0.79%
$43.738M
634,431 shares@ $68.94 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.88%
0.43%
$23.738M
140,213 shares@ $169.31 avg price
TSLATesla Inc
Recent Activity
Decreased -1.73%
0.39%
$21.529M
53,311 shares@ $403.84 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -8.96%
0.32%
$17.775M
520,797 shares@ $34.13 avg price