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 |
|---|---|---|---|---|---|
| 101 | SGOLETFS GOLD TR | 378,344 | $11.3B | 168.98% | |
| 102 | XLKSELECT SECTOR SPDR TR | 53,838 | $11.1B | 166.50% | |
| 103 | JEPIJ P MORGAN EXCHANGE TRADED F | 194,201 | $11.1B | 166.21% | |
| 104 | SMHVANECK ETF TRUST | 52,156 | $11.0B | 165.20% | |
| 105 | TAT&T INC | 382,332 | $10.8B | 161.95% | |
| 106 | UNHUNITEDHEALTH GROUP INC | 20,573 | $10.8B | 161.39% | |
| 107 | HONHONEYWELL INTL INC | 50,771 | $10.8B | 161.03% | |
| 108 | CSCOCISCO SYS INC | 172,578 | $10.6B | 159.51% | |
| 109 | VTEBVANGUARD MUN BD FDS | 214,275 | $10.6B | 159.25% | |
| 110 | SPDWSPDR INDEX SHS FDS | 290,626 | $10.6B | 158.49% | |
| 111 | IJRISHARES TR | 97,439 | $10.2B | 152.61% | |
| 112 | AQLTISHARES TR | 73,999 | $10.2B | 152.30% | |
| 113 | ARCCARES CAPITAL CORP | 455,415 | $10.1B | 151.16% | |
| 114 | BTTBLACKROCK MUN TARGET TERM TR | 475,134 | $10.1B | 151.08% | |
| 115 | TXNTEXAS INSTRS INC | 56,017 | $10.1B | 150.77% | |
| 116 | SHYGISHARES TR | 232,350 | $9.9B | 147.98% | |
| 117 | SCHVSCHWAB STRATEGIC TR | 371,485 | $9.9B | 147.89% | |
| 118 | VONGVANGUARD SCOTTSDALE FDS | 104,940 | $9.7B | 145.85% | |
| 119 | RTXRTX CORPORATION | 72,919 | $9.7B | 144.67% | |
| 120 | SCHXSCHWAB STRATEGIC TR | 431,771 | $9.5B | 142.79% | |
| 121 | USFRWISDOMTREE TR | 187,242 | $9.4B | 141.15% | |
| 122 | MCDMCDONALDS CORP | 29,982 | $9.4B | 140.28% | |
| 123 | SFMSPROUTS FMRS MKT INC | 61,123 | $9.3B | 139.74% | |
| 124 | VEEVVEEVA SYS INC | 40,205 | $9.3B | 139.49% | |
| 125 | USMVISHARES TR | 97,585 | $9.1B | 136.90% | |
| 126 | GEGE AEROSPACE | 45,609 | $9.1B | 136.73% | |
| 127 | PYPLPAYPAL HLDGS INC | 138,773 | $9.1B | 135.62% | |
| 128 | BSVVANGUARD BD INDEX FDS | 111,917 | $8.8B | 131.22% | |
| 129 | XLCSELECT SECTOR SPDR TR | 90,244 | $8.7B | 130.37% | |
| 130 | XMHQINVESCO EXCHANGE TRADED FD T | 94,816 | $8.7B | 129.99% | |
| 131 | IGEBISHARES TR | 192,141 | $8.6B | 129.53% | |
| 132 | XMMOINVESCO EXCHANGE TRADED FD T | 74,839 | $8.5B | 127.52% | |
| 133 | IWBISHARES TR | 27,566 | $8.5B | 126.65% | |
| 134 | KOCOCA COLA CO | 116,709 | $8.4B | 125.20% | |
| 135 | ETNEATON CORP PLC | 30,489 | $8.3B | 124.14% | |
| 136 | SCHZSCHWAB STRATEGIC TR | 357,166 | $8.3B | 123.90% | |
| 137 | BCCCGLOBAL X FDS | 217,252 | $8.2B | 122.77% | |
| 138 | CWISPDR INDEX SHS FDS | 276,121 | $8.2B | 122.34% | |
| 139 | CGDGCAPITAL GROUP DIVIDEND VALUE | 227,761 | $8.1B | 121.58% | |
| 140 | MRKMERCK & CO INC | 89,760 | $8.1B | 120.68% | |
| 141 | SUBISHARES TR | 74,245 | $7.8B | 117.43% | |
| 142 | XLESELECT SECTOR SPDR TR | 83,222 | $7.8B | 116.49% | |
| 143 | CPRTCOPART INC | 136,333 | $7.7B | 115.56% | |
| 144 | SHLDGLOBAL X FDS | 165,048 | $7.7B | 115.08% | |
| 145 | ORCLORACLE CORP | 54,734 | $7.7B | 114.62% | |
| 146 | AXONAXON ENTERPRISE INC | 14,535 | $7.6B | 114.50% | |
| 147 | WFCWELLS FARGO CO NEW | 105,475 | $7.6B | 113.41% | |
| 148 | VGTVANGUARD WORLD FD | 13,628 | $7.4B | 110.71% | |
| 149 | DYHTARGET CORP | 70,740 | $7.4B | 110.57% | |
