MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings223 positions
VANGUARD INDEX FDS | 1.2M | $182M | 20.3% | $25.07 | +0.39% | 5 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE FLOATING RATE TRE | 5.4M | $134.7M | 15.0% | $40.99 | +1.70% | 5 qtrssince 2019-Q1 | Increased 63 |
PROSHARES TR | 2M | $116.8M | 13.0% | $31.45 | -12.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.9M | $74.9M | 8.4% | $30.45 | -22.42% | 3 qtrssince 2019-Q3 | Increased 61 |
ISHARES TR | 1.2M | $67.3M | 7.5% | $50.54 | -3.90% | 5 qtrssince 2019-Q1 | Increased 93 |
ISHARES TR | 1M | $64.9M | 7.3% | $58.01 | -10.53% | 5 qtrssince 2019-Q1 | Increased 59 |
ISHARES INC | 856,927 | $24.1M | 2.7% | $22.42 | -23.19% | 5 qtrssince 2019-Q1 | Increased 52 |
ISHARES IBONDS DEC 2020 TERM | 612,903 | $15.5M | 1.7% | $25.30 | -0.61% | 3 qtrssince 2019-Q3 | Increased 46 |
VANGUARD WORLD FD | 58,291 | $8M | 0.9% | $126.65 | -6.69% | 5 qtrssince 2019-Q1 | Increased 46 |
ISHARES IBONDS DEC 2021 TERM | 277,435 | $6.8M | 0.8% | $24.92 | -1.25% | 2 qtrssince 2019-Q4 | Increased 41 |
ISHARES TR | 89,509 | $6.4M | 0.7% | $14.47 | -21.67% | 5 qtrssince 2019-Q1 | Increased 44 |
APPLE INC | 21,435 | $5.5M | 0.6% | $57.20 | +7.22% | 5 qtrssince 2019-Q1 | Increased 42 |
SPDR SERIES TRUST | 67,644 | $5.2M | 0.6% | $69.70 | -0.86% | 2 qtrssince 2019-Q4 | Increased 61 |
SPDR SERIES TRUST | 174,303 | $5.1M | 0.6% | $24.18 | -2.61% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 38,106 | $4.9M | 0.5% | $136.22 | -13.66% | 3 qtrssince 2019-Q3 | Increased 41 |
ARK ETF TR | 105,832 | $4.7M | 0.5% | $46.15 | -7.69% | 5 qtrssince 2019-Q1 | Increased 44 |
PHILIP MORRIS INTL INC | 55,723 | $4.1M | 0.5% | $61.10 | -12.72% | 2 qtrssince 2019-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 30,148 | $4M | 0.4% | $118.93 | -7.77% | 5 qtrssince 2019-Q1 | Increased 32 |
AT&T INC | 122,083 | $3.6M | 0.4% | $15.23 | -8.13% | 5 qtrssince 2019-Q1 | Increased 34 |
ISHARES TR | 13,634 | $3.5M | 0.4% | $276.07 | -14.68% | 3 qtrssince 2019-Q3 | Decreased 0 |
Merit Financial Group, LLC manages $894.9M across 223 positions as of Q1 2020. Top holdings: VUG (20.3%), USFR (15.0%), CSM (13.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 20 new positions, 31 exits, 116 increased. Top move: USMV (INCREASED, conviction 93). Portfolio: $895M across 223 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR