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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
GLDSpdr Gold Tr
Recent Activity
Decreased -0.02%
0.15%
$8.084M
33,388 shares@ $242.14 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Decreased -2.27%
0.15%
$7.806M
61,430 shares@ $127.07 avg price
VVVanguard Index Fds
Recent Activity
Decreased -1.56%
0.14%
$7.524M
27,898 shares@ $269.71 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -1.72%
0.14%
$7.358M
55,846 shares@ $131.76 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -15.97%
0.13%
$7.068M
37,203 shares@ $189.98 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -3.32%
0.13%
$6.749M
226,028 shares@ $29.87 avg price
DGROIshares Tr
Recent Activity
Decreased -14.31%
0.11%
$6.037M
98,411 shares@ $61.34 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -2.68%
0.09%
$4.55M
56,739 shares@ $80.21 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -2.43%
0.08%
$4.421M
80,836 shares@ $54.7 avg price
VHTVanguard World Fd
Recent Activity
Decreased -5.82%
0.07%
$3.668M
14,457 shares@ $253.69 avg price