| 150 | MCKMCKESSON CORP | 10,935 | $7.4B | 110.22% | |
| 151 | ABTABBOTT LABS | 54,329 | $7.2B | 107.94% | |
| 152 | BACBANK AMERICA CORP | 172,511 | $7.2B | 107.82% | |
| 153 | SBUXSTARBUCKS CORP | 73,358 | $7.2B | 107.78% | |
| 154 | SNPSSYNOPSYS INC | 16,573 | $7.1B | 106.45% | |
| 155 | CATCATERPILLAR INC | 21,373 | $7.0B | 105.58% | |
| 156 | JHMDJOHN HANCOCK EXCHANGE TRADED | 200,798 | $7.0B | 105.11% | |
| 157 | IBMINTERNATIONAL BUSINESS MACHS | 28,176 | $7.0B | 104.94% | |
| 158 | VVVANGUARD INDEX FDS | 27,096 | $7.0B | 104.31% | |
| 159 | SDYSPDR SER TR | 51,157 | $6.9B | 103.96% | |
| 160 | GQ9SPDR GOLD TR | 23,945 | $6.9B | 103.34% | |
| 161 | IVZINVESCO EXCHANGE TRADED FD T | 65,840 | $6.9B | 103.25% | |
| 162 | CRMSALESFORCE INC | 25,546 | $6.9B | 102.68% | |
| 163 | BKLNINVESCO EXCH TRADED FD TR II | 329,923 | $6.8B | 102.29% | |
| 164 | XLVSELECT SECTOR SPDR TR | 46,660 | $6.8B | 102.04% | |
| 165 | AGGISHARES TR | 67,836 | $6.7B | 100.51% | |
| 166 | IJHISHARES TR | 113,918 | $6.6B | 99.56% | |
| 167 | SOSOUTHERN CO | 71,910 | $6.6B | 99.04% | |
| 168 | VYMIVANGUARD WHITEHALL FDS | 89,712 | $6.6B | 99.02% | |
| 169 | ICSHISHARES TR | 129,001 | $6.5B | 97.96% | |
| 170 | VCITVANGUARD SCOTTSDALE FDS | 79,790 | $6.5B | 97.71% | |
| 171 | JPSTJ P MORGAN EXCHANGE TRADED F | 125,853 | $6.4B | 95.44% | |
| 172 | BIVVANGUARD BD INDEX FDS | 83,168 | $6.4B | 95.38% | |
| 173 | AMGNAMGEN INC | 20,252 | $6.3B | 94.50% | |
| 174 | LOWLOWES COS INC | 26,873 | $6.3B | 93.88% | |
| 175 | ADBEADOBE INC | 16,302 | $6.3B | 93.64% | |
| 176 | VWOVANGUARD INTL EQUITY INDEX F | 137,048 | $6.2B | 92.91% | |
| 177 | MOALTRIA GROUP INC | 102,979 | $6.2B | 92.58% | |
| 178 | BKNGBOOKING HOLDINGS INC | 1,334 | $6.1B | 92.08% | |
| 179 | BUGGLOBAL X FDS | 188,875 | $6.1B | 91.49% | |
| 180 | GSGOLDMAN SACHS GROUP INC | 11,166 | $6.1B | 91.37% | |
| 181 | DFGPDIMENSIONAL ETF TRUST | 113,960 | $6.1B | 91.20% | |
| 182 | DGROISHARES TR | 98,538 | $6.1B | 91.18% | |
| 183 | VBRVANGUARD INDEX FDS | 32,643 | $6.1B | 91.08% | |
| 184 | VCSHVANGUARD SCOTTSDALE FDS | 76,905 | $6.1B | 90.93% | |
| 185 | IWFISHARES TR | 16,643 | $6.0B | 90.01% | |
| 186 | PANWPALO ALTO NETWORKS INC | 34,974 | $6.0B | 89.39% | |
| 187 | UNPUNION PAC CORP | 25,207 | $6.0B | 89.19% | |
| 188 | VXUSVANGUARD STAR FDS | 94,174 | $5.8B | 87.59% | |
| 189 | TMOTHERMO FISHER SCIENTIFIC INC | 11,746 | $5.8B | 87.54% | |
| 190 | CMICUMMINS INC | 18,520 | $5.8B | 86.95% | |
| 191 | LMTLOCKHEED MARTIN CORP | 12,961 | $5.8B | 86.72% | |
| 192 | VXFVANGUARD INDEX FDS | 33,545 | $5.8B | 86.55% | |
| 193 | BACVERIZON COMMUNICATIONS INC | 127,356 | $5.8B | 86.53% | |
| 194 | AFLAFLAC INC | 51,811 | $5.8B | 86.29% | |
| 195 | TJXTJX COS INC NEW | 47,221 | $5.8B | 86.15% | |
| 196 | DFLVDIMENSIONAL ETF TRUST | 188,109 | $5.8B | 86.13% | |
| 197 | KCESPDR SER TR | 45,335 | $5.7B | 85.67% | |
| 198 | DISDISNEY WALT CO | 57,172 | $5.6B | 84.52% | |
| 199 | QCOMQUALCOMM INC | 36,663 | $5.6B | 84.35% | |
| 200 | AXPAMERICAN EXPRESS CO | 20,816 | $5.6B | 83.89% |