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
BRBRBellring Brands Inc Recent Activity New Position	0.02%	$705,860 9,369 shares@ $75.34 avg price	New Position
VICIVici Pptys Inc Recent Activity New Position	0.02%	$693,048 23,726 shares@ $29.22 avg price	New Position
QQEWFirst Tr Nas100 Eq Weighted Recent Activity New Position	0.02%	$674,528 5,398 shares@ $124.96 avg price	New Position
IWVIshares Tr Recent Activity New Position	0.02%	$673,289 2,014 shares@ $334.31 avg price	New Position
HOODRobinhood Mkts Inc Recent Activity New Position	0.02%	$668,407 17,939 shares@ $37.26 avg price	New Position
CDNSCadence Design System Inc Recent Activity New Position	0.02%	$666,787 2,219 shares@ $300.49 avg price	New Position
SAPSap Se Recent Activity New Position	0.02%	$654,426 2,658 shares@ $246.21 avg price	New Position
ONONOn Hldg Ag Recent Activity New Position	0.02%	$653,242 11,927 shares@ $54.78 avg price	New Position
IVZInvesco Ltd Recent Activity New Position	0.02%	$651,663 37,281 shares@ $17.48 avg price	New Position
WABWabtec Recent Activity New Position	0.02%	$651,291 3,435 shares@ $189.61 avg price	New Position