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 |
|---|---|---|---|---|---|
| 201 | COPCONOCOPHILLIPS | 53,174 | $5.6B | 83.64% | |
| 202 | LINLINDE PLC | 11,896 | $5.5B | 82.96% | |
| 203 | IDEVISHARES TR | 79,694 | $5.5B | 82.23% | |
| 204 | PTFINVESCO EXCHANGE TRADED FD T | 92,742 | $5.5B | 81.90% | |
| 205 | VBKVANGUARD INDEX FDS | 21,569 | $5.4B | 81.34% | |
| 206 | PCTYPAYLOCITY HLDG CORP | 28,836 | $5.4B | 80.91% | |
| 207 | XLISELECT SECTOR SPDR TR | 40,788 | $5.3B | 80.07% | |
| 208 | ADPAUTOMATIC DATA PROCESSING IN | 17,448 | $5.3B | 79.85% | |
| 209 | VFHVANGUARD WORLD FD | 44,609 | $5.3B | 79.82% | |
| 210 | AHRAMERICAN HEALTHCARE REIT INC | 175,827 | $5.3B | 79.80% | |
| 211 | CGGRCAPITAL GROUP GROWTH ETF | 153,966 | $5.3B | 78.98% | |
| 212 | ITOTISHARES TR | 42,990 | $5.2B | 78.56% | |
| 213 | KORPAMERICAN CENTY ETF TR | 111,893 | $5.2B | 78.33% | |
| 214 | BXBLACKSTONE INC | 37,337 | $5.2B | 78.17% | |
| 215 | VOEVANGUARD INDEX FDS | 32,481 | $5.2B | 78.10% | |
| 216 | DUKDUKE ENERGY CORP NEW | 42,693 | $5.2B | 77.99% | |
| 217 | WMBWILLIAMS COS INC | 86,969 | $5.2B | 77.84% | |
| 218 | MDYSPDR S&P MIDCAP 400 ETF TR | 9,730 | $5.2B | 77.75% | |
| 219 | EQWLINVESCO EXCHANGE TRADED FD T | 49,912 | $5.1B | 77.07% | |
| 220 | ILCBISHARES TR | 66,306 | $5.1B | 76.73% | |
| 221 | IWMISHARES TR | 25,401 | $5.1B | 75.90% | |
| 222 | DFAIDIMENSIONAL ETF TRUST | 161,845 | $5.1B | 75.71% | |
| 223 | XLBSELECT SECTOR SPDR TR | 58,699 | $5.0B | 75.59% | |
| 224 | MRSHMARSH & MCLENNAN COS INC | 20,262 | $4.9B | 74.06% | |
| 225 | VHTVANGUARD WORLD FD | 18,661 | $4.9B | 73.99% | |
| 226 | BKDVBNY MELLON ETF TRUST II | 194,825 | $4.9B | 73.80% | |
| 227 | DGRWWISDOMTREE TR | 61,674 | $4.9B | 73.77% | |
| 228 | VOXVANGUARD WORLD FD | 32,851 | $4.9B | 73.01% | |
| 229 | ACNACCENTURE PLC IRELAND | 15,322 | $4.8B | 71.61% | |
| 230 | COWZPACER FDS TR | 86,986 | $4.8B | 71.35% | |
| 231 | HSYHERSHEY CO | 27,844 | $4.8B | 71.33% | |
| 232 | IOOISHARES TR | 49,092 | $4.7B | 70.80% | |
| 233 | IHDGWISDOMTREE TR | 108,409 | $4.7B | 70.47% | |
| 234 | UBERUBER TECHNOLOGIES INC | 64,417 | $4.7B | 70.30% | |
| 235 | CBCHUBB LIMITED | 15,422 | $4.7B | 69.76% | |
| 236 | FLRNSPDR SER TR | 150,827 | $4.6B | 69.62% | |
| 237 | VCRVANGUARD WORLD FD | 13,950 | $4.5B | 68.01% | |
| 238 | ILCGISHARES TR | 55,973 | $4.5B | 67.90% | |
| 239 | HYGISHARES TR | 57,306 | $4.5B | 67.71% | |
| 240 | XLYSELECT SECTOR SPDR TR | 22,880 | $4.5B | 67.67% | |
| 241 | TRVCCITIGROUP INC | 63,470 | $4.5B | 67.49% | |
| 242 | CROXCROCS INC | 42,367 | $4.5B | 67.39% | |
| 243 | GBDCGOLUB CAP BDC INC | 295,706 | $4.5B | 67.06% | |
| 244 | FISVFISERV INC | 20,257 | $4.5B | 67.00% | |
| 245 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 398,032 | $4.5B | 66.77% | |
| 246 | VOTVANGUARD INDEX FDS | 18,168 | $4.4B | 66.57% | |
| 247 | IAGGISHARES TR | 88,562 | $4.4B | 66.31% | |
| 248 | VNQVANGUARD INDEX FDS | 48,680 | $4.4B | 66.02% | |
| 249 | AMATAPPLIED MATLS INC | 30,224 | $4.4B | 65.70% | |
