Merit Financial Group, LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.0T

Holdings

212

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (212 positions)

#StockSharesValue% PortfolioType
101
GSGOLDMAN SACHS GROUP INC
3,010$794.0M0.08%
102
CMCSACOMCAST CORP NEW
14,550$762.0M0.07%
103
DFPFLAHERTY & CRUMRINE DYN PFD
25,807$750.0M0.07%
104
MDTMEDTRONIC PLC
6,392$749.0M0.07%
105
NVTA1EURINVITAE CORP
18,070$743.0M0.07%Call
106
TJXTJX COS INC NEW
10,666$728.0M0.07%
107
CLXCLOROX CO DEL
3,600$727.0M0.07%
108
EEMISHARES TR
14,004$724.0M0.07%
109
VVVANGUARD INDEX FDS
4,121$724.0M0.07%
110
NEENEXTERA ENERGY INC
9,071$700.0M0.07%
111
IBMINTERNATIONAL BUSINESS MACHS
5,486$691.0M0.07%
112
MSCIMSCI INC
1,521$679.0M0.07%
113
WMTWALMART INC
4,653$671.0M0.06%
114
CVSCVS HEALTH CORP
9,417$643.0M0.06%
115
UTFCOHEN & STEERS INFRASTRUCTUR
24,719$638.0M0.06%
116
PSAPUBLIC STORAGE
2,761$637.0M0.06%
117
GDGENERAL DYNAMICS CORP
4,274$636.0M0.06%
118
CARRCARRIER GLOBAL CORPORATION
16,723$631.0M0.06%
119
TRVTRAVELERS COMPANIES INC
4,457$626.0M0.06%
120
LOWLOWES COS INC
3,870$621.0M0.06%
121
XOMEXXON MOBIL CORP
15,019$619.0M0.06%
122
HONHONEYWELL INTL INC
2,847$606.0M0.06%
123
KOCOCA COLA CO
10,698$587.0M0.06%
124
PRFINVESCO EXCHANGE TRADED FD T
4,368$582.0M0.06%
125
RYROYAL BK CDA
7,076$581.0M0.06%
126
SMMVISHARES TR
16,832$570.0M0.06%
127
COSTCOSTCO WHSL CORP NEW
1,499$565.0M0.05%
128
CDWCDW CORP
4,242$559.0M0.05%
129
VBVANGUARD INDEX FDS
2,860$557.0M0.05%
130
KMBKIMBERLY-CLARK CORP
4,086$551.0M0.05%
131
OTISOTIS WORLDWIDE CORP
8,097$547.0M0.05%
132
QUSSPDR SER TR
5,198$543.0M0.05%
133
CVXCHEVRON CORP NEW
6,367$538.0M0.05%
134
HUMHUMANA INC
1,300$533.0M0.05%
135
BNSBANK NOVA SCOTIA B C
9,782$529.0M0.05%
136
MARMARRIOTT INTL INC NEW
3,938$520.0M0.05%
137
ADPAUTOMATIC DATA PROCESSING IN
2,913$513.0M0.05%
138
SDYSPDR SER TR
4,814$510.0M0.05%
139
UNHUNITEDHEALTH GROUP INC
1,427$500.0M0.05%
140
PIMCO DYNAMIC CR INCOME FD
22,313$473.0M0.05%
141
CSCOCISCO SYS INC
10,168$455.0M0.04%
142
GOOGLALPHABET INC
257$450.0M0.04%
143
YUMYUM BRANDS INC
4,145$450.0M0.04%
144
MCKMCKESSON CORP
2,542$442.0M0.04%
145
MTUMISHARES TR
2,734$441.0M0.04%
146
AMGNAMGEN INC
1,910$439.0M0.04%
147
BMYBRISTOL-MYERS SQUIBB CO
7,015$435.0M0.04%
148
INTCINTEL CORP
8,234$410.0M0.04%
149
