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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MCDONALDS CORP

MCD|580135101

29982(+15.6%)

Value:

$9.4B(+24.6%)

Sprouts Farmers Market, Inc.

SFM|85208M102

61123(-0.5%)

Value:

$9.3B(+19.5%)

VEEVA SYSTEMS INC

VEEV|922475108

40205(+6.3%)

Value:

$9.3B(+17.1%)

46429B697

USMV|46429B697

97585(+27.0%)

Value:

$9.1B(+34.0%)

GENERAL ELECTRIC CO

GE|369604301

45609(+49.9%)

Value:

$9.1B(+79.9%)

PayPal Holdings, Inc.

PYPL|70450Y103

138773(+11.5%)

Value:

$9.1B(-14.8%)

921937827

BSV|921937827

111917(+351.8%)

Value:

$8.8B(+357.7%)

81369Y852

90244(-26.2%)

Value:

$8.7B(-26.5%)

46137V472

94816(+9.5%)

Value:

$8.7B(+1.8%)

46435G219

192141(+1236.8%)

Value:

$8.6B(+1256.4%)

46137V464

74839(+21.0%)

Value:

$8.5B(+11.4%)

464287622

IWB|464287622

27566(-2.7%)

Value:

$8.5B(-7.4%)

COCA COLA CO

KO|191216100

116709(+16.9%)

Value:

$8.4B(+34.5%)

Eaton Corp plc

ETN|G29183103

30489(+2.1%)

Value:

$8.3B(-16.4%)

808524839

357166(-2.2%)

Value:

$8.3B(-0.2%)

37954Y673

217252(+7.1%)

Value:

$8.2B(+0.0%)

78463X848

276121(+1.4%)

Value:

$8.2B(+7.4%)

14020W106

227761(-43.2%)

Value:

$8.1B(-42.6%)

Merck & Co., Inc.

MRK|58933Y105

89760(+30.6%)

Value:

$8.1B(+17.9%)

464288158

74245(+1125.6%)

Value:

$7.8B(+1127.0%)

Instrument	Shares		Other Manager	Value
Mcdonalds Corp(MCDcusip580135101)	30.0K	QoQ +15.64% (+4.1K) YoY +17.96% (+4.6K)	All Managers (Combined)	$9.4M	QoQ +24.61% (+$1.8M) YoY +36.32% (+$2.5M)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	61.1K	QoQ -0.49% (-307) YoY -5.97% (-3.9K)	All Managers (Combined)	$9.3M	QoQ +19.52% (-$1.5M) YoY +94.79% (-$4.5M)
Veeva Systems Inc(VEEVcusip922475108)	40.2K	QoQ +6.33% (+2.4K) YoY +38.09% (+11.1K)	All Managers (Combined)	$9.3M	QoQ +17.14% (+$1.4M) YoY +57.22% (+$3.4M)
(USMVcusip46429B697)	97.6K	QoQ +27.01% (+20.8K) YoY +20.38% (+16.5K)	All Managers (Combined)	$9.1M	QoQ +33.98% (+$2.3M) YoY +39.00% (+$2.6M)
General Electric Co(GEcusip369604301)	45.6K	QoQ +49.89% (+15.2K) YoY +90.56% (+21.7K)	All Managers (Combined)	$9.1M	QoQ +79.87% (+$4.1M) YoY +132.40% (+$5.2M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	138.8K	QoQ +11.46% (-14.3K) YoY +56.81% (+50.3K)	All Managers (Combined)	$9.1M	QoQ -14.78% (-$1.6M) YoY +55.74% (+$3.2M)
(BSVcusip921937827)	111.9K	QoQ +351.77% (+87.1K) YoY +643.28% (+96.9K)	All Managers (Combined)	$8.8M	QoQ +357.68% (+$6.8M) YoY +663.36% (+$7.6M)
(cusip81369Y852)✕	90.2K	QoQ -26.21% (-32.1K) YoY -21.56% (-24.8K)	All Managers (Combined)	$8.7M	QoQ -26.49% (-$3.1M) YoY -5.68% (-$524.9K)
(cusip46137V472)✕	94.8K	QoQ +9.48% (+8.2K) YoY +207.57% (+64.0K)	All Managers (Combined)	$8.7M	QoQ +1.76% (+$150.8K) YoY +168.52% (+$5.4M)
(cusip46435G219)✕	192.1K	QoQ +1236.81% (+177.8K) YoY NEW(+192.1K)	All Managers (Combined)	$8.6M	QoQ +1256.40% (+$8.0M) YoY NEW(+$8.6M)
(cusip46137V464)✕	74.8K	QoQ +21.02% (+13.0K) YoY NEW(+74.8K)	All Managers (Combined)	$8.5M	QoQ +11.45% (+$874.7K) YoY NEW(+$8.5M)
(IWBcusip464287622)	27.6K	QoQ -2.74% (-778) YoY +166.85% (+17.2K)	All Managers (Combined)	$8.5M	QoQ -7.39% (-$675.7K) YoY +191.15% (+$5.6M)
Coca Cola Co(KOcusip191216100)	116.7K	QoQ +16.95% (+16.9K) YoY +8.39% (+9.0K)	All Managers (Combined)	$8.4M	QoQ +34.53% (+$2.1M) YoY +24.86% (+$1.7M)
Eaton Corp Plc(ETNcusipG29183103)	30.5K	QoQ +2.11% (-631) YoY +62.38% (+11.7K)	All Managers (Combined)	$8.3M	QoQ -16.35% (-$1.6M) YoY +37.72% (+$2.3M)
(cusip808524839)✕	357.2K	QoQ -2.17% (-7.9K) YoY +149.85% (+214.2K)	All Managers (Combined)	$8.3M	QoQ -0.18% (-$15.6K) YoY +28.16% (+$1.8M)
(cusip37954Y673)✕	217.3K	QoQ +7.13% (+14.5K) YoY +271.36% (+158.8K)	All Managers (Combined)	$8.2M	QoQ +0.03% (+$2.8K) YoY +265.93% (+$6.0M)
(cusip78463X848)✕	276.1K	QoQ +1.45% (+4.0K) YoY +4.26% (+11.3K)	All Managers (Combined)	$8.2M	QoQ +7.41% (+$563.6K) YoY +8.71% (+$654.5K)
(cusip14020W106)✕	227.8K	QoQ -43.24% (-173.6K) YoY +24.60% (+45.0K)	All Managers (Combined)	$8.1M	QoQ -42.63% (-$6.0M) YoY +37.83% (+$2.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	89.8K	QoQ +30.61% (+21.0K) YoY +71.13% (+37.3K)	All Managers (Combined)	$8.1M	QoQ +17.85% (+$1.2M) YoY +20.46% (+$1.4M)
(cusip464288158)✕	74.2K	QoQ +1125.56% (+68.2K) YoY +1211.98% (+68.6K)	All Managers (Combined)	$7.8M	QoQ +1126.99% (+$7.2M) YoY +1225.81% (+$7.2M)