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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
XOPSpdr Ser Tr
Recent Activity
Decreased -1.77%
0.02%
$1.06M
8,008 shares@ $132.37 avg price
DHSWisdomtree Tr
Recent Activity
Decreased -0.32%
0.02%
$1.055M
11,305 shares@ $93.37 avg price
OKEOneok Inc New
Recent Activity
Decreased -13.62%
0.02%
$1.037M
10,325 shares@ $100.41 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.43%
0.02%
$1.028M
43,546 shares@ $23.62 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -12.49%
0.02%
$1.019M
17,754 shares@ $57.41 avg price
SNYSanofi
Recent Activity
Decreased -2.35%
0.02%
$1.003M
20,794 shares@ $48.24 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
Decreased -1.75%
0.02%
$993,361
9,047 shares@ $109.81 avg price
METVListed Fd Tr
Recent Activity
Decreased -18.5%
0.02%
$985,288
68,518 shares@ $14.38 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
Decreased -20.83%
0.02%
$957,411
140,383 shares@ $6.82 avg price
ORealty Income Corp
Recent Activity
Decreased -34.78%
0.02%
$879,058
16,459 shares@ $53.41 avg price