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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
DJDInvesco Exchange Traded Fd T
Recent Activity
Decreased -10.36%
0.04%
$1.676M
33,046 shares@ $50.72 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -9.79%
0.03%
$1.659M
76,972 shares@ $21.55 avg price
PCEFInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -10.94%
0.03%
$1.635M
85,320 shares@ $19.17 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -24.87%
0.03%
$1.568M
21,955 shares@ $71.44 avg price
FCOMFidelity Covington Trust
Recent Activity
Decreased -0.03%
0.03%
$1.482M
25,245 shares@ $58.71 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -17.29%
0.03%
$1.461M
67,248 shares@ $21.73 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -2.31%
0.03%
$1.402M
23,226 shares@ $60.35 avg price
MCHIIshares Tr
Recent Activity
Decreased -1.61%
0.03%
$1.389M
29,652 shares@ $46.86 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -2%
0.03%
$1.376M
21,580 shares@ $63.75 avg price
ONEOSpdr Ser Tr
Recent Activity
Decreased -23.69%
0.03%
$1.317M
11,108 shares@ $118.59 avg price