Merit Financial Group, LLC
CIK
1621225
City
ALPHARETTA
State / Country
GA
Top Portfolio Positions
1,357 positions ·
$4,681,519,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,009,481 | $256,196,179 | 5.47% | |
| 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% |
Portfolio Trend
Holdings in ETX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $700,287 | 38,142 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $610,199 | 32,631 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $506,412 | 26,239 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $438,273 | 24,335 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $242,168 | 13,255 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $231,201 | 13,129 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $243,100 | 13,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $231,920 | 13,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $260,897 | 15,046 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $309,452 | 18,246 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $320,764 | 18,246 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $670,113 | 37,668 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $467,146 | 26,200 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $489,940 | 26,200 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $542,864 | 26,200 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $535,266 | 26,200 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $563,300 | 26,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $835,856 | 37,432 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $869,019 | 37,329 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $814,110 | 37,225 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $864,689 | 36,921 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $774,976 | 36,816 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $810,460 | 39,709 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $787,644 | 39,600 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||