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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
BLOKAmplify Etf Tr
Recent Activity
Decreased -23.3%
0.05%
$2.649M
61,341 shares@ $43.2 avg price
BGBBlackstone Strategic Cred 20
Recent Activity
Decreased -8.51%
0.05%
$2.579M
210,876 shares@ $12.23 avg price
XHBSpdr Ser Tr
Recent Activity
Decreased -1.28%
0.05%
$2.321M
22,206 shares@ $104.5 avg price
IBBIshares Tr
Recent Activity
Decreased -4.63%
0.05%
$2.242M
16,956 shares@ $132.21 avg price
IMCVIshares Tr
Recent Activity
Decreased -3.64%
0.04%
$1.957M
26,347 shares@ $74.26 avg price
XSWSpdr Ser Tr
Recent Activity
Decreased -1.48%
0.04%
$1.954M
10,340 shares@ $188.96 avg price
VAWVanguard World Fd
Recent Activity
Decreased -6.38%
0.04%
$1.878M
10,000 shares@ $187.84 avg price
IMCBIshares Tr
Recent Activity
Decreased -2.84%
0.04%
$1.871M
24,568 shares@ $76.15 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -2.02%
0.04%
$1.806M
31,807 shares@ $56.77 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -2.15%
0.04%
$1.73M
33,267 shares@ $51.99 avg price