MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings585 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE-CL B | 2.1M | $375.2M | 11.6% | $164.10 | -6.82% | 14 qtrssince 2019-Q1 | Increased 97 |
VANGUARD GROWTH ETF | 1.1M | $240.5M | 7.4% | $28.54 | +27.30% | 14 qtrssince 2019-Q1 | Increased 65 |
BERKSHIRE HATHAWAY INC-CL A | 401 | $164M | 5.1% | $411,050.00 | 0.00% | 1 qtr | New 94 |
VANGUARD TOTAL STOCK MARKET VIPERS | 810,793 | $152.9M | 4.7% | $210.53 | -14.06% | 12 qtrssince 2019-Q3 | Increased 58 |
SCHWAB US DVD EQUITY ETF | 1.7M | $122.1M | 3.8% | $21.03 | +0.01% | 6 qtrssince 2021-Q1 | Increased 89 |
VANGUARD S&P 500 ETF | 343,339 | $119.1M | 3.7% | $332.21 | +0.07% | 14 qtrssince 2019-Q1 | Increased 89 |
| 1.5M | $117M | 3.6% | — | — | 6 qtrssince 2021-Q1 | Increased 89 | |
INVESCO S&P 500 QUALITY ETF | 2.7M | $112.7M | 3.5% | $47.74 | -15.59% | 2 qtrssince 2022-Q1 | Increased 58 |
ISHARES CORE S&P 500 ETF | 196,238 | $74.4M | 2.3% | $387.75 | -6.36% | 12 qtrssince 2019-Q3 | Increased 77 |
TESLA INC | 99,988 | $67.3M | 2.1% | $231.31 | -1.22% | 11 qtrssince 2019-Q4 | Increased 82 |
APPLE INC | 458,494 | $62.7M | 1.9% | $135.46 | -1.14% | 14 qtrssince 2019-Q1 | Increased 75 |
ISHARES TRUST ISHARES ESG AW | 669,804 | $56.2M | 1.7% | $87.36 | -7.54% | 8 qtrssince 2020-Q3 | Increased 75 |
VANGUARD INTERMEDIATE-TERM B | 640,697 | $49.8M | 1.5% | $66.91 | 0.00% | 1 qtr | New 67 |
VANGUARD WORLD FD | 502,229 | $48.3M | 1.5% | $95.06 | -6.73% | 2 qtrssince 2022-Q1 | Increased 68 |
SPDR PORTFOLIO S&P 600 SMALL | 1.3M | $47.5M | 1.5% | $33.93 | +0.20% | 8 qtrssince 2020-Q3 | Increased 74 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 116,657 | $44M | 1.4% | $357.66 | +1.34% | 12 qtrssince 2019-Q3 | Increased 74 |
WISDOMTREE TR | 808,125 | $40.7M | 1.3% | $42.18 | 0.00% | 2 qtrssince 2022-Q1 | Increased 74 |
VANGUARD MEGA CAP GROWTH ETF | 220,613 | $40.1M | 1.2% | $41.70 | -14.58% | 7 qtrssince 2020-Q4 | Increased 68 |
ARCH RESOURCES INC | 2.2M | $37.9M | 1.2% | — | — | — | New — |
VANGUARD FTSE DEVELOPED ETF | 824,699 | $33.6M | 1.0% | $39.96 | -8.40% | 13 qtrssince 2019-Q2 | Increased 71 |
Merit Financial Group, LLC manages $3.2B across 585 positions as of Q2 2022. Top holdings: UPS (11.6%), VUG (7.4%), BRK/A (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 218 new positions, 23 exits, 277 increased. Top move: UPS (INCREASED, conviction 97). Portfolio: $3.2B across 585 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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