Merit Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$4.47B
Signature - Title
Doug Baxley - CCO
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Merit Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Merit Financial Group, LLC reported 826 stock holdings with total value $4.47B as of Q3 2024. Top holdings included VOO, IUSV, VUG, IEFA, and UPS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 826 $4.47B +$248M -$549M -$300M VOO, IUSV, VUG, IEFA, UPS 13F-HR 10/17/2024, 12:32 PM
Q2 2024 913 $4.53B +$377M -$158M +$219M VOO, VUG, IUSV, IEFA, SPTI 13F-HR 8/13/2024, 10:02 AM
Q1 2024 862 $4.18B +$1.18B -$405M +$776M VOO, VUG, IUSV, SPTI, IEFA 13F-HR 5/6/2024, 10:43 AM
Q4 2023 773 $3.29B +$461M -$502M -$40.2M VOO, SCHD, VUG, UPS, SPTI 13F-HR 2/6/2024, 03:36 PM
Q3 2023 737 $3.05B +$219M -$117M +$103M VOO, SCHD, VUG, UPS, VGSH 13F-HR 11/7/2023, 03:40 PM
Q2 2023 739 $3.08B +$438M -$217M +$221M VOO, SCHD, VUG, UPS, VGSH 13F-HR 8/1/2023, 12:07 PM
Q1 2023 628 $2.73B +$389M -$586M -$197M SCHD, VOO, VUG, UPS, VGSH 13F-HR 4/24/2023, 03:32 PM
Q4 2022 694 $2.76B +$469M -$137M +$332M SCHD, VUG, VTI, UPS, BSV 13F-HR 1/13/2023, 03:22 PM
Q3 2022 575 $2.3B +$267M -$890M -$623M SCHD, VUG, VTI, UPS, BSV 13F-HR 10/31/2022, 12:33 PM
Q2 2022 575 $3.15B +$1.82B -$42.1M +$1.78B UPS, VUG, BRKA, VTI, SCHD 13F-HR 8/8/2022, 10:43 AM
Q1 2022 380 $1.65B +$839M -$118M +$721M VUG, VTI, UPS, SPHQ, IVV 13F-HR 5/13/2022, 10:51 AM
Q4 2021 275 $1.02B +$49.7M -$43.6M +$6.16M VUG, VTI, ARKK, AAPL, USMV 13F-HR 2/14/2022, 01:38 PM
Q3 2021 264 $955M +$141M -$226M -$84.4M VUG, VTI, ARKK, USMV, AAPL 13F-HR 10/27/2021, 11:27 AM
Q2 2021 263 $1.06B +$68.3M -$23.2M +$45.1M VUG, VDC, ARKK, DVYE, USMV 13F-HR 8/16/2021, 12:19 PM
Q1 2021 234 $956M +$162M -$259M -$96.3M VUG, VDC, ARKK, DVYE, USMV 13F-HR 5/18/2021, 03:59 PM
Q4 2020 212 $1.03B +$53.9M -$224M -$170M VUG, USMV, VDC, ARKK, EFAV 13F-HR 2/12/2021, 12:20 PM
Q3 2020 222 $1.09B +$99.2M -$93.1M +$6.12M VUG, USMV, USFR, VDC, ARKK 13F-HR 11/10/2020, 10:09 AM
Q2 2020 216 $1B +$290M -$313M -$23.5M VUG, USMV, USFR, ARKK, VDC 13F-HR 8/13/2020, 11:59 AM
Q1 2020 220 $895M +$105M -$161M -$55.5M VUG, USFR, CSM, SMMV, USMV 13F-HR 5/5/2020, 04:43 PM
Q4 2019 231 $1.13B +$197M -$29.1M +$168M VUG, CSM, USFR, SMMV, FLRN 13F-HR 1/16/2020, 12:27 PM
Q3 2019 138 $915M +$205M -$141M +$63.2M VUG, CSM, USFR, SMMV, FLRN 13F-HR 11/25/2019, 03:44 PM
Q2 2019 113 $845M +$196M -$91.8M +$104M VUG, CSM, USFR, IJR, FLRN 13F-HR 8/13/2019, 02:12 PM
Q1 2019 117 $725M +$109M -$22M +$87.4M VUG, CSM, USFR, EFAV, JNK 13F-HR 5/16/2019, 04:26 PM
Q4 2018 111 $578M +$146M -$8.97M +$137M VUG, CSM, JNK, USFR, EFAV 13F-HR 2/15/2019, 05:07 PM
Q3 2018 115 $517M +$37.9M -$5.77M +$32.1M VUG, CSM, EFAV, WBIA, IJR 13F-HR 10/25/2018, 02:30 PM
Q2 2018 114 $456M +$38.2M -$10.4M +$27.8M VUG, CSM, EFAV, WBIA, IJR 13F-HR 8/7/2018, 02:31 PM
Q1 2018 109 $416M +$42.4M -$8.13M +$34.3M CSM, VUG, EFAV, WBIA, IJR 13F-HR 5/14/2018, 03:00 PM
Q4 2017 107 $385M $0 $0 CSM, VUG, EFAV, WBIA, DBEF 13F-HR 2/13/2018, 04:45 PM