| 250 | SIVRABRDN SILVER ETF TRUST | 133,187 | $4.3B | 64.85% | |
| 251 | CMCSACOMCAST CORP NEW | 116,727 | $4.3B | 64.51% | |
| 252 | DEDEERE & CO | 8,928 | $4.2B | 62.77% | |
| 253 | GBTCGRAYSCALE BITCOIN TRUST ETF | 63,883 | $4.2B | 62.36% | |
| 254 | FSEPFIRST TR EXCHNG TRADED FD VI | 93,420 | $4.2B | 62.34% | |
| 255 | LRNSTRIDE INC | 32,666 | $4.1B | 61.89% | |
| 256 | MSCIMSCI INC | 7,301 | $4.1B | 61.84% | |
| 257 | ESGUISHARES TR | 33,554 | $4.1B | 61.27% | |
| 258 | AOHYANGEL OAK FUNDS TRUST | 370,908 | $4.1B | 60.94% | |
| 259 | PFEPFIZER INC | 158,871 | $4.0B | 60.30% | |
| 260 | CHKPCHECK POINT SOFTWARE TECH LT | 17,561 | $4.0B | 59.95% | |
| 261 | ANETARISTA NETWORKS INC | 51,629 | $4.0B | 59.92% | |
| 262 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $4.0B | 59.80% | |
| 263 | VDCVANGUARD WORLD FD | 18,181 | $4.0B | 59.59% | |
| 264 | EFAVISHARES TR | 50,677 | $3.9B | 59.14% | |
| 265 | ITA*ISHARES TR | 25,582 | $3.9B | 58.66% | |
| 266 | NOWSERVICENOW INC | 4,918 | $3.9B | 58.64% | |
| 267 | SPEMSPDR INDEX SHS FDS | 98,733 | $3.9B | 58.22% | |
| 268 | IYY*ISHARES TR | 28,465 | $3.9B | 58.03% | |
| 269 | WELLWELLTOWER INC | 25,286 | $3.9B | 58.03% | |
| 270 | ISRGINTUITIVE SURGICAL INC | 7,811 | $3.9B | 57.94% | |
| 271 | MMM3M CO | 25,887 | $3.8B | 56.94% | |
| 272 | IWDISHARES TR | 20,126 | $3.8B | 56.72% | |
| 273 | NICNICOLET BANKSHARES INC | 34,559 | $3.8B | 56.40% | |
| 274 | SYKSTRYKER CORPORATION | 10,094 | $3.8B | 56.28% | |
| 275 | MDTMEDTRONIC PLC | 41,474 | $3.7B | 55.82% | |
| 276 | MDLZMONDELEZ INTL INC | 53,818 | $3.7B | 54.69% | |
| 277 | SPHYSPDR SER TR | 151,501 | $3.5B | 53.14% | |
| 278 | IMCGISHARES TR | 49,610 | $3.5B | 53.08% | |
| 279 | AMDADVANCED MICRO DEVICES INC | 34,339 | $3.5B | 52.84% | |
| 280 | HEMIHARTFORD FDS EXCHANGE TRADED | 91,724 | $3.5B | 52.82% | |
| 281 | SCHWSCHWAB CHARLES CORP | 44,886 | $3.5B | 52.63% | |
| 282 | CGUSCAPITAL GROUP CORE EQUITY ET | 104,581 | $3.5B | 52.32% | |
| 283 | GMGENERAL MTRS CO | 73,068 | $3.4B | 51.47% | |
| 284 | EVSDMORGAN STANLEY ETF TRUST | 67,643 | $3.4B | 51.43% | |
| 285 | HYSPIMCO ETF TR | 36,565 | $3.4B | 51.30% | |
| 286 | INTUINTUIT | 5,562 | $3.4B | 51.15% | |
| 287 | NOCNORTHROP GRUMMAN CORP | 6,663 | $3.4B | 51.10% | |
| 288 | OMFLINVESCO EXCH TRD SLF IDX FD | 63,171 | $3.4B | 50.44% | |
| 289 | VGITVANGUARD SCOTTSDALE FDS | 56,672 | $3.4B | 50.42% | |
| 290 | VRSNVERISIGN INC | 13,148 | $3.3B | 49.99% | |
| 291 | TRVTRAVELERS COMPANIES INC | 12,556 | $3.3B | 49.74% | |
| 292 | FTGSFIRST TR EXCHANGE-TRADED FD | 111,545 | $3.3B | 49.70% | |
| 293 | JCIJOHNSON CTLS INTL PLC | 41,229 | $3.3B | 49.47% | |
| 294 | AQLTISHARES TR | 62,235 | $3.3B | 49.22% | |
| 295 | MCOMOODYS CORP | 7,055 | $3.3B | 49.21% | |
| 296 | IWRISHARES TR | 38,594 | $3.3B | 49.18% | |
| 297 | GILDGILEAD SCIENCES INC | 29,229 | $3.3B | 49.05% | |
| 298 | NEENEXTERA ENERGY INC | 46,173 | $3.3B | 49.03% | |
| 299 | NFTYFIRST TR EXCH TRD ALPHDX FD | 58,610 | $3.3B | 48.95% | |
| 300 | CLCOLGATE PALMOLIVE CO | 34,809 | $3.3B | 48.85% |