Merit Financial Group, LLC
CIK Number: 0001621225
6.68B
Market Value
1,109
# of Holdings
7 months
Avg. Holding Period
23.66%
Win Rate
33.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 418.25 | -1.39% | 460.86K | -13.07% | 189.15M | 173.21 | 3.40% |
| 2 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 344.95K | -29.74% | 185.87M | 360.41 | 3.34% |
| 3 | IUSV | iShares Core S&... | 92.55 | -1.04% | 1.8M | -23.81% | 166.94M | 89.68 | 3.00% |
| 4 | AAPL | Apple Inc. | 196.25 | -1.48% | 612.03K | +21.85% | 153.26M | 163.2 | 2.75% |
| 5 | IEFA | iShares Core MS... | 83.03 | -1.26% | 1.97M | +11.21% | 138.1M | 69 | 2.48% |
| 6 | SPTI | SPDR Portfolio ... | 28.43 | -0.23% | 4.52M | +4.62% | 125.95M | 28.38 | 2.26% |
| 7 | IVV | iShares Core S&... | 599.72 | -1.12% | 212.85K | +20.59% | 125.3M | 464.99 | 2.25% |
| 8 | SPLV | Invesco S&P 500... | 72.43 | -0.94% | 1.73M | +11.77K% | 121.18M | 69.95 | 2.18% |
| 9 | QLTY | The 2023 ETF Se... | 33.15 | -1.02% | 3.7M | +100.00% | 118.35M | 31.97 | 2.13% |
| 10 | UPS | United Parcel S... | 99.97 | -0.94% | 848.19K | -9.49% | 106.96M | 188.12 | 1.92% |
| 11 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 221.38K | +22.67% | 93.31M | 341.66 | 1.68% |
| 12 | MGK | Vanguard Mega C... | 349.48 | -1.39% | 244.66K | +12.17% | 84.02M | 264.39 | 1.51% |
| 13 | MBB | iShares MBS ETF | 92.55 | -0.49% | 910.78K | +10.67% | 83.5M | 91.19 | 1.50% |
| 14 | SPTS | SPDR Portfolio ... | 29.14 | -0.05% | 2.69M | +33.07% | 78.1M | 29.14 | 1.40% |
| 15 | VTI | Vanguard Total ... | 293.55 | -1.19% | 268.9K | -23.46% | 77.93M | 232.43 | 1.40% |
| 16 | IUSG | iShares Core S&... | 143.72 | -1.26% | 523.86K | +8.15% | 73M | 124.43 | 1.31% |
| 17 | MGV | Vanguard Mega C... | 128.70 | -0.67% | 582.47K | +7.79% | 72.76M | 111.64 | 1.31% |
| 18 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 134.47K | +58.63% | 68.74M | 402.49 | 1.24% |
| 19 | USIG | iShares Broad U... | 50.72 | -0.43% | 1.31M | +5.61% | 65.99M | 50.82 | 1.19% |
| 20 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 486.4K | +49.09% | 65.32M | 86.23 | 1.17% |
| 21 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 283.66K | +37.91% | 62.23M | 166.92 | 1.12% |
| 22 | AVDV | Avantis Interna... | 78.68 | -0.81% | 889.59K | +7.64% | 57.89M | 65.02 | 1.04% |
| 23 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 94.9K | +7.11% | 55.62M | 411.49 | 1.00% |
| 24 | VGSH | Vanguard Short-... | 58.47 | -0.06% | 923.19K | +5.48% | 53.71M | 58.33 | 0.97% |
| 25 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 603.25K | +2.02% | 53.03M | 57.56 | 0.95% |
| 26 | SPSM | SPDR Portfolio ... | 41.46 | -1.99% | 975.25K | -8.95% | 43.81M | 36.42 | 0.79% |
| 27 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 634.43K | -4.25% | 43.74M | 47.61 | 0.79% |
| 28 | AVEM | Avantis Emergin... | 67.16 | -1.39% | 713.52K | +486.18% | 41.95M | 58.42 | 0.75% |
| 29 | VEA | Vanguard Develo... | 56.17 | -1.21% | 875.11K | +7.75% | 41.85M | 46.84 | 0.75% |
