
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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$381,671 | ||
UPS | 2,055,198 | +1,301,300 | $375,156 |
Call | 18,810 | +18,810 | $6,984 |
Put | 4,852 | +4,852 | $469 |
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1,078,839 | +79,350 | $240,462 |
VUG | 1,078,839 | +79,350 | $240,462 |
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$170,920 | ||
BRK.A | 401 | +401 | $163,989 |
BRK.B | 25,387 | +10,890 | $6,931 |
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810,793 | +35,767 | $152,932 |
VTI | 810,793 | +35,767 | $152,932 |
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1,704,040 | +1,697,625 | $122,060 |
SCHD | 1,704,040 | +1,697,625 | $122,060 |
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343,339 | +330,840 | $119,097 |
VOO | 343,339 | +330,840 | $119,097 |
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1,524,196 | +1,519,688 | $117,043 |
BSV | 1,524,196 | +1,519,688 | $117,043 |
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2,683,641 | +149,195 | $112,713 |
SPHQ | 2,683,641 | +149,195 | $112,713 |
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196,238 | +85,823 | $74,404 |
IVV | 196,238 | +85,823 | $74,404 |
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$67,876 | ||
TSLA | 99,988 | +92,649 | $67,334 |
Call | 9,133 | -9,767 | $542 |
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458,494 | +237,809 | $62,685 |
AAPL | 458,494 | +237,809 | $62,685 |
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669,804 | +406,527 | $56,197 |
ESGU | 669,804 | +406,527 | $56,197 |
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640,697 | +640,697 | $49,750 |
BIV | 640,697 | +640,697 | $49,750 |
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502,229 | +202,593 | $48,304 |
MGV | 502,229 | +202,593 | $48,304 |
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1,320,959 | +1,276,523 | $47,528 |
SPSM | 1,320,959 | +1,276,523 | $47,528 |
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808,125 | +803,544 | $40,673 |
USFR | 808,125 | +803,544 | $40,673 |
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220,613 | +91,370 | $40,083 |
MGK | 220,613 | +91,370 | $40,083 |
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$36,835 | ||
Call | 2,225,440 | +2,225,440 | $37,883 |
Put | 3,400 | +3,400 | $1,048 |
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$36,201 | ||
SPY | 116,657 | +96,843 | $44,009 |
Put | 177,238 | +177,238 | $7,808 |
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824,699 | +382,843 | $33,648 |
VEA | 824,699 | +382,843 | $33,648 |
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112,402 | +87,203 | $28,868 |
MSFT | 112,402 | +87,203 | $28,868 |
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213,945 | +140,706 | $28,425 |
VOOV | 213,945 | +140,706 | $28,425 |
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527,462 | +265,956 | $26,331 |
VTEB | 527,462 | +265,956 | $26,331 |
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572,148 | +316,628 | $24,831 |
EFV | 572,148 | +316,628 | $24,831 |
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111,864 | +67,877 | $24,346 |
VOOG | 111,864 | +67,877 | $24,346 |
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$22,146 | ||
Call | 1,473,160 | +1,473,160 | $22,146 |
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111,188 | +54,654 | $19,737 |
JNJ | 111,188 | +54,654 | $19,737 |
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364,611 | +158,011 | $17,888 |
IEMG | 364,611 | +158,011 | $17,888 |
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232,448 | +78,037 | $16,320 |
USMV | 232,448 | +78,037 | $16,320 |
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341,116 | +196,128 | $15,971 |
IUSB | 341,116 | +196,128 | $15,971 |
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171,231 | +119,302 | $14,664 |
XOM | 171,231 | +119,302 | $14,664 |
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178,164 | +64,657 | $14,257 |
VCIT | 178,164 | +64,657 | $14,257 |
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5,880 | +4,554 | $12,862 |
GOOG | 5,880 | +4,554 | $12,862 |
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144,193 | +70,875 | $11,606 |
EFG | 144,193 | +70,875 | $11,606 |
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105,603 | +101,645 | $11,216 |
AMZN | 105,603 | +101,645 | $11,216 |
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479,791 | -2,844 | $11,179 |
DFAC | 479,791 | -2,844 | $11,179 |
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84,126 | +25,960 | $11,095 |
VTV | 84,126 | +25,960 | $11,095 |
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72,698 | +26,916 | $10,892 |
VBR | 72,698 | +26,916 | $10,892 |
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449,042 | +242,732 | $10,732 |
GOVT | 449,042 | +242,732 | $10,732 |
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82,780 | +32,344 | $10,722 |
VOE | 82,780 | +32,344 | $10,722 |
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252,128 | +252,128 | $10,499 |
SRLN | 252,128 | +252,128 | $10,499 |
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411,025 | -22,144 | $10,280 |
IBDN | 411,025 | -22,144 | $10,280 |
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494,610 | +215,890 | $10,026 |
BKLN | 494,610 | +215,890 | $10,026 |
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69,030 | +46,036 | $9,994 |
CVX | 69,030 | +46,036 | $9,994 |
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55,760 | +24,895 | $9,779 |
VOT | 55,760 | +24,895 | $9,779 |
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204,230 | +83,626 | $9,764 |
VMBS | 204,230 | +83,626 | $9,764 |
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182,125 | +5,289 | $9,521 |
SPYG | 182,125 | +5,289 | $9,521 |
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65,143 | +38,907 | $9,367 |
PG | 65,143 | +38,907 | $9,367 |
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70,832 | +16,165 | $9,286 |
VXF | 70,832 | +16,165 | $9,286 |
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148,342 | +64,731 | $9,073 |
VGIT | 148,342 | +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
![]() 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 |