Merit Financial Group, LLC
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 HPI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,655 | 10,558 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $191,819 | 11,848 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $196,731 | 11,339 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $179,439 | 11,222 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $186,106 | 11,218 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $174,881 | 10,516 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $172,564 | 10,327 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $171,721 | 10,326 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $162,944 | 10,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $150,435 | 10,325 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $157,249 | 10,325 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $165,200 | 10,325 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $165,716 | 10,325 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $165,406 | 10,325 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $180,790 | 10,325 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $199,788 | 10,325 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $214,243 | 10,325 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $221,987 | 10,325 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $223,020 | 10,325 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $213,417 | 10,325 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $203,196 | 10,325 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $194,316 | 10,325 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $201,957 | 10,325 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $165,922 | 10,325 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||