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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
QLTY2023 Etf Series Trust Ii
Recent Activity
New Position
2.13%
$118.352M
3.702M shares@ $31.98 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.24%
$12.994M
12,676 shares@ $1025.12 avg price
FNDXSchwab Strategic Tr
Recent Activity
New Position
0.19%
$10.132M
427,886 shares@ $23.69 avg price
IWLIshares Tr
Recent Activity
New Position
0.17%
$8.979M
62,051 shares@ $144.71 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.14%
$7.639M
61,839 shares@ $123.53 avg price
GRPMInvesco Exchange Traded Fd T
Recent Activity
New Position
0.13%
$7.022M
62,283 shares@ $112.76 avg price
KCESpdr Ser Tr
Recent Activity
New Position
0.11%
$5.633M
40,909 shares@ $137.7 avg price
SHLDGlobal X Fds
Recent Activity
New Position
0.1%
$5.501M
147,041 shares@ $37.42 avg price
BUGGlobal X Fds
Recent Activity
New Position
0.1%
$5.131M
159,890 shares@ $32.09 avg price
IOOIshares Tr
Recent Activity
New Position
0.09%
$4.91M
48,725 shares@ $100.77 avg price