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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$9.771M
10,290 shares@ $949.56 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$7.663M
303,965 shares@ $25.22 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.105M
1,354 shares@ $815.94 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$993,054
139,670 shares@ $7.12 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$966,075
2,517 shares@ $383.83 avg price
IVTInventrust Pptys Corp
Recent Activity
Exited
0%
$878,080
30,951 shares@ $28.38 avg price
HASIHa Sustainable Infra Cap Inc
Recent Activity
Exited
0%
$722,678
20,965 shares@ $34.48 avg price
HOMBHome Bancshares Inc
Recent Activity
Exited
0%
$501,441
18,510 shares@ $27.1 avg price
LOVELovesac Company
Recent Activity
Exited
0%
$430,323
15,020 shares@ $28.65 avg price
TCBITexas Cap Bancshares Inc
Recent Activity
Exited
0%
$371,628
5,201 shares@ $71.46 avg price