HOMBHOME BANCSHARES INC
20,800$405.0M0.04%
150
GOFGUGGENHEIM STRATEGIC OPPORTU
20,294$394.0M0.04%
151
VIGVANGUARD SPECIALIZED FUNDS
2,766$390.0M0.04%
152
BACBK OF AMERICA CORP
12,497$379.0M0.04%
153
BABAALIBABA GROUP HLDG LTD
1,522$354.0M0.03%
154
MUBISHARES TR
2,994$351.0M0.03%
155
GQ9SPDR GOLD TR
1,966$351.0M0.03%
156
PKWINVESCO EXCHANGE TRADED FD T
4,775$350.0M0.03%
157
VLOVALERO ENERGY CORP
6,138$347.0M0.03%
158
MGKVANGUARD WORLD FD
1,688$344.0M0.03%
159
IJKISHARES TR
4,743$343.0M0.03%
160
VOEVANGUARD INDEX FDS
2,886$343.0M0.03%
161
EEMVISHARES INC
5,521$337.0M0.03%
162
NUMGNUSHARES ETF TR
6,747$334.0M0.03%
163
TAXFAMERICAN CENTY ETF TR
6,118$334.0M0.03%
164
NIONIO INC
6,535$319.0M0.03%
165
BPBP PLC
15,458$317.0M0.03%
166
SHYISHARES TR
3,621$313.0M0.03%
167
SUSAISHARES TR
3,759$310.0M0.03%
168
LUVSOUTHWEST AIRLS CO
6,633$309.0M0.03%
169
BTALAGF INVTS TR
15,706$300.0M0.03%
170
BYNDBEYOND MEAT INC
2,358$295.0M0.03%
171
QCOMQUALCOMM INC
1,921$293.0M0.03%
172
TMOTHERMO FISHER SCIENTIFIC INC
623$290.0M0.03%
173
YUMCYUM CHINA HLDGS INC
5,041$288.0M0.03%
174
ECLECOLAB INC
1,318$285.0M0.03%
175
CCLCARNIVAL CORP
13,060$283.0M0.03%
176
VWOVANGUARD INTL EQUITY INDEX F
5,601$281.0M0.03%
177
IRMIRON MTN INC NEW
9,500$280.0M0.03%
178
IJTISHARES TR
2,388$273.0M0.03%
179
PDTHANCOCK JOHN PREM DIVID FD
18,740$266.0M0.03%
180
ILMNILLUMINA INC
717$265.0M0.03%
181
AXPAMERICAN EXPRESS CO
2,167$262.0M0.03%
182
VEAVANGUARD TAX-MANAGED INTL FD
5,396$255.0M0.02%
183
SLYSPDR SER TR
3,133$249.0M0.02%
184
SBUXSTARBUCKS CORP
2,308$247.0M0.02%
185
ASMLASML HOLDING N V
502$245.0M0.02%
186
USOUNITED STS OIL FD LP
7,320$242.0M0.02%
187
AMDADVANCED MICRO DEVICES INC
2,588$237.0M0.02%
188
TTTRANE TECHNOLOGIES PLC
1,620$235.0M0.02%
189
VBRVANGUARD INDEX FDS
1,642$234.0M0.02%
190
DSIISHARES TR
3,270$234.0M0.02%
191
MCXMCCORMICK & CO INC
2,400$229.0M0.02%
192
CHDCHURCH & DWIGHT INC
2,600$227.0M0.02%
193
FS KKR CAP CORP II
13,575$223.0M0.02%
194
CMGCHIPOTLE MEXICAN GRILL INC
160$222.0M0.02%
195
HRLHORMEL FOODS CORP
4,736$221.0M0.02%
196
EFAISHARES TR
3,019$220.0M0.02%
197
ESGUISHARES TR
2,548$219.0M0.02%
198
IVWISHARES TR
3,429$219.0M0.02%
199
VRSKVERISK ANALYTICS INC
1,048$218.0M0.02%
200
VGSHVANGUARD SCOTTSDALE FDS
3,489$215.0M0.02%
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