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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
KORPAmerican Centy Etf Tr
Recent Activity
Decreased -2.14%
0.32%
$17.412M
379,023 shares@ $45.95 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Decreased -1.31%
0.3%
$16.685M
90,427 shares@ $184.51 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -0.17%
0.3%
$16.148M
386,973 shares@ $41.73 avg price
CGDVCapital Group Dividend Value
Recent Activity
Decreased -2.07%
0.26%
$14.151M
401,327 shares@ $35.26 avg price
PTFInvesco Exchange Traded Fd T
Recent Activity
Decreased -3%
0.22%
$12.173M
167,759 shares@ $72.56 avg price
IJRIshares Tr
Recent Activity
Decreased -2.69%
0.21%
$11.423M
99,143 shares@ $115.23 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -1.18%
0.21%
$11.398M
257,992 shares@ $44.19 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.94%
0.2%
$10.899M
55,657 shares@ $195.84 avg price
SJNKSpdr Ser Tr
Recent Activity
Decreased -0.31%
0.2%
$10.636M
421,213 shares@ $25.26 avg price
BTTBlackrock Mun Target Term Tr
Recent Activity
Decreased -0.77%
0.18%
$9.822M
477,034 shares@ $20.59 avg price