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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
JANJInnovator Etfs Trust
Recent Activity
New Position
0.02%
$647,120
26,242 shares@ $24.66 avg price
LHLabcorp Holdings Inc
Recent Activity
New Position
0.02%
$636,458
2,775 shares@ $229.36 avg price
USCIUnited Sts Commodity Index F
Recent Activity
New Position
0.02%
$625,754
9,484 shares@ $65.98 avg price
INCYIncyte Corp
Recent Activity
New Position
0.02%
$623,702
9,030 shares@ $69.07 avg price
ANGLVaneck Etf Trust
Recent Activity
New Position
0.02%
$617,506
21,538 shares@ $28.68 avg price
BONDPimco Etf Tr
Recent Activity
New Position
0.02%
$614,788
6,799 shares@ $90.43 avg price
CINFCincinnati Finl Corp
Recent Activity
New Position
0.02%
$613,743
4,271 shares@ $143.71 avg price
FLSFlowserve Corp
Recent Activity
New Position
0.02%
$612,933
10,656 shares@ $57.52 avg price
MEDPMedpace Hldgs Inc
Recent Activity
New Position
0.02%
$606,984
1,827 shares@ $332.23 avg price
HUBSHubspot Inc
Recent Activity
New Position
0.02%
$602,706
865 shares@ $696.77 avg price