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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 2.76% | $153.265M 612,032 shares@ $250.42 avg price | Increased 21.85% |
IEFAIshares Tr
| 2.49% | $138.104M 1.965M shares@ $70.28 avg price | Increased 11.22% |
SPTISpdr Ser Tr
| 2.27% | $125.948M 4.517M shares@ $27.89 avg price | Increased 4.62% |
IVVIshares Tr
| 2.26% | $125.299M 212,848 shares@ $588.68 avg price | Increased 20.59% |
SPLVInvesco Exch Traded Fd Tr Ii
| 2.18% | $121.181M 1.731M shares@ $70.01 avg price | Increased 11765.36% |
MSFTMicrosoft Corp
| 1.68% | $93.312M 221,381 shares@ $421.5 avg price | Increased 22.68% |
MGKVanguard World Fd
| 1.51% | $84.017M 244,655 shares@ $343.41 avg price | Increased 12.18% |
MBBIshares Tr
| 1.51% | $83.5M 910,780 shares@ $91.69 avg price | Increased 10.67% |
SPTSSpdr Ser Tr
| 1.41% | $78.098M 2.692M shares@ $29.01 avg price | Increased 33.07% |
IUSGIshares Tr
| 1.32% | $73M 523,864 shares@ $139.35 avg price | Increased 8.16% |