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 EIM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,915 | 10,841 | Shares | Other | 2026-04-15 | |
| 2023-09-30 | $1,957,231 | 218,441 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,273,853 | 228,528 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,768,376 | 266,190 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,537,560 | 244,231 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,306,126 | 341,542 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,847,666 | 359,595 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,967,304 | 344,983 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,453,289 | 327,930 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,963,190 | 370,941 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,079,890 | 371,337 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,970,648 | 373,733 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,129,354 | 303,629 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,462,682 | 262,922 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,908,669 | 228,669 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,224,884 | 178,276 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||