Merkkuri Wealth Advisors
Latest statistics and disclosures from Merkkuri Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, SPLG, SPY, QQQ, FBND, and represent 29.35% of Merkkuri Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$6.9M), SPLG, IJH, FBND, SCHZ, SPMO, MSTR, JEPI, AGG, EFG.
- Started 3 new stock positions in MSTR, SPMO, BINC.
- Reduced shares in these 10 stocks: IEFA, AVUV, IVV, IUSB, ESGU, FTGC, FTSM, ARKK, SPY, RDVY.
- Sold out of its positions in ARKK, FTGC.
- Merkkuri Wealth Advisors was a net buyer of stock by $12M.
- Merkkuri Wealth Advisors has $126M in assets under management (AUM), dropping by -0.23%.
- Central Index Key (CIK): 0002040317
Tip: Access up to 7 years of quarterly data
Positions held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Merkkuri Wealth Advisors
Merkkuri Wealth Advisors holds 84 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Equities (SCHD) | 8.1 | $10M | +209% | 375k | 27.32 |
|
| Spdr Ser Tr Equities (SPLG) | 7.5 | $9.4M | +44% | 137k | 68.94 |
|
| Spdr S&p 500 Etf Tr Equities (SPY) | 4.9 | $6.2M | -2% | 11k | 586.07 |
|
| Invesco Qqq Tr Equities (QQQ) | 4.8 | $6.1M | 12k | 511.23 |
|
|
| Fidelity Merrimack Str Tr Equities (FBND) | 4.1 | $5.1M | +9% | 115k | 44.87 |
|
| Ishares Tr Equities (IUSG) | 3.6 | $4.5M | +2% | 33k | 139.35 |
|
| Ishares Tr Equities (IJH) | 3.3 | $4.2M | +45% | 67k | 62.31 |
|
| J P Morgan Exchange Traded F Equities (JEPI) | 3.3 | $4.1M | +8% | 72k | 57.53 |
|
| Ishares Tr Equities (IEFA) | 3.2 | $4.0M | -28% | 57k | 70.28 |
|
| Invesco Exchange Traded Fd T Equities (RSP) | 3.0 | $3.8M | -2% | 22k | 175.23 |
|
| Ishares Tr Equities (IVV) | 3.0 | $3.7M | -10% | 6.4k | 588.70 |
|
| Ishares Tr Equities (AGG) | 2.7 | $3.4M | +10% | 35k | 96.90 |
|
| First Tr Exchange-traded Equities (FTHI) | 1.8 | $2.3M | +9% | 101k | 23.27 |
|
| Ishares Equities (IEMG) | 1.8 | $2.3M | +9% | 44k | 52.22 |
|
| Ishares Tr Equities (IVW) | 1.6 | $2.0M | +11% | 20k | 101.53 |
|
| First Tr Exch Trd Alphdx Equities (NFTY) | 1.5 | $1.9M | +9% | 34k | 55.99 |
|
| Ishares Tr Equities (IUSB) | 1.5 | $1.9M | -16% | 43k | 45.20 |
|
| Janus Detroit Str Tr Equities (VNLA) | 1.5 | $1.9M | +10% | 39k | 48.91 |
|
| Ishares Tr Equities (QUAL) | 1.5 | $1.9M | +10% | 10k | 178.09 |
|
| Ishares Tr Equities (EFV) | 1.4 | $1.8M | +8% | 35k | 52.47 |
|
| Blackrock Etf Trust Equities (DYNF) | 1.4 | $1.8M | +11% | 35k | 51.25 |
|
| Ishares Tr Equities (DGRO) | 1.4 | $1.7M | 28k | 61.34 |
|
|
| Ishares Tr Equities (EFG) | 1.3 | $1.7M | +19% | 17k | 96.83 |
|
| Ishares Tr Equities (IYJ) | 1.3 | $1.7M | 13k | 133.52 |
|
|
| Select Sector Spdr Tr Equities (XLE) | 1.3 | $1.6M | 19k | 85.66 |
|
|
| Ishares Tr Equities (IYH) | 1.3 | $1.6M | 28k | 58.27 |
|
|
| Amazon Equities (AMZN) | 1.3 | $1.6M | 7.3k | 219.38 |
|
|
| Fidelity Covington Trust Equities (FDEM) | 1.2 | $1.6M | 62k | 25.23 |
|
|
| First Tr Exchange Traded Equities (CIBR) | 1.2 | $1.5M | -5% | 24k | 63.45 |
|
| Vaneck Etf Trust Equities (MOAT) | 1.2 | $1.5M | 16k | 92.72 |
|
|
| Ishares Tr Equities (IJK) | 1.1 | $1.4M | 16k | 90.93 |
|
|
| American Centy Etf Tr Equities (AVUV) | 1.0 | $1.3M | -32% | 13k | 96.53 |
|
| Ishares Tr Equities (IYW) | 1.0 | $1.3M | 8.0k | 159.52 |
|
|
| Apple Equities (AAPL) | 1.0 | $1.2M | 4.9k | 250.40 |
|
|
| World Gold Tr Equities (GLDM) | 0.8 | $988k | +18% | 19k | 51.99 |
|
| Ishares Tr Equities (IVE) | 0.7 | $923k | +17% | 4.8k | 190.87 |
|
| Microsoft Corp Equities (MSFT) | 0.7 | $922k | -2% | 2.2k | 421.42 |
|
| Ishares Tr Equities (ESGU) | 0.7 | $888k | -30% | 6.9k | 128.82 |
|
| Ishares Tr Equities (IAGG) | 0.7 | $871k | +13% | 17k | 49.92 |
|
| Ishares Equities (EMXC) | 0.6 | $810k | +23% | 15k | 55.45 |
|
| Vanguard Bd Index Fds Equities (BSV) | 0.6 | $725k | +10% | 9.4k | 77.27 |
|
| Alphabet Equities (GOOG) | 0.6 | $713k | 3.7k | 190.47 |
|
|
| Schwab Strategic Tr Equities (SCHZ) | 0.6 | $701k | +153% | 31k | 22.70 |
|
| Ishares Tr Equities (MUB) | 0.5 | $690k | +8% | 6.5k | 106.54 |
|
| Ishares Tr Equities (MBB) | 0.5 | $648k | +11% | 7.1k | 91.67 |
|
| Ishares Tr Equities (IWY) | 0.5 | $637k | 2.7k | 235.29 |
|
|
| Ishares Tr Equities (HEFA) | 0.5 | $631k | -3% | 18k | 34.75 |
|
| First Tr Exchange-traded Equities (RDVY) | 0.5 | $616k | -13% | 10k | 59.14 |
|
| Vanguard Mun Bd Fds Equities (VTEB) | 0.5 | $579k | 12k | 50.13 |
|
|
| Alphabet Equities (GOOGL) | 0.5 | $569k | 3.0k | 189.33 |
|
|
| Ishares Tr Equities (IWL) | 0.4 | $560k | 3.9k | 144.71 |
|
|
| Invesco Exch Traded Fd Tr Ii Equities (SPLV) | 0.4 | $556k | 7.9k | 70.00 |
|
|
| Pimco Dynamic Income Equities (PDI) | 0.4 | $534k | 29k | 18.34 |
|
|
| First Tr Exchange-traded Equities (FTSM) | 0.4 | $520k | -29% | 8.7k | 59.77 |
|
| Exxon Mobil Corp Equities (XOM) | 0.4 | $517k | 4.8k | 107.58 |
|
|
| Select Sector Spdr Tr Equities (XLK) | 0.4 | $505k | +7% | 2.2k | 232.47 |
|
| First Tr Morningstar Divid L Equities (FDL) | 0.4 | $488k | -16% | 12k | 40.26 |
|
| Vanguard World Equities (VGT) | 0.4 | $483k | 776.00 | 622.05 |
|
|
| First Tr Exchange-traded Equities (LMBS) | 0.4 | $443k | -12% | 9.1k | 48.67 |
|
| Nvidia Corporation Equities (NVDA) | 0.3 | $419k | 3.1k | 134.31 |
|
|
| Global X Fds Equities (PAVE) | 0.3 | $404k | 10k | 40.41 |
|
|
| Invesco Exch Traded Fd Tr Ii Equities (SPMO) | 0.3 | $397k | NEW | 4.2k | 95.00 |
|
| Microstrategy Equities (MSTR) | 0.3 | $385k | NEW | 1.3k | 289.56 |
|
| Ishares Tr Equities (IGV) | 0.3 | $377k | 3.8k | 100.11 |
|
|
| First Tr Exchng Traded Fd Vi Equities (UCON) | 0.3 | $376k | -12% | 15k | 24.65 |
|
| Vanguard Scottsdale Fds Equities (VCIT) | 0.3 | $375k | 4.7k | 80.27 |
|
|
| First Tr Exchange-traded Equities (FSIG) | 0.3 | $348k | -12% | 18k | 18.87 |
|
| Ares Capital Corp Equities (ARCC) | 0.3 | $331k | 15k | 21.89 |
|
|
| Vanguard Index Fds Equities (VOO) | 0.3 | $331k | +2% | 614.00 | 538.81 |
|
| Ishares Tr Equities (TLT) | 0.2 | $296k | +20% | 3.4k | 87.34 |
|
| First Tr Exchange-traded Equities (HYLS) | 0.2 | $289k | 7.0k | 41.33 |
|
|
| Ishares Tr Equities (EFA) | 0.2 | $287k | 3.8k | 75.61 |
|
|
| Costco Whsl Corp Equities (COST) | 0.2 | $284k | -3% | 310.00 | 916.08 |
|
| Vanguard Scottsdale Fds Equities (VONG) | 0.2 | $271k | 2.6k | 103.30 |
|
|
| First Tr Exchange-traded Equities (FTSL) | 0.2 | $269k | 5.8k | 46.24 |
|
|
| Spdr Gold Tr Equities (GLD) | 0.2 | $265k | -14% | 1.1k | 242.13 |
|
| Invesco Exch Traded Fd Tr Ii Equities (PCEF) | 0.2 | $261k | +2% | 14k | 19.16 |
|
| First Tr Exch Traded Fd Iii Equities (FPE) | 0.2 | $259k | -8% | 15k | 17.70 |
|
| Pimco Dynamic Income Oprnts Equities (PDO) | 0.2 | $259k | 19k | 13.59 |
|
|
| Ishares Tr Equities (IFRA) | 0.2 | $233k | +3% | 5.0k | 46.29 |
|
| Blackrock Etf Trust Ii Equities (BINC) | 0.2 | $232k | NEW | 4.5k | 52.02 |
|
| Ishares Tr Equities (USMV) | 0.2 | $205k | -12% | 2.3k | 88.78 |
|
| Proshares Tr Equities (SJB) | 0.2 | $195k | -10% | 12k | 16.15 |
|
| Oxford Lane Cap Corp Equities (OXLC) | 0.0 | $62k | +20% | 12k | 5.07 |
|
Past Filings by Merkkuri Wealth Advisors
SEC 13F filings are viewable for Merkkuri Wealth Advisors going back to 2024
- Merkkuri Wealth Advisors 2024 Q4 filed Jan. 21, 2025
- Merkkuri Wealth Advisors 2024 Q2 filed Oct. 23, 2024
- Merkkuri Wealth Advisors 2024 Q3 filed Oct. 23, 2024