Merit Financial Group, LLC Q3 2023 Filing
Filed November 7, 2023
Portfolio Value
$3.1T
Holdings
737
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (737 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $244.6M |
SCHDSCHWAB STRATEGIC TR | $221.8M |
VUGVANGUARD INDEX FDS | $185.8M |
UPSUNITED PARCEL SERVICE INC | $138.9M |
VGSHVANGUARD SCOTTSDALE FDS | $110.1M |
AQLTISHARES TR | $87.4M |
AAPLAPPLE INC | $79.2M |
IVVISHARES TR | $71.1M |
BIVVANGUARD BD INDEX FDS | $70.6M |
SPSMSPDR SER TR | $67.4M |
VTIVANGUARD INDEX FDS | $57.9M |
MSFTMICROSOFT CORP | $49.4M |
SPYSPDR S&P 500 ETF TR | $40.7M |
SPYMSPDR SER TR | $31.9M |
MGVVANGUARD WORLD FD | $25.0M |
SPYGSPDR SER TR | $24.7M |
VTVVANGUARD INDEX FDS | $23.8M |
AMZNAMAZON COM INC | $23.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23.1M |
NDQINVESCO QQQ TR | $22.4M |
MGKVANGUARD WORLD FD | $21.8M |
VEAVANGUARD TAX-MANAGED FDS | $21.6M |
QUALISHARES TR | $20.9M |
IEMGISHARES INC | $20.0M |
IUSINVESCO EXCH TRD SLF IDX FD | $19.0M |
IUSBISHARES TR | $18.7M |
SPYVSPDR SER TR | $17.1M |
EFVISHARES TR | $15.8M |
SPTISPDR SER TR | $15.8M |
SRLNSSGA ACTIVE ETF TR | $15.7M |
TSLATESLA INC | $15.7M |
GOOGLALPHABET INC | $15.1M |
VOOVVANGUARD ADMIRAL FDS INC | $14.3M |
XOMEXXON MOBIL CORP | $14.0M |
JNJJOHNSON & JOHNSON | $13.3M |
EFGISHARES TR | $13.0M |
VOOGVANGUARD ADMIRAL FDS INC | $12.9M |
JHMDJOHN HANCOCK EXCHANGE TRADED | $12.3M |
DFACDIMENSIONAL ETF TRUST | $11.7M |
NVDANVIDIA CORPORATION | $11.6M |
PGPROCTER AND GAMBLE CO | $11.2M |
SJNKSPDR SER TR | $10.7M |
USMVISHARES TR | $10.4M |
BTTBLACKROCK MUN TARGET TERM TR | $10.3M |
VXFVANGUARD INDEX FDS | $10.2M |
ESGUISHARES TR | $10.1M |
METAMETA PLATFORMS INC | $10.0M |
CVXCHEVRON CORP NEW | $10.0M |
XLFSELECT SECTOR SPDR TR | $9.9M |
SHYGISHARES TR | $9.9M |
GOOGALPHABET INC | $9.6M |
JMBSJANUS DETROIT STR TR | $9.4M |
OMFLINVESCO EXCH TRD SLF IDX FD | $9.3M |
USFRWISDOMTREE TR | $8.9M |
COSTCOSTCO WHSL CORP NEW | $8.9M |
JAAAJANUS DETROIT STR TR | $8.9M |
ARCCARES CAPITAL CORP | $8.8M |
JPMJPMORGAN CHASE & CO | $8.7M |
VGITVANGUARD SCOTTSDALE FDS | $8.7M |
HDHOME DEPOT INC | $8.1M |
XLVSELECT SECTOR SPDR TR | $8.1M |
XLKSELECT SECTOR SPDR TR | $8.0M |
SPDWSPDR INDEX SHS FDS | $7.9M |
IBDPISHARES TR | $7.9M |
VCITVANGUARD SCOTTSDALE FDS | $7.8M |
PEPPEPSICO INC | $7.8M |
VVISA INC | $7.5M |
BKLNINVESCO EXCH TRADED FD TR II | $7.3M |
IVWISHARES TR | $6.9M |
DGRWWISDOMTREE TR | $6.8M |
GQ9SPDR GOLD TR | $6.7M |
MBBISHARES TR | $6.4M |
VMBSVANGUARD SCOTTSDALE FDS | $6.4M |
SPIBSPDR SER TR | $6.3M |
PTFINVESCO EXCHANGE TRADED FD T | $6.3M |
MCDMCDONALDS CORP | $6.3M |
CWISPDR INDEX SHS FDS | $6.3M |
XLISELECT SECTOR SPDR TR | $6.3M |
BNDVANGUARD BD INDEX FDS | $6.2M |
ABBVABBVIE INC | $6.0M |
IYWISHARES TR | $6.0M |
VOEVANGUARD INDEX FDS | $6.0M |
VBRVANGUARD INDEX FDS | $5.9M |
4I1PHILIP MORRIS INTL INC | $5.8M |
SLYVSPDR SER TR | $5.7M |
USIGISHARES TR | $5.6M |
VOTVANGUARD INDEX FDS | $5.6M |
HONHONEYWELL INTL INC | $5.5M |
XLESELECT SECTOR SPDR TR | $5.4M |
SPEMSPDR INDEX SHS FDS | $5.3M |
SPMDSPDR SER TR | $5.3M |
SPGIS&P GLOBAL INC | $5.3M |
BLKCHFBLACKROCK INC | $5.2M |
MAMASTERCARD INCORPORATED | $5.2M |
UNHUNITEDHEALTH GROUP INC | $5.2M |
LLYELI LILLY & CO | $5.1M |
IJRISHARES TR | $5.1M |
MRKMERCK & CO INC | $5.0M |
VEEVVEEVA SYS INC | $4.9M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $4.7M |
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