How many stocks does Merit Financial Group, LLC own?

As of Q2 2019, Merit Financial Group, LLC holds 112 positions in their 13F portfolio.

What is Merit Financial Group, LLC's largest holding?

VUG at 24.0% of portfolio, worth $204.7M.

What is Merit Financial Group, LLC's total portfolio value?

$852.6M as of Q2 2019, tracked across 112 holdings.

Is Merit Financial Group, LLC a hedge fund?

Merit Financial Group, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Merit Financial Group, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Merit Financial Group, LLC's portfolio changed in Q2 2019?

View Merit Financial Group, LLC's latest portfolio changes, new positions, and exits for Q2 2019 on HoldingsIntel.

What is Merit Financial Group, LLC's investment strategy?

Merit Financial Group, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

MFMerit Financial Group, LLC

Institutional investor · Portfolio as of Q2 2019

Top Holdings112 positions

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Activity:

				Price Trend
VUG ETF Vanguard Index Funds MORNINGSTAR GROWTH ETF	1.3M	$204.7M	24.0%	—	$24.89	+4.65%	2 qtrssince 2019-Q1	Increased 60
CSM ETF PROSHARES TR	2.7M	$193.4M	22.7%	—	$31.30	+3.37%	2 qtrssince 2019-Q1	Increased 61
USFR ETF WISDOMTREE TR FLOATNG RAT TREA	4.5M	$113.3M	13.3%	—	$41.90	+0.51%	2 qtrssince 2019-Q1	Increased 61
IJR ETF ISHARES CORE S&P SMALL CAP ETF	1.2M	$93.1M	10.9%	—	$69.93	+0.11%	2 qtrssince 2019-Q1	Increased 94
FLRN ETF STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF	2.5M	$75.8M	8.9%	—	$24.14	+0.05%	2 qtrssince 2019-Q1	Increased 93
EFAV ETF ISHARES MSCI EAFE MIN VOL FACTOR ETF	1M	$74.1M	8.7%	—	$57.79	+2.73%	2 qtrssince 2019-Q1	Increased 60
IBMHDelisted ETF iShares iBonds Sep 2019 Term Mu	604,602	$15.1M	1.8%	—	$25.39	—	1 qtr	New 64
VDC ETF Vanguard World Fund CONSUM STP ETF	26,986	$4M	0.5%	—	$122.00	+2.71%	2 qtrssince 2019-Q1	Increased 37
BND ETF VANGUARD TOTAL BOND MARKET ETF	23,936	$3.6M	0.4%	—	$65.00	+3.07%	2 qtrssince 2019-Q1	Decreased 0
T AT&T INC	81,442	$2.7M	0.3%	—	$14.09	+7.97%	2 qtrssince 2019-Q1	Increased 36
XLK ETF SELECT SECTOR SPDR TR	33,668	$2.6M	0.3%	—	$34.67	+5.83%	2 qtrssince 2019-Q1	Decreased 0
XSLV ETF INVESCO S&P SMALLCAP LOW VOLATILITY ETF	49,583	$2.6M	0.3%	—	$40.24	+21.63%	2 qtrssince 2019-Q1	Increased 37
BSCKDelisted ETF Invesco BulletShares 2020 Corpo	114,102	$2.4M	0.3%	—	$21.22	+0.19%	2 qtrssince 2019-Q1	Decreased 0
PDI Fund PIMCO DYNAMIC INCOME FD SHS	75,388	$2.4M	0.3%	—	$12.31	+2.23%	2 qtrssince 2019-Q1	Increased 33
SCZ ETF ISHARES MSCI EAFE SMALL-CAP ETF	48,765	$2.3M	0.3%	—	$46.99	+1.57%	2 qtrssince 2019-Q1	Decreased 0
ARKK ETF ARK INNOVATION ETF	46,108	$2.2M	0.3%	—	$45.07	+2.67%	2 qtrssince 2019-Q1	Decreased 0
AAPL Apple Inc.	10,551	$2.1M	0.2%	—	$45.25	+4.54%	2 qtrssince 2019-Q1	Increased 31
MDY ETF State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP	17,353	$2.1M	0.2%	—	$315.16	+3.05%	2 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com, Inc.	850	$1.6M	0.2%	—	$89.09	+6.28%	2 qtrssince 2019-Q1	Increased 31
SLYDelisted ETF STATE STREET	21,000	$1.6M	0.2%	—	$66.67	+1.44%	2 qtrssince 2019-Q1	Decreased 0