Merit Financial Group, LLC
CIK Number: 0001621225
Main Sectors:
Top Industries:
Filing Date: Apr 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IUSV | iShares Core S&... | 98.81 | 0.00% | 2.41M | +33.63% | 222.37M | 90.34 | 3.33% | Share |
| 2 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 360.22K | +4.43% | 185.12M | 366.92 | 2.77% | Share |
| 3 | VUG | Vanguard Growth... | 463.96 | +0.63% | 470.04K | +1.99% | 174.3M | 177.07 | 2.61% | Share |
| 4 | IVV | iShares Core S&... | 652.11 | +0.36% | 264.92K | +24.46% | 148.86M | 484.04 | 2.23% | Share |
| 5 | AAPL | Apple Inc. | 232.56 | +0.90% | 669.87K | +9.45% | 148.8M | 168.29 | 2.23% | Share |
| 6 | QLTY | The 2023 ETF Se... | 35.07 | +0.46% | 4.75M | +28.44% | 148.64M | 31.81 | 2.23% | Share |
| 7 | IUSG | iShares Core S&... | 158.75 | +0.47% | 1.12M | +113.97% | 142.45M | 125.84 | 2.13% | Share |
| 8 | SPTI | SPDR Portfolio ... | 28.89 | +0.09% | 4.5M | -0.4% | 128.59M | 28.38 | 1.93% | Share |
| 9 | MGK | Vanguard Mega C... | 388.77 | +0.60% | 359.84K | +47.08% | 111.15M | 278.63 | 1.66% | Share |
| 10 | MBB | iShares MBS ETF | 94.35 | +0.12% | 1.07M | +17.92% | 100.72M | 91.58 | 1.51% | Share |
| 11 | ACWX | iShares MSCI AC... | 63.04 | +0.38% | 1.71M | +15.31K% | 94.97M | 55.38 | 1.42% | Share |
| 12 | UPS | United Parcel S... | 87.24 | -0.71% | 863.03K | +1.75% | 94.92M | 186.78 | 1.42% | Share |
| 13 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 250.77K | +13.27% | 94.14M | 345.61 | 1.41% | Share |
| 14 | VTI | Vanguard Total ... | 320.06 | +0.35% | 340.86K | +26.76% | 93.68M | 241.38 | 1.40% | Share |
| 15 | SPTS | SPDR Portfolio ... | 29.31 | +0.02% | 3.13M | +16.35% | 91.59M | 29.16 | 1.37% | Share |
| 16 | QUAL | iShares MSCI US... | 189.66 | +0.16% | 512.29K | +161.39% | 87.54M | 161.61 | 1.31% | Share |
| 17 | DYNF | BlackRock U.S. ... | 57.60 | +0.41% | 1.78M | +240.79% | 86.9M | 48.77 | 1.30% | Share |
| 18 | MGV | Vanguard Mega C... | 135.04 | +0.10% | 588.74K | +1.08% | 75.85M | 111.83 | 1.14% | Share |
| 19 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 159.74K | +18.79% | 74.9M | 413 | 1.12% | Share |
| 20 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 649.84K | +33.60% | 70.43M | 91.8 | 1.05% | Share |
| 21 | IEFA | iShares Core MS... | 86.03 | +0.36% | 914.55K | -53.46% | 69.19M | 69 | 1.04% | Share |
| 22 | AVDV | Avantis Interna... | 85.80 | +0.16% | 971.4K | +9.20% | 67.75M | 65.42 | 1.01% | Share |
| 23 | BND | Vanguard Total ... | 73.89 | +0.12% | 897.37K | +172.78% | 65.91M | 73.27 | 0.99% | Share |
| 24 | EFV | iShares MSCI EA... | 67.21 | +0.34% | 1.06M | +169.51% | 62.71M | 55.89 | 0.94% | Share |
