MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings214 positions
VANGUARD INDEX FDS | 954,018 | $241.7M | 23.4% | $25.22 | +62.28% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.7M | $184.5M | 17.8% | $53.60 | +15.54% | 8 qtrssince 2019-Q1 | Increased 63 |
VANGUARD WORLD FDS | 577,899 | $100.5M | 9.7% | $131.59 | +15.97% | 8 qtrssince 2019-Q1 | Increased 61 |
ARK ETF TR | 788,230 | $98.1M | 9.5% | $67.66 | +80.97% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.3M | $92.1M | 8.9% | $58.24 | +6.99% | 8 qtrssince 2019-Q1 | Increased 62 |
ISHARES INC | 1.2M | $45.6M | 4.4% | $22.04 | +9.95% | 8 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 120,149 | $15.9M | 1.5% | $75.84 | +69.84% | 8 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 349,883 | $8.7M | 0.8% | $24.96 | -0.27% | 5 qtrssince 2019-Q4 | Increased 39 |
SPDR SER TR | 52,084 | $7.3M | 0.7% | $105.69 | +35.56% | 8 qtrssince 2019-Q1 | Increased 42 |
AMAZON COM INC | 2,066 | $6.7M | 0.7% | $115.40 | +41.12% | 8 qtrssince 2019-Q1 | Increased 40 |
ISHARES TR | 17,150 | $6.4M | 0.6% | $290.62 | +19.29% | 6 qtrssince 2019-Q3 | Increased 43 |
AMPLIFY ETF TR | 47,317 | $5.4M | 0.5% | $57.39 | +102.16% | 8 qtrssince 2019-Q1 | Increased 39 |
GLOBAL X FDS | 109,802 | $5.1M | 0.5% | $30.88 | +40.66% | 5 qtrssince 2019-Q4 | Increased 36 |
VANGUARD INDEX FDS | 26,346 | $5.1M | 0.5% | $136.22 | +32.03% | 6 qtrssince 2019-Q3 | Decreased 0 |
SPDR SER TR | 163,034 | $5M | 0.5% | $24.21 | +2.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 13,102 | $4.9M | 0.5% | $283.57 | +22.12% | 6 qtrssince 2019-Q3 | Increased 35 |
JOHNSON & JOHNSON | 30,527 | $4.8M | 0.5% | $119.13 | +12.80% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 85,944 | $4.8M | 0.5% | $40.91 | +29.18% | 5 qtrssince 2019-Q4 | Increased 42 |
PHILIP MORRIS INTL INC | 53,120 | $4.4M | 0.4% | $61.17 | +3.57% | 5 qtrssince 2019-Q4 | Increased 33 |
MICROSOFT CORP | 18,919 | $4.2M | 0.4% | $140.31 | +51.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
Merit Financial Group, LLC manages $1B across 214 positions as of Q4 2020. Top holdings: VUG (23.4%), USMV (17.8%), VDC (9.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 19 new positions, 29 exits, 77 increased. Top move: USMV (INCREASED, conviction 63). Portfolio: $1.0B across 214 positions.
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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
Verify source filings on SEC EDGAR