Merit Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Alpharetta, GA
CIK
0001621225
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 914 4,535,554 VOO, VUG, IUSV, IEFA 13F-HR 8/13/2024 000162122524000004
Q1 2024 863 4,197,690 VOO, VUG, IUSV, SPTI 13F-HR 5/6/2024 000162122524000003
Q4 2023 773 3,287,421 VOO, SCHD, VUG, UPS 13F-HR 2/6/2024 000162122524000001
Q3 2023 739 3,056,213 VOO, SCHD, VUG, UPS 13F-HR 11/7/2023 000162122523000010
Q2 2023 745 3,089,986 VOO, SCHD, VUG, UPS 13F-HR 8/1/2023 000162122523000008
Q1 2023 632 2,750,053 SCHD, VOO, VUG, UPS 13F-HR 4/24/2023 000162122523000006
Q4 2022 696 2,764,319 SCHD, VUG, VTI, UPS 13F-HR 1/13/2023 000162122523000001
Q3 2022 578 2,304,413 SCHD, VUG, VTI, UPS 13F-HR 10/31/2022 000162122522000004
Q2 2022 585 3,231,656 UPS, VUG, BRK-A, VTI 13F-HR 8/8/2022 000162122522000003
Q1 2022 381 1,658,110 VUG, VTI, UPS, SPHQ 13F-HR 5/13/2022 000100995222000004
Q4 2021 275 1,019,484 VUG, VTI, ARKK, AAPL 13F-HR 2/14/2022 000162122522000002
Q3 2021 264 955,438 VUG, VTI, ARKK, USMV 13F-HR 10/27/2021 000162122521000007
Q2 2021 263 1,063,853 VUG, VDC, ARKK, DVYE 13F-HR 8/16/2021 000162122521000006
Q1 2021 234 955,854 VUG, VDC, ARKK, DVYE 13F-HR 5/18/2021 000162122521000004
Q4 2020 214 1,034,731 VUG, USMV, VDC, ARKK 13F-HR 2/12/2021 000162122521000003
Q3 2020 225 1,094,735 VUG, USMV, USFR, VDC 13F-HR 11/10/2020 000162122520000009
Q2 2020 218 1,004,985 VUG, USMV, USFR, ARKK 13F-HR 8/13/2020 000162122520000007
Q1 2020 223 894,928 VUG, USFR, CSM, SMMV 13F-HR 5/5/2020 000162122520000005
Q4 2019 232 1,130,072 VUG, CSM, USFR, SMMV 13F-HR 1/16/2020 000162122520000002
Q3 2019 138 914,594 VUG, CSM, USFR, SMMV 13F-HR 11/25/2019 000162122519000009
Q2 2019 127 852,632 VUG, CSM, USFR, IJR 13F-HR 8/13/2019 000162122519000006
Q1 2019 129 819,768 VUG, CSM, USFR, IUSV 13F-HR 5/16/2019 000162122519000004
Q4 2018 117 664,782 VUG, CSM, IEFA, JNK 13F-HR 2/15/2019 000162122519000002
Q3 2018 120 624,524 VUG, CSM, IEFA, EFAV 13F-HR 10/25/2018 000162122518000012
Q2 2018 118 558,142 VUG, CSM, IEFA, EFAV 13F-HR 8/7/2018 000162122518000010
Q1 2018 113 508,932 CSM, VUG, IEFA, EFAV 13F-HR 5/14/2018 000162122518000008
Q4 2017 107 469,765 CSM, VUG, IEFA, EFAV 13F-HR 2/13/2018 000162122518000005