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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
AOHYAngel Oak Funds Trust
Recent Activity
New Position
0.08%
$4.138M
375,828 shares@ $11.01 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.07%
$3.876M
84,819 shares@ $45.7 avg price
NFTYFirst Tr Exch Trd Alphdx Fd
Recent Activity
New Position
0.06%
$3.197M
57,101 shares@ $56.0 avg price
EVTRMorgan Stanley Etf Trust
Recent Activity
New Position
0.06%
$2.978M
59,732 shares@ $49.86 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.06%
$2.867M
91,297 shares@ $31.41 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
New Position
0.06%
$2.805M
84,302 shares@ $33.28 avg price
USTBVictory Portfolios Ii
Recent Activity
New Position
0.05%
$2.744M
54,663 shares@ $50.21 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.05%
$2.679M
24,242 shares@ $110.53 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$2.477M
69,085 shares@ $35.85 avg price
ZIMZim Integrated Shipping Serv
Recent Activity
New Position
0.05%
$2.232M
103,978 shares@ $21.48 avg price