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
25 quarters · across all stocks
Holdings in JRI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,689 | 13,552 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $159,238 | 11,782 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $171,664 | 12,131 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $171,223 | 12,772 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||