Merit Financial Group, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$9.0B
Holdings
1,694
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,694 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VIGVANGUARD SPECIALIZED FUNDS | 71,925 | $14.7B | 164.15% | |
| 102 | SUBISHARES TR | 137,877 | $14.7B | 163.49% | |
| 103 | BSXBOSTON SCIENTIFIC CORP | 134,928 | $14.5B | 161.60% | |
| 104 | KOCOCA COLA CO | 199,259 | $14.1B | 157.20% | |
| 105 | XLKSELECT SECTOR SPDR TR | 54,667 | $13.8B | 154.36% | |
| 106 | GSGOLDMAN SACHS GROUP INC | 19,057 | $13.5B | 150.40% | |
| 107 | TAT&T INC | 459,082 | $13.3B | 148.15% | |
| 108 | SPGIS&P GLOBAL INC | 25,196 | $13.3B | 148.14% | |
| 109 | HONHONEYWELL INTL INC | 56,486 | $13.2B | 146.68% | |
| 110 | VEEVVEEVA SYS INC | 45,247 | $13.0B | 145.30% | |
| 111 | MCKMCKESSON CORP | 17,678 | $13.0B | 144.45% | |
| 112 | USMVISHARES TR | 137,220 | $12.9B | 143.63% | |
| 113 | XLFSELECT SECTOR SPDR TR | 244,709 | $12.8B | 142.90% | |
| 114 | BIVVANGUARD BD INDEX FDS | 164,559 | $12.7B | 141.91% | |
| 115 | TXNTEXAS INSTRS INC | 61,140 | $12.7B | 141.55% | |
| 116 | SPYVSPDR SERIES TRUST | 238,743 | $12.5B | 139.34% | |
| 117 | IUSINVESCO EXCH TRD SLF IDX FD | 236,620 | $12.2B | 135.88% | |
| 118 | WFCWELLS FARGO CO NEW | 150,958 | $12.1B | 134.86% | |
| 119 | AXPAMERICAN EXPRESS CO | 37,397 | $11.9B | 133.02% | |
| 120 | CATCATERPILLAR INC | 30,639 | $11.9B | 132.63% | |
| 121 | SMHVANECK ETF TRUST | 42,529 | $11.9B | 132.25% | |
| 122 | SGOLETFS GOLD TR | 375,728 | $11.9B | 132.14% | |
| 123 | CGDGCAPITAL GROUP DIVIDEND VALUE | 298,904 | $11.8B | 131.62% | |
| 124 | AVEMAMERICAN CENTY ETF TR | 171,596 | $11.8B | 131.15% | |
| 125 | SPDWSPDR INDEX SHS FDS | 290,351 | $11.8B | 131.09% | |
| 126 | VGTVANGUARD WORLD FD | 17,389 | $11.5B | 128.61% | |
| 127 | AXONAXON ENTERPRISE INC | 13,841 | $11.5B | 127.78% | |
| 128 | SCHXSCHWAB STRATEGIC TR | 465,081 | $11.4B | 126.75% | |
| 129 | IGEBISHARES TR | 248,811 | $11.3B | 126.07% | |
| 130 | USFRWISDOMTREE TR | 223,866 | $11.3B | 125.59% | |
| 131 | ETNEATON CORP PLC | 31,300 | $11.2B | 124.60% | |
| 132 | IBMINTERNATIONAL BUSINESS MACHS | 37,842 | $11.2B | 124.39% | |
| 133 | ITOTISHARES TR | 81,978 | $11.1B | 123.44% | |
| 134 | JPSTJ P MORGAN EXCHANGE TRADED F | 217,749 | $11.0B | 123.05% | |
| 135 | IJRISHARES TR | 100,713 | $11.0B | 122.74% | |
| 136 | ADBEADOBE INC | 28,182 | $10.9B | 121.58% | |
| 137 | IDEVISHARES TR | 141,579 | $10.8B | 120.04% | |
| 138 | CGGRCAPITAL GROUP GROWTH ETF | 262,942 | $10.7B | 119.19% | |
| 139 | PYPLPAYPAL HLDGS INC | 142,762 | $10.6B | 118.31% | |
| 140 | LMTLOCKHEED MARTIN CORP | 22,518 | $10.4B | 116.29% | |
| 141 | MCDMCDONALDS CORP | 35,538 | $10.4B | 115.78% | |
| 142 | BTTBLACKROCK MUN TARGET TERM TR | 471,040 | $10.3B | 114.98% | |
| 143 | JEPIJ P MORGAN EXCHANGE TRADED F | 180,930 | $10.3B | 114.69% | |
| 144 | DONSPDR DOW JONES INDL AVERAGE | 23,341 | $10.3B | 114.69% | |
| 145 | VWOVANGUARD INTL EQUITY INDEX F | 205,603 | $10.2B | 113.39% | |
| 146 | SCHASCHWAB STRATEGIC TR | 394,720 | $10.0B | 111.36% | |
| 147 | DWDMORGAN STANLEY | 70,702 | $10.0B | 111.05% | |
