Merit Financial Group, LLC
CIK Number: 0001621225
Main Sectors:
Top Industries:
Filing Date: Jul 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 481.34 | -0.4% | 817.45K | +73.91% | 358.37M | 288.13 | 4.00% | Share |
| 2 | QLTY | The 2023 ETF Se... | 36.84 | +0.23% | 6.82M | +43.51% | 233.78M | 32.55 | 2.61% | Share |
| 3 | IUSG | iShares Core S&... | 165.04 | -0.28% | 1.54M | +37.35% | 231.55M | 132.52 | 2.58% | Share |
| 4 | IUSV | iShares Core S&... | 100.64 | +0.41% | 2.29M | -5.02% | 216.56M | 90.34 | 2.41% | Share |
| 5 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 299.85K | -16.76% | 170.32M | 366.92 | 1.90% | Share |
| 6 | ACWX | iShares MSCI AC... | 66.17 | +0.68% | 2.61M | +52.48% | 159.15M | 57.3 | 1.77% | Share |
| 7 | IVV | iShares Core S&... | 672.49 | 0.00% | 253.96K | -4.14% | 157.68M | 484.04 | 1.76% | Share |
| 8 | VTV | Vanguard Value ... | 187.51 | +0.53% | 875.97K | +361.46% | 154.82M | 170.99 | 1.73% | Share |
| 9 | SPTS | SPDR Portfolio ... | 29.26 | +0.02% | 5.17M | +64.94% | 151.33M | 29.21 | 1.69% | Share |
| 10 | AAPL | Apple Inc. | 258.02 | +0.35% | 735.88K | +9.85% | 150.98M | 171.6 | 1.68% | Share |
| 11 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 303.47K | +21.02% | 150.95M | 371.97 | 1.68% | Share |
| 12 | SPTI | SPDR Portfolio ... | 28.86 | -0.19% | 5.09M | +13.11% | 146.42M | 28.43 | 1.63% | Share |
| 13 | MGK | Vanguard Mega C... | 403.77 | -0.36% | 357.83K | -0.56% | 131.03M | 278.63 | 1.46% | Share |
| 14 | QUAL | iShares MSCI US... | 196.49 | +0.07% | 654.16K | +27.69% | 119.59M | 166.21 | 1.33% | Share |
| 15 | VTI | Vanguard Total ... | 329.96 | +0.05% | 370.97K | +8.83% | 112.75M | 246.46 | 1.26% | Share |
| 16 | AVNM | Avantis All Int... | 71.36 | +0.61% | 1.71M | +100.00% | 111.83M | 65.31 | 1.25% | Share |
| 17 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 702.75K | +8.14% | 111.03M | 96.79 | 1.24% | Share |
| 18 | EFV | iShares MSCI EA... | 68.70 | +0.94% | 1.71M | +60.79% | 108.6M | 58.76 | 1.21% | Share |
| 19 | MBB | iShares MBS ETF | 95.09 | -0.16% | 1.14M | +6.11% | 107M | 91.72 | 1.19% | Share |
| 20 | DYNF | iShares U.S. Eq... | 59.21 | -0.1% | 1.78M | -0.22% | 96.85M | 48.77 | 1.08% | Share |
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