Merit Financial Group, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$6.7B
Holdings
1,396
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,396 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSVISHARES TR | 2,409,463 | $222.4B | 3330.64% | |
| 2 | VOOVANGUARD INDEX FDS | 360,223 | $185.1B | 2772.75% | |
| 3 | VUGVANGUARD INDEX FDS | 470,041 | $174.3B | 2610.67% | |
| 4 | IVVISHARES TR | 264,917 | $148.9B | 2229.57% | |
| 5 | AAPLAPPLE INC | 669,867 | $148.8B | 2228.68% | |
| 6 | QLTY2023 ETF SERIES TRUST II | 4,754,903 | $148.6B | 2226.30% | |
| 7 | IUSGISHARES TR | 1,120,919 | $142.4B | 2133.56% | |
| 8 | SPTISPDR SER TR | 4,499,400 | $128.6B | 1926.06% | |
| 9 | MGKVANGUARD WORLD FD | 359,838 | $111.1B | 1664.75% | |
| 10 | MBBISHARES TR | 1,074,026 | $100.7B | 1508.61% | |
| 11 | ACWXISHARES TR | 1,712,700 | $95.0B | 1422.45% | |
| 12 | UPSUNITED PARCEL SERVICE INC | 863,030 | $94.9B | 1421.78% | |
| 13 | MSFTMICROSOFT CORP | 250,768 | $94.1B | 1409.96% | |
| 14 | VTIVANGUARD INDEX FDS | 340,859 | $93.7B | 1403.16% | |
| 15 | SPTSSPDR SER TR | 3,132,338 | $91.6B | 1371.82% | |
| 16 | QUALISHARES TR | 512,286 | $87.5B | 1311.24% | |
| 17 | DYNFBLACKROCK ETF TRUST | 1,782,126 | $86.9B | 1301.53% | |
| 18 | MGVVANGUARD WORLD FD | 588,737 | $75.9B | 1136.12% | |
| 19 | NDQINVESCO QQQ TR | 159,736 | $74.9B | 1121.90% | |
| 20 | NVDANVIDIA CORPORATION | 649,837 | $70.4B | 1054.89% | |
| 21 | AQLTISHARES TR | 914,547 | $69.2B | 1036.26% | |
| 22 | AVDVAMERICAN CENTY ETF TR | 971,401 | $67.7B | 1014.69% | |
| 23 | BNDVANGUARD BD INDEX FDS | 897,368 | $65.9B | 987.22% | |
| 24 | EFVISHARES TR | 1,063,925 | $62.7B | 939.23% | |
| 25 | BINCBLACKROCK ETF TRUST II | 1,170,043 | $61.3B | 917.95% | |
| 26 | AMZNAMAZON COM INC | 310,844 | $59.1B | 885.81% | |
| 27 | USIGISHARES TR | 1,151,888 | $58.8B | 881.28% | |
| 28 | AVEMAMERICAN CENTY ETF TR | 865,080 | $52.1B | 779.63% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 90,837 | $48.4B | 724.61% | |
| 30 | SPYSPDR S&P 500 ETF TR | 331,589 | $47.0B | 704.39% | Put |
| 31 | EFGISHARES TR | 448,737 | $44.9B | 672.12% | |
| 32 | SPLVINVESCO EXCH TRADED FD TR II | 553,467 | $41.4B | 619.41% | |
| 33 | VGSHVANGUARD SCOTTSDALE FDS | 686,080 | $40.3B | 603.10% | |
| 34 | SPYGSPDR SER TR | 497,933 | $40.0B | 599.40% | |
| 35 | VOVANGUARD INDEX FDS | 153,946 | $39.8B | 596.32% | |
| 36 | VBVANGUARD INDEX FDS | 177,886 | $39.4B | 590.82% | |
| 37 | IEMGISHARES INC | 705,465 | $38.1B | 570.27% | |
| 38 | JAAAJANUS DETROIT STR TR | 712,718 | $36.1B | 541.33% | |
| 39 | METAMETA PLATFORMS INC | 60,974 | $35.1B | 526.37% | |
| 40 | VTVVANGUARD INDEX FDS | 189,826 | $32.8B | 491.14% | |
| 41 | GOOGLALPHABET INC | 206,512 | $31.9B | 478.32% | |
| 42 | SPSMSPDR SER TR | 771,066 | $31.4B | 470.74% | |
| 43 | EMXCISHARES INC | 563,746 | $31.1B | 465.17% | |
| 44 | SPYMSPDR SER TR | 461,509 | $30.3B | 454.56% | |
| 45 | MINTPIMCO ETF TR | 297,182 | $29.9B | 447.88% | |
| 46 | IYWISHARES TR | 206,402 | $29.0B | 434.17% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 221,568 | $28.6B | 427.97% | |
| 48 | JPMJPMORGAN CHASE & CO. | 111,410 | $27.3B | 409.33% | |
