68 is the total number of securities Merit Investment Management, LLC has owned. The longest Merit Investment Management, LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CSX | CSX Corp | 3 | 3 | 4.21% | 5.36% | 6.20% | Q2 2013 | Q4 2013 | 3 |
| RAD | Rite Aid Corp | 3 | 3 | 3.07% | 4.50% | 5.39% | Q2 2013 | Q4 2013 | 3 |
| VZ | Verizon Communications... | 3 | 3 | 0.58% | 3.92% | 7.36% | Q2 2013 | Q4 2013 | 3 |
| Apple Inc | 3 | 3 | 2.46% | 3.53% | 4.20% | Q2 2013 | Q4 2013 | 3 | |
| MWE | MarkWest Energy Partne... | 3 | 3 | 2.88% | 3.49% | 4.07% | Q2 2013 | Q4 2013 | 3 |
| EPD | Enterprise Product Par... | 3 | 3 | 2.82% | 3.32% | 3.63% | Q2 2013 | Q4 2013 | 3 |
| CVS | CVS Caremark Corp | 3 | 3 | 2.64% | 3.03% | 3.51% | Q2 2013 | Q4 2013 | 3 |
| CBS | CBS Corp | 3 | 3 | 2.17% | 2.93% | 3.38% | Q2 2013 | Q4 2013 | 3 |
| PMT | PennyMac Mortgage Inve... | 3 | 3 | 1.65% | 2.79% | 3.95% | Q2 2013 | Q4 2013 | 3 |
| PM | Phillip Morris Interna... | 3 | 3 | 0.52% | 2.59% | 6.54% | Q2 2013 | Q4 2013 | 3 |
| PFSI | PennyMac Financial Ser... | 3 | 3 | 1.87% | 2.45% | 2.95% | Q2 2013 | Q4 2013 | 3 |
| MRK | Merck & Co Inc | 3 | 3 | 0.54% | 2.38% | 5.95% | Q2 2013 | Q4 2013 | 3 |
| DEO | Diageo PLC | 3 | 3 | 0.78% | 1.00% | 1.33% | Q2 2013 | Q4 2013 | 3 |
| COT | Cott Corp | 3 | 3 | 0.80% | 0.96% | 1.05% | Q2 2013 | Q4 2013 | 3 |
| DD | EI du Pont de Nemours ... | 3 | 3 | 0.70% | 0.89% | 1.18% | Q2 2013 | Q4 2013 | 3 |
| PEP | Pepsico Inc | 3 | 3 | 0.72% | 0.85% | 1.03% | Q2 2013 | Q4 2013 | 3 |
| MCD | McDonald's Corp | 3 | 3 | 0.57% | 0.63% | 0.73% | Q2 2013 | Q4 2013 | 3 |
| NSC | Norfolk Southern Corp | 3 | 3 | 0.46% | 0.62% | 0.74% | Q2 2013 | Q4 2013 | 3 |
| LO | Lorillard Inc | 3 | 3 | 0.46% | 0.58% | 0.67% | Q2 2013 | Q4 2013 | 3 |
| GIS | General Mills Inc | 3 | 3 | 0.16% | 0.36% | 0.69% | Q2 2013 | Q4 2013 | 3 |
| WMC | Western Asset Mortgage... | 3 | 3 | 0.04% | 0.27% | 0.43% | Q2 2013 | Q4 2013 | 3 |
| DRI | Darden Restaurants Inc | 2 | 2 | 4.51% | 5.01% | 5.50% | Q2 2013 | Q3 2013 | 2 |
| T104PS | American Realty Capita... | 2 | 2 | 4.48% | 4.65% | 4.82% | Q2 2013 | Q3 2013 | 2 |
| T | AT&T Inc | 1 | 1 | 0.68% | 3.74% | 6.78% | Q2 2013 | Q4 2013 | 2 |
| Armour Residential REI... | 2 | 2 | 2.89% | 3.16% | 3.43% | Q2 2013 | Q3 2013 | 2 | |
| IVR | Invesco Mortgage Capit... | 2 | 2 | 2.72% | 3.04% | 3.37% | Q2 2013 | Q3 2013 | 2 |
| SO | Southern Co | 2 | 2 | 0.83% | 2.83% | 4.83% | Q2 2013 | Q3 2013 | 2 |
| UDR | UDR Inc | 2 | 2 | 2.27% | 2.49% | 2.70% | Q2 2013 | Q3 2013 | 2 |
| MFA | MFA Financial Inc | 2 | 2 | 2.26% | 2.44% | 2.63% | Q2 2013 | Q3 2013 | 2 |
| TD | Toronto-Dominion Bank/The | 1 | 1 | 0.34% | 2.42% | 4.51% | Q2 2013 | Q4 2013 | 2 |
| MTGE | American Capital Mortg... | 2 | 2 | 1.37% | 1.68% | 1.98% | Q2 2013 | Q3 2013 | 2 |
| AGNC | American Capital Agenc... | 2 | 2 | 1.42% | 1.64% | 1.86% | Q2 2013 | Q3 2013 | 2 |
| RAI | Reynolds American Inc | 1 | 1 | 0.36% | 1.04% | 1.72% | Q2 2013 | Q4 2013 | 2 |
| Berkshire Hathaway Inc | 2 | 2 | 0.61% | 0.72% | 0.82% | Q2 2013 | Q3 2013 | 2 | |
| PAA | Plains All American Pi... | 2 | 2 | 0.32% | 0.67% | 1.03% | Q2 2013 | Q3 2013 | 2 |
| SBY | Silver Bay Realty Trus... | 2 | 2 | 0.53% | 0.60% | 0.67% | Q2 2013 | Q3 2013 | 2 |
