Institutional investor · Portfolio as of Q1 2023
Merit Financial Group, LLC manages $2.7B across 628 positions as of Q1 2023. Fund DNA: Momentum Trader. HoldingsIntel Rating: 3/5.0.
Active quarter - 50 new positions, 116 exits, 263 increased. No standout high-conviction moves this quarter. Portfolio: $2.7B across 628 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No holdings data available for 2023-Q1. This filer may not have filed for this period.
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer