Merit Financial Group, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 1,396
Total Value: 6629458918
Accession Number: 0001621225-25-000003
Form Type: 13F-HR
CIK: 0001621225
Manager Name: Merit Financial Group, LLC

Data Enrichment

71% identified

990 identified406 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,396 positions • $6,629,458.918K total value

1,396 positions

Manager:

SEC FilingSEC DataHachi Filing

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46434V621

DGRO|46434V621

98538(+0.1%)

Value:

$6.1B(+0.8%)

922908611

VBR|922908611

32643(-40.3%)

Value:

$6.1B(-43.8%)

92206C409

76905(+1446.1%)

Value:

$6.1B(+1464.7%)

464287614

IWF|464287614

16643(+34.1%)

Value:

$6.0B(+20.5%)

Palo Alto Networks Inc

PANW|697435105

34974(+29.6%)

Value:

$6.0B(+21.5%)

UNION PACIFIC CORP

UNP|907818108

25207(+7.4%)

Value:

$6.0B(+11.2%)

921909768

VXUS|921909768

94174(+8.5%)

Value:

$5.8B(+14.3%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

11746(+19.2%)

Value:

$5.8B(+14.1%)

CUMMINS INC

CMI|231021106

18520(+44.3%)

Value:

$5.8B(+29.7%)

LOCKHEED MARTIN CORP

LMT|539830109

12961(+8.8%)

Value:

$5.8B(+0.0%)

922908652

VXF|922908652

33545(-9.8%)

Value:

$5.8B(-18.2%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

127356(+20.6%)

Value:

$5.8B(+36.8%)

AFLAC INC

AFL|001055102

51811(+5.9%)

Value:

$5.8B(+13.8%)

TJX COMPANIES INC /DE/

TJX|872540109

47221(+35.3%)

Value:

$5.8B(+36.4%)

25434V666

188109

Value:

$5.8B

78464A771

45335(+10.8%)

Value:

$5.7B(+1.5%)

Walt Disney Co

DIS|254687106

57172(+47.0%)

Value:

$5.6B(+30.3%)

QUALCOMM INC/DE

QCOM|747525103

36663(+60.2%)

Value:

$5.6B(+60.2%)

AMERICAN EXPRESS CO

AXP|025816109

20816(+15.7%)

Value:

$5.6B(+4.8%)

CONOCOPHILLIPS

COP|20825C104

53174(+89.4%)

Value:

$5.6B(+100.5%)

Instrument	Shares		Other Manager	Value
(DGROcusip46434V621)	98.5K	QoQ +0.12% (+127) YoY +1.63% (+1.6K)	All Managers (Combined)	$6.1M	QoQ +0.84% (+$51.1K) YoY +11.14% (+$610.6K)
(VBRcusip922908611)	32.6K	QoQ -40.25% (-22.0K) YoY -33.68% (-16.6K)	All Managers (Combined)	$6.1M	QoQ -43.83% (-$4.7M) YoY -32.94% (-$3.0M)
(cusip92206C409)✕	76.9K	QoQ +1446.13% (+71.9K) YoY +632.77% (+66.4K)	All Managers (Combined)	$6.1M	QoQ +1464.71% (+$5.7M) YoY +651.92% (+$5.3M)
(IWFcusip464287614)	16.6K	QoQ +34.06% (+4.2K) YoY +249.78% (+11.9K)	All Managers (Combined)	$6.0M	QoQ +20.54% (+$1.0M) YoY +280.97% (+$4.4M)
Palo Alto Networks Inc(PANWcusip697435105)	35.0K	QoQ +29.55% (+8.0K) YoY +1720.61% (+33.1K)	All Managers (Combined)	$6.0M	QoQ +21.49% (+$1.1M) YoY +948.81% (+$5.4M)
Union Pacific Corp(UNPcusip907818108)	25.2K	QoQ +7.37% (+1.7K) YoY +35.54% (+6.6K)	All Managers (Combined)	$6.0M	QoQ +11.23% (+$601.6K) YoY +33.22% (+$1.5M)
(VXUScusip921909768)	94.2K	QoQ +8.48% (+7.4K) YoY +1.76% (+1.6K)	All Managers (Combined)	$5.8M	QoQ +14.32% (+$732.6K) YoY +4.64% (+$259.4K)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	11.7K	QoQ +19.23% (+1.9K) YoY +37.91% (+3.2K)	All Managers (Combined)	$5.8M	QoQ +14.05% (+$720.2K) YoY +19.90% (+$970.2K)
Cummins Inc(CMIcusip231021106)	18.5K	QoQ +44.29% (+5.7K) YoY +210.58% (+12.6K)	All Managers (Combined)	$5.8M	QoQ +29.74% (+$1.3M) YoY +246.74% (+$4.1M)
Lockheed Martin Corp(LMTcusip539830109)	13.0K	QoQ +8.77% (+1.0K) YoY +18.97% (+2.1K)	All Managers (Combined)	$5.8M	QoQ 0.00% (+$194) YoY +15.06% (+$758.1K)
(VXFcusip922908652)	33.5K	QoQ -9.83% (-3.7K) YoY -42.57% (-24.9K)	All Managers (Combined)	$5.8M	QoQ -18.24% (-$1.3M) YoY -41.28% (-$4.1M)
Verizon Communications Inc(VZcusip92343V104)	127.4K	QoQ +20.56% (+21.7K) YoY +39.82% (+36.3K)	All Managers (Combined)	$5.8M	QoQ +36.75% (+$1.6M) YoY +63.09% (+$2.2M)
Aflac Inc(AFLcusip001055102)	51.8K	QoQ +5.86% (+2.9K) YoY +173.35% (+32.9K)	All Managers (Combined)	$5.8M	QoQ +13.79% (+$698.3K) YoY +265.27% (+$4.2M)
Tjx Companies Inc /De/(TJXcusip872540109)	47.2K	QoQ +35.33% (+12.3K) YoY +27.22% (+10.1K)	All Managers (Combined)	$5.8M	QoQ +36.44% (+$1.5M) YoY +62.92% (+$2.2M)
(cusip25434V666)✕	188.1K	QoQ NEW(+188.1K) YoY NEW(+188.1K)	All Managers (Combined)	$5.8M	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
(cusip78464A771)✕	45.3K	QoQ +10.81% (+4.4K) YoY NEW(+45.3K)	All Managers (Combined)	$5.7M	QoQ +1.54% (+$86.8K) YoY NEW(+$5.7M)
Walt Disney Co(DIScusip254687106)	57.2K	QoQ +46.97% (+18.3K) YoY +105.13% (+29.3K)	All Managers (Combined)	$5.6M	QoQ +30.27% (+$1.3M) YoY +78.13% (+$2.5M)
Qualcomm Inc/De(QCOMcusip747525103)	36.7K	QoQ +60.17% (+13.8K) YoY +77.69% (+16.0K)	All Managers (Combined)	$5.6M	QoQ +60.16% (+$2.1M) YoY +51.94% (+$1.9M)
American Express Co(AXPcusip025816109)	20.8K	QoQ +15.66% (+2.8K) YoY +71.57% (+8.7K)	All Managers (Combined)	$5.6M	QoQ +4.85% (+$259.3K) YoY +100.04% (+$2.8M)
Conocophillips(COPcusip20825C104)	53.2K	QoQ +89.38% (+25.1K) YoY +158.95% (+32.6K)	All Managers (Combined)	$5.6M	QoQ +100.55% (+$2.8M) YoY +122.49% (+$3.1M)