| NEE | NextEra Energy LP | 2 | 2 | 0.35% | 0.40% | 0.46% | Q2 2013 | Q3 2013 | 2 |
| MMM | 3M Co | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2013 | 2 |
| PG | Procter & Gamble Co/The | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q3 2013 | 2 |
| MSFT | Microsoft Corp | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2013 | 2 |
| EMR | Emerson Electric Co | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2013 | 2 |
| PFE | Pfizer Inc | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2013 | 2 |
| GlaxoSmithKline PLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 | |
| GE | General Electric Co | 1 | 1 | 5.93% | 5.93% | 5.93% | Q4 2013 | Q4 2013 | 1 |
| KRFT | Kraft Foods Group Inc | 1 | 1 | 5.88% | 5.88% | 5.88% | Q4 2013 | Q4 2013 | 1 |
| JPM | JPMorgan Chase &Co | 1 | 1 | 5.78% | 5.78% | 5.78% | Q4 2013 | Q4 2013 | 1 |
| CSCO | Cisco Systems Inc | 1 | 1 | 5.76% | 5.76% | 5.76% | Q4 2013 | Q4 2013 | 1 |
| D | Dominion Resources Inc/VA | 1 | 1 | 5.75% | 5.75% | 5.75% | Q4 2013 | Q4 2013 | 1 |
| XEL | Xcel Energy Inc | 1 | 1 | 5.73% | 5.73% | 5.73% | Q4 2013 | Q4 2013 | 1 |
| LLY | Eli Lilly & Co | 1 | 1 | 5.66% | 5.66% | 5.66% | Q3 2013 | Q3 2013 | 1 |
| NNN | National Retail Proper... | 1 | 1 | 5.27% | 5.27% | 5.27% | Q3 2013 | Q3 2013 | 1 |
| SPLS | Staples Inc | 1 | 1 | 4.78% | 4.78% | 4.78% | Q4 2013 | Q4 2013 | 1 |
| SAI | SAIC Inc | 1 | 1 | 4.52% | 4.52% | 4.52% | Q2 2013 | Q2 2013 | 1 |
| KIM | Kimco Realty Corp | 1 | 1 | 4.50% | 4.50% | 4.50% | Q2 2013 | Q2 2013 | 1 |
| MAA | Mid-America Apartment ... | 1 | 1 | 4.50% | 4.50% | 4.50% | Q2 2013 | Q2 2013 | 1 |
| OHI | Omega Healthcare Inves... | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2013 | Q3 2013 | 1 |
| HTZ | Hertz Global Holdings Inc | 1 | 1 | 3.27% | 3.27% | 3.27% | Q4 2013 | Q4 2013 | 1 |
| RY | Royal Bank of Canada | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2013 | Q2 2013 | 1 |
| RRD | RR Donnelley & Sons Co | 1 | 1 | 2.49% | 2.49% | 2.49% | Q3 2013 | Q3 2013 | 1 |
| PNW | Pinnacle West Capital ... | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2013 | Q2 2013 | 1 |
| DCT | DCT Industrial Trust Inc | 1 | 1 | 2.25% | 2.25% | 2.25% | Q2 2013 | Q2 2013 | 1 |
| ITC | ITC Holdings Corp | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2013 | Q4 2013 | 1 |
| MO | Altria Group Inc | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2013 | Q4 2013 | 1 |
| FUN | Cedar Fair LP | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
| FDX | FedEx Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
| XOM | Exxon Mobil Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
| NSRGY | Nestle SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
| ET | Energy Transfer Equity LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Download | |||||||||
The securities at the top of the list , including CSX Corp, Rite Aid Corp, and Verizon Communications Inc, are the highest-conviction holdings of Merit Investment Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Merit Investment Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Merit Investment Management, LLC owns currently or has owned in the past.