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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
AMZNAmazon Com Inc
Recent Activity
Increased 37.91%
1.12%
$62.233M
283,663 shares@ $219.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.95%
1.06%
$58.842M
349,496 shares@ $168.37 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 7.64%
1.05%
$57.894M
889,590 shares@ $65.08 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 5.48%
0.97%
$53.711M
923,190 shares@ $58.19 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 2.02%
0.96%
$53.026M
603,255 shares@ $87.9 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -8.94%
0.79%
$43.808M
975,247 shares@ $44.92 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -4.24%
0.79%
$43.738M
634,431 shares@ $68.94 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 486.19%
0.76%
$41.948M
713,524 shares@ $58.79 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.76%
0.76%
$41.848M
875,114 shares@ $47.83 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.3%
0.68%
$37.409M
82,529 shares@ $453.28 avg price