| 30 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 82.53K | +7.30% | 37.41M | 331.1 | 0.67% |
| 31 | QUAL | iShares MSCI US... | 178.22 | -1.64% | 195.99K | +78.41% | 34.9M | 146.64 | 0.63% |
| 32 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 177K | +47.83% | 33.51M | 146.35 | 0.60% |
| 33 | META | Meta Platforms,... | 682.74 | -1.53% | 51.23K | +34.16% | 29.99M | 321.17 | 0.54% |
| 34 | IVW | iShares S&P 500... | 105.11 | -1.22% | 280K | +90.78% | 28.43M | 90.58 | 0.51% |
| 35 | IEMG | iShares Core MS... | 58.70 | -1.62% | 533.32K | +13.59% | 27.85M | 51.29 | 0.50% |
| 36 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 1M | +164.45% | 27.38M | 23.26 | 0.49% |
| 37 | DYNF | BlackRock U.S. ... | 52.33 | -1.17% | 522.95K | +176.28% | 26.8M | 48.78 | 0.48% |
| 38 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 262.27K | +6.66% | 26.32M | 99.85 | 0.47% |
| 39 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 111.24K | +79.26% | 25.79M | 169 | 0.46% |
| 40 | EFG | iShares MSCI EA... | 110.38 | -1.42% | 259.7K | +237.34% | 25.15M | 96.24 | 0.45% |
| 41 | VTV | Vanguard Value ... | 173.34 | -0.81% | 140.21K | -0.88% | 23.74M | 142.26 | 0.43% |
| 42 | BND | Vanguard Total ... | 72.69 | -0.36% | 328.97K | +36.05% | 23.66M | 72.96 | 0.43% |
| 43 | SPYV | SPDR Portfolio ... | 51.23 | -1.01% | 458.73K | +0.25% | 23.46M | 40.46 | 0.42% |
| 44 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 95.63K | +39.88% | 22.92M | 182.46 | 0.41% |
| 45 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 120.3K | +15.80% | 22.91M | 145.55 | 0.41% |
| 46 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 202.48K | +19.50% | 21.78M | 103.64 | 0.39% |
| 47 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 53.31K | +49.53% | 21.53M | 286.37 | 0.39% |
| 48 | IUSB | iShares Core To... | 45.63 | -0.38% | 466.82K | +60.08% | 21.1M | 45.83 | 0.38% |
| 49 | EFV | iShares MSCI EA... | 63.86 | -1.22% | 394.76K | +154.07% | 20.71M | 50.72 | 0.37% |
| 50 | OEF | iShares S&P 100... | 292.93 | -1.22% | 70.98K | +804.99% | 20.5M | 280.15 | 0.37% |
| 51 | VB | Vanguard Small ... | 229.60 | -1.65% | 82.22K | +8.60% | 19.76M | 221.49 | 0.35% |
| 52 | VOOG | Vanguard S&P 50... | 379.07 | -1.22% | 53.68K | +8.64% | 19.65M | 253.03 | 0.35% |
| 53 | IWY | iShares Russell... | 235.70 | -1.27% | 79.75K | +2.3K% | 18.76M | 231.89 | 0.34% |
| 54 | HD | The Home Depot,... | 354.54 | -2.37% | 47.67K | +22.27% | 18.54M | 321.8 | 0.33% |
| 55 | BFC | Bank First Corp... | 111.94 | -3.2% | 179.81K | +88.70% | 17.82M | 91.21 | 0.32% |
| 56 | SPDW | SPDR Portfolio ... | 40.24 | -1.23% | 520.8K | -8.97% | 17.77M | 33.71 | 0.32% |
| 57 | KORP | American Centur... | 46.32 | -0.47% | 379.02K | -2.15% | 17.41M | 46.43 | 0.31% |
| 58 | PG | The Procter & G... | 160.25 | -1.79% | 103.84K | +12.30% | 17.41M | 152.27 | 0.31% |
| 59 | COST | Costco Wholesal... | 990.08 | -1.26% | 18.84K | +18.28% | 17.26M | 626.89 | 0.31% |
