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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
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
QUALIshares Tr
Recent Activity
Increased 78.42%
0.63%
$34.902M
195,989 shares@ $178.08 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 47.84%
0.61%
$33.507M
177,004 shares@ $189.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 34.16%
0.54%
$29.995M
51,228 shares@ $585.52 avg price
IVWIshares Tr
Recent Activity
Increased 90.79%
0.52%
$28.428M
280,000 shares@ $101.53 avg price
IEMGIshares Inc
Recent Activity
Increased 13.6%
0.51%
$27.85M
533,318 shares@ $52.23 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 164.46%
0.5%
$27.384M
1.002M shares@ $27.33 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 176.29%
0.49%
$26.801M
522,946 shares@ $51.25 avg price
MINTPimco Etf Tr
Recent Activity
Increased 6.66%
0.48%
$26.317M
262,273 shares@ $100.35 avg price