MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings234 positions
VANGUARD INDEX FDS | 1M | $269.7M | 28.2% | $26.71 | +55.72% | 9 qtrssince 2019-Q1 | Increased 66 |
VANGUARD WORLD FD | 648,859 | $115.6M | 12.1% | $134.39 | +17.00% | 9 qtrssince 2019-Q1 | Increased 66 |
ARK ETF TR | 848,401 | $101.8M | 10.6% | $71.23 | +65.64% | 9 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 2.6M | $101M | 10.6% | $23.07 | +7.16% | 9 qtrssince 2019-Q1 | Increased 94 |
ISHARES TR | 453,592 | $31.4M | 3.3% | $53.60 | +18.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE | 121,087 | $14.8M | 1.5% | $76.18 | +55.90% | 9 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 189,151 | $13.8M | 1.4% | $58.24 | +6.38% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 34,117 | $13.6M | 1.4% | $329.42 | +11.90% | 7 qtrssince 2019-Q3 | Increased 71 |
ISHARES IBONDS DEC 2021 TERM | 417,837 | $10.4M | 1.1% | $24.94 | -0.40% | 6 qtrssince 2019-Q4 | Increased 52 |
SPDR SERIES TRUST | 55,184 | $7.5M | 0.8% | — | — | 9 qtrssince 2019-Q1 | Increased 41 |
AMAZON.COM | 2,394 | $7.4M | 0.8% | $120.78 | +28.09% | 9 qtrssince 2019-Q1 | Increased 45 |
SPDR SERIES TRUST | 130,338 | $7.4M | 0.8% | $45.37 | +19.05% | 6 qtrssince 2019-Q4 | Increased 54 |
ISHARES TR | 62,029 | $6.7M | 0.7% | $78.65 | +26.70% | 9 qtrssince 2019-Q1 | Increased 56 |
AMPLIFY ETF TR | 51,683 | $6.4M | 0.7% | $63.10 | +96.80% | 9 qtrssince 2019-Q1 | Increased 42 |
VANGUARD INDEX FDS | 30,568 | $6.3M | 0.7% | $143.87 | +33.19% | 7 qtrssince 2019-Q3 | Increased 44 |
JOHNSON & JOHNSON | 33,633 | $5.5M | 0.6% | $121.17 | +16.54% | 9 qtrssince 2019-Q1 | Increased 42 |
STATE STR SPDR S&P 500 ETF T | 12,799 | $5.1M | 0.5% | $283.57 | +29.88% | 7 qtrssince 2019-Q3 | Decreased 0 |
EATON VANCE MUN BD FD | 373,733 | $5M | 0.5% | $9.39 | +5.70% | 6 qtrssince 2019-Q4 | Increased 46 |
PHILIP MORRIS INTL INC | 54,721 | $4.9M | 0.5% | $61.39 | +12.10% | 6 qtrssince 2019-Q4 | Increased 39 |
MICROSOFT | 19,331 | $4.6M | 0.5% | $142.12 | +58.54% | 9 qtrssince 2019-Q1 | Increased 33 |
Merit Financial Group, LLC manages $955.9M across 234 positions as of Q1 2021. Top holdings: VUG (28.2%), VDC (12.1%), ARKK (10.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 32 new positions, 10 exits, 122 increased. Top move: DVYE (INCREASED, conviction 94). Portfolio: $956M across 234 positions.
Top holdings by portfolio weight
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Behavioral investing profile
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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