| 25 | BINC | Blackrock Etf T... | 53.14 | +0.08% | 1.17M | +259.49% | 61.29M | 52.28 | 0.92% | Share |
| 26 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 310.84K | +9.58% | 59.14M | 168.96 | 0.89% | Share |
| 27 | USIG | iShares Broad U... | 51.76 | +0.12% | 1.15M | -12.24% | 58.84M | 50.82 | 0.88% | Share |
| 28 | AVEM | Avantis Emergin... | 71.58 | +0.45% | 865.08K | +21.24% | 52.05M | 58.73 | 0.78% | Share |
| 29 | BRK-B | Berkshire Hatha... | 499.93 | +0.85% | 90.84K | +10.07% | 48.38M | 349.53 | 0.72% | Share |
| 30 | EFG | iShares MSCI EA... | 111.93 | +0.51% | 448.74K | +72.79% | 44.87M | 97.82 | 0.67% | Share |
| 31 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 76.99K | -18.87% | 43.07M | 411.49 | 0.65% | Share |
| 32 | SPLV | Invesco S&P 500... | 73.21 | -0.69% | 553.47K | -68.03% | 41.36M | 69.95 | 0.62% | Share |
| 33 | VGSH | Vanguard Short-... | 58.81 | -0.03% | 686.08K | -25.68% | 40.27M | 58.33 | 0.60% | Share |
| 34 | SPYG | SPDR Portfolio ... | 100.63 | +0.53% | 497.93K | -17.46% | 40.02M | 57.56 | 0.60% | Share |
| 35 | VO | Vanguard Mid Ca... | 290.94 | +0.17% | 153.95K | +166.72% | 39.81M | 254.46 | 0.60% | Share |
| 36 | VB | Vanguard Small ... | 253.54 | +0.22% | 177.89K | +116.35% | 39.45M | 221.63 | 0.59% | Share |
| 37 | IEMG | iShares Core MS... | 62.38 | +0.37% | 705.47K | +32.28% | 38.07M | 51.94 | 0.57% | Share |
| 38 | JAAA | Janus Henderson... | 50.80 | +0.02% | 712.72K | +299.84% | 36.14M | 50.63 | 0.54% | Share |
| 39 | META | Meta Platforms,... | 751.11 | +0.50% | 60.97K | +19.02% | 35.14M | 361.96 | 0.53% | Share |
| 40 | VTV | Vanguard Value ... | 183.16 | +0.05% | 189.83K | +35.38% | 32.79M | 150.23 | 0.49% | Share |
| 41 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 206.51K | +16.67% | 31.94M | 147.53 | 0.48% | Share |
| 42 | SPSM | SPDR Portfolio ... | 46.20 | -0.15% | 771.07K | -20.94% | 31.43M | 36.42 | 0.47% | Share |
| 43 | EMXC | iShares MSCI Em... | 64.27 | +0.27% | 563.75K | +165.26% | 31.06M | 55.41 | 0.47% | Share |
| 44 | SPLG | SPDR Portfolio ... | 76.35 | +0.34% | 461.51K | -27.26% | 30.35M | 47.61 | 0.45% | Share |
| 45 | MINT | PIMCO Enhanced ... | 100.67 | +0.01% | 297.18K | +13.31% | 29.9M | 99.94 | 0.45% | Share |
| 46 | IYW | iShares U.S. Te... | 184.64 | +0.98% | 206.4K | +147.49% | 28.99M | 135.11 | 0.43% | Share |
| 47 | VYM | Vanguard High D... | 139.24 | +0.10% | 221.57K | +64.91% | 28.57M | 123.53 | 0.43% | Share |
| 48 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 111.41K | +16.50% | 27.33M | 191.37 | 0.41% | Share |
| 49 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 227.31K | +12.26% | 27.03M | 105.31 | 0.40% | Share |
