test

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
MIDDMiddleby Corp
Recent Activity
Exited
0%
$342,121
2,459 shares@ $139.14 avg price
CLMBClimb Global Solutions Inc
Recent Activity
Exited
0%
$335,713
3,373 shares@ $99.53 avg price
BKCHGlobal X Fds
Recent Activity
Exited
0%
$328,118
6,981 shares@ $47.01 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$313,407
3,194 shares@ $98.13 avg price
PBJInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$313,284
6,480 shares@ $48.35 avg price
SCHPSchwab Strategic Tr
Recent Activity
Exited
0%
$295,945
5,518 shares@ $53.64 avg price
AGZIshares Tr
Recent Activity
Exited
0%
$295,872
2,680 shares@ $110.4 avg price
SYLDCambria Etf Tr
Recent Activity
Exited
0%
$277,813
3,839 shares@ $72.37 avg price
DGTSpdr Ser Tr
Recent Activity
Exited
0%
$274,135
1,989 shares@ $137.83 avg price
SLQDIshares Tr
Recent Activity
Exited
0%
$273,532
5,424 shares@ $50.43 avg price