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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BERKSHIRE HATHAWAY INC

BRK-A|084670108

5(+66.7%)

Value:

$4.0B(+95.4%)

92204A207

18181(+13.9%)

Value:

$4.0B(+18.0%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

254600(+0.0%)

Value:

$4.0B(+22.8%)

46429B689

EFAV|46429B689

50677(+17.8%)

Value:

$3.9B(+29.8%)

464288760

25582(+19.1%)

Value:

$3.9B(+25.4%)

ServiceNow, Inc.

NOW|81762P102

4918(+61.3%)

Value:

$3.9B(+21.1%)

78463X509

98733(-39.8%)

Value:

$3.9B(-38.3%)

464287846

28465(+0.0%)

Value:

$3.9B(-4.9%)

WELLTOWER INC.

WELL|95040Q104

25286(+3.0%)

Value:

$3.9B(+25.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

7811(+17.2%)

Value:

$3.9B(+11.2%)

3M CO

MMM|88579Y101

25887(+43.8%)

Value:

$3.8B(+63.6%)

464287598

IWD|464287598

20126(-2.6%)

Value:

$3.8B(-1.0%)

NICOLET BANKSHARES INC

NIC|65406E102

34559(+0.0%)

Value:

$3.8B(+3.9%)

STRYKER CORP

SYK|863667101

10094(+13.9%)

Value:

$3.8B(+17.8%)

Medtronic plc

MDT|G5960L103

41474(+78.2%)

Value:

$3.7B(+100.5%)

Mondelez International, Inc.

MDLZ|609207105

53818(+8.7%)

Value:

$3.7B(+23.5%)

78468R606

151501

Value:

$3.5B

464288307

49610(+14.8%)

Value:

$3.5B(+8.6%)

ADVANCED MICRO DEVICES INC

AMD|007903107

34339(+10.0%)

Value:

$3.5B(-6.5%)

41653L503

91724(+4.5%)

Value:

$3.5B(+4.0%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Acusip084670108)	5	QoQ +66.66% (+2) YoY +66.66% (+2)	All Managers (Combined)	$4.0M	QoQ +95.43% (+$1.9M) YoY +164.82% (+$2.5M)
(cusip92204A207)✕	18.2K	QoQ +13.95% (+2.2K) YoY -2.83% (-530)	All Managers (Combined)	$4.0M	QoQ +17.97% (+$606.1K) YoY +5.09% (-$192.9K)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	254.6K	QoQ 0.00% (+0) YoY +2.20% (+5.5K)	All Managers (Combined)	$4.0M	QoQ +22.80% (+$735.8K) YoY +33.53% (+$994.8K)
(EFAVcusip46429B689)	50.7K	QoQ +17.79% (+7.7K) YoY -3.77% (-2.0K)	All Managers (Combined)	$3.9M	QoQ +29.80% (+$906.6K) YoY +6.39% (-$237.3K)
(cusip464288760)✕	25.6K	QoQ +19.07% (+4.1K) YoY +27.32% (+5.5K)	All Managers (Combined)	$3.9M	QoQ +25.42% (+$793.9K) YoY +47.03% (+$1.3M)
Servicenow, Inc.(NOWcusip81762P102)	4.9K	QoQ +61.29% (+1.9K) YoY +77.03% (+2.1K)	All Managers (Combined)	$3.9M	QoQ +21.13% (+$683.1K) YoY +96.67% (+$1.9M)
(cusip78463X509)✕	98.7K	QoQ -39.83% (-65.4K) YoY -44.18% (-78.2K)	All Managers (Combined)	$3.9M	QoQ -38.26% (-$2.4M) YoY -41.60% (-$2.8M)
(cusip464287846)✕	28.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.9M	QoQ -4.88% (-$199.0K) YoY +8.97% (+$319.1K)
Welltower Inc.(WELLcusip95040Q104)	25.3K	QoQ +2.96% (+729) YoY -15.21% (-4.5K)	All Managers (Combined)	$3.9M	QoQ +25.17% (+$779.2K) YoY +35.58% (-$1.0M)
Intuitive Surgical Inc(ISRGcusip46120E602)	7.8K	QoQ +17.21% (+1.1K) YoY +76.71% (+3.4K)	All Managers (Combined)	$3.9M	QoQ +11.21% (+$390.2K) YoY +129.50% (+$2.2M)
3m Co(MMMcusip88579Y101)	25.9K	QoQ +43.78% (+7.9K) YoY +127.59% (+14.5K)	All Managers (Combined)	$3.8M	QoQ +63.57% (+$1.5M) YoY +244.06% (+$2.7M)
(IWDcusip464287598)	20.1K	QoQ -2.57% (-531) YoY +290.64% (+15.0K)	All Managers (Combined)	$3.8M	QoQ -0.97% (-$37.3K) YoY +324.61% (+$2.9M)
Nicolet Bankshares Inc(NICcusip65406E102)	34.6K	QoQ +0.04% (+16) YoY -11.04% (-4.3K)	All Managers (Combined)	$3.8M	QoQ +3.90% (+$141.6K) YoY +20.95% (-$652.4K)
Stryker Corp(SYKcusip863667101)	10.1K	QoQ +13.90% (+1.2K) YoY +30.97% (+2.4K)	All Managers (Combined)	$3.8M	QoQ +17.75% (+$566.6K) YoY +48.44% (+$1.2M)
Medtronic Plc(MDTcusipG5960L103)	41.5K	QoQ +78.22% (+18.2K) YoY +199.77% (+27.6K)	All Managers (Combined)	$3.7M	QoQ +100.49% (+$1.9M) YoY +229.74% (+$2.6M)
Mondelez International, Inc.(MDLZcusip609207105)	53.8K	QoQ +8.68% (+4.3K) YoY -21.71% (-14.9K)	All Managers (Combined)	$3.7M	QoQ +23.46% (+$693.9K) YoY -24.00% (-$1.2M)
(cusip78468R606)✕	151.5K	QoQ NEW(+151.5K) YoY NEW(+151.5K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
(cusip464288307)✕	49.6K	QoQ +14.85% (+6.4K) YoY +102.03% (+25.1K)	All Managers (Combined)	$3.5M	QoQ +8.62% (+$281.3K) YoY +114.04% (+$1.9M)
Advanced Micro Devices Inc(AMDcusip007903107)	34.3K	QoQ +9.96% (-3.1K) YoY +36.37% (-9.2K)	All Managers (Combined)	$3.5M	QoQ -6.46% (-$244.0K) YoY -6.96% (-$264.1K)
(cusip41653L503)✕	91.7K	QoQ +4.52% (+4.0K) YoY NEW(+91.7K)	All Managers (Combined)	$3.5M	QoQ +3.96% (+$134.4K) YoY NEW(+$3.5M)