Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MERIT FINANCIAL GROUP LLC 02-06-2024 12-31-2023 773 3,287,421,597
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE DIV GRWTH 101 $5,059,512 94,008 0.00 0.00 3,775 4.18 12-31-2023
SELECT SECTOR SPDR TR INDL 102 $5,003,438 43,894 0.00 0.00 -18,022 -29.11 12-31-2023
VEEVA SYS INC CL A COM 103 $4,984,196 25,889 0.00 0.00 1,924 8.03 12-31-2023
CHECK POINT SOFTWARE TECH LT ORD 104 $4,956,813 32,442 0.00 0.00 2,220 7.35 12-31-2023
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