Doug Baxley

@Merit Financial Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$5.565B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WSMWilliams Sonoma Inc Recent Activity New Position	0.03%	$1.322M 7,139 shares@ $185.18 avg price	New Position
QWLDSpdr Index Shs Fds Recent Activity New Position	0.03%	$1.271M 10,259 shares@ $123.85 avg price	New Position
AIGAmerican Intl Group Inc Recent Activity New Position	0.03%	$1.26M 17,312 shares@ $72.81 avg price	New Position
IVLUIshares Tr Recent Activity New Position	0.03%	$1.167M 43,035 shares@ $27.12 avg price	New Position
SCCOSouthern Copper Corp Recent Activity New Position	0.02%	$1.106M 12,141 shares@ $91.13 avg price	New Position
ZMZoom Communications Inc Recent Activity New Position	0.02%	$1.072M 13,131 shares@ $81.62 avg price	New Position
CWSAdvisorshares Tr Recent Activity New Position	0.02%	$1.037M 16,016 shares@ $64.77 avg price	New Position
VRSNVerisign Inc Recent Activity New Position	0.02%	$988,855 4,778 shares@ $206.97 avg price	New Position
EMEEmcor Group Inc Recent Activity New Position	0.02%	$970,801 2,139 shares@ $453.86 avg price	New Position
KIESpdr Ser Tr Recent Activity New Position	0.02%	$955,879 16,912 shares@ $56.53 avg price	New Position