| 50 | FPEI | First Trust Ins... | 19.17 | +0.21% | 1.44M | +100.00% | 27M | 18.7 | 0.40% | Share |
| 51 | GOVT | iShares U.S. Tr... | 23.00 | +0.15% | 1.16M | +584.74% | 26.69M | 23.04 | 0.40% | Share |
| 52 | SCHD | Schwab U.S. Div... | 27.82 | -0.2% | 954.11K | -4.81% | 26.68M | 23.26 | 0.40% | Share |
| 53 | VEA | Vanguard Develo... | 59.01 | +0.41% | 518.54K | -40.75% | 26.36M | 46.84 | 0.39% | Share |
| 54 | VMBS | Vanguard Mortga... | 46.67 | +0.13% | 527.88K | +40.59% | 24.45M | 46.09 | 0.37% | Share |
| 55 | OEF | iShares S&P 100... | 322.18 | +0.29% | 85.02K | +19.79% | 23.03M | 278.61 | 0.34% | Share |
| 56 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 137.42K | +35.91% | 22.79M | 163.09 | 0.34% | Share |
| 57 | SCHO | Schwab Short-Te... | 24.40 | +0.02% | 901.34K | +92.16% | 21.94M | 24.22 | 0.33% | Share |
| 58 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 128.56K | +15.58% | 21.53M | 168.79 | 0.32% | Share |
| 59 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 25.3K | +23.12% | 20.9M | 724.5 | 0.31% | Share |
| 60 | V | Visa Inc. | 349.84 | -0.15% | 59.03K | +13.26% | 20.69M | 270.05 | 0.31% | Share |
| 61 | SCHG | Schwab U.S. Lar... | 30.87 | +0.68% | 825.86K | +466.09% | 20.68M | 25.19 | 0.31% | Share |
| 62 | IVW | iShares S&P 500... | 116.23 | +0.55% | 222.59K | -20.5% | 20.66M | 90.58 | 0.31% | Share |
| 63 | COST | Costco Wholesal... | 944.96 | -0.48% | 21.59K | +14.60% | 20.42M | 667.51 | 0.31% | Share |
| 64 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 129.84K | +7.93% | 20.28M | 146.34 | 0.30% | Share |
| 65 | HD | The Home Depot,... | 407.36 | -0.22% | 55.06K | +15.52% | 20.18M | 327.8 | 0.30% | Share |
| 66 | MTUM | iShares MSCI US... | 246.34 | +0.64% | 98.15K | +200.53% | 19.84M | 199.38 | 0.30% | Share |
| 67 | IWY | iShares Russell... | 261.36 | +0.58% | 89.53K | +12.26% | 18.88M | 229.6 | 0.28% | Share |
| 68 | PG | The Procter & G... | 155.64 | -0.84% | 110.79K | +6.69% | 18.88M | 153.41 | 0.28% | Share |
| 69 | PM | Philip Morris I... | 165.71 | +0.93% | 114.16K | +24.02% | 18.12M | 112.07 | 0.27% | Share |
| 70 | VOOG | Vanguard S&P 50... | 419.20 | +0.55% | 53.65K | -0.05% | 17.95M | 253.03 | 0.27% | Share |
| 71 | RWL | Invesco S&P 500... | 108.09 | -0.02% | 180.54K | +7.97% | 17.93M | 91.51 | 0.27% | Share |
| 72 | DFAC | Dimensional U.S... | 37.94 | +0.18% | 532K | +16.05% | 17.55M | 28.32 | 0.26% | Share |
| 73 | BFC | Bank First Corp... | 130.17 | +0.01% | 163.26K | -9.21% | 16.45M | 91.21 | 0.25% | Share |
| 74 | CVX | Chevron Corpora... | 159.34 | +0.06% | 96.41K | +18.01% | 16.13M | 155.05 | 0.24% | Share |
