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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25434V203

161845

Value:

$5.1B

81369Y100

XLB|81369Y100

58699(+3.9%)

Value:

$5.0B(+6.2%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

20262(+16.5%)

Value:

$4.9B(+33.9%)

92204A504

VHT|92204A504

18661(+29.1%)

Value:

$4.9B(+34.7%)

05613H100

194825

Value:

$4.9B

97717X669

61674(-53.8%)

Value:

$4.9B(-54.4%)

92204A884

32851(+0.8%)

Value:

$4.9B(-3.4%)

Accenture plc

ACN|G1151C101

15322(+7.8%)

Value:

$4.8B(-4.4%)

69374H881

86986(+7.8%)

Value:

$4.8B(+4.5%)

HERSHEY CO

HSY|427866108

27844(+51.6%)

Value:

$4.8B(+53.1%)

464287572

49092(+0.8%)

Value:

$4.7B(-3.7%)

97717X594

108409(+14.2%)

Value:

$4.7B(+14.0%)

Uber Technologies, Inc

UBER|90353T100

64417(+12.7%)

Value:

$4.7B(+36.2%)

Chubb Ltd

CB|H1467J104

15422(+70.1%)

Value:

$4.7B(+85.9%)

78468R200

150827(+1204.3%)

Value:

$4.6B(+1208.1%)

92204A108

13950(+80.0%)

Value:

$4.5B(+56.1%)

464287119

55973(+9.9%)

Value:

$4.5B(-0.6%)

464288513

57306(+493.0%)

Value:

$4.5B(+494.8%)

81369Y407

22880(-0.9%)

Value:

$4.5B(-12.8%)

CITIGROUP INC

C|172967424

63470(+131.1%)

Value:

$4.5B(+133.0%)

Instrument	Shares		Other Manager	Value
(cusip25434V203)✕	161.8K	QoQ NEW(+161.8K) YoY NEW(+161.8K)	All Managers (Combined)	$5.1M	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)
(XLBcusip81369Y100)	58.7K	QoQ +3.93% (+2.2K) YoY +219.01% (+40.3K)	All Managers (Combined)	$5.0M	QoQ +6.20% (+$294.9K) YoY +206.36% (+$3.4M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	20.3K	QoQ +16.54% (+2.9K) YoY +48.79% (+6.6K)	All Managers (Combined)	$4.9M	QoQ +33.90% (+$1.3M) YoY +82.22% (+$2.2M)
(VHTcusip92204A504)	18.7K	QoQ +29.07% (+4.2K) YoY +7.91% (+1.4K)	All Managers (Combined)	$4.9M	QoQ +34.69% (+$1.3M) YoY +10.71% (+$478.2K)
(cusip05613H100)✕	194.8K	QoQ NEW(+194.8K) YoY NEW(+194.8K)	All Managers (Combined)	$4.9M	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
(cusip97717X669)✕	61.7K	QoQ -53.76% (-71.7K) YoY -44.70% (-49.9K)	All Managers (Combined)	$4.9M	QoQ -54.37% (-$5.9M) YoY -40.40% (-$3.3M)
(cusip92204A884)✕	32.9K	QoQ +0.83% (-272) YoY +0.86% (+281)	All Managers (Combined)	$4.9M	QoQ -3.44% (-$173.8K) YoY +14.87% (+$631.1K)
Accenture Plc(ACNcusipG1151C101)	15.3K	QoQ +7.81% (-1.1K) YoY +65.58% (+6.1K)	All Managers (Combined)	$4.8M	QoQ -4.37% (-$218.5K) YoY +70.13% (+$2.0M)
(cusip69374H881)✕	87.0K	QoQ +7.84% (+6.3K) YoY +8.27% (+6.6K)	All Managers (Combined)	$4.8M	QoQ +4.55% (+$207.6K) YoY +8.23% (+$362.4K)
Hershey Co(HSYcusip427866108)	27.8K	QoQ +51.58% (+9.5K) YoY +235.55% (+19.5K)	All Managers (Combined)	$4.8M	QoQ +53.08% (+$1.7M) YoY +189.94% (+$3.1M)
(cusip464287572)✕	49.1K	QoQ +0.75% (-367) YoY NEW(+49.1K)	All Managers (Combined)	$4.7M	QoQ -3.72% (-$182.9K) YoY NEW(+$4.7M)
(cusip97717X594)✕	108.4K	QoQ +14.18% (+13.5K) YoY +724.77% (+95.3K)	All Managers (Combined)	$4.7M	QoQ +13.99% (+$577.7K) YoY +697.04% (+$4.1M)
Uber Technologies, Inc(UBERcusip90353T100)	64.4K	QoQ +12.73% (+7.3K) YoY +876.90% (+57.8K)	All Managers (Combined)	$4.7M	QoQ +36.17% (+$1.2M) YoY +928.12% (+$4.2M)
Chubb Ltd(CBcusipH1467J104)	15.4K	QoQ +70.08% (+6.4K) YoY +110.68% (+8.1K)	All Managers (Combined)	$4.7M	QoQ +85.90% (+$2.2M) YoY +156.00% (+$2.8M)
(cusip78468R200)✕	150.8K	QoQ +1204.28% (+139.3K) YoY +1373.49% (+140.6K)	All Managers (Combined)	$4.6M	QoQ +1208.07% (+$4.3M) YoY +1377.81% (+$4.3M)
(cusip92204A108)✕	13.9K	QoQ +80.00% (+6.2K) YoY +79.51% (+6.2K)	All Managers (Combined)	$4.5M	QoQ +56.08% (+$1.6M) YoY +90.49% (+$2.2M)
(cusip464287119)✕	56.0K	QoQ +9.91% (-5.0K) YoY +13.70% (+6.7K)	All Managers (Combined)	$4.5M	QoQ -0.64% (-$29.5K) YoY +23.92% (+$875.3K)
(cusip464288513)✕	57.3K	QoQ +493.04% (+47.6K) YoY +1123.70% (+52.6K)	All Managers (Combined)	$4.5M	QoQ +494.84% (+$3.8M) YoY +1152.42% (+$4.2M)
(cusip81369Y407)✕	22.9K	QoQ -0.93% (-216) YoY +6.74% (+1.4K)	All Managers (Combined)	$4.5M	QoQ -12.80% (-$663.7K) YoY +18.47% (+$704.4K)
Citigroup Inc(Ccusip172967424)	63.5K	QoQ +131.06% (+36.0K) YoY +165.78% (+39.6K)	All Managers (Combined)	$4.5M	QoQ +133.02% (+$2.6M) YoY +206.70% (+$3.0M)