Doug Baxley

@Merit Financial Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$5.565B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEVIshares Tr Recent Activity New Position	0.02%	$569,953 10,948 shares@ $52.07 avg price	New Position
VFCV F Corp Recent Activity New Position	0.02%	$567,693 26,454 shares@ $21.46 avg price	New Position
PSNParsons Corp Del Recent Activity New Position	0.02%	$566,138 6,137 shares@ $92.25 avg price	New Position
BSTPInnovator Etfs Trust Recent Activity New Position	0.02%	$563,939 16,981 shares@ $33.21 avg price	New Position
WRBBerkley W R Corp Recent Activity New Position	0.02%	$560,072 9,571 shares@ $58.52 avg price	New Position
APPFAppfolio Inc Recent Activity New Position	0.02%	$559,561 2,268 shares@ $246.73 avg price	New Position
CHRDChord Energy Corporation Recent Activity New Position	0.01%	$552,552 4,726 shares@ $116.92 avg price	New Position
NTRANatera Inc Recent Activity New Position	0.01%	$551,992 3,487 shares@ $158.3 avg price	New Position
AXSAxis Cap Hldgs Ltd Recent Activity New Position	0.01%	$549,355 6,199 shares@ $88.62 avg price	New Position
RSGRepublic Svcs Inc Recent Activity New Position	0.01%	$545,557 2,712 shares@ $201.17 avg price	New Position