HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD GROWTH (VUG) |
1,252,846 | +19,570 | $204,701 |
| VUG | 1,252,846 | +19,570 | $204,701 |
| PROSHARES LARGE (CSM) |
2,745,067 | +60,877 | $193,395 |
| CSM | 2,745,067 | +60,877 | $193,395 |
| WISDOMTREE FLOATING |
4,518,119 | +158,161 | $113,268 |
| USFR | 4,518,119 | +158,161 | $113,268 |
| ISHARES CORE (IJR) |
1,180,625 | +1,104,750 | $93,111 |
| IJR | 1,180,625 | +1,104,750 | $93,111 |
| SPDR BLOOMBERG (FLRN) |
2,464,985 | +2,332,869 | $75,814 |
| FLRN | 2,464,985 | +2,332,869 | $75,814 |
| ISHARES EDGE (EFAV) |
1,030,481 | +41,585 | $74,134 |
| EFAV | 1,030,481 | +41,585 | $74,134 |
| ISHARES IBONDS (IBMH) |
604,602 | +604,602 | $15,109 |
| IBMH | 604,602 | +604,602 | $15,109 |
| VANGUARD CONSUMER (VDC) |
26,986 | +3,652 | $4,014 |
| VDC | 26,986 | +3,652 | $4,014 |
| VANGUARD TOTAL (BND) |
23,936 | -3,364 | $3,550 |
| BND | 23,936 | -3,364 | $3,550 |
| AT&T INC |
81,442 | +9,587 | $2,729 |
| T | 81,442 | +9,587 | $2,729 |
| SECTOR TECHNOLOGY |
33,668 | -740 | $2,627 |
| XLK | 33,668 | -740 | $2,627 |
| INVESCO EXCHNG TRADED FD TR II S&P SMLCP LOW (XSLV) |
49,583 | +8,431 | $2,619 |
| XSLV | 49,583 | +8,431 | $2,619 |
| INVESCO BULLETSHARES (BSCK) |
114,102 | -2,829 | $2,425 |
| BSCK | 114,102 | -2,829 | $2,425 |
| PIMCO DYNAMIC |
75,388 | +3,120 | $2,378 |
| PDI | 75,388 | +3,120 | $2,378 |
| ISHARES MSCI (SCZ) |
48,765 | -14,713 | $2,277 |
| SCZ | 48,765 | -14,713 | $2,277 |
| ARK ETF TR INNOVATION ETF (ARKK) |
46,108 | -1,685 | $2,212 |
| ARKK | 46,108 | -1,685 | $2,212 |
| APPLE INC |
10,551 | +130 | $2,088 |
| AAPL | 10,551 | +130 | $2,088 |
| SPDR S&P (MDY) |
17,353 | -15,804 | $2,063 |
| MDY | 17,353 | -15,804 | $2,063 |
| AMAZON COM |
850 | +8 | $1,609 |
| AMZN | 850 | +8 | $1,609 |
| SPDR SERIES (SLY) |
21,000 | -2,165 | $1,580 |
| SLY | 21,000 | -2,165 | $1,580 |
| DUKE ENERGY |
17,189 | +594 | $1,516 |
| DUK | 17,189 | +594 | $1,516 |
| VANGUARD EXTENDED (VXF) |
11,047 | +1,045 | $1,309 |
| VXF | 11,047 | +1,045 | $1,309 |
| PIEDMONT OFFICE |
61,867 | +4,484 | $1,233 |
| PDM | 61,867 | +4,484 | $1,233 |
| MCDONALDS CORP |
5,738 | +610 | $1,191 |
| MCD | 5,738 | +610 | $1,191 |
| EATON VANCE |
91,235 | -1,323 | $1,154 |
| EVV | 91,235 | -1,323 | $1,154 |
| VANGUARD VALUE (VTV) |
10,334 | -4 | $1,146 |
| VTV | 10,334 | -4 | $1,146 |
| JOHNSON & JOHNSON |
8,206 | +95 | $1,143 |
| JNJ | 8,206 | +95 | $1,143 |
| AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF (IBUY) |
22,795 | -1,169 | $1,123 |
| IBUY | 22,795 | -1,169 | $1,123 |
| ISHARES MICROCAP (IWC) |
11,692 | -1,557 | $1,089 |
| IWC | 11,692 | -1,557 | $1,089 |
| HOME DEPOT |
5,126 | +2,131 | $1,066 |
| HD | 5,126 | +2,131 | $1,066 |
| GLOBAL X |
82,013 | -4,556 | $1,060 |
| MLPX | 82,013 | -4,556 | $1,060 |
| VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR TO 05 24 2001 S&P 500 ETF SHS NEW (VOO) |
3,763 | -102 | $1,003 |
| VOO | 3,763 | -102 | $1,003 |
| INVESCO CEF |
42,461 | +15,384 | $960 |
| PCEF | 42,461 | +15,384 | $960 |
| INVESCO QQQ |
5,060 | +176 | $945 |
| QQQ | 5,060 | +176 | $945 |
| BOEING CO |
2,552 | +110 | $929 |
| BA | 2,552 | +110 | $929 |
| INTERNATIONAL BUS MACH CORP COM USD0.20 |
6,169 | +101 | $850 |
| IBM | 6,169 | +101 | $850 |
| MICROSOFT CORP |
6,087 | +265 | $815 |
| MSFT | 6,087 | +265 | $815 |
| VANGUARD LARGE (VV) |
6,057 | -303 | $815 |
| VV | 6,057 | -303 | $815 |
| SOUTHERN COMPANY |
13,954 | +653 | $771 |
| SO | 13,954 | +653 | $771 |
| MASTERCARD INC |
2,875 | +24 | $760 |
| MA | 2,875 | +24 | $760 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) |
14,388 | -682 | $740 |
| IEMG | 14,388 | -682 | $740 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
11,193 | +2,786 | $690 |
| USMV | 11,193 | +2,786 | $690 |
| ISHARES EMERGING (DVYE) |
16,678 | +329 | $680 |
| DVYE | 16,678 | +329 | $680 |
| PROCTER & GAMBLE |
6,200 | +118 | $679 |
| PG | 6,200 | +118 | $679 |
| VERIZON COMMUNICATIONS |
11,663 | -113 | $666 |
| VZ | 11,663 | -113 | $666 |
| UNITED PARCEL |
6,250 | -428 | $645 |
| UPS | 6,250 | -428 | $645 |
| WALT DISNEY |
4,607 | +49 | $643 |
| DIS | 4,607 | +49 | $643 |
| CRACKER BARREL |
3,756 | +182 | $641 |
| CBRL | 3,756 | +182 | $641 |
| VISA INC |
3,509 | +151 | $609 |
| V | 3,509 | +151 | $609 |
| ALPHABET INC |
549 | +5 | $593 |
| GOOG | 549 | +5 | $593 |
See Full List: All Stocks Held By Merit Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Merit Financial Group LLC
|
Size ($ in 1000's)
At 06/30/2019: $852,632 At 03/31/2019: $819,768 Merit Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Merit Financial Group LLC 13F filings. Link to 13F filings: SEC filings |