| 60 | VYM | Vanguard High D... | 130.54 | -0.99% | 134.36K | +5.93% | 17.14M | 120.01 | 0.31% |
| 61 | VMBS | Vanguard Mortga... | 45.69 | -0.4% | 375.48K | +14.14% | 17.02M | 46.01 | 0.31% |
| 62 | BINC | Blackrock Etf T... | 52.33 | -0.2% | 325.48K | +1.07K% | 16.93M | 52.03 | 0.30% |
| 63 | VOOV | Vanguard S&P 50... | 184.61 | -0.99% | 90.43K | -1.32% | 16.68M | 138.97 | 0.30% |
| 64 | V | Visa Inc. | 352.88 | -4.99% | 52.12K | +32.00% | 16.47M | 259.39 | 0.30% |
| 65 | RWL | Invesco S&P 500... | 101.61 | -0.96% | 167.22K | +322.52% | 16.37M | 90.89 | 0.29% |
| 66 | SRLN | SPDR Blackstone... | 41.18 | -0.08% | 386.97K | -0.18% | 16.15M | 41.78 | 0.29% |
| 67 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 20.55K | +44.28% | 15.87M | 701.05 | 0.29% |
| 68 | DFAC | Dimensional U.S... | 34.63 | -1.3% | 458.42K | +7.75% | 15.86M | 27.57 | 0.28% |
| 69 | XLF | Financial Selec... | 49.96 | -2.04% | 322.21K | +1.91% | 15.57M | 37.08 | 0.28% |
| 70 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 57.72K | +14.05% | 15.24M | 247.52 | 0.27% |
| 71 | VGIT | Vanguard Interm... | 59.06 | -0.24% | 253.03K | +2.77% | 14.68M | 59 | 0.26% |
| 72 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 101.11K | +15.67% | 14.62M | 162.1 | 0.26% |
| 73 | JHMD | John Hancock Mu... | 38.14 | -1.17% | 450.17K | +1.18% | 14.44M | 29.32 | 0.26% |
| 74 | IUS | Invesco RAFI St... | 50.41 | -0.88% | 286.05K | +32.54% | 14.21M | 40.1 | 0.26% |
| 75 | IVE | iShares S&P 500... | 191.02 | -0.95% | 74.38K | +122.61% | 14.2M | 187.8 | 0.26% |
| 76 | CGDV | Capital Group D... | 38.33 | -0.75% | 401.33K | -2.08% | 14.15M | 31.16 | 0.25% |
| 77 | IYW | iShares U.S. Te... | 163.30 | -1.47% | 83.4K | +93.53% | 13.3M | 127.25 | 0.24% |
| 78 | FTNT | Fortinet, Inc. | 100.83 | -0.82% | 139.32K | +12.09% | 13.16M | 76.49 | 0.24% |
| 79 | WMT | Walmart Inc. | 94.42 | -0.43% | 145.44K | +35.73% | 13.14M | 63.46 | 0.24% |
| 80 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 12.68K | +100.00% | 12.99M | 1025.11 | 0.23% |
| 81 | USFR | WisdomTree Floa... | 50.41 | +0.02% | 248.76K | +16.24% | 12.52M | 50.31 | 0.22% |
| 82 | VCIT | Vanguard Interm... | 81.56 | -0.42% | 155.24K | +0.74% | 12.46M | 80.43 | 0.22% |
| 83 | XLK | Technology Sele... | 239.10 | -1.43% | 53.07K | +3.57% | 12.34M | 173.53 | 0.22% |
| 84 | PTF | Invesco DWA Tec... | 64.98 | -1.86% | 167.76K | -3% | 12.17M | 41.52 | 0.22% |
| 85 | XLC | Communication S... | 102.58 | -1.01% | 122.31K | +5.30% | 11.84M | 71.73 | 0.21% |
| 86 | CVX | Chevron Corpora... | 145.87 | +0.62% | 81.7K | +19.70% | 11.83M | 152.85 | 0.21% |
| 87 | EMXC | iShares MSCI Em... | 61.28 | -1.52% | 212.53K | +140.15% | 11.78M | 55.93 | 0.21% |
| 88 | PLTR | Palantir Techno... | 137.34 | +1.59% | 152.06K | +33.62% | 11.5M | 29.56 | 0.21% |
| 89 | IJR | iShares Core S&... | 106.31 | -1.93% | 99.14K | -2.69% | 11.42M | 105.22 | 0.21% |
