Institutional manager
Merit Financial Group, LLC
Holds positions in 494 of the S&P 500, worth $3.66bn as reported for the quarter ended 31-mar-2026.
Positions held494of 488 index companies covered
Reported value$3.66bnS&P 500 positions only
Top ten weight34%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 494 held. The rest are smaller than every one of these.
Apple Inc.AAPL985,181$250mInformation TechnologyNvidiaNVDA1.1m$200mInformation TechnologyMicrosoftMSFT431,780$160mInformation TechnologyAlphabet Inc. (Class A)GOOGL548,254$158mCommunication ServicesAmazonAMZN502,724$105mConsumer DiscretionaryBroadcomAVGO283,693$88mInformation TechnologyUnited Parcel ServiceUPS815,120$80mIndustrialsBerkshire HathawayBRK.B127,326$76mFinancialsExxonMobilXOM385,315$65mEnergyMeta PlatformsMETA95,625$55mCommunication ServicesJPMorgan ChaseJPM177,870$52mFinancialsJohnson & JohnsonJNJ213,524$52mHealth CareWalmartWMT393,029$49mConsumer StaplesCostcoCOST42,027$42mConsumer StaplesProcter & GamblePG284,647$41mConsumer StaplesTesla, Inc.TSLA109,284$41mConsumer DiscretionaryLilly (Eli)LLY43,559$40mHealth CareCaterpillar Inc.CAT46,270$33mIndustrialsChevron CorporationCVX153,801$32mEnergyVisa Inc.V91,458$28mFinancialsHome Depot (The)HD81,318$27mConsumer DiscretionaryCoca-Cola Company (The)KO345,534$26mConsumer StaplesFastenalFAST563,331$26mIndustrialsPalantir TechnologiesPLTR165,793$24mInformation TechnologyGE AerospaceGE84,662$24mIndustrialsLam ResearchLRCX112,136$24mInformation TechnologyMerck & Co.MRK196,841$24mHealth CareRTX CorporationRTX121,268$23mIndustrialsAbbVieABBV104,910$23mHealth CareBristol Myers SquibbBMY368,614$22mHealth CarePepsiCoPEP143,441$22mConsumer StaplesAltriaMO335,656$22mConsumer StaplesPhilip Morris InternationalPM133,694$22mConsumer StaplesArista NetworksANET172,832$21mInformation TechnologyMcKesson CorporationMCK22,000$19mHealth CareNetflixNFLX197,645$19mCommunication ServicesCiscoCSCO239,687$19mInformation TechnologyGoldman SachsGS21,666$18mFinancialsMastercardMA34,685$17mFinancialsMorgan StanleyMS100,237$16mFinancialsChubb LimitedCB50,221$16mFinancialsMicron TechnologyMU48,434$16mInformation TechnologySalesforceCRM86,578$16mInformation TechnologyMcDonald'sMCD51,263$16mConsumer DiscretionaryAT&TT546,942$16mCommunication ServicesBlackRockBLK15,912$15mFinancialsGE VernovaGEV17,297$15mIndustrialsTaiwan Semiconductor ManufacturingTSM44,624$15mHoneywell TechnologiesHON66,453$15mIndustrialsGeneral DynamicsGD42,428$15mIndustrialsAmerican ExpressAXP46,933$14mFinancialsTJX CompaniesTJX88,406$14mConsumer DiscretionaryTexas InstrumentsTXN71,110$14mInformation TechnologyBank of AmericaBAC282,044$14mFinancialsQualcommQCOM106,015$14mInformation TechnologyFortinetFTNT165,498$14mInformation TechnologyAdvanced Micro DevicesAMD66,296$13mInformation TechnologyWells FargoWFC168,726$13mFinancialsApplied MaterialsAMAT39,256$13mInformation TechnologyS&P GlobalSPGI31,477$13mFinancials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.