| 75 | IUSB | iShares Core To... | 46.43 | +0.15% | 348.97K | -25.24% | 16.08M | 45.83 | 0.24% | Share |
| 76 | SRLN | SPDR Blackstone... | 41.59 | +0.01% | 390.67K | +0.96% | 16.07M | 41.77 | 0.24% | Share |
| 77 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 58.94K | +10.55% | 15.27M | 283.78 | 0.23% | Share |
| 78 | FTNT | Fortinet, Inc. | 79.29 | +1.48% | 158.63K | +13.86% | 15.27M | 78.9 | 0.23% | Share |
| 79 | QQQM | Invesco NASDAQ ... | 237.58 | +0.63% | 78.98K | +382.60% | 15.24M | 189.84 | 0.23% | Share |
| 80 | VOOV | Vanguard S&P 50... | 196.80 | +0.01% | 81.51K | -9.86% | 15.01M | 138.97 | 0.22% | Share |
| 81 | FNDX | Schwab Fundamen... | 25.77 | +0.08% | 625.32K | +46.14% | 14.76M | 23.66 | 0.22% | Share |
| 82 | IVE | iShares S&P 500... | 203.78 | +0.05% | 76.21K | +2.46% | 14.52M | 187.86 | 0.22% | Share |
| 83 | HEFA | iShares Currenc... | 39.03 | +0.15% | 392.78K | +1.81K% | 14.25M | 36.21 | 0.21% | Share |
| 84 | SPYV | SPDR Portfolio ... | 54.62 | +0.07% | 274.57K | -40.15% | 14.02M | 40.46 | 0.21% | Share |
| 85 | WMT | Walmart Inc. | 96.14 | +0.06% | 159.33K | +9.55% | 13.99M | 65.58 | 0.21% | Share |
| 86 | MA | Mastercard Inco... | 590.46 | -0.03% | 25.44K | +19.96% | 13.94M | 453.65 | 0.21% | Share |
| 87 | IAU | iShares Gold Tr... | 64.47 | +0.73% | 231.5K | +349.18% | 13.65M | 55.85 | 0.20% | Share |
| 88 | MUB | iShares Nationa... | 104.50 | +0.05% | 122.97K | +125.14% | 12.97M | 106.66 | 0.19% | Share |
| 89 | VIG | Vanguard Divide... | 211.51 | +0.16% | 65.42K | +17.54% | 12.69M | 178.95 | 0.19% | Share |
| 90 | XLF | Financial Selec... | 53.86 | +0.15% | 249.29K | -22.63% | 12.42M | 37.08 | 0.19% | Share |
| 91 | NFLX | Netflix, Inc. | 1231.45 | +0.65% | 13.27K | +18.29% | 12.37M | 637.15 | 0.19% | Share |
| 92 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 59.03K | +19.92% | 12.37M | 165.8 | 0.19% | Share |
| 93 | BLK | BlackRock, Inc. | 1129.93 | -0.15% | 13.05K | +2.92% | 12.35M | 1022.88 | 0.18% | Share |
| 94 | BSX | Boston Scientif... | 105.70 | -0.16% | 120.42K | +12.04% | 12.15M | 55.88 | 0.18% | Share |
| 95 | IUS | Invesco RAFI St... | 54.02 | +0.14% | 243.36K | -14.92% | 12.01M | 40.1 | 0.18% | Share |
| 96 | SJNK | SPDR Bloomberg ... | 25.57 | +0.06% | 474.98K | +12.76% | 11.95M | 25 | 0.18% | Share |
| 97 | SPGI | S&P Global Inc. | 547.36 | -0.46% | 23.32K | +16.20% | 11.85M | 388.11 | 0.18% | Share |
| 98 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 78.11K | +18.88% | 11.71M | 160.37 | 0.18% | Share |
| 99 | PLTR | Palantir Techno... | 158.10 | +0.88% | 137.09K | -9.85% | 11.57M | 29.56 | 0.17% | Share |
