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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
VIRCVirco Mfg Co
Recent Activity
Exited
0%
$222,188
16,089 shares@ $13.81 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$219,659
3,669 shares@ $59.87 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$209,460
4,067 shares@ $51.51 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$208,589
4,125 shares@ $50.57 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$207,985
1,969 shares@ $105.63 avg price
DVYEIshares Inc
Recent Activity
Exited
0%
$205,772
7,170 shares@ $28.7 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Exited
0%
$201,460
1,839 shares@ $109.55 avg price
FLHYFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$201,101
8,227 shares@ $24.45 avg price
BBDCBarings Bdc Inc
Recent Activity
Exited
0%
$200,420
20,451 shares@ $9.81 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$200,056
3,221 shares@ $62.11 avg price