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
AVGOBroadcom Inc
Recent Activity
Increased 79.26%
0.47%
$25.79M
111,238 shares@ $231.85 avg price
EFGIshares Tr
Recent Activity
Increased 237.35%
0.46%
$25.147M
259,698 shares@ $96.84 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 36.06%
0.43%
$23.656M
328,969 shares@ $71.91 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.26%
0.43%
$23.46M
458,732 shares@ $51.15 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 39.89%
0.42%
$22.923M
95,629 shares@ $239.72 avg price
GOOGAlphabet Inc
Recent Activity
Increased 15.8%
0.42%
$22.91M
120,300 shares@ $190.44 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 19.51%
0.4%
$21.78M
202,477 shares@ $107.58 avg price
IUSBIshares Tr
Recent Activity
Increased 60.08%
0.38%
$21.1M
466,817 shares@ $45.2 avg price
EFVIshares Tr
Recent Activity
Increased 154.08%
0.38%
$20.713M
394,763 shares@ $52.47 avg price
OEFIshares Tr
Recent Activity
Increased 804.99%
0.37%
$20.502M
70,978 shares@ $288.85 avg price