Merit Financial Group, LLC

CIK
1621225
City
ALPHARETTA
State / Country
GA

Top Portfolio Positions

1,357 positions · $4,681,481,910 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
1,009,481 $256,196,179 5.47%
SPY
Spdr S&P 500 Etf Trust
383,592 $249,465,220 5.33%
NVDA
Nvidia Corp
Technology
1,145,825 $199,831,877 4.27%
MSFT
Microsoft Corp
Technology
431,780 $159,831,998 3.41%
QQQ
Invesco Qqq Trust, Series 1
234,335 $135,253,473 2.89%
AVGO
Broadcom Inc.
Technology
343,693 $106,376,416 2.27%
AMZN
Amazon Com Inc
Consumer Cyclical
502,724 $104,702,325 2.24%
GOOGL
Alphabet Inc.
Communication Services
338,760 $97,413,822 2.08%
UPS
United Parcel Service Inc
Industrials
855,920 $84,205,406 1.80%
XOM
Exxon Mobil Corp
Energy
385,315 $65,372,541 1.40%

Holdings in ES

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Report Date Value (USD) Shares
2026-03-31 $1,883,166 27,182