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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PG&E Corp

PCG|69331C108

80699(+384.0%)

Value:

$1.4B(+312.1%)

FREEPORT-MCMORAN INC

FCX|35671D857

36401(+37.9%)

Value:

$1.4B(+37.1%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

4181(+268.7%)

Value:

$1.4B(+317.3%)

SHERWIN WILLIAMS CO

SHW|824348106

3916(+232.7%)

Value:

$1.4B(+241.9%)

14020Y300

49896

Value:

$1.4B

Extra Space Storage Inc.

EXR|30225T102

9089(+190.9%)

Value:

$1.3B(+188.8%)

25434V880

DFAX|25434V880

51137(+13.7%)

Value:

$1.3B(+19.9%)

BECTON DICKINSON & CO

BDX|075887109

5846(+54.3%)

Value:

$1.3B(+55.8%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

5587(+33.1%)

Value:

$1.3B(+13.7%)

78464A383

60133(-21.9%)

Value:

$1.3B(-20.1%)

Natera, Inc.

NTRA|632307104

9369(+168.7%)

Value:

$1.3B(+140.0%)

69344A834

25727

Value:

$1.3B

NOVO NORDISK A S

NVO|670100205

18977(-1.4%)

Value:

$1.3B(-20.4%)

IRON MOUNTAIN INC

IRM|46284V101

15278(+2.3%)

Value:

$1.3B(-16.3%)

SOUTHERN COPPER CORP/

SCCO|84265V105

14061(+15.8%)

Value:

$1.3B(+18.8%)

TERADYNE, INC

TER|880770102

15885

Value:

$1.3B

25434V724

31553(-0.1%)

Value:

$1.3B(+0.6%)

REALTY INCOME CORP

O|756109104

22252(+35.2%)

Value:

$1.3B(+46.8%)

00768Y560

19705(+23.0%)

Value:

$1.3B(+24.4%)

14020Y508

48984

Value:

$1.3B

Instrument	Shares		Other Manager	Value
Pg&E Corp(PCGcusip69331C108)	80.7K	QoQ +384.03% (+64.0K) YoY NEW(+80.7K)	All Managers (Combined)	$1.4M	QoQ +312.08% (+$1.0M) YoY NEW(+$1.4M)
Freeport-Mcmoran Inc(FCXcusip35671D857)	36.4K	QoQ +37.85% (+10.0K) YoY +243.60% (+25.8K)	All Managers (Combined)	$1.4M	QoQ +37.06% (+$372.7K) YoY +157.85% (+$843.7K)
Molina Healthcare, Inc.(MOHcusip60855R100)	4.2K	QoQ +268.69% (+3.0K) YoY NEW(+4.2K)	All Managers (Combined)	$1.4M	QoQ +317.26% (+$1.0M) YoY NEW(+$1.4M)
Sherwin Williams Co(SHWcusip824348106)	3.9K	QoQ +232.71% (+2.7K) YoY +377.56% (+3.1K)	All Managers (Combined)	$1.4M	QoQ +241.89% (+$967.5K) YoY +435.56% (+$1.1M)
(cusip14020Y300)✕	49.9K	QoQ NEW(+49.9K) YoY NEW(+49.9K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Extra Space Storage Inc.(EXRcusip30225T102)	9.1K	QoQ +190.94% (+6.0K) YoY +215.04% (+6.2K)	All Managers (Combined)	$1.3M	QoQ +188.77% (+$882.3K) YoY +229.70% (+$940.3K)
(DFAXcusip25434V880)	51.1K	QoQ +13.73% (+6.2K) YoY +10.20% (+4.7K)	All Managers (Combined)	$1.3M	QoQ +19.86% (+$222.0K) YoY +12.96% (+$153.8K)
Becton Dickinson & Co(BDXcusip075887109)	5.8K	QoQ +54.32% (+2.1K) YoY +156.51% (+3.6K)	All Managers (Combined)	$1.3M	QoQ +55.80% (+$479.6K) YoY +150.40% (+$804.3K)
Marriott International Inc /Md/(MARcusip571903202)	5.6K	QoQ +33.11% (+1.4K) YoY +69.45% (+2.3K)	All Managers (Combined)	$1.3M	QoQ +13.66% (+$160.0K) YoY +72.08% (+$557.5K)
(cusip78464A383)✕	60.1K	QoQ -21.87% (-16.8K) YoY -18.29% (-13.5K)	All Managers (Combined)	$1.3M	QoQ -20.06% (-$332.8K) YoY -15.33% (-$240.1K)
Natera, Inc.(NTRAcusip632307104)	9.4K	QoQ +168.68% (+5.9K) YoY NEW(+9.4K)	All Managers (Combined)	$1.3M	QoQ +140.01% (+$772.9K) YoY NEW(+$1.3M)
(cusip69344A834)✕	25.7K	QoQ NEW(+25.7K) YoY NEW(+25.7K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Novo Nordisk A S(NVOcusip670100205)	19.0K	QoQ -1.36% (-263) YoY +36.50% (-5.1K)	All Managers (Combined)	$1.3M	QoQ -20.37% (-$337.2K) YoY -22.96% (-$392.8K)
Iron Mountain Inc(IRMcusip46284V101)	15.3K	QoQ +2.31% (-345) YoY +76.56% (+6.6K)	All Managers (Combined)	$1.3M	QoQ -16.25% (-$255.1K) YoY +101.69% (+$662.8K)
Southern Copper Corp/(SCCOcusip84265V105)	14.1K	QoQ +15.81% (+1.9K) YoY +645.15% (+12.2K)	All Managers (Combined)	$1.3M	QoQ +18.78% (+$207.8K) YoY +503.44% (+$1.1M)
Teradyne, Inc(TERcusip880770102)	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip25434V724)✕	31.6K	QoQ -0.07% (-23) YoY +6.09% (+1.8K)	All Managers (Combined)	$1.3M	QoQ +0.63% (-$8.2K) YoY +11.50% (+$134.2K)
Realty Income Corp(Ocusip756109104)	22.3K	QoQ +35.19% (+5.8K) YoY +193.91% (+14.7K)	All Managers (Combined)	$1.3M	QoQ +46.84% (+$411.8K) YoY +208.53% (+$872.4K)
(cusip00768Y560)✕	19.7K	QoQ +23.03% (+3.7K) YoY NEW(+19.7K)	All Managers (Combined)	$1.3M	QoQ +24.36% (+$252.7K) YoY NEW(+$1.3M)
(cusip14020Y508)✕	49.0K	QoQ NEW(+49.0K) YoY NEW(+49.0K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)