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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BARCLAYS PLC

BCS|06738E204

39884

Value:

$612.6M

Evercore Inc.

EVR|29977A105

3057(+249.8%)

Value:

$610.6M(+152.0%)

78464A607

6159(+47.2%)

Value:

$610.5M(+47.6%)

ALLIANT ENERGY CORP

LNT|018802108

9452(+105.1%)

Value:

$608.2M(+123.1%)

NEWELL BRANDS INC.

NWL|651229106

97947(+608.8%)

Value:

$607.3M(+341.2%)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

12254(+53.5%)

Value:

$604.9M(+53.3%)

AUTONATION, INC.

AN|05329W102

3723(+183.1%)

Value:

$602.8M(+169.9%)

QUEST DIAGNOSTICS INC

DGX|74834L100

3561(+45.2%)

Value:

$602.5M(+62.9%)

RAYONIER INC

RYN|754907103

21591

Value:

$602.0M

921932869

5816(-6.1%)

Value:

$600.0M(-14.1%)

316092840

12085

Value:

$599.4M

Gaming & Leisure Properties, Inc.

GLPI|36467J108

11730(+7.3%)

Value:

$597.1M(+13.5%)

46137V308

5294(+5.8%)

Value:

$596.4M(+3.5%)

Western Union CO

WU|959802109

56245(+372.1%)

Value:

$595.1M(+371.2%)

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

59611(+0.9%)

Value:

$594.9M(+3.0%)

Guidewire Software, Inc.

GWRE|40171V100

3170(+36.8%)

Value:

$593.9M(+52.0%)

RELX PLC

RELX|759530108

11757(+77.7%)

Value:

$592.7M(+97.2%)

CROWN HOLDINGS, INC.

CCK|228368106

6635(+115.4%)

Value:

$592.2M(+132.5%)

First American Financial Corp

FAF|31847R102

8998(+23.9%)

Value:

$590.5M(+30.3%)

GRACO INC

GGG|384109104

7068

Value:

$590.2M

Instrument	Shares		Other Manager	Value
Barclays Plc(BCScusip06738E204)	39.9K	QoQ NEW(+39.9K) YoY NEW(+39.9K)	All Managers (Combined)	$612.6K	QoQ NEW(+$612.6K) YoY NEW(+$612.6K)
Evercore Inc.(EVRcusip29977A105)	3.1K	QoQ +249.77% (+2.2K) YoY NEW(+3.1K)	All Managers (Combined)	$610.6K	QoQ +152.01% (+$368.3K) YoY NEW(+$610.6K)
(cusip78464A607)✕	6.2K	QoQ +47.23% (+2.0K) YoY +35.93% (+1.6K)	All Managers (Combined)	$610.5K	QoQ +47.63% (+$197.0K) YoY +50.80% (+$205.7K)
Alliant Energy Corp(LNTcusip018802108)	9.5K	QoQ +105.07% (+4.8K) YoY NEW(+9.5K)	All Managers (Combined)	$608.2K	QoQ +123.10% (+$335.6K) YoY NEW(+$608.2K)
Newell Brands Inc.(NWLcusip651229106)	97.9K	QoQ +608.83% (+84.1K) YoY NEW(+97.9K)	All Managers (Combined)	$607.3K	QoQ +341.23% (+$469.6K) YoY NEW(+$607.3K)
Occidental Petroleum Corp /De/(OXYcusip674599105)	12.3K	QoQ +53.48% (+4.3K) YoY +119.96% (+6.7K)	All Managers (Combined)	$604.9K	QoQ +53.34% (+$210.4K) YoY +68.61% (+$246.2K)
Autonation, Inc.(ANcusip05329W102)	3.7K	QoQ +183.11% (+2.4K) YoY NEW(+3.7K)	All Managers (Combined)	$602.8K	QoQ +169.91% (+$379.5K) YoY NEW(+$602.8K)
Quest Diagnostics Inc(DGXcusip74834L100)	3.6K	QoQ +45.22% (+1.1K) YoY -44.41% (-2.8K)	All Managers (Combined)	$602.5K	QoQ +62.90% (+$232.7K) YoY -31.53% (-$277.6K)
Rayonier Inc(RYNcusip754907103)	21.6K	QoQ NEW(+21.6K) YoY NEW(+21.6K)	All Managers (Combined)	$602.0K	QoQ NEW(+$602.0K) YoY NEW(+$602.0K)
(cusip921932869)✕	5.8K	QoQ -6.13% (-380) YoY -15.30% (-1.1K)	All Managers (Combined)	$600.0K	QoQ -14.06% (-$98.2K) YoY -19.87% (-$148.8K)
(cusip316092840)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$599.4K	QoQ NEW(+$599.4K) YoY NEW(+$599.4K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	11.7K	QoQ +7.35% (+804) YoY NEW(+11.7K)	All Managers (Combined)	$597.1K	QoQ +13.46% (+$70.9K) YoY NEW(+$597.1K)
(cusip46137V308)✕	5.3K	QoQ +5.79% (+290) YoY -4.35% (-241)	All Managers (Combined)	$596.4K	QoQ +3.53% (+$20.4K) YoY +4.55% (-$26.0K)
Western Union Co(WUcusip959802109)	56.2K	QoQ +372.05% (+44.3K) YoY NEW(+56.2K)	All Managers (Combined)	$595.1K	QoQ +371.17% (+$468.8K) YoY NEW(+$595.1K)
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	59.6K	QoQ +0.87% (+519) YoY -4.21% (-2.6K)	All Managers (Combined)	$594.9K	QoQ +3.04% (+$17.6K) YoY -1.45% (-$8.8K)
Guidewire Software, Inc.(GWREcusip40171V100)	3.2K	QoQ +36.81% (+853) YoY NEW(+3.2K)	All Managers (Combined)	$593.9K	QoQ +52.05% (+$203.3K) YoY NEW(+$593.9K)
Relx Plc(RELXcusip759530108)	11.8K	QoQ +77.65% (+5.1K) YoY +72.16% (+4.9K)	All Managers (Combined)	$592.7K	QoQ +97.16% (+$292.1K) YoY +105.85% (+$304.8K)
Crown Holdings, Inc.(CCKcusip228368106)	6.6K	QoQ +115.42% (+3.6K) YoY NEW(+6.6K)	All Managers (Combined)	$592.2K	QoQ +132.53% (+$337.6K) YoY NEW(+$592.2K)
First American Financial Corp(FAFcusip31847R102)	9.0K	QoQ +23.95% (+1.7K) YoY NEW(+9.0K)	All Managers (Combined)	$590.5K	QoQ +30.28% (+$137.3K) YoY NEW(+$590.5K)
Graco Inc(GGGcusip384109104)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$590.2K	QoQ NEW(+$590.2K) YoY NEW(+$590.2K)