| 148 | VONGVANGUARD SCOTTSDALE FDS | 90,838 | $9.9B | 110.61% | |
| 149 | MRKMERCK & CO INC | 124,198 | $9.8B | 109.63% | |
| 150 | SNPSSYNOPSYS INC | 19,068 | $9.8B | 109.01% | |
| 151 | SFMSPROUTS FMRS MKT INC | 59,160 | $9.7B | 108.61% | |
| 152 | IWBISHARES TR | 28,357 | $9.6B | 107.37% | |
| 153 | JQUAJ P MORGAN EXCHANGE TRADED F | 157,744 | $9.5B | 105.63% | |
| 154 | TMUST-MOBILE US INC | 39,575 | $9.4B | 105.14% | |
| 155 | CRMSALESFORCE INC | 34,513 | $9.4B | 104.94% | |
| 156 | SRLNSSGA ACTIVE ETF TR | 223,888 | $9.3B | 103.83% | |
| 157 | BACBANK AMERICA CORP | 195,104 | $9.2B | 102.95% | |
| 158 | EMXCISHARES INC | 145,233 | $9.2B | 102.25% | |
| 159 | FNDXSCHWAB STRATEGIC TR | 373,221 | $9.2B | 102.13% | |
| 160 | XMHQINVESCO EXCHANGE TRADED FD T | 91,960 | $9.0B | 100.74% | |
| 161 | CWISPDR INDEX SHS FDS | 276,442 | $9.0B | 100.68% | |
| 162 | CBCHUBB LIMITED | 31,059 | $9.0B | 100.34% | |
| 163 | AVDVAMERICAN CENTY ETF TR | 110,191 | $8.7B | 97.41% | |
| 164 | FNDFSCHWAB STRATEGIC TR | 218,064 | $8.7B | 97.31% | |
| 165 | XLCSELECT SECTOR SPDR TR | 79,993 | $8.7B | 96.81% | |
| 166 | UNPUNION PAC CORP | 37,512 | $8.6B | 96.24% | |
| 167 | AGGISHARES TR | 86,478 | $8.6B | 95.66% | |
| 168 | DFASDIMENSIONAL ETF TRUST | 134,426 | $8.6B | 95.50% | |
| 169 | QCOMQUALCOMM INC | 53,100 | $8.5B | 94.30% | |
| 170 | PNCPNC FINL SVCS GROUP INC | 44,925 | $8.4B | 93.39% | |
| 171 | BKNGBOOKING HOLDINGS INC | 1,446 | $8.4B | 93.32% | |
| 172 | GQ9SPDR GOLD TR | 27,392 | $8.3B | 93.11% | |
| 173 | ABTABBOTT LABS | 61,229 | $8.3B | 92.86% | |
| 174 | SYKSTRYKER CORPORATION | 21,002 | $8.3B | 92.65% | |
| 175 | UNHUNITEDHEALTH GROUP INC | 25,925 | $8.1B | 90.18% | |
| 176 | ICSHISHARES TR | 159,354 | $8.1B | 90.11% | |
| 177 | VXUSVANGUARD STAR FDS | 116,953 | $8.1B | 90.10% | |
| 178 | ITWILLINOIS TOOL WKS INC | 32,675 | $8.1B | 90.09% | |
| 179 | GDGENERAL DYNAMICS CORP | 27,589 | $8.0B | 89.73% | |
| 180 | VYMIVANGUARD WHITEHALL FDS | 97,389 | $7.8B | 87.00% | |
| 181 | SOSOUTHERN CO | 84,302 | $7.7B | 86.32% | |
| 182 | DGROISHARES TR | 119,493 | $7.6B | 85.20% | |
| 183 | MOALTRIA GROUP INC | 129,899 | $7.6B | 84.92% | |
| 184 | LOWLOWES COS INC | 34,155 | $7.6B | 84.50% | |
| 185 | PANWPALO ALTO NETWORKS INC | 36,971 | $7.6B | 84.36% | |
| 186 | VVVANGUARD INDEX FDS | 26,489 | $7.6B | 84.27% | |
| 187 | SBUXSTARBUCKS CORP | 82,215 | $7.5B | 84.00% | |
| 188 | IJHISHARES TR | 119,907 | $7.4B | 82.92% | |
| 189 | SCHZSCHWAB STRATEGIC TR | 315,459 | $7.3B | 81.75% | |
| 190 | IWFISHARES TR | 17,245 | $7.3B | 81.65% | |
| 191 | BXBLACKSTONE INC | 48,798 | $7.3B | 81.39% | |
| 192 | PAYXPAYCHEX INC | 50,020 | $7.3B | 81.13% | |
| 193 | DGRWWISDOMTREE TR | 86,284 | $7.2B | 80.57% | |
| 194 | SDYSPDR SERIES TRUST | 52,518 | $7.1B | 79.48% | |
| 195 | KLACKLA CORP | 7,852 | $7.0B | 78.43% | |
| 196 | CPRTCOPART INC | 143,255 | $7.0B | 78.38% | |
| 197 | TJXTJX COS INC NEW | 56,201 | $6.9B | 77.39% | |
| 198 | BSVVANGUARD BD INDEX FDS | 88,103 | $6.9B | 77.32% | |
| 199 | DISDISNEY WALT CO | 55,560 | $6.9B | 76.83% | |
| 200 | SPEMSPDR INDEX SHS FDS | 161,167 | $6.9B | 76.81% |