Merit Financial Group, LLC
CIK
1621225
City
ALPHARETTA
State / Country
GA
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 EXG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $556,006 | 64,204 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $615,103 | 64,544 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $544,999 | 59,890 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $566,842 | 64,782 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $484,036 | 59,464 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $467,136 | 57,177 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $414,418 | 47,525 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $402,253 | 47,604 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $388,416 | 47,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $378,959 | 49,088 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404,789 | 54,924 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $472,942 | 59,715 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $454,596 | 58,207 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $446,944 | 59,198 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $429,069 | 59,182 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $440,796 | 57,172 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $612,545 | 63,084 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $669,222 | 62,720 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $608,590 | 60,920 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $621,384 | 60,920 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $455,700 | 49,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $105,240 | 12,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $88,320 | 12,000 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $95,940 | 13,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $82,940 | 13,000 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||