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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
DEMWisdomtree Tr
Recent Activity
Exited
0%
$264,002
5,999 shares@ $44.01 avg price
FRELFidelity Covington Trust
Recent Activity
Exited
0%
$257,597
8,738 shares@ $29.49 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$251,021
4,308 shares@ $58.27 avg price
IDEVIshares Tr
Recent Activity
Exited
0%
$249,505
3,523 shares@ $70.83 avg price
CIONCion Invt Corp
Recent Activity
Exited
0%
$246,199
20,689 shares@ $11.9 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$235,297
2,591 shares@ $90.82 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
Exited
0%
$235,278
41,790 shares@ $5.64 avg price
IDRVIshares Tr
Recent Activity
Exited
0%
$233,167
7,342 shares@ $31.76 avg price
WPCWp Carey Inc
Recent Activity
Exited
0%
$225,962
3,627 shares@ $62.3 avg price
JPCNuveen Pfd & Income Opportun
Recent Activity
Exited
0%
$223,101
27,646 shares@ $8.07 avg price