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Home > Institutional Investor > Merit Financial Group, Llc > Profile

Instuitional Investor - Merit Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Merit Financial Group, Llc
Portfolio Value $6,676,477,810
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,409,463 $222,369,369 3.33%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 360,223 $185,122,313 2.77%
3.
Vanguard Index Fds - GROWTH ETF
 470,041 $174,300,618 2.61%
4.
Ishares Trust
 IEF 264,917 $148,856,758 2.23%
5.
Apple Inc.
 AAPL 669,867 $148,797,609 2.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)