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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
IYKIshares Tr
Recent Activity
Decreased -1.08%
0.02%
$872,887
13,308 shares@ $65.6 avg price
BSLBlackstone Seni Fltn Rat 202
Recent Activity
Decreased -26.46%
0.02%
$851,976
59,413 shares@ $14.34 avg price
LQDIshares Tr
Recent Activity
Decreased -13.41%
0.02%
$815,328
7,631 shares@ $106.85 avg price
FNCLFidelity Covington Trust
Recent Activity
Decreased -26.34%
0.02%
$801,059
11,664 shares@ $68.68 avg price
HDVIshares Tr
Recent Activity
Decreased -18.74%
0.02%
$796,130
7,092 shares@ $112.26 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -36.35%
0.02%
$778,628
24,829 shares@ $31.36 avg price
SHYIshares Tr
Recent Activity
Decreased -22.88%
0.02%
$775,620
9,461 shares@ $81.99 avg price
INCOColumbia Etf Tr Ii
Recent Activity
Decreased -28.12%
0.02%
$754,736
11,714 shares@ $64.44 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Decreased -24.87%
0.02%
$749,132
11,829 shares@ $63.34 avg price
CVSCvs Health Corp
Recent Activity
Decreased -0.32%
0.02%
$743,796
16,569 shares@ $44.9 avg price