| 90 | JMBS | Janus Henderson... | 44.42 | -0.37% | 257.99K | -1.19% | 11.4M | 45.4 | 0.20% |
| 91 | SMH | VanEck Semicond... | 256.93 | -2.36% | 46.81K | +195.04% | 11.34M | 238.14 | 0.20% |
| 92 | SCHO | Schwab Short-Te... | 24.25 | -0.06% | 469.06K | +143.56% | 11.29M | 24.12 | 0.20% |
| 93 | MA | Mastercard Inco... | 561.81 | -4.66% | 21.21K | +26.44% | 11.17M | 434.8 | 0.20% |
| 94 | PM | Philip Morris I... | 184.25 | +0.08% | 92.05K | +55.99% | 11.08M | 100.86 | 0.20% |
| 95 | VIG | Vanguard Divide... | 200.24 | -1.18% | 55.66K | -2.95% | 10.9M | 176.31 | 0.20% |
| 96 | VBR | Vanguard Small ... | 189.42 | -1.54% | 54.63K | +7.19% | 10.83M | 173.29 | 0.19% |
| 97 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 187.9K | +2.38K% | 10.81M | 57.46 | 0.19% |
| 98 | DGRW | WisdomTree U.S.... | 81.94 | -0.94% | 133.38K | +40.86% | 10.79M | 65.79 | 0.19% |
| 99 | SJNK | SPDR Bloomberg ... | 25.14 | -0.22% | 421.21K | -0.32% | 10.64M | 24.98 | 0.19% |
| 100 | PYPL | PayPal Holdings... | 70.83 | -5.32% | 124.5K | +16.05% | 10.63M | 67.14 | 0.19% |
| 101 | VOE | Vanguard Mid-Ca... | 161.57 | -1.22% | 64.23K | +3.52% | 10.39M | 143.33 | 0.19% |
| 102 | HON | Honeywell Inter... | 224.31 | -0.77% | 45.1K | +10.69% | 10.19M | 190.87 | 0.18% |
| 103 | FNDX | Schwab Fundamen... | 23.96 | -0.97% | 427.89K | +100.00% | 10.13M | 23.68 | 0.18% |
| 104 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 11.22K | +39.46% | 10M | 583.11 | 0.18% |
| 105 | SPGI | S&P Global Inc. | 501.65 | -0.83% | 20.07K | +10.96% | 10M | 368.68 | 0.18% |
| 106 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 65.7K | +16.09% | 9.99M | 162.34 | 0.18% |
| 107 | FAST | Fastenal Compan... | 42.15 | -1.66% | 138.19K | +18.34% | 9.94M | 57.95 | 0.18% |
| 108 | TXN | Texas Instrumen... | 195.06 | -2.31% | 52.99K | +111.95% | 9.94M | 177.15 | 0.18% |
| 109 | ETN | Eaton Corporati... | 323.58 | -2.05% | 29.86K | +20.39% | 9.91M | 289.5 | 0.18% |
| 110 | XLE | Energy Select S... | 88.08 | +1.72% | 115.05K | +0.06% | 9.85M | 90.14 | 0.18% |
| 111 | SHYG | iShares 0-5 Yea... | 42.56 | -0.2% | 229.34K | +4.16% | 9.77M | 42.1 | 0.18% |
| 112 | ARCC | Ares Capital Co... | 21.52 | -3.39% | 444.17K | +0.13% | 9.72M | 20.34 | 0.17% |
| 113 | BSX | Boston Scientif... | 99.69 | +1.15% | 107.48K | +11.98% | 9.6M | 50.46 | 0.17% |
| 114 | IWB | iShares Russell... | 327.76 | -1.17% | 28.34K | +211.44% | 9.13M | 288.37 | 0.16% |
| 115 | XLV | Health Care Sel... | 136.13 | -0.5% | 65.89K | +13.32% | 9.06M | 134.96 | 0.16% |
| 116 | JAAA | Janus Henderson... | 50.65 | -0.02% | 178.25K | +19.34% | 9.04M | 50.39 | 0.16% |
| 117 | IWL | iShares Russell... | 147.64 | -1.14% | 62.05K | +100.00% | 8.98M | 144.71 | 0.16% |
| 118 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 49.23K | +2.87% | 8.75M | 157.08 | 0.16% |
| 119 | VBK | Vanguard Small ... | 267.24 | -1.65% | 30.74K | +4.16% | 8.61M | 237.07 | 0.15% |
| 120 | XMHQ | Invesco S&P Mid... | 96.17 | -1.73% | 86.6K | +130.22% | 8.53M | 98.92 | 0.15% |