| 100 | FAST | Fastenal Compan... | 50.18 | -0.04% | 148.63K | +7.55% | 11.53M | 59.32 | 0.17% | Share |
| 101 | SGOL | abrdn Physical ... | 32.63 | +0.76% | 378.34K | +14.56% | 11.28M | 23.17 | 0.17% | Share |
| 102 | XLK | Technology Sele... | 266.54 | +0.79% | 53.84K | +1.45% | 11.12M | 174 | 0.17% | Share |
| 103 | JEPI | JPMorgan Equity... | 57.19 | +0.10% | 194.2K | +3.35% | 11.1M | 57.45 | 0.17% | Share |
| 104 | SMH | VanEck Semicond... | 298.88 | +0.41% | 52.16K | +11.42% | 11.03M | 235.4 | 0.17% | Share |
| 105 | T | AT&T Inc. | 28.95 | -0.36% | 382.33K | +27.47% | 10.81M | 22.58 | 0.16% | Share |
| 106 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 20.57K | +39.11% | 10.77M | 504.79 | 0.16% | Share |
| 107 | HON | Honeywell Inter... | 221.35 | +0.05% | 50.77K | +12.58% | 10.75M | 193.2 | 0.16% | Share |
| 108 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 172.58K | +28.06% | 10.65M | 54.96 | 0.16% | Share |
| 109 | VTEB | Vanguard Tax-Ex... | 49.02 | +0.03% | 214.28K | +58.08% | 10.63M | 50.17 | 0.16% | Share |
| 110 | SPDW | SPDR Portfolio ... | 41.94 | +0.44% | 290.63K | -44.2% | 10.58M | 33.71 | 0.16% | Share |
| 111 | IJR | iShares Core S&... | 118.51 | -0.21% | 97.44K | -1.72% | 10.19M | 105.22 | 0.15% | Share |
| 112 | IWL | iShares Russell... | 161.05 | +0.42% | 74K | +19.26% | 10.17M | 143.53 | 0.15% | Share |
| 113 | ARCC | Ares Capital Co... | 22.25 | -0.27% | 455.42K | +2.53% | 10.09M | 20.39 | 0.15% | Share |
| 114 | TXN | Texas Instrumen... | 204.09 | -0.67% | 56.02K | +5.72% | 10.07M | 177.29 | 0.15% | Share |
| 115 | SHYG | iShares 0-5 Yea... | 43.28 | +0.05% | 232.35K | +1.31% | 9.88M | 42.11 | 0.15% | Share |
| 116 | SCHV | Schwab U.S. Lar... | 28.75 | -0.02% | 371.49K | +2.84K% | 9.87M | 26.54 | 0.15% | Share |
| 117 | VONG | Vanguard Russel... | 116.00 | +0.62% | 104.94K | +100.00% | 9.74M | 92.79 | 0.15% | Share |
| 118 | RTX | RTX Corporation | 160.68 | +0.53% | 72.92K | +14.35% | 9.66M | 94.58 | 0.14% | Share |
| 119 | SCHX | Schwab U.S. Lar... | 25.71 | +0.33% | 431.77K | +315.14% | 9.53M | 22.2 | 0.14% | Share |
| 120 | USFR | WisdomTree Floa... | 50.26 | 0.00% | 187.24K | -24.73% | 9.42M | 50.31 | 0.14% | Share |
| 121 | MCD | McDonald's Corp... | 312.27 | +0.27% | 29.98K | +15.64% | 9.37M | 265.38 | 0.14% | Share |
| 122 | SFM | Sprouts Farmers... | 141.42 | -2.19% | 61.12K | -0.5% | 9.33M | 28.64 | 0.14% | Share |
| 123 | VEEV | Veeva Systems I... | 272.56 | -7.16% | 40.2K | +6.33% | 9.31M | 185.41 | 0.14% | Share |
| 124 | USMV | iShares MSCI US... | 94.01 | -0.05% | 97.58K | +27.02% | 9.14M | 71.88 | 0.14% | Share |
