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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 401 | $890,911 | 12,369 | 0.00 | 0.00 | -17,575 | -58.69 | 12-31-2023 |
| MOODYS CORP | COM | 402 | $888,016 | 2,274 | 0.00 | 0.00 | 825 | 56.94 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 403 | $878,781 | 1,864 | 0.00 | 0.00 | -926 | -33.19 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 404 | $877,773 | 16,988 | 0.00 | 0.00 | 16 | 0.09 | 12-31-2023 |
