Slice of Stock

Institutional manager

Merit Financial Group, LLC

Holds positions in 475 of the S&P 500, worth $4.51bn as reported for the quarter ended 31-mar-2026.

Positions held475of 488 index companies covered
Reported value$4.51bnS&P 500 positions only
Top ten weight45%how concentrated the book is
Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 475 held. The rest are smaller than every one of these.

State Street CorporationSTT16.3m$769mFinancialsApple Inc.AAPL985,181$250mInformation TechnologyNvidiaNVDA1.1m$200mInformation TechnologyMicrosoftMSFT431,780$160mInformation TechnologyAlphabet Inc. (Class A)GOOGL548,254$158mCommunication ServicesInvescoIVZ283,716$136mFinancialsAmazonAMZN502,724$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$26mIndustrialsGoldman SachsGS86,918$25mFinancialsPalantir 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 TechnologyMastercardMA34,685$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$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 S&P 500 constituents only, 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.