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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Salesforce, Inc.

CRM|79466L302

25546(+30.5%)

Value:

$6.9B(+4.7%)

46138G508

329923(-8.0%)

Value:

$6.8B(-9.6%)

81369Y209

46660(-29.2%)

Value:

$6.8B(-24.8%)

464287226

67836(+84.7%)

Value:

$6.7B(+88.5%)

464287507

IJH|464287507

113918(+17.9%)

Value:

$6.6B(+10.4%)

SOUTHERN CO

SO|842587107

71910(+18.8%)

Value:

$6.6B(+32.7%)

921946794

VYMI|921946794

89712(+1476.4%)

Value:

$6.6B(+1611.3%)

46434V878

129001(-13.8%)

Value:

$6.5B(-13.4%)

92206C870

VCIT|92206C870

79790(-48.6%)

Value:

$6.5B(-47.6%)

46641Q837

125853(+1439.9%)

Value:

$6.4B(+1447.8%)

921937819

BIV|921937819

83168(+52.1%)

Value:

$6.4B(+55.8%)

AMGEN INC

AMGN|031162100

20252(+8.6%)

Value:

$6.3B(+29.8%)

LOWES COMPANIES INC

LOW|548661107

26873(+39.3%)

Value:

$6.3B(+31.6%)

ADOBE INC.

ADBE|00724F101

16302(+67.0%)

Value:

$6.3B(+44.0%)

922042858

VWO|922042858

137048(+113.5%)

Value:

$6.2B(+119.4%)

ALTRIA GROUP, INC.

MO|02209S103

102979(+28.4%)

Value:

$6.2B(+47.4%)

Booking Holdings Inc.

BKNG|09857L108

1334(+33.4%)

Value:

$6.1B(+23.7%)

37954Y384

188875(+18.1%)

Value:

$6.1B(+19.0%)

GOLDMAN SACHS GROUP INC

GS|38141G104

11166(+5.8%)

Value:

$6.1B(+0.9%)

25434V583

113960(+1319.7%)

Value:

$6.1B(+1335.8%)

Instrument	Shares		Other Manager	Value
Salesforce, Inc.(CRMcusip79466L302)	25.5K	QoQ +30.46% (+6.0K) YoY +61.46% (+9.7K)	All Managers (Combined)	$6.9M	QoQ +4.71% (+$309.0K) YoY +58.34% (+$2.5M)
(cusip46138G508)✕	329.9K	QoQ -7.96% (-28.5K) YoY -18.07% (-72.8K)	All Managers (Combined)	$6.8M	QoQ -9.57% (-$723.6K) YoY -19.89% (-$1.7M)
(cusip81369Y209)✕	46.7K	QoQ -29.17% (-19.2K) YoY -24.12% (-14.8K)	All Managers (Combined)	$6.8M	QoQ -24.83% (-$2.3M) YoY -21.33% (-$1.8M)
(cusip464287226)✕	67.8K	QoQ +84.68% (+31.1K) YoY +133.17% (+38.7K)	All Managers (Combined)	$6.7M	QoQ +88.54% (+$3.2M) YoY +139.79% (+$3.9M)
(IJHcusip464287507)	113.9K	QoQ +17.94% (+17.3K) YoY +133.27% (+65.1K)	All Managers (Combined)	$6.6M	QoQ +10.44% (+$628.7K) YoY +132.55% (+$3.8M)
Southern Co(SOcusip842587107)	71.9K	QoQ +18.79% (+11.4K) YoY +67.62% (+29.0K)	All Managers (Combined)	$6.6M	QoQ +32.69% (+$1.6M) YoY +103.20% (+$3.4M)
(VYMIcusip921946794)	89.7K	QoQ +1476.38% (+84.0K) YoY +983.74% (+81.4K)	All Managers (Combined)	$6.6M	QoQ +1611.26% (+$6.2M) YoY +1054.45% (+$6.0M)
(cusip46434V878)✕	129.0K	QoQ -13.84% (-20.7K) YoY +350.59% (+100.4K)	All Managers (Combined)	$6.5M	QoQ -13.38% (-$1.0M) YoY +353.64% (+$5.1M)
(VCITcusip92206C870)	79.8K	QoQ -48.60% (-75.5K) YoY -47.69% (-72.8K)	All Managers (Combined)	$6.5M	QoQ -47.64% (-$5.9M) YoY -46.05% (-$5.6M)
(cusip46641Q837)✕	125.9K	QoQ +1439.86% (+117.7K) YoY +1369.90% (+117.3K)	All Managers (Combined)	$6.4M	QoQ +1447.80% (+$6.0M) YoY +1380.16% (+$5.9M)
(BIVcusip921937819)	83.2K	QoQ +52.09% (+28.5K) YoY +135.80% (+47.9K)	All Managers (Combined)	$6.4M	QoQ +55.84% (+$2.3M) YoY +143.69% (+$3.8M)
Amgen Inc(AMGNcusip031162100)	20.3K	QoQ +8.63% (+1.6K) YoY +11.56% (+2.1K)	All Managers (Combined)	$6.3M	QoQ +29.84% (+$1.5M) YoY +11.65% (+$658.5K)
Lowes Companies Inc(LOWcusip548661107)	26.9K	QoQ +39.28% (+7.6K) YoY +28.28% (+5.9K)	All Managers (Combined)	$6.3M	QoQ +31.63% (+$1.5M) YoY +28.88% (+$1.4M)
Adobe Inc.(ADBEcusip00724F101)	16.3K	QoQ +66.97% (+6.5K) YoY +83.29% (+7.4K)	All Managers (Combined)	$6.3M	QoQ +44.01% (+$1.9M) YoY +44.58% (+$1.9M)
(VWOcusip922042858)	137.0K	QoQ +113.46% (+72.8K) YoY +168.38% (+86.0K)	All Managers (Combined)	$6.2M	QoQ +119.37% (+$3.4M) YoY +178.41% (+$4.0M)
Altria Group, Inc.(MOcusip02209S103)	103.0K	QoQ +28.40% (+22.8K) YoY +20.63% (+17.6K)	All Managers (Combined)	$6.2M	QoQ +47.39% (+$2.0M) YoY +66.09% (+$2.5M)
Booking Holdings Inc.(BKNGcusip09857L108)	1.3K	QoQ +33.40% (+334) YoY +62.28% (+512)	All Managers (Combined)	$6.1M	QoQ +23.69% (+$1.2M) YoY +109.01% (+$3.2M)
(cusip37954Y384)✕	188.9K	QoQ +18.12% (+29.0K) YoY NEW(+188.9K)	All Managers (Combined)	$6.1M	QoQ +19.04% (+$977.4K) YoY NEW(+$6.1M)
Goldman Sachs Group Inc(GScusip38141G104)	11.2K	QoQ +5.76% (+609) YoY +40.64% (+3.2K)	All Managers (Combined)	$6.1M	QoQ +0.90% (+$54.9K) YoY +75.34% (+$2.6M)
(cusip25434V583)✕	114.0K	QoQ +1319.70% (+105.9K) YoY NEW(+114.0K)	All Managers (Combined)	$6.1M	QoQ +1335.78% (+$5.7M) YoY NEW(+$6.1M)