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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
TRMBTrimble Inc
Recent Activity
New Position
0.02%
$602,235
8,523 shares@ $70.66 avg price
KMXCarmax Inc
Recent Activity
New Position
0.02%
$599,546
7,333 shares@ $81.76 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.02%
$589,095
6,200 shares@ $95.02 avg price
ALNYAlnylam Pharmaceuticals Inc
Recent Activity
New Position
0.02%
$587,098
2,495 shares@ $235.31 avg price
MGNIMagnite Inc
Recent Activity
New Position
0.02%
$586,222
36,823 shares@ $15.92 avg price
STAGStag Indl Inc
Recent Activity
New Position
0.02%
$583,509
17,253 shares@ $33.83 avg price
WDAYWorkday Inc
Recent Activity
New Position
0.02%
$577,987
2,240 shares@ $258.03 avg price
MAAMid-amer Apt Cmntys Inc
Recent Activity
New Position
0.02%
$577,260
3,735 shares@ $154.56 avg price
OCOwens Corning New
Recent Activity
New Position
0.02%
$573,034
3,364 shares@ $170.35 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.02%
$570,538
3,217 shares@ $177.36 avg price