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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81369Y506

83222(-27.7%)

Value:

$7.8B(-21.1%)

COPART INC

CPRT|217204106

136333(+6.9%)

Value:

$7.7B(+5.4%)

37960A529

165048(+12.2%)

Value:

$7.7B(+39.7%)

ORACLE CORP

ORCL|68389X105

54734(+16.1%)

Value:

$7.7B(-2.6%)

AXON ENTERPRISE, INC.

AXON|05464C101

14535(+160.5%)

Value:

$7.6B(+130.6%)

WELLS FARGO & COMPANY/MN

WFC|949746101

105475(+9.9%)

Value:

$7.6B(+12.4%)

92204A702

VGT|92204A702

13628(+83.0%)

Value:

$7.4B(+59.7%)

TARGET CORP

TGT|87612E106

70740(+25.9%)

Value:

$7.4B(-2.8%)

MCKESSON CORP

MCK|58155Q103

10935(+8.7%)

Value:

$7.4B(+28.4%)

ABBOTT LABORATORIES

ABT|002824100

54329(+7.9%)

Value:

$7.2B(+26.6%)

BANK OF AMERICA CORP /DE/

BAC|060505104

172511(+27.4%)

Value:

$7.2B(+21.0%)

STARBUCKS CORP

SBUX|855244109

73358(+6.0%)

Value:

$7.2B(+14.0%)

SYNOPSYS INC

SNPS|871607107

16573(+10.4%)

Value:

$7.1B(-2.4%)

CATERPILLAR INC

CAT|149123101

21373(+5.9%)

Value:

$7.0B(-3.7%)

47804J859

200798(-55.4%)

Value:

$7.0B(-51.4%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

28176(+35.3%)

Value:

$7.0B(+53.0%)

922908637

VV|922908637

27096(-2.9%)

Value:

$7.0B(-7.4%)

78464A763

SDY|78464A763

51157(+175.5%)

Value:

$6.9B(+183.0%)

SPDR GOLD TRUST

GLD|78463V107

23945(-28.3%)

Value:

$6.9B(-14.7%)

46137V225

65840(+5.7%)

Value:

$6.9B(-1.8%)

Instrument	Shares		Other Manager	Value
(cusip81369Y506)✕	83.2K	QoQ -27.66% (-31.8K) YoY -27.84% (-32.1K)	All Managers (Combined)	$7.8M	QoQ -21.08% (-$2.1M) YoY -27.15% (-$2.9M)
Copart Inc(CPRTcusip217204106)	136.3K	QoQ +6.90% (+8.8K) YoY +38.36% (+37.8K)	All Managers (Combined)	$7.7M	QoQ +5.41% (+$396.0K) YoY +41.85% (+$2.3M)
(cusip37960A529)✕	165.0K	QoQ +12.24% (+18.0K) YoY NEW(+165.0K)	All Managers (Combined)	$7.7M	QoQ +39.67% (+$2.2M) YoY NEW(+$7.7M)
Oracle Corp(ORCLcusip68389X105)	54.7K	QoQ +16.06% (-7.6K) YoY +67.78% (+22.1K)	All Managers (Combined)	$7.7M	QoQ -2.62% (-$206.4K) YoY +102.57% (+$3.9M)
Axon Enterprise, Inc.(AXONcusip05464C101)	14.5K	QoQ +160.53% (+9.0K) YoY +194.58% (+9.6K)	All Managers (Combined)	$7.6M	QoQ +130.55% (+$4.3M) YoY +386.38% (+$6.1M)
Wells Fargo & Company/Mn(WFCcusip949746101)	105.5K	QoQ +9.95% (+9.6K) YoY +30.92% (+24.9K)	All Managers (Combined)	$7.6M	QoQ +12.38% (+$834.4K) YoY +56.81% (+$2.7M)
(VGTcusip92204A702)	13.6K	QoQ +83.04% (+6.2K) YoY +110.66% (+7.2K)	All Managers (Combined)	$7.4M	QoQ +59.67% (+$2.8M) YoY +124.25% (+$4.1M)
Target Corp(TGTcusip87612E106)	70.7K	QoQ +25.88% (-14.5K) YoY +47.58% (-22.8K)	All Managers (Combined)	$7.4M	QoQ -2.81% (-$213.6K) YoY -2.54% (-$192.8K)
Mckesson Corp(MCKcusip58155Q103)	10.9K	QoQ +8.69% (+875) YoY +133.35% (+6.2K)	All Managers (Combined)	$7.4M	QoQ +28.35% (+$1.6M) YoY +196.98% (+$4.9M)
Abbott Laboratories(ABTcusip002824100)	54.3K	QoQ +7.92% (+4.0K) YoY +17.52% (+8.1K)	All Managers (Combined)	$7.2M	QoQ +26.56% (+$1.5M) YoY +47.20% (+$2.3M)
Bank Of America Corp /De/(BACcusip060505104)	172.5K	QoQ +27.42% (+37.1K) YoY +28.42% (+38.2K)	All Managers (Combined)	$7.2M	QoQ +20.98% (+$1.2M) YoY +43.86% (+$2.2M)
Starbucks Corp(SBUXcusip855244109)	73.4K	QoQ +6.03% (+4.2K) YoY +26.44% (+15.3K)	All Managers (Combined)	$7.2M	QoQ +13.98% (+$882.9K) YoY +69.65% (+$3.0M)
Synopsys Inc(SNPScusip871607107)	16.6K	QoQ +10.44% (-1.6K) YoY +1393.06% (+15.5K)	All Managers (Combined)	$7.1M	QoQ -2.41% (-$176.0K) YoY +1092.99% (+$6.5M)
Caterpillar Inc(CATcusip149123101)	21.4K	QoQ +5.92% (-1.2K) YoY +56.53% (+7.7K)	All Managers (Combined)	$7.0M	QoQ -3.70% (-$271.2K) YoY +53.29% (+$2.5M)
(cusip47804J859)✕	200.8K	QoQ -55.39% (-249.4K) YoY -55.74% (-252.9K)	All Managers (Combined)	$7.0M	QoQ -51.38% (-$7.4M) YoY -54.48% (-$8.4M)
International Business Machines Corp(IBMcusip459200101)	28.2K	QoQ +35.29% (+7.4K) YoY +71.72% (+11.8K)	All Managers (Combined)	$7.0M	QoQ +53.04% (+$2.4M) YoY +157.67% (+$4.3M)
(VVcusip922908637)	27.1K	QoQ -2.87% (-802) YoY +1089.98% (+24.8K)	All Managers (Combined)	$7.0M	QoQ -7.43% (-$559.6K) YoY +1202.89% (+$6.4M)
(SDYcusip78464A763)	51.2K	QoQ +175.54% (+32.6K) YoY +169.53% (+32.2K)	All Managers (Combined)	$6.9M	QoQ +183.00% (+$4.5M) YoY +184.36% (+$4.5M)
Spdr Gold Trust(GLDcusip78463V107)	23.9K	QoQ -28.28% (-9.4K) YoY -26.59% (-8.7K)	All Managers (Combined)	$6.9M	QoQ -14.65% (-$1.2M) YoY -0.68% (-$47.6K)
(cusip46137V225)✕	65.8K	QoQ +5.71% (-3.6K) YoY NEW(+65.8K)	All Managers (Combined)	$6.9M	QoQ -1.83% (-$129.0K) YoY NEW(+$6.9M)