MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings232 positions
VANGUARD INDEX FDS | 1.2M | $219.3M | 19.4% | $25.07 | +16.41% | 4 qtrssince 2019-Q1 | Increased 62 |
PROSHARES TR | 2.8M | $213.9M | 18.9% | $31.45 | +13.61% | 4 qtrssince 2019-Q1 | Increased 62 |
WISDOMTREE FLOATING RATE TRE | 5M | $125.1M | 11.1% | $40.93 | +1.34% | 4 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 2.7M | $96.7M | 8.6% | $30.88 | +4.05% | 2 qtrssince 2019-Q3 | Increased 62 |
SPDR SERIES TRUST | 2.8M | $85.5M | 7.6% | $24.18 | +1.43% | 4 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1M | $75.5M | 6.7% | $58.20 | +7.12% | 4 qtrssince 2019-Q1 | Increased 64 |
ISHARES INC | 810,045 | $32.9M | 2.9% | $22.72 | +8.75% | 4 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 280,407 | $18.4M | 1.6% | $57.33 | +2.26% | 4 qtrssince 2019-Q1 | Increased 62 |
ISHARES IBONDS DEC 2020 TERM | 586,313 | $14.8M | 1.3% | $25.30 | -0.09% | 2 qtrssince 2019-Q3 | Increased 71 |
VANGUARD WORLD FD | 48,276 | $7.8M | 0.7% | $128.41 | +7.20% | 4 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 77,674 | $7.6M | 0.7% | $14.94 | +2.53% | 4 qtrssince 2019-Q1 | Increased 62 |
ISHARES IBONDS DEC 2021 TERM | 262,431 | $6.6M | 0.6% | $24.94 | 0.00% | 1 qtr | New 53 |
VANGUARD INDEX FDS | 35,071 | $5.7M | 0.5% | $137.83 | +7.77% | 2 qtrssince 2019-Q3 | Increased 43 |
APPLE INC | 19,451 | $5.7M | 0.5% | $56.78 | +24.44% | 4 qtrssince 2019-Q1 | Increased 59 |
PHILIP MORRIS INTL INC | 56,103 | $4.8M | 0.4% | $61.10 | 0.00% | 1 qtr | New 45 |
ISHARES TR | 14,743 | $4.8M | 0.4% | $276.07 | +6.06% | 2 qtrssince 2019-Q3 | Increased 43 |
AT&T INC | 115,795 | $4.5M | 0.4% | $15.30 | +20.48% | 4 qtrssince 2019-Q1 | Increased 40 |
ARK ETF TR | 90,272 | $4.5M | 0.4% | $46.76 | +3.62% | 4 qtrssince 2019-Q1 | Increased 52 |
JOHNSON & JOHNSON | 29,940 | $4.4M | 0.4% | $119.00 | +1.90% | 4 qtrssince 2019-Q1 | Increased 52 |
ISHARES INC | 72,932 | $3.9M | 0.3% | $41.46 | +9.57% | 4 qtrssince 2019-Q1 | Increased 36 |
Merit Financial Group, LLC manages $1.1B across 232 positions as of Q4 2019. Top holdings: VUG (19.4%), CSM (18.9%), USFR (11.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 114 new positions, 21 exits, 100 increased. Top move: IBDL (INCREASED, conviction 71). Portfolio: $1.1B across 232 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR