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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464287630

IWN|464287630

8109(+29.1%)

Value:

$1.2B(+18.7%)

464288570

11930(+139.2%)

Value:

$1.2B(+122.2%)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

9422(+4.1%)

Value:

$1.2B(+22.8%)

SAP SE

SAP|803054204

4544(+71.0%)

Value:

$1.2B(+86.4%)

US Foods Holding Corp.

USFD|912008109

18613(+204.0%)

Value:

$1.2B(+195.0%)

37954Y715

42563(+37.9%)

Value:

$1.2B(+22.9%)

WILLIAMS SONOMA INC

WSM|969904101

7656(+7.2%)

Value:

$1.2B(-8.4%)

IQVIA HOLDINGS INC.

IQV|46266C105

6845(+59.4%)

Value:

$1.2B(+43.0%)

78464A573

12181(+0.0%)

Value:

$1.2B(+8.8%)

Texas Roadhouse, Inc.

TXRH|882681109

7154(+237.8%)

Value:

$1.2B(+211.9%)

CINCINNATI FINANCIAL CORP

CINF|172062101

8047(+88.4%)

Value:

$1.2B(+93.7%)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

5677(+0.4%)

Value:

$1.2B(-0.0%)

78464A789

19620(+16.0%)

Value:

$1.2B(+24.2%)

Hewlett Packard Enterprise Co

HPE|42824C109

76665(+224.6%)

Value:

$1.2B(+134.6%)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

24384(+17.9%)

Value:

$1.2B(-0.5%)

PRUDENTIAL FINANCIAL INC

PRU|744320102

10566(+59.4%)

Value:

$1.2B(+50.2%)

CONSOLIDATED EDISON INC

ED|209115104

10666(+16.8%)

Value:

$1.2B(+44.8%)

GLOBAL PAYMENTS INC

GPN|37940X102

11988(+129.7%)

Value:

$1.2B(+100.7%)

ROSS STORES, INC.

ROST|778296103

9174(+32.1%)

Value:

$1.2B(+11.6%)

PENNS WOODS BANCORP INC

PWOD|708430103

41897(+221.5%)

Value:

$1.2B(+195.3%)

Instrument	Shares		Other Manager	Value
(IWNcusip464287630)	8.1K	QoQ +29.08% (+1.8K) YoY +306.05% (+6.1K)	All Managers (Combined)	$1.2M	QoQ +18.72% (+$193.1K) YoY +297.64% (+$916.4K)
(cusip464288570)✕	11.9K	QoQ +139.22% (+6.9K) YoY +253.48% (+8.6K)	All Managers (Combined)	$1.2M	QoQ +122.18% (+$671.8K) YoY +270.85% (+$892.3K)
Abrdn Precious Metals Basket Etf Trust(GLTRcusip003263100)	9.4K	QoQ +4.14% (+375) YoY +2.31% (+213)	All Managers (Combined)	$1.2M	QoQ +22.80% (+$226.5K) YoY +33.53% (+$306.3K)
Sap Se(SAPcusip803054204)	4.5K	QoQ +70.95% (+1.9K) YoY +289.04% (+3.4K)	All Managers (Combined)	$1.2M	QoQ +86.39% (+$565.4K) YoY +469.11% (+$1.0M)
Us Foods Holding Corp.(USFDcusip912008109)	18.6K	QoQ +204.03% (+12.5K) YoY NEW(+18.6K)	All Managers (Combined)	$1.2M	QoQ +195.02% (+$805.4K) YoY NEW(+$1.2M)
(cusip37954Y715)✕	42.6K	QoQ +37.92% (+11.7K) YoY NEW(+42.6K)	All Managers (Combined)	$1.2M	QoQ +22.86% (+$225.4K) YoY NEW(+$1.2M)
Williams Sonoma Inc(WSMcusip969904101)	7.7K	QoQ +7.24% (-517) YoY NEW(+7.7K)	All Managers (Combined)	$1.2M	QoQ -8.44% (-$111.6K) YoY NEW(+$1.2M)
Iqvia Holdings Inc.(IQVcusip46266C105)	6.8K	QoQ +59.44% (+2.6K) YoY +93.36% (+3.3K)	All Managers (Combined)	$1.2M	QoQ +43.04% (+$363.2K) YoY +52.61% (+$416.0K)
(cusip78464A573)✕	12.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	QoQ +8.80% (+$96.7K) YoY +10.81% (+$116.7K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	7.2K	QoQ +237.77% (+5.0K) YoY NEW(+7.2K)	All Managers (Combined)	$1.2M	QoQ +211.93% (+$809.9K) YoY NEW(+$1.2M)
Cincinnati Financial Corp(CINFcusip172062101)	8.0K	QoQ +88.41% (+3.8K) YoY +182.64% (+5.2K)	All Managers (Combined)	$1.2M	QoQ +93.67% (+$574.9K) YoY +257.02% (+$855.7K)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	5.7K	QoQ +0.44% (-25) YoY +68.00% (+2.3K)	All Managers (Combined)	$1.2M	QoQ -0.01% (-$141) YoY +65.70% (+$471.2K)
(cusip78464A789)✕	19.6K	QoQ +16.01% (+2.7K) YoY NEW(+19.6K)	All Managers (Combined)	$1.2M	QoQ +24.24% (+$231.7K) YoY NEW(+$1.2M)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	76.7K	QoQ +224.56% (+53.0K) YoY NEW(+76.7K)	All Managers (Combined)	$1.2M	QoQ +134.56% (+$678.6K) YoY NEW(+$1.2M)
Microchip Technology Inc(MCHPcusip595017104)	24.4K	QoQ +17.89% (-3.7K) YoY +89.65% (+11.5K)	All Managers (Combined)	$1.2M	QoQ -0.48% (-$5.7K) YoY +0.49% (+$5.8K)
Prudential Financial Inc(PRUcusip744320102)	10.6K	QoQ +59.43% (+3.9K) YoY +181.45% (+6.8K)	All Managers (Combined)	$1.2M	QoQ +50.22% (+$394.5K) YoY +179.99% (+$758.6K)
Consolidated Edison Inc(EDcusip209115104)	10.7K	QoQ +16.78% (+1.5K) YoY +43.14% (+3.2K)	All Managers (Combined)	$1.2M	QoQ +44.75% (+$364.7K) YoY +65.67% (+$467.6K)
Global Payments Inc(GPNcusip37940X102)	12.0K	QoQ +129.69% (+6.8K) YoY +411.21% (+9.6K)	All Managers (Combined)	$1.2M	QoQ +100.73% (+$589.1K) YoY +349.48% (+$912.7K)
Ross Stores, Inc.(ROSTcusip778296103)	9.2K	QoQ +32.11% (+2.2K) YoY +86.91% (+4.3K)	All Managers (Combined)	$1.2M	QoQ +11.60% (+$121.9K) YoY +82.54% (+$530.1K)
Penns Woods Bancorp Inc(PWODcusip708430103)	41.9K	QoQ +221.49% (+28.9K) YoY NEW(+41.9K)	All Managers (Combined)	$1.2M	QoQ +195.26% (+$773.3K) YoY NEW(+$1.2M)