Merit Financial Group, LLC
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 MGEE
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,270,624 | 29,378 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,864,825 | 23,780 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $557,186 | 6,619 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $624,386 | 7,060 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $659,365 | 7,093 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $665,142 | 7,079 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $636,766 | 6,963 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $811,533 | 10,861 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $855,607 | 10,869 | Shares | Sole | 2024-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||