Merit Financial Group, LLC Q1 2023 Filing
Filed April 24, 2023
Portfolio Value
$2.8B
Holdings
631
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (631 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $242.9M |
VOOVANGUARD INDEX FDS | $230.2M |
VUGVANGUARD INDEX FDS | $199.4M |
UPSUNITED PARCEL SERVICE INC | $157.0M |
VGSHVANGUARD SCOTTSDALE FDS | $87.3M |
AAPLAPPLE INC | $72.3M |
SPSMSPDR SER TR | $66.1M |
BIVVANGUARD BD INDEX FDS | $59.3M |
IVVISHARES TR | $57.0M |
VTIVANGUARD INDEX FDS | $50.2M |
MSFTMICROSOFT CORP | $42.2M |
SPYSPDR S&P 500 ETF TR | $40.7M |
SPYMSPDR SER TR | $28.7M |
SPYGSPDR SER TR | $23.2M |
QUALISHARES TR | $22.0M |
SPYVSPDR SER TR | $22.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $20.6M |
BSVVANGUARD BD INDEX FDS | $20.1M |
MGVVANGUARD WORLD FD | $19.6M |
IEMGISHARES INC | $19.4M |
XLVSELECT SECTOR SPDR TR | $18.5M |
VTVVANGUARD INDEX FDS | $18.4M |
IUSBISHARES TR | $17.9M |
AMZNAMAZON COM INC | $17.6M |
USFRWISDOMTREE TR | $16.7M |
VEAVANGUARD TAX-MANAGED FDS | $16.0M |
EFGISHARES TR | $15.8M |
VOOVVANGUARD ADMIRAL FDS INC | $15.7M |
MGKVANGUARD WORLD FD | $15.4M |
SRLNSSGA ACTIVE ETF TR | $15.1M |
TSLATESLA INC | $14.7M |
ESGUISHARES TR | $14.1M |
VXFVANGUARD INDEX FDS | $13.1M |
USMVISHARES TR | $13.0M |
AMRALPHA METALLURGICAL RESOUR I | $12.9M |
IUSINVESCO EXCH TRD SLF IDX FD | $12.6M |
VOOGVANGUARD ADMIRAL FDS INC | $12.5M |
NDQINVESCO QQQ TR | $12.5M |
JNJJOHNSON & JOHNSON | $11.8M |
DFACDIMENSIONAL ETF TRUST | $11.8M |
JHMDJOHN HANCOCK EXCHANGE TRADED | $11.5M |
XOMEXXON MOBIL CORP | $11.0M |
EFVISHARES TR | $11.0M |
TOTLSSGA ACTIVE ETF TR | $10.6M |
SJNKSPDR SER TR | $10.5M |
GOOGLALPHABET INC | $10.1M |
AQLTISHARES TR | $9.9M |
PGPROCTER AND GAMBLE CO | $9.9M |
XSMOINVESCO EXCHANGE TRADED FD T | $9.5M |
VTEBVANGUARD MUN BD FDS | $9.5M |
OMFLINVESCO EXCH TRD SLF IDX FD | $9.4M |
IAUISHARES TR | $9.0M |
XLFSELECT SECTOR SPDR TR | $8.9M |
IYWISHARES TR | $8.7M |
CVXCHEVRON CORP NEW | $8.4M |
SHYGISHARES TR | $8.0M |
PEPPEPSICO INC | $8.0M |
DGRWWISDOMTREE TR | $7.9M |
GOOGALPHABET INC | $7.9M |
METAMETA PLATFORMS INC | $7.9M |
HDHOME DEPOT INC | $7.7M |
MBBISHARES TR | $7.6M |
XLKSELECT SECTOR SPDR TR | $7.5M |
XLESELECT SECTOR SPDR TR | $7.3M |
JPMJPMORGAN CHASE & CO | $7.2M |
NVDANVIDIA CORPORATION | $7.2M |
PTFINVESCO EXCHANGE TRADED FD T | $6.8M |
CWISPDR INDEX SHS FDS | $6.6M |
AQLTISHARES TR | $6.4M |
SPEMSPDR INDEX SHS FDS | $6.2M |
COSTCOSTCO WHSL CORP NEW | $6.2M |
VVISA INC | $6.1M |
BKLNINVESCO EXCH TRADED FD TR II | $6.0M |
SPHQINVESCO EXCHANGE TRADED FD T | $5.9M |
4I1PHILIP MORRIS INTL INC | $5.7M |
XLISELECT SECTOR SPDR TR | $5.6M |
MTUMISHARES TR | $5.6M |
MCDMCDONALDS CORP | $5.3M |
HONHONEYWELL INTL INC | $5.3M |
USIGISHARES TR | $5.2M |
MAMASTERCARD INCORPORATED | $5.2M |
SPSBSPDR SER TR | $5.1M |
SPTSSPDR SER TR | $5.1M |
IJRISHARES TR | $5.1M |
EFAVISHARES TR | $5.0M |
XLFISELECT SECTOR SPDR TR | $5.0M |
ABBVABBVIE INC | $5.0M |
BLKCHFBLACKROCK INC | $4.9M |
MRKMERCK & CO INC | $4.8M |
VCITVANGUARD SCOTTSDALE FDS | $4.7M |
DYHTARGET CORP | $4.7M |
BSXBOSTON SCIENTIFIC CORP | $4.6M |
VOEVANGUARD INDEX FDS | $4.6M |
SPGIS&P GLOBAL INC | $4.6M |
QUSSPDR SER TR | $4.5M |
VBRVANGUARD INDEX FDS | $4.3M |
KEYSKEYSIGHT TECHNOLOGIES INC | $4.3M |
SPIBSPDR SER TR | $4.2M |
JMBSJANUS DETROIT STR TR | $4.2M |
VEEVVEEVA SYS INC | $4.2M |
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