| 125 | GE | GE Aerospace | 276.03 | +0.98% | 45.61K | +49.90% | 9.13M | 146.67 | 0.14% | Share |
| 126 | PYPL | PayPal Holdings... | 70.06 | +0.59% | 138.77K | +11.47% | 9.05M | 66.94 | 0.14% | Share |
| 127 | BSV | Vanguard Short-... | 78.92 | -0.02% | 111.92K | +351.77% | 8.76M | 77.99 | 0.13% | Share |
| 128 | XLC | Communication S... | 111.62 | +0.39% | 90.24K | -26.22% | 8.7M | 71.73 | 0.13% | Share |
| 129 | XMHQ | Invesco S&P Mid... | 104.93 | -0.19% | 94.82K | +9.48% | 8.68M | 98.28 | 0.13% | Share |
| 130 | IGEB | iShares Investm... | 45.69 | +0.10% | 192.14K | +1.24K% | 8.65M | 45.02 | 0.13% | Share |
| 131 | XMMO | Invesco S&P Mid... | 132.25 | -0.02% | 74.84K | +21.02% | 8.51M | 121.83 | 0.13% | Share |
| 132 | IWB | iShares Russell... | 356.79 | +0.37% | 27.57K | -2.74% | 8.46M | 288.37 | 0.13% | Share |
| 133 | KO | The Coca-Cola C... | 68.36 | -0.68% | 116.71K | +16.95% | 8.36M | 62.12 | 0.13% | Share |
| 134 | ETN | Eaton Corporati... | 355.36 | +1.13% | 30.49K | +2.11% | 8.29M | 289.13 | 0.12% | Share |
| 135 | SCHZ | Schwab U.S. Agg... | 23.32 | +0.15% | 357.17K | -2.17% | 8.27M | 22.76 | 0.12% | Share |
| 136 | PAVE | Global X U.S. I... | 46.92 | +0.14% | 217.25K | +7.14% | 8.2M | 38.48 | 0.12% | Share |
| 137 | CWI | SPDR MSCI ACWI ... | 33.80 | +0.36% | 276.12K | +1.46% | 8.17M | 25.3 | 0.12% | Share |
| 138 | CGDV | Capital Group D... | 41.71 | +0.35% | 227.76K | -43.25% | 8.12M | 31.16 | 0.12% | Share |
| 139 | MRK | Merck & Co., In... | 83.22 | -1.01% | 89.76K | +30.61% | 8.06M | 101.9 | 0.12% | Share |
| 140 | SUB | iShares Short-T... | 107.01 | 0.00% | 74.25K | +1.13K% | 7.84M | 105.56 | 0.12% | Share |
| 141 | XLE | Energy Select S... | 89.89 | +0.75% | 83.22K | -27.66% | 7.78M | 90.14 | 0.12% | Share |
| 142 | CPRT | Copart, Inc. | 48.75 | +0.29% | 136.33K | +6.90% | 7.72M | 56.9 | 0.12% | Share |
| 143 | SHLD | Global X Defens... | 62.59 | +0.34% | 165.05K | +12.25% | 7.68M | 38.41 | 0.12% | Share |
| 144 | ORCL | Oracle Corporat... | 240.21 | +1.87% | 54.73K | +16.06% | 7.65M | 127.92 | 0.11% | Share |
| 145 | AXON | Axon Enterprise... | 781.90 | +1.59% | 14.54K | +160.53% | 7.64M | 431.7 | 0.11% | Share |
| 146 | WFC | Wells Fargo & C... | 81.97 | -0.64% | 105.47K | +9.96% | 7.57M | 52.7 | 0.11% | Share |
| 147 | VGT | Vanguard Inform... | 707.59 | +0.95% | 13.63K | +83.05% | 7.39M | 462.33 | 0.11% | Share |
| 148 | TGT | Target Corporat... | 96.82 | -1.16% | 70.74K | +25.89% | 7.38M | 136.67 | 0.11% | Share |
| 149 | MCK | McKesson Corpor... | 681.02 | -0.36% | 10.94K | +8.70% | 7.36M | 485.41 | 0.11% | Share |
| 150 | ABT | Abbott Laborato... | 131.39 | -0.05% | 54.33K | +7.92% | 7.21M | 110.16 | 0.11% | Share |