HoldingsChannel.com
Merit Financial Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Merit Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Merit Financial Group LLC. In the Merit Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Merit Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Merit Financial Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
UNITED PARCEL SERVICE INC      $381,671
     UPS2,055,198+1,301,300$375,156
     Call18,810+18,810$6,984
     Put4,852+4,852$469
VANGUARD INDEX FDS (VUG) 1,078,839 +79,350 $240,462
     VUG1,078,839+79,350$240,462
BERKSHIRE HATHAWAY INC DEL      $170,920
     BRK.A401+401$163,989
     BRK.B25,387+10,890$6,931
VANGUARD INDEX FDS (VTI) 810,793 +35,767 $152,932
     VTI810,793+35,767$152,932
SCHWAB STRATEGIC TR 1,704,040 +1,697,625 $122,060
     SCHD1,704,040+1,697,625$122,060
VANGUARD INDEX FDS (VOO) 343,339 +330,840 $119,097
     VOO343,339+330,840$119,097
VANGUARD BD INDEX FDS (BSV) 1,524,196 +1,519,688 $117,043
     BSV1,524,196+1,519,688$117,043
INVESCO EXCHANGE TRADED FD T (SPHQ) 2,683,641 +149,195 $112,713
     SPHQ2,683,641+149,195$112,713
ISHARES TR (IVV) 196,238 +85,823 $74,404
     IVV196,238+85,823$74,404
TESLA INC      $67,876
     TSLA99,988+92,649$67,334
     Call9,133-9,767$542
APPLE INC 458,494 +237,809 $62,685
     AAPL458,494+237,809$62,685
ISHARES TR (ESGU) 669,804 +406,527 $56,197
     ESGU669,804+406,527$56,197
VANGUARD BD INDEX FDS (BIV) 640,697 +640,697 $49,750
     BIV640,697+640,697$49,750
VANGUARD WORLD FD (MGV) 502,229 +202,593 $48,304
     MGV502,229+202,593$48,304
SPDR SER TR (SPSM) 1,320,959 +1,276,523 $47,528
     SPSM1,320,959+1,276,523$47,528
WISDOMTREE TR 808,125 +803,544 $40,673
     USFR808,125+803,544$40,673
VANGUARD WORLD FD (MGK) 220,613 +91,370 $40,083
     MGK220,613+91,370$40,083
ARCH RESOURCES INC      $36,835
     Call2,225,440+2,225,440$37,883
     Put3,400+3,400$1,048
SPDR S&P 500 ETF TR (SPY)      $36,201
     SPY116,657+96,843$44,009
     Put177,238+177,238$7,808
VANGUARD TAX MANAGED INTL FD (VEA) 824,699 +382,843 $33,648
     VEA824,699+382,843$33,648
MICROSOFT CORP 112,402 +87,203 $28,868
     MSFT112,402+87,203$28,868
VANGUARD ADMIRAL FDS INC (VOOV) 213,945 +140,706 $28,425
     VOOV213,945+140,706$28,425
VANGUARD MUN BD FDS (VTEB) 527,462 +265,956 $26,331
     VTEB527,462+265,956$26,331
ISHARES TR (EFV) 572,148 +316,628 $24,831
     EFV572,148+316,628$24,831
VANGUARD ADMIRAL FDS INC (VOOG) 111,864 +67,877 $24,346
     VOOG111,864+67,877$24,346
ALPHA METALLURGICAL RESOUR I      $22,146
     Call1,473,160+1,473,160$22,146
JOHNSON & JOHNSON 111,188 +54,654 $19,737
     JNJ111,188+54,654$19,737
ISHARES INC (IEMG) 364,611 +158,011 $17,888
     IEMG364,611+158,011$17,888
ISHARES TR (USMV) 232,448 +78,037 $16,320
     USMV232,448+78,037$16,320
ISHARES TR (IUSB) 341,116 +196,128 $15,971
     IUSB341,116+196,128$15,971
EXXON MOBIL CORP 171,231 +119,302 $14,664
     XOM171,231+119,302$14,664
VANGUARD SCOTTSDALE FDS (VCIT) 178,164 +64,657 $14,257
     VCIT178,164+64,657$14,257
ALPHABET INC 5,880 +4,554 $12,862
     GOOG5,880+4,554$12,862
ISHARES TR (EFG) 144,193 +70,875 $11,606
     EFG144,193+70,875$11,606
AMAZON COM INC 105,603 +101,645 $11,216
     AMZN105,603+101,645$11,216
DIMENSIONAL ETF TRUST (DFAC) 479,791 -2,844 $11,179
     DFAC479,791-2,844$11,179
VANGUARD INDEX FDS (VTV) 84,126 +25,960 $11,095
     VTV84,126+25,960$11,095
VANGUARD INDEX FDS (VBR) 72,698 +26,916 $10,892
     VBR72,698+26,916$10,892
ISHARES TR (GOVT) 449,042 +242,732 $10,732
     GOVT449,042+242,732$10,732
VANGUARD INDEX FDS (VOE) 82,780 +32,344 $10,722
     VOE82,780+32,344$10,722
SSGA ACTIVE ETF TR (SRLN) 252,128 +252,128 $10,499
     SRLN252,128+252,128$10,499
ISHARES TR (IBDN) 411,025 -22,144 $10,280
     IBDN411,025-22,144$10,280
INVESCO EXCH TRADED FD TR II (BKLN) 494,610 +215,890 $10,026
     BKLN494,610+215,890$10,026
CHEVRON CORP NEW 69,030 +46,036 $9,994
     CVX69,030+46,036$9,994
VANGUARD INDEX FDS (VOT) 55,760 +24,895 $9,779
     VOT55,760+24,895$9,779
VANGUARD SCOTTSDALE FDS (VMBS) 204,230 +83,626 $9,764
     VMBS204,230+83,626$9,764
SPDR SER TR (SPYG) 182,125 +5,289 $9,521
     SPYG182,125+5,289$9,521
PROCTER AND GAMBLE CO 65,143 +38,907 $9,367
     PG65,143+38,907$9,367
VANGUARD INDEX FDS (VXF) 70,832 +16,165 $9,286
     VXF70,832+16,165$9,286
VANGUARD SCOTTSDALE FDS (VGIT) 148,342 +64,731 $9,073
     VGIT148,342+64,731$9,073

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 06/30/2022: $3,231,656
At 03/31/2022: $1,658,110

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

Merit Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.