MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings863 positions
VANGUARD INDEX FDS | 585,792 | $275.3M | 6.6% | $341.93 | +36.33% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD | 643,518 | $218.1M | 5.2% | $29.26 | +93.83% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.3M | $204.5M | 4.9% | $86.23 | +0.01% | 2 qtrssince 2023-Q4 | Increased 91 |
SPDR SERIES TRUST | 5.1M | $141.6M | 3.4% | $25.77 | -0.25% | 7 qtrssince 2022-Q3 | Increased 67 |
ISHARES INC | 1.9M | $137.8M | 3.3% | $62.95 | +9.93% | 19 qtrssince 2019-Q3 | Increased 71 |
UNITED PARCEL SVCS INC | 901,397 | $132M | 3.1% | $154.17 | -16.92% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 233,717 | $120.1M | 2.9% | $417.61 | +22.00% | 19 qtrssince 2019-Q3 | Increased 63 |
APPLE INC | 525,291 | $96.3M | 2.3% | $141.56 | +19.83% | 21 qtrssince 2019-Q1 | Increased 68 |
MICROSOFT CORP | 205,663 | $83.6M | 2.0% | $314.12 | +31.38% | 21 qtrssince 2019-Q1 | Increased 71 |
ISHARES TR | 1.7M | $82.7M | 2.0% | $45.21 | +0.45% | 7 qtrssince 2022-Q3 | Increased 59 |
VANGUARD INDEX FDS | 291,427 | $73.9M | 1.8% | $208.53 | +20.89% | 19 qtrssince 2019-Q3 | Increased 48 |
VANGUARD SCOTTSDALE FDS | 1M | $58.5M | 1.4% | $51.22 | +2.90% | 7 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD | 496,940 | $57.5M | 1.4% | $102.33 | +11.21% | 9 qtrssince 2022-Q1 | Increased 66 |
VANGUARD | 195,250 | $55M | 1.3% | $48.82 | +16.32% | 14 qtrssince 2020-Q4 | Increased 65 |
SCHWAB STRATEGIC TR | 687,292 | $53.6M | 1.3% | $20.07 | +22.21% | 13 qtrssince 2021-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.3M | $53M | 1.3% | $33.96 | +21.30% | 15 qtrssince 2020-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 92,927 | $47.5M | 1.1% | $380.14 | +33.65% | 19 qtrssince 2019-Q3 | Increased 51 |
PIMCO ETF TR | 466,054 | $46.7M | 1.1% | $88.40 | +1.57% | 4 qtrssince 2023-Q2 | Increased 50 |
SPDR SERIES TRUST | 645,233 | $46.6M | 1.1% | $55.46 | +30.00% | 18 qtrssince 2019-Q4 | Increased 50 |
AMAZON COM INC | 225,300 | $42M | 1.0% | $146.52 | +23.11% | 21 qtrssince 2019-Q1 | Increased 61 |
Merit Financial Group, LLC manages $4.2B across 863 positions as of Q1 2024. Top holdings: VOO (6.6%), VUG (5.2%), IUSV (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 160 new positions, 71 exits, 476 increased. Top move: IUSV (INCREASED, conviction 91). Portfolio: $4.2B across 863 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR