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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 $3,287,421,597
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 597,315 $260,907,231 7.93%
2.
Schwab Strategic Trust
 FNDF 3,083,535 $234,749,514 7.14%
3.
Vanguard Index Fds
 691,787 $215,062,806 6.54%
4.
United Parcel Service Inc
 UPS 881,544 $138,605,233 4.21%
5.
Spdr Series Trust
 4,160,010 $118,809,883 3.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)