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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
AMPAmeriprise Finl Inc
Recent Activity
New Position
0.02%
$943,431
1,772 shares@ $532.42 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.02%
$928,375
17,500 shares@ $53.05 avg price
URIUnited Rentals Inc
Recent Activity
New Position
0.02%
$906,301
1,287 shares@ $704.2 avg price
CFGCitizens Finl Group Inc
Recent Activity
New Position
0.02%
$878,803
20,082 shares@ $43.77 avg price
XARSpdr Ser Tr
Recent Activity
New Position
0.02%
$871,422
5,255 shares@ $165.83 avg price
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.02%
$864,903
7,908 shares@ $109.38 avg price
ILFIshares Tr
Recent Activity
New Position
0.02%
$835,662
39,965 shares@ $20.91 avg price
EQIXEquinix Inc
Recent Activity
New Position
0.02%
$815,815
865 shares@ $943.14 avg price
SMARSmartsheet Inc
Recent Activity
New Position
0.02%
$808,905
14,437 shares@ $56.03 avg price
JULJInnovator Etfs Trust
Recent Activity
New Position
0.02%
$802,238
32,199 shares@ $24.92 avg price