HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD GROWTH (VUG) |
1,233,276 | +51,345 | $192,908 |
| VUG | 1,233,276 | +51,345 | $192,908 |
| PROSHARES LARGE (CSM) |
2,684,190 | +123,270 | $183,598 |
| CSM | 2,684,190 | +123,270 | $183,598 |
| WISDOMTREE FLOATING |
4,359,958 | +1,789,185 | $109,347 |
| USFR | 4,359,958 | +1,789,185 | $109,347 |
| ISHARES CORE (IUSV) |
1,083,337 | +1,083,337 | $84,254 |
| IUSV | 1,083,337 | +1,083,337 | $84,254 |
| ISHARES EDGE (EFAV) |
988,896 | +46,505 | $70,263 |
| EFAV | 988,896 | +46,505 | $70,263 |
| SPDR BLOOMBERG (JNK) |
2,264,345 | +130,087 | $69,543 |
| JNK | 2,264,345 | +130,087 | $69,543 |
| ISHARES IBONDS (IBDK) |
574,306 | +574,306 | $14,331 |
| IBDK | 574,306 | +574,306 | $14,331 |
| ISHARES CORE S&P SMALL CAP E (IJR) |
75,875 | +23,017 | $5,853 |
| IJR | 75,875 | +23,017 | $5,853 |
| ABSOLUTE WBI |
205,130 | +205,130 | $4,849 |
| WBIB | 205,130 | +205,130 | $4,849 |
| SPDR SER TR BLOMBERG BRC INV (FLRN) |
132,116 | +49,527 | $4,055 |
| FLRN | 132,116 | +49,527 | $4,055 |
| VANGUARD TOTAL (BND) |
27,300 | -48,917 | $3,829 |
| BND | 27,300 | -48,917 | $3,829 |
| VANGUARD CONSUMER (VDC) |
23,334 | +2,942 | $3,387 |
| VDC | 23,334 | +2,942 | $3,387 |
| ISHARES MSCI (SCZ) |
63,478 | +2,720 | $2,836 |
| SCZ | 63,478 | +2,720 | $2,836 |
| SPDR S&P (MDY) |
33,157 | -10,031 | $2,626 |
| MDY | 33,157 | -10,031 | $2,626 |
| SECTOR TECHNOLOGY |
34,408 | +11,527 | $2,546 |
| XLK | 34,408 | +11,527 | $2,546 |
| INVESCO BULLETSHARES (BSCK) |
116,931 | +116,931 | $2,481 |
| BSCK | 116,931 | +116,931 | $2,481 |
| PIMCO DYNAMIC |
72,268 | +3,900 | $2,270 |
| PDI | 72,268 | +3,900 | $2,270 |
| AT&T INC |
71,855 | -7,625 | $2,253 |
| T | 71,855 | -7,625 | $2,253 |
| ARK ETF TR INNOVATION ETF (ARKK) |
47,793 | +39,339 | $2,232 |
| ARKK | 47,793 | +39,339 | $2,232 |
| INVESCO EXCHNG TRADED FD TR II S&P SMLCP LOW (XSLV) |
41,152 | +4,624 | $2,168 |
| XSLV | 41,152 | +4,624 | $2,168 |
| APPLE INC |
10,421 | +471 | $1,979 |
| AAPL | 10,421 | +471 | $1,979 |
| SPDR SERIES (SLY) |
23,165 | -675 | $1,781 |
| SLY | 23,165 | -675 | $1,781 |
| AMAZON COM |
842 | -17 | $1,499 |
| AMZN | 842 | -17 | $1,499 |
| DUKE ENERGY |
16,595 | +412 | $1,493 |
| DUK | 16,595 | +412 | $1,493 |
| ISHARES MICROCAP (IWC) |
13,249 | +1,785 | $1,228 |
| IWC | 13,249 | +1,785 | $1,228 |
| PIEDMONT OFFICE |
57,383 | UNCH | $1,196 |
| PDM | 57,383 | UNCH | $1,196 |
| AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF (IBUY) |
23,964 | +23,964 | $1,173 |
| IBUY | 23,964 | +23,964 | $1,173 |
| EATON VANCE |
92,558 | -1,408 | $1,171 |
| EVV | 92,558 | -1,408 | $1,171 |
| VANGUARD EXTENDED (VXF) |
10,002 | -5,249 | $1,154 |
| VXF | 10,002 | -5,249 | $1,154 |
| GLOBAL X |
86,569 | +86,569 | $1,141 |
| MLPX | 86,569 | +86,569 | $1,141 |
| JOHNSON & JOHNSON |
8,111 | +102 | $1,133 |
| JNJ | 8,111 | +102 | $1,133 |
| VANGUARD VALUE (VTV) |
10,338 | -654 | $1,112 |
| VTV | 10,338 | -654 | $1,112 |
| VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR TO 05 24 2001 S&P 500 ETF SHS NEW (VOO) |
3,865 | -8,878 | $994 |
| VOO | 3,865 | -8,878 | $994 |
| MCDONALDS CORP |
5,128 | +2,423 | $973 |
| MCD | 5,128 | +2,423 | $973 |
| BOEING CO |
2,442 | +1,068 | $931 |
| BA | 2,442 | +1,068 | $931 |
| INVESCO QQQ |
4,884 | -61 | $877 |
| QQQ | 4,884 | -61 | $877 |
| INTERNATIONAL BUS MACH CORP COM USD0.20 |
6,068 | -64 | $855 |
| IBM | 6,068 | -64 | $855 |
| VANGUARD LARGE (VV) |
6,360 | -436 | $825 |
| VV | 6,360 | -436 | $825 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) |
15,070 | +8,571 | $779 |
| IEMG | 15,070 | +8,571 | $779 |
| UNITED PARCEL |
6,678 | +378 | $746 |
| UPS | 6,678 | +378 | $746 |
| VERIZON COMMUNICATIONS |
11,776 | +931 | $696 |
| VZ | 11,776 | +931 | $696 |
| SOUTHERN COMPANY |
13,301 | +526 | $687 |
| SO | 13,301 | +526 | $687 |
| MICROSOFT CORP |
5,822 | +82 | $686 |
| MSFT | 5,822 | +82 | $686 |
| MASTERCARD INC |
2,851 | +258 | $671 |
| MA | 2,851 | +258 | $671 |
| ISHARES EMERGING (DVYE) |
16,349 | -235 | $657 |
| DVYE | 16,349 | -235 | $657 |
| ALPHABET INC |
544 | +32 | $638 |
| GOOG | 544 | +32 | $638 |
| PROCTER & GAMBLE |
6,082 | +96 | $632 |
| PG | 6,082 | +96 | $632 |
| INVESCO CEF |
27,077 | +1,238 | $599 |
| PCEF | 27,077 | +1,238 | $599 |
| NVIDIA CORP |
3,291 | +360 | $590 |
| NVDA | 3,291 | +360 | $590 |
| CRACKER BARREL |
3,574 | +452 | $577 |
| CBRL | 3,574 | +452 | $577 |
See Full List: All Stocks Held By Merit Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Merit Financial Group LLC
|
Size ($ in 1000's)
At 03/31/2019: $819,768 At 12/31/2018: $664,782 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 |
