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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
AMSCAmerican Superconductor Corp
Recent Activity
Decreased -2.85%
0.03%
$1.279M
51,942 shares@ $24.63 avg price
DXJWisdomtree Tr
Recent Activity
Decreased -1.72%
0.03%
$1.259M
11,417 shares@ $110.29 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -12.95%
0.03%
$1.186M
20,683 shares@ $57.35 avg price
CSMProshares Tr
Recent Activity
Decreased -0.01%
0.03%
$1.168M
17,666 shares@ $66.14 avg price
GFLGfl Environmental Inc
Recent Activity
Decreased -10.39%
0.03%
$1.133M
25,429 shares@ $44.55 avg price
SPBOSpdr Ser Tr
Recent Activity
Decreased -0.29%
0.03%
$1.121M
39,130 shares@ $28.65 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -12.86%
0.03%
$1.118M
44,962 shares@ $24.87 avg price
VDEVanguard World Fd
Recent Activity
Decreased -26.02%
0.02%
$1.107M
9,125 shares@ $121.31 avg price
XSDSpdr Ser Tr
Recent Activity
Decreased -19.47%
0.02%
$1.09M
4,386 shares@ $248.48 avg price
PNQIInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.13%
0.02%
$1.066M
22,835 shares@ $46.69 avg price