• 13F History

Merit Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$6.67B
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 1396 stock holdings with total value $6.67B as of Q1 2025. Top holdings included IUSV, VOO, VUG, IVV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,396 $6.67B +$1.71B -$479M +$1.23B IUSV, VOO, VUG, IVV, AAPL 13F-HR 4/9/2025, 03:33 PM
Q4 2024 1,147 $5.56B +$1.4B -$268M +$1.13B VUG, VOO, IUSV, AAPL, IEFA 13F-HR 1/15/2025, 10:13 AM
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 +$376M -$157M +$219M VOO, VUG, IUSV, IEFA, SPTI 13F-HR 8/13/2024, 10:02 AM
Q1 2024 839 $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 792 $3.05B +$220M -$122M +$98.8M VOO, SCHD, VUG, UPS, VGSH 13F-HR 11/7/2023, 03:40 PM
Q2 2023 742 $3.09B +$442M -$196M +$246M VOO, SCHD, VUG, UPS, VGSH 13F-HR 8/1/2023, 12:07 PM
Q1 2023 631 $2.75B +$406M -$527M -$121M SCHD, VOO, VUG, UPS, VGSH 13F-HR 4/24/2023, 03:32 PM
Q4 2022 695 $2.76B +$469M -$106M +$363M SCHD, VUG, VTI, UPS, BSV 13F-HR 1/13/2023, 02:22 PM
Q3 2022 574 $2.3B +$267M -$672M -$405M SCHD, VUG, VTI, UPS, BSV 13F-HR 10/31/2022, 12:33 PM
Q2 2022 578 $3.21B +$1.89B -$28.9M +$1.86B UPS, VUG, BRKA, VTI, SCHD 13F-HR 8/8/2022, 10:43 AM
Q1 2022 379 $1.65B +$838M -$110M +$728M VUG, VTI, UPS, SPHQ, IVV 13F-HR 5/13/2022, 10:51 AM
Q4 2021 274 $1.01B +$49.3M -$27.6M +$21.7M VUG, VTI, ARKK, AAPL, USMV 13F-HR 2/14/2022, 12:38 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 +$53.7M -$190M -$137M VUG, USMV, VDC, ARKK, EFAV 13F-HR 2/12/2021, 11:20 AM
Q3 2020 222 $1.09B +$99.1M -$86.9M +$12.2M VUG, USMV, USFRXXXX, VDC, ARKK 13F-HR 11/10/2020, 09:09 AM
Q2 2020 216 $1B +$290M -$294M -$4.02M VUG, USMV, USFRXXXX, ARKK, VDC 13F-HR 8/13/2020, 11:59 AM
Q1 2020 220 $894M +$105M -$138M -$33M VUG, USFRXXXX, CSM, SMMV, USMV 13F-HR 5/5/2020, 04:43 PM
Q4 2019 231 $1.13B +$197M -$885K +$196M VUG, CSM, USFRXXXX, SMMV, FLRN 13F-HR 1/16/2020, 11:27 AM
Q3 2019 137 $914M +$204M -$122M +$81.4M VUG, CSM, USFRXXXX, SMMV, FLRN 13F-HR 11/25/2019, 02:44 PM
Q2 2019 107 $844M +$196M -$1.41M +$194M VUG, CSM, USFRXXXX, IJR, FLRN 13F-HR 8/13/2019, 02:12 PM
Q1 2019 105 $724M +$109M -$5.17M +$104M VUG, CSM, USFRXXXX, EFAV, JNKXXXX 13F-HR 5/16/2019, 04:26 PM
Q4 2018 105 $578M +$147M -$4.17M +$143M VUG, CSM, JNKXXXX, USFRXXXX, EFAV 13F-HR 2/15/2019, 04:07 PM
Q3 2018 105 $517M +$37.9M -$2.98M +$34.9M VUG, CSM, EFAV, WBIA, IJR 13F-HR 10/25/2018, 02:30 PM
Q2 2018 103 $456M +$38.9M -$6.08M +$32.8M VUG, CSM, EFAV, WBIA, IJR 13F-HR 8/7/2018, 02:31 PM
Q1 2018 100 $416M +$42.4M -$3.45M +$39M CSM, VUG, EFAV, WBIA, IJR 13F-HR 5/14/2018, 03:00 PM
Q4 2017 98 $385M CSM, VUG, EFAV, WBIA, DBEF 13F-HR 2/13/2018, 03:45 PM