| 121 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.39% | 365.09K | +1.06K% | 8.29M | 22.76 | 0.15% |
| 122 | SGOL | abrdn Physical ... | 32.75 | +1.33% | 330.25K | +6.39% | 8.27M | 22.2 | 0.15% |
| 123 | PAVE | Global X U.S. I... | 41.95 | -1.49% | 202.78K | +239.21% | 8.19M | 38.53 | 0.15% |
| 124 | VOT | Vanguard Mid-Ca... | 270.00 | -1.24% | 32.2K | +15.97% | 8.17M | 210.95 | 0.15% |
| 125 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 33.39K | -0.03% | 8.08M | 198.68 | 0.15% |
| 126 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 134.76K | +75.66% | 7.98M | 53.06 | 0.14% |
| 127 | VEEV | Veeva Systems I... | 282.29 | +0.05% | 37.81K | +4.67% | 7.95M | 182.49 | 0.14% |
| 128 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 47.16K | +45.47% | 7.86M | 126.01 | 0.14% |
| 129 | SFM | Sprouts Farmers... | 157.91 | +0.55% | 61.43K | -2.27% | 7.81M | 28.64 | 0.14% |
| 130 | XMMO | Invesco S&P Mid... | 123.88 | -1.01% | 61.84K | +100.00% | 7.64M | 123.53 | 0.14% |
| 131 | CWI | SPDR MSCI ACWI ... | 31.90 | -1.39% | 272.16K | +23.59% | 7.6M | 25.24 | 0.14% |
| 132 | TGT | Target Corporat... | 95.34 | -3.98% | 56.19K | +10.65% | 7.6M | 145.03 | 0.14% |
| 133 | BKLN | Invesco Senior ... | 20.87 | -0.24% | 358.47K | +3.72% | 7.55M | 21.04 | 0.14% |
| 134 | ICSH | iShares Ultra S... | 50.55 | +0.01% | 149.73K | +380.08% | 7.55M | 50.4 | 0.14% |
| 135 | VV | Vanguard Large ... | 275.41 | -1.11% | 27.9K | -1.56% | 7.52M | 256.57 | 0.14% |
| 136 | MCD | McDonald's Corp... | 301.85 | -0.43% | 25.93K | +15.78% | 7.52M | 258.03 | 0.14% |
| 137 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 14.79K | +72.23% | 7.48M | 497.38 | 0.13% |
| 138 | RTX | RTX Corporation | 145.67 | +3.33% | 63.77K | +18.08% | 7.38M | 89.14 | 0.13% |
| 139 | XLI | Industrial Sele... | 142.65 | -0.84% | 55.85K | -1.73% | 7.36M | 104.79 | 0.13% |
| 140 | GTO | Invesco Total R... | 46.43 | -0.3% | 158.21K | +0.93% | 7.34M | 47.12 | 0.13% |
| 141 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 20.18K | +30.68% | 7.32M | 333.09 | 0.13% |
| 142 | CPRT | Copart, Inc. | 48.59 | -2.81% | 127.53K | +13.26% | 7.32M | 56.92 | 0.13% |
| 143 | SNPS | Synopsys, Inc. | 478.31 | -3.37% | 15.01K | +2.31K% | 7.28M | 481.53 | 0.13% |
| 144 | VXF | Vanguard Extend... | 185.35 | -1.64% | 37.2K | -15.98% | 7.07M | 154.49 | 0.13% |
| 145 | GRPM | Invesco S&P Mid... | 106.91 | -1.02% | 62.28K | +100.00% | 7.02M | 112.75 | 0.13% |
| 146 | MRK | Merck & Co., In... | 81.72 | -0.12% | 68.72K | +37.34% | 6.84M | 105.61 | 0.12% |
| 147 | T | AT&T Inc. | 28.17 | -0.34% | 299.93K | +39.86% | 6.83M | 21.02 | 0.12% |
| 148 | USMV | iShares MSCI US... | 93.01 | -0.85% | 76.83K | +9.49% | 6.82M | 66 | 0.12% |
| 149 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 135.55K | +8.12% | 6.8M | 50.49 | 0.12% |
| 150 | MTUM | iShares MSCI US... | 230.19 | -0.9% | 32.66K | +450.45% | 6.76M | 193.88 | 0.12% |