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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
QEFASpdr Index Shs Fds
Recent Activity
Decreased -6.56%
0.06%
$3.055M
42,132 shares@ $72.52 avg price
EFAVIshares Tr
Recent Activity
Decreased -10.47%
0.06%
$3.042M
43,023 shares@ $70.72 avg price
BABoeing Co
Recent Activity
Decreased -25.93%
0.06%
$3.002M
16,960 shares@ $177.0 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -2.2%
0.06%
$2.983M
33,018 shares@ $90.36 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -14.67%
0.06%
$2.958M
49,516 shares@ $59.74 avg price
NMFCNew Mtn Fin Corp
Recent Activity
Decreased -0.47%
0.06%
$2.922M
259,520 shares@ $11.26 avg price
VCRVanguard World Fd
Recent Activity
Decreased -0.25%
0.06%
$2.909M
7,750 shares@ $375.39 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -17.33%
0.06%
$2.879M
87,892 shares@ $32.77 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Decreased -3.05%
0.05%
$2.733M
81,997 shares@ $33.33 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -20.99%
0.05%
$2.72M
47,501 shares@ $57.27 avg price