test

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
HYSPimco Etf Tr
Recent Activity
Decreased -5.52%
0.07%
$3.651M
38,971 shares@ $93.68 avg price
PSRInvesco Actively Managed Exc
Recent Activity
Decreased -3.12%
0.07%
$3.556M
39,383 shares@ $90.29 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -22.09%
0.07%
$3.444M
16,365 shares@ $210.46 avg price
PFFDGlobal X Fds
Recent Activity
Decreased -2.15%
0.07%
$3.438M
176,227 shares@ $19.51 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -14.11%
0.07%
$3.425M
63,156 shares@ $54.24 avg price
VDCVanguard World Fd
Recent Activity
Decreased -6.3%
0.07%
$3.372M
15,954 shares@ $211.38 avg price
LRNStride Inc
Recent Activity
Decreased -1.21%
0.06%
$3.294M
31,695 shares@ $103.93 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -2.25%
0.06%
$3.144M
36,186 shares@ $86.9 avg price
FNDESchwab Strategic Tr
Recent Activity
Decreased -2.15%
0.06%
$3.125M
107,590 shares@ $29.05 avg price
IHFIshares Tr
Recent Activity
Decreased -0.04%
0.06%
$3.1M
64,595 shares@ $48.0 avg price