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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78468R853

771066(-20.9%)

Value:

$31.4B(-28.3%)

46434G764

EMXC|46434G764

563746(+165.3%)

Value:

$31.1B(+163.5%)

78464A854

SPLG|78464A854

461509(-27.3%)

Value:

$30.3B(-30.6%)

72201R833

297182(+13.3%)

Value:

$29.9B(+13.6%)

464287721

206402(+147.5%)

Value:

$29.0B(+117.9%)

921946406

VYM|921946406

221568(+64.9%)

Value:

$28.6B(+66.7%)

JPMORGAN CHASE & CO

JPM|46625H100

111410(+16.5%)

Value:

$27.3B(+19.2%)

EXXON MOBIL CORP

XOM|30231G102

227310(+12.3%)

Value:

$27.0B(+24.1%)

33739P855

1443703

Value:

$27.0B

46429B267

1161141(+584.7%)

Value:

$26.7B(+584.9%)

808524797

SCHD|808524797

954107(-4.8%)

Value:

$26.7B(-2.6%)

921943858

VEA|921943858

518543(-40.7%)

Value:

$26.4B(-37.0%)

92206C771

527883(+40.6%)

Value:

$24.4B(+43.6%)

464287101

85023(+19.8%)

Value:

$23.0B(+12.3%)

JOHNSON & JOHNSON

JNJ|478160104

137423(+35.9%)

Value:

$22.8B(+55.9%)

808524862

901340(+92.2%)

Value:

$21.9B(+94.4%)

Broadcom Inc.

AVGO|11135F101

128564(+15.6%)

Value:

$21.5B(-16.5%)

ELI LILLY & Co

LLY|532457108

25303(+23.1%)

Value:

$20.9B(+31.7%)

VISA INC.

V|92826C839

59030(+13.3%)

Value:

$20.7B(+25.6%)

808524300

SCHG|808524300

825862(+466.1%)

Value:

$20.7B(+408.6%)

Instrument	Shares		Other Manager	Value
(cusip78468R853)✕	771.1K	QoQ -20.93% (-204.2K) YoY -39.30% (-499.3K)	All Managers (Combined)	$31.4M	QoQ -28.25% (-$12.4M) YoY -40.71% (-$21.6M)
(EMXCcusip46434G764)	563.7K	QoQ +165.25% (+351.2K) YoY +339.27% (+435.4K)	All Managers (Combined)	$31.1M	QoQ +163.53% (+$19.3M) YoY +319.40% (+$23.7M)
(SPLGcusip78464A854)	461.5K	QoQ -27.25% (-172.9K) YoY -24.78% (-152.1K)	All Managers (Combined)	$30.3M	QoQ -30.61% (-$13.4M) YoY -17.74% (-$6.5M)
(cusip72201R833)✕	297.2K	QoQ +13.31% (+34.9K) YoY -36.23% (-168.9K)	All Managers (Combined)	$29.9M	QoQ +13.62% (+$3.6M) YoY -35.99% (-$16.8M)
(cusip464287721)✕	206.4K	QoQ +147.49% (+123.0K) YoY +163.33% (+128.0K)	All Managers (Combined)	$29.0M	QoQ +117.89% (+$15.7M) YoY +179.81% (+$18.6M)
(VYMcusip921946406)	221.6K	QoQ +64.90% (+87.2K) YoY +57.35% (+80.8K)	All Managers (Combined)	$28.6M	QoQ +66.67% (+$11.4M) YoY +73.24% (+$12.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	111.4K	QoQ +16.50% (+15.8K) YoY +46.45% (+35.3K)	All Managers (Combined)	$27.3M	QoQ +19.21% (+$4.4M) YoY +88.57% (+$12.8M)
Exxon Mobil Corp(XOMcusip30231G102)	227.3K	QoQ +12.26% (+24.8K) YoY +40.71% (+65.8K)	All Managers (Combined)	$27.0M	QoQ +24.12% (+$5.3M) YoY +44.26% (+$8.3M)
(cusip33739P855)✕	1.4M	QoQ NEW(+1.4M) YoY NEW(+1.4M)	All Managers (Combined)	$27.0M	QoQ NEW(+$27.0M) YoY NEW(+$27.0M)
(cusip46429B267)✕	1.2M	QoQ +584.73% (+991.6K) YoY +3022.10% (+1.1M)	All Managers (Combined)	$26.7M	QoQ +584.88% (+$22.8M) YoY +3113.70% (+$25.9M)
(SCHDcusip808524797)	954.1K	QoQ -4.81% (-48.3K) YoY +38.82% (-266.8K)	All Managers (Combined)	$26.7M	QoQ -2.58% (-$707.7K) YoY -50.21% (-$26.9M)
(VEAcusip921943858)	518.5K	QoQ -40.74% (-356.6K) YoY -29.63% (-218.4K)	All Managers (Combined)	$26.4M	QoQ -37.01% (-$15.5M) YoY -27.82% (-$10.2M)
(cusip92206C771)✕	527.9K	QoQ +40.58% (+152.4K) YoY +91.43% (+252.1K)	All Managers (Combined)	$24.4M	QoQ +43.59% (+$7.4M) YoY +98.10% (+$12.1M)
(cusip464287101)✕	85.0K	QoQ +19.78% (+14.0K) YoY +651.55% (+73.7K)	All Managers (Combined)	$23.0M	QoQ +12.31% (+$2.5M) YoY +735.04% (+$20.3M)
Johnson & Johnson(JNJcusip478160104)	137.4K	QoQ +35.91% (+36.3K) YoY +44.67% (+42.4K)	All Managers (Combined)	$22.8M	QoQ +55.85% (+$8.2M) YoY +60.73% (+$8.6M)
(cusip808524862)✕	901.3K	QoQ +92.15% (+432.3K) YoY +213.80% (+614.1K)	All Managers (Combined)	$21.9M	QoQ +94.39% (+$10.7M) YoY +59.35% (+$8.2M)
Broadcom Inc.(AVGOcusip11135F101)	128.6K	QoQ +15.57% (-17.3K) YoY +1993.19% (+122.4K)	All Managers (Combined)	$21.5M	QoQ -16.53% (-$4.3M) YoY +174.19% (+$13.7M)
Eli Lilly & Co(LLYcusip532457108)	25.3K	QoQ +23.12% (+4.8K) YoY +93.71% (+12.2K)	All Managers (Combined)	$20.9M	QoQ +31.72% (+$5.0M) YoY +117.68% (+$11.3M)
Visa Inc.(Vcusip92826C839)	59.0K	QoQ +13.25% (+6.9K) YoY +36.87% (+15.9K)	All Managers (Combined)	$20.7M	QoQ +25.59% (+$4.2M) YoY +78.66% (+$9.1M)
(SCHGcusip808524300)	825.9K	QoQ +466.09% (+680.0K) YoY +10171.91% (+817.8K)	All Managers (Combined)	$20.7M	QoQ +408.60% (+$16.6M) YoY +2712.55% (+$19.9M)