| 49 | XOMEXXON MOBIL CORP | 227,310 | $27.0B | 404.91% | |
| 50 | FPEIFIRST TR EXCH TRADED FD III | 1,443,703 | $27.0B | 404.36% | |
| 51 | AQLTISHARES TR | 1,161,141 | $26.7B | 399.74% | |
| 52 | SCHDSCHWAB STRATEGIC TR | 954,107 | $26.7B | 399.56% | |
| 53 | VEAVANGUARD TAX-MANAGED FDS | 518,543 | $26.4B | 394.78% | |
| 54 | VMBSVANGUARD SCOTTSDALE FDS | 527,883 | $24.4B | 366.16% | |
| 55 | OEFISHARES TR | 85,023 | $23.0B | 344.89% | |
| 56 | JNJJOHNSON & JOHNSON | 137,423 | $22.8B | 341.35% | |
| 57 | SCHOSCHWAB STRATEGIC TR | 901,340 | $21.9B | 328.60% | |
| 58 | AVGOBROADCOM INC | 128,564 | $21.5B | 322.41% | |
| 59 | LLYELI LILLY & CO | 25,303 | $20.9B | 313.01% | |
| 60 | VVISA INC | 59,030 | $20.7B | 309.86% | |
| 61 | SCHGSCHWAB STRATEGIC TR | 825,862 | $20.7B | 309.74% | |
| 62 | IVWISHARES TR | 222,594 | $20.7B | 309.50% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 21,592 | $20.4B | 305.87% | |
| 64 | GOOGALPHABET INC | 129,839 | $20.3B | 303.82% | |
| 65 | HDHOME DEPOT INC | 55,063 | $20.2B | 302.26% | |
| 66 | MTUMISHARES TR | 98,146 | $19.8B | 297.14% | |
| 67 | IWYISHARES TR | 89,526 | $18.9B | 282.85% | |
| 68 | PGPROCTER AND GAMBLE CO | 110,788 | $18.9B | 282.79% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 114,164 | $18.1B | 271.42% | |
| 70 | VOOGVANGUARD ADMIRAL FDS INC | 53,653 | $17.9B | 268.79% | |
| 71 | RWLINVESCO EXCH TRADED FD TR II | 180,540 | $17.9B | 268.63% | |
| 72 | DFACDIMENSIONAL ETF TRUST | 531,998 | $17.6B | 262.87% | |
| 73 | BFCBANK FIRST CORP | 163,260 | $16.4B | 246.34% | |
| 74 | CVXCHEVRON CORP NEW | 96,409 | $16.1B | 241.57% | |
| 75 | IUSBISHARES TR | 348,973 | $16.1B | 240.86% | |
| 76 | SRLNSSGA ACTIVE ETF TR | 390,674 | $16.1B | 240.67% | |
| 77 | TSLATESLA INC | 58,938 | $15.3B | 228.78% | |
| 78 | FTNTFORTINET INC | 158,634 | $15.3B | 228.72% | |
| 79 | QQQMINVESCO EXCH TRADED FD TR II | 78,977 | $15.2B | 228.32% | |
| 80 | VOOVVANGUARD ADMIRAL FDS INC | 81,510 | $15.0B | 224.87% | |
| 81 | FNDXSCHWAB STRATEGIC TR | 625,320 | $14.8B | 221.13% | |
| 82 | IVEISHARES TR | 76,212 | $14.5B | 217.55% | |
| 83 | HEFAISHARES TR | 392,782 | $14.3B | 213.50% | |
| 84 | SPYVSPDR SER TR | 274,570 | $14.0B | 210.02% | |
| 85 | WMTWALMART INC | 159,330 | $14.0B | 209.50% | |
| 86 | MAMASTERCARD INCORPORATED | 25,439 | $13.9B | 208.85% | |
| 87 | IAU*ISHARES GOLD TR | 231,497 | $13.6B | 204.43% | |
| 88 | MUBISHARES TR | 122,972 | $13.0B | 194.21% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 65,419 | $12.7B | 190.08% | |
| 90 | XLFSELECT SECTOR SPDR TR | 249,290 | $12.4B | 185.98% | |
| 91 | NFLXNETFLIX INC | 13,269 | $12.4B | 185.33% | |
| 92 | ABBVABBVIE INC | 59,033 | $12.4B | 185.26% | |
| 93 | BLKBLACKROCK INC | 13,046 | $12.3B | 184.94% | |
| 94 | BSXBOSTON SCIENTIFIC CORP | 120,420 | $12.1B | 181.95% | |
| 95 | IUSINVESCO EXCH TRD SLF IDX FD | 243,358 | $12.0B | 179.92% | |
| 96 | SJNKSPDR SER TR | 474,980 | $12.0B | 178.99% | |
| 97 | SPGIS&P GLOBAL INC | 23,321 | $11.8B | 177.48% | |
| 98 | PEPPEPSICO INC | 78,105 | $11.7B | 175.41% | |
| 99 | PLTRPALANTIR TECHNOLOGIES INC | 137,086 | $11.6B | 173.30% | |
| 100 | FASTFASTENAL CO | 148,627 | $11.5B | 172.64% |
Page 1 of 14Next