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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
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$198,970
10,993 shares@ $18.1 avg price
FXNFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$189,339
11,673 shares@ $16.23 avg price
CVBFCvb Finl Corp
Recent Activity
Exited
0%
$179,144
10,053 shares@ $17.82 avg price
XHIEXMiller Howard High Inc Eqty
Recent Activity
Exited
0%
$131,333
10,774 shares@ $12.19 avg price
DNPDnp Select Income Fd Inc
Recent Activity
Exited
0%
$116,520
11,606 shares@ $10.04 avg price
USALiberty All Star Equity Fd
Recent Activity
Exited
0%
$83,304
11,733 shares@ $7.1 avg price
SNDLSndl Inc
Recent Activity
Exited
0%
$27,215
13,211 shares@ $2.07 avg price
DNMRDanimer Scientific Inc
Recent Activity
Exited
0%
$13,626
30,000 shares@ $0.46 avg price
AQMSAqua Metals Inc
Recent Activity
Exited
0%
$6,723
35,950 shares@ $0.19 avg price
EVVAQEnviva Inc
Recent Activity
Exited
0%
$4,903
12,113 shares@ $0.41 avg price