Merit Financial Group, LLC
Top Portfolio Positions
1,359 positions ·
$4,742,663,523 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,009,481 | $256,196,179 | 5.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
383,592 | $249,465,220 | 5.26% | |
| NVDA |
Nvidia Corp
Technology
|
1,145,825 | $199,831,877 | 4.21% | |
| MSFT |
Microsoft Corp
Technology
|
431,780 | $159,831,998 | 3.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
234,335 | $135,253,473 | 2.85% | |
| AVGO |
Broadcom Inc.
Technology
|
343,693 | $106,376,416 | 2.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
502,724 | $104,702,325 | 2.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
338,760 | $97,413,822 | 2.05% | |
| UPS |
United Parcel Service Inc
Industrials
|
855,920 | $84,205,406 | 1.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
385,315 | $65,372,541 | 1.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMSC
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,249,673 | 36,918 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,072,945 | 37,281 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,891,866 | 31,855 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,830,647 | 49,895 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $938,763 | 51,751 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,279,331 | 51,942 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,261,844 | 53,468 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,612,834 | 68,954 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,053,118 | 77,951 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $917,813 | 82,389 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $588,137 | 77,899 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $493,582 | 78,847 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $368,024 | 74,954 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $275,830 | 74,954 | Shares | Sole | 2023-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||