Merit Financial Group, LLC

CIK

1621225

City

ALPHARETTA

State / Country

Stock

T — At&T Inc.

Top Portfolio Positions

1,357 positions · $4,681,519,993 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,855,845	546,942	+13.8%	Shares	Other	2026-04-15
2025-12-31	$11,936,039	480,517	+0.6%	Shares	Other	2026-01-26
2025-09-30	$13,488,355	477,633	+4.0%	Shares	Sole	2025-10-20
2025-06-30	$13,285,833	459,082	+20.1%	Shares	Sole	2025-07-22
2025-03-31	$10,812,348	382,332	+27.5%	Shares	Sole	2025-04-09
2024-12-31	$6,829,428	299,931	+39.9%	Shares	Sole	2025-01-15
2024-09-30	$4,717,878	214,449	-15.0%	Shares	Sole	2024-10-17
2024-06-30	$4,818,930	252,168	+20.3%	Shares	Sole	2024-08-13
2024-03-31	$3,688,150	209,554	+18.7%	Shares	Sole	2024-05-06
2023-12-31	$2,961,367	176,482	-8.4%	Shares	Sole	2024-02-06
2023-09-30	$2,893,948	192,673	-6.2%	Shares	Sole	2023-11-07
2023-06-30	$3,277,262	205,471	+8.5%	Shares	Sole	2023-08-01
2023-03-31	$3,644,025	189,300	-9.9%	Shares	Sole	2023-04-24
2022-12-31	$3,868,953	210,155	+33.5%	Shares	Sole	2023-01-13
2022-09-30	$2,414,147	157,376	-33.6%	Shares	Sole	2022-10-31
2022-06-30	$4,969,385	237,089	+100.3%	Shares	Sole	2022-08-08
2022-03-31	$2,113,060	118,396	+47.6%	Shares	Sole	2022-05-13
2021-12-31	$1,490,216	80,205	-9.4%	Shares	Sole	2022-02-14
2021-09-30	$1,805,324	88,495	-10.5%	Shares	Sole	2021-10-27
2021-06-30	$2,149,265	98,875	-9.5%	Shares	Sole	2021-08-16
2021-03-31	$2,498,436	109,281	+15.8%	Shares	Sole	2021-05-18
2020-12-31	$2,049,197	94,337	-20.1%	Shares	Sole	2021-02-12
2020-09-30	$2,541,671	118,035	-7.3%	Shares	Sole	2020-11-10
2020-06-30	$2,908,127	127,369	+4.3%	Shares	Sole	2020-08-13
2020-03-31	$2,687,852	122,083	—	Shares	Sole	2020-05-05
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