Doug Baxley

@Merit Financial Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$5.565B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TPRTapestry Inc Recent Activity New Position	0.02%	$797,239 12,203 shares@ $65.34 avg price	New Position
ZSZscaler Inc Recent Activity New Position	0.02%	$787,490 4,365 shares@ $180.42 avg price	New Position
ITGartner Inc Recent Activity New Position	0.02%	$771,761 1,593 shares@ $484.48 avg price	New Position
CNCCentene Corp Del Recent Activity New Position	0.02%	$759,370 12,535 shares@ $60.58 avg price	New Position
HLTHilton Worldwide Hldgs Inc Recent Activity New Position	0.02%	$754,332 3,052 shares@ $247.16 avg price	New Position
TOLToll Brothers Inc Recent Activity New Position	0.02%	$753,371 5,982 shares@ $125.94 avg price	New Position
RBLXRoblox Corp Recent Activity New Position	0.02%	$736,442 12,728 shares@ $57.86 avg price	New Position
VRTVertiv Holdings Co Recent Activity New Position	0.02%	$729,597 6,422 shares@ $113.61 avg price	New Position
TEAMAtlassian Corporation Recent Activity New Position	0.02%	$726,003 2,983 shares@ $243.39 avg price	New Position
GNMAIshares Tr Recent Activity New Position	0.02%	$725,045 16,889 shares@ $42.94 avg price	New Position