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 |
|---|---|---|---|---|---|
| 301 | VHTVANGUARD WORLD FD | 18,516 | $4.6B | 51.27% | |
| 302 | CGUSCAPITAL GROUP CORE EQUITY ET | 122,226 | $4.5B | 50.33% | |
| 303 | IBDSISHARES TR | 185,813 | $4.5B | 50.29% | |
| 304 | COFCAPITAL ONE FINL CORP | 21,093 | $4.5B | 50.04% | |
| 305 | VGITVANGUARD SCOTTSDALE FDS | 74,734 | $4.5B | 49.84% | |
| 306 | XLYSELECT SECTOR SPDR TR | 20,365 | $4.4B | 49.35% | |
| 307 | MIGAMICROSTRATEGY INC | 10,852 | $4.4B | 48.92% | |
| 308 | SNYSANOFI | 90,455 | $4.4B | 48.73% | |
| 309 | DUOLDUOLINGO INC | 10,632 | $4.4B | 48.61% | |
| 310 | CMECME GROUP INC | 15,816 | $4.4B | 48.61% | |
| 311 | SNOWSNOWFLAKE INC | 19,297 | $4.3B | 48.15% | |
| 312 | BNDXVANGUARD CHARLOTTE FDS | 87,179 | $4.3B | 48.13% | |
| 313 | CGCPCAPITAL GRP FIXED INCM ETF T | 191,658 | $4.3B | 48.09% | |
| 314 | MSCIMSCI INC | 7,456 | $4.3B | 47.95% | |
| 315 | IYY*ISHARES TR | 28,465 | $4.3B | 47.89% | |
| 316 | KKRKKR & CO INC | 32,222 | $4.3B | 47.80% | |
| 317 | WELLWELLTOWER INC | 27,861 | $4.3B | 47.76% | |
| 318 | CMCSACOMCAST CORP NEW | 119,740 | $4.3B | 47.65% | |
| 319 | ATOATMOS ENERGY CORP | 27,596 | $4.3B | 47.42% | |
| 320 | GMGENERAL MTRS CO | 86,291 | $4.2B | 47.35% | |
| 321 | VRSNVERISIGN INC | 14,584 | $4.2B | 46.97% | |
| 322 | TRVTRAVELERS COMPANIES INC | 15,688 | $4.2B | 46.80% | |
| 323 | NVONOVO-NORDISK A S | 60,610 | $4.2B | 46.65% | |
| 324 | XMMOINVESCO EXCHANGE TRADED FD T | 31,941 | $4.1B | 45.81% | |
| 325 | CGMSCAPITAL GRP FIXED INCM ETF T | 148,581 | $4.1B | 45.76% | |
| 326 | EMBISHARES TR | 43,666 | $4.0B | 45.10% | |
| 327 | TOTLSSGA ACTIVE ETF TR | 100,543 | $4.0B | 44.97% | |
| 328 | AJGGALLAGHER ARTHUR J & CO | 12,531 | $4.0B | 44.73% | |
| 329 | VDCVANGUARD WORLD FD | 18,169 | $4.0B | 44.37% | |
| 330 | CGGOCAPITAL GROUP GBL GROWTH EQT | 124,033 | $4.0B | 44.22% | |
| 331 | SCHBSCHWAB STRATEGIC TR | 165,921 | $4.0B | 44.09% | |
| 332 | STIPISHARES TR | 38,338 | $3.9B | 43.99% | |
| 333 | ABGCENCORA INC | 13,141 | $3.9B | 43.94% | |
| 334 | CMGCHIPOTLE MEXICAN GRILL INC | 69,727 | $3.9B | 43.66% | |
| 335 | DSTLETF SER SOLUTIONS | 70,261 | $3.9B | 43.36% | |
| 336 | SYYSYSCO CORP | 51,219 | $3.9B | 43.26% | |
| 337 | FSEPFIRST TR EXCHNG TRADED FD VI | 80,771 | $3.9B | 43.24% | |
| 338 | IMCGISHARES TR | 48,249 | $3.9B | 43.16% | |
| 339 | DDTOINNOVATOR ETFS TRUST | 120,260 | $3.9B | 43.02% | |
| 340 | PSAPUBLIC STORAGE OPER CO | 13,146 | $3.9B | 43.01% | |
| 341 | CHKPCHECK POINT SOFTWARE TECH LT | 17,286 | $3.8B | 42.65% | |
| 342 | SPHYSPDR SERIES TRUST | 159,840 | $3.8B | 42.42% | |
| 343 | BUGGLOBAL X FDS | 101,304 | $3.8B | 41.91% | |
| 344 | HEFAISHARES TR | 98,729 | $3.7B | 41.79% | |
| 345 | CGGECAPITAL GROUP GLOBAL EQUITY | 127,487 | $3.7B | 41.50% | |
| 346 | FBTCFIDELITY WISE ORIGIN BITCOIN | 39,578 | $3.7B | 41.48% | |
| 347 | SCHFSCHWAB STRATEGIC TR | 168,170 | $3.7B | 41.44% | |
| 348 | NVSNNOVARTIS AG | 30,520 | $3.7B | 41.18% | |
| 349 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.6B | 40.63% | |
