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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, IEFA, QQQ, and represent 27.51% of Merkkuri Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, SPLG, FBND, IUSB, SCHD, IEFA, EFV, AGG, JEPI, FTHI.
Started 4 new stock positions in OXLC, COST, ARCC, IFRA.
Reduced shares in these 10 stocks: IVV, ESGU, HEFA, SPY, USMV, QQQ, RSP, IYW, ARKK, RDVY.
Merkkuri Wealth Advisors was a net buyer of stock by $12M.
Merkkuri Wealth Advisors has $127M in assets under management (AUM), dropping by 16.60%.
Central Index Key (CIK): 0002040317

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Positions held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Dividend Equity Etf Equities (SCHD)	8.1	$10M	+6%	121k	84.53	View chart
Spdr Portfolio S&p 500 Etf Equities (SPLG)	5.1	$6.4M	+12%	95k	67.51	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)	4.9	$6.2M		11k	573.81	View chart
Ishares Trust Core Msci Eafe Etf Equities (IEFA)	4.9	$6.2M	+9%	79k	78.05	View chart
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)	4.6	$5.8M		12k	488.08	View chart
Fidelity Total Bond Etf Equities (FBND)	3.8	$4.9M	+17%	104k	46.74	View chart
Ishares Core S&p Us Growth Etf Equities (IUSG)	3.3	$4.2M	+8%	32k	131.91	View chart
Ishares Core S&p 500 Etf Equities (IVV)	3.2	$4.1M	-16%	7.1k	576.84	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)	3.2	$4.0M		22k	179.16	View chart
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)	3.1	$3.9M	+11%	66k	59.51	View chart
Nvidia Corporation Equities (NVDA)	3.0	$3.8M	+341%	3.1k	1214.59	View chart
Ishares Core Us Aggregate Bond Etf Equities (AGG)	2.6	$3.3M	+16%	32k	101.27	View chart
Ishares Core S&p Mid-cap Etf Equities (IJH)	2.3	$2.9M	+9%	46k	62.32	View chart
Ishares Tr Core Total Usd Equities (IUSB)	1.9	$2.4M	+36%	51k	47.12	View chart
Ishares Core Msci Emerging Markets Etf Equities (IEMG)	1.8	$2.3M		40k	57.41	View chart
First Trust Exchange-traded Fund Vi Firsttrust Buywrite Income Etf Equities (FTHI)	1.7	$2.1M	+20%	92k	23.02	View chart
First Tr Exch Trd Alphdx Fd Ii India Nfty50 Eqw Equities (NFTY)	1.6	$2.0M	+8%	31k	64.84	View chart
American Centy Etf Tr Avantis Us Small Cap Value Equities (AVUV)	1.5	$1.9M	+2%	20k	95.95	View chart
Ishares Us Healthcare Etf Equities (IYH)	1.4	$1.8M	+11%	28k	65.00	View chart
Ishares Tr Eafe Value Etf Equities (EFV)	1.4	$1.8M	+39%	32k	57.53	View chart
Ishares Trust Core Divid Gwth Equities (DGRO)	1.4	$1.8M	+4%	28k	62.69	View chart
Janus Henderson Short Duration Income Etf Equities (VNLA)	1.4	$1.7M	+19%	35k	49.04	View chart
Select Sector Spdr Tr Energy Equities (XLE)	1.3	$1.7M	+12%	19k	87.80	View chart
Ishares Tr Us Industrials Equities (IYJ)	1.3	$1.7M	+12%	13k	133.68	View chart
Ishares Tr Msci Usa Qlt Fct Equities (QUAL)	1.3	$1.7M	+18%	9.4k	179.30	View chart
Ishares S&p 500 Growth Etf Equities (IVW)	1.3	$1.7M	+23%	18k	95.75	View chart
Fidelity Emerg Mkts Mltft Equities (FDEM)	1.3	$1.7M	+14%	61k	27.05	View chart
Ishares Tr Eafe Grwth Etf Equities (EFG)	1.2	$1.6M		15k	107.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat Equities (MOAT)	1.2	$1.5M		16k	96.95	View chart
Blackrock Etf Trust Us Eqt Factor Equities (DYNF)	1.2	$1.5M	+30%	31k	49.47	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Equities (CIBR)	1.2	$1.5M	+9%	25k	59.23	View chart
Ishares S&p Mid-cap 400 Growth Etf Equities (IJK)	1.1	$1.4M		16k	91.93	View chart
Amazon.com Equities (AMZN)	1.1	$1.4M	+3%	7.4k	186.34	View chart
Ishares Tr Esg Aware Msci Usa Etf Equities (ESGU)	1.0	$1.2M	-30%	9.9k	126.19	View chart
Ishares Us Technology Etf Equities (IYW)	1.0	$1.2M		8.0k	151.62	View chart
Apple Equities (AAPL)	0.9	$1.1M	+4%	4.8k	233.04	View chart
Microsoft Corp Equities (MSFT)	0.8	$961k	+13%	2.2k	430.35	View chart
World Gold Tr Spdr Gld Minis Equities (GLDM)	0.7	$836