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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
IEIIshares Tr
Recent Activity
New Position
0.04%
$2.165M
18,739 shares@ $115.55 avg price
IGHGProshares Tr
Recent Activity
New Position
0.04%
$1.901M
24,318 shares@ $78.17 avg price
VFMOVanguard Wellington Fd
Recent Activity
New Position
0.04%
$1.87M
11,378 shares@ $164.38 avg price
EXEExpand Energy Corporation
Recent Activity
New Position
0.04%
$1.764M
17,720 shares@ $99.56 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$1.717M
30,450 shares@ $56.39 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.03%
$1.565M
21,664 shares@ $72.23 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.03%
$1.502M
13,280 shares@ $113.1 avg price
BTCGrayscale Bitcoin Mini Tr Et
Recent Activity
New Position
0.03%
$1.489M
35,566 shares@ $41.87 avg price
GRMNGarmin Ltd
Recent Activity
New Position
0.03%
$1.338M
6,488 shares@ $206.27 avg price
ABNBAirbnb Inc
Recent Activity
New Position
0.03%
$1.33M
10,123 shares@ $131.41 avg price