| 350 | KLMNINVESCO EXCH TRADED FD TR II | 32,290 | $3.6B | 40.50% | |
| 351 | IBDTISHARES TR | 142,335 | $3.6B | 40.34% | |
| 352 | TLHISHARES TR | 35,379 | $3.6B | 40.08% | |
| 353 | ACWVISHARES INC | 30,257 | $3.6B | 40.00% | |
| 354 | EMREMERSON ELEC CO | 26,668 | $3.6B | 39.65% | |
| 355 | SPOTSPOTIFY TECHNOLOGY S A | 4,627 | $3.6B | 39.59% | |
| 356 | AIGAMERICAN INTL GROUP INC | 41,339 | $3.5B | 39.45% | |
| 357 | CRWDCROWDSTRIKE HLDGS INC | 6,938 | $3.5B | 39.40% | |
| 358 | BTCGRAYSCALE BITCOIN MINI TR ET | 73,639 | $3.5B | 39.21% | |
| 359 | EVSDMORGAN STANLEY ETF TRUST | 68,765 | $3.5B | 39.21% | |
| 360 | ADIANALOG DEVICES INC | 14,769 | $3.5B | 39.20% | |
| 361 | LRCXLAM RESEARCH CORP | 36,004 | $3.5B | 39.08% | |
| 362 | TEQIT ROWE PRICE ETF INC | 81,116 | $3.5B | 38.48% | |
| 363 | EMLCVANECK ETF TRUST | 134,469 | $3.4B | 38.01% | |
| 364 | IDHQINVESCO EXCH TRADED FD TR II | 103,259 | $3.4B | 37.97% | |
| 365 | SDVYFIRST TR EXCHANGE-TRADED FD | 96,442 | $3.4B | 37.94% | |
| 366 | SGOVISHARES TR | 33,558 | $3.4B | 37.68% | |
| 367 | DHRDANAHER CORPORATION | 17,099 | $3.4B | 37.66% | |
| 368 | CARRCARRIER GLOBAL CORPORATION | 46,113 | $3.4B | 37.63% | |
| 369 | IWDISHARES TR | 17,342 | $3.4B | 37.56% | |
| 370 | BUFFINNOVATOR ETFS TRUST | 71,361 | $3.4B | 37.40% | |
| 371 | KORPAMERICAN CENTY ETF TR | 71,072 | $3.3B | 37.30% | |
| 372 | TTTRANE TECHNOLOGIES PLC | 7,572 | $3.3B | 36.93% | |
| 373 | FISVFISERV INC | 19,165 | $3.3B | 36.84% | |
| 374 | RSPINVESCO EXCHANGE TRADED FD T | 18,087 | $3.3B | 36.65% | |
| 375 | SPHQINVESCO EXCHANGE TRADED FD T | 46,053 | $3.3B | 36.59% | |
| 376 | DASHDOORDASH INC | 13,116 | $3.2B | 36.05% | |
| 377 | HWMHOWMET AEROSPACE INC | 17,344 | $3.2B | 36.00% | |
| 378 | CITCINTAS CORP | 14,472 | $3.2B | 35.97% | |
| 379 | MMM3M CO | 21,160 | $3.2B | 35.92% | |
| 380 | OMFLINVESCO EXCH TRD SLF IDX FD | 55,496 | $3.2B | 35.76% | |
| 381 | BLOKAMPLIFY ETF TR | 55,813 | $3.2B | 35.54% | |
| 382 | ICEINTERCONTINENTAL EXCHANGE IN | 17,317 | $3.2B | 35.43% | |
| 383 | NOCNORTHROP GRUMMAN CORP | 6,339 | $3.2B | 35.34% | |
| 384 | VTIPVANGUARD MALVERN FDS | 63,018 | $3.2B | 35.32% | |
| 385 | DBEFDBX ETF TR | 72,109 | $3.2B | 35.18% | |
| 386 | TFCTRUIST FINL CORP | 72,779 | $3.1B | 34.89% | |
| 387 | HEMIHARTFORD FDS EXCHANGE TRADED | 81,514 | $3.1B | 34.79% | |
| 388 | CLCOLGATE PALMOLIVE CO | 34,296 | $3.1B | 34.76% | |
| 389 | SCISERVICE CORP INTL | 38,072 | $3.1B | 34.56% | |
| 390 | AZOAUTOZONE INC | 832 | $3.1B | 34.44% | |
| 391 | VFMOVANGUARD WELLINGTON FD | 17,899 | $3.1B | 34.43% | |
| 392 | SPABSPDR SERIES TRUST | 120,565 | $3.1B | 34.42% | |
| 393 | A4SAMERIPRISE FINL INC | 5,782 | $3.1B | 34.41% | |
| 394 | FLQMFRANKLIN TEMPLETON ETF TR | 56,572 | $3.1B | 34.26% | |
| 395 | ZTSZOETIS INC | 19,616 | $3.1B | 34.11% | |
| 396 | EWXSPDR INDEX SHS FDS | 49,262 | $3.1B | 34.07% | |
| 397 | FISFIDELITY NATL INFORMATION SV | 37,509 | $3.1B | 34.05% | |
| 398 | GLDMWORLD GOLD TR | 46,559 | $3.1B | 34.02% | |
| 399 | SEIMSEI EXCHANGE TRADED FUNDS | 72,326 | $3.0B | 34.00% | |
| 400 | PGRPROGRESSIVE CORP | 11,355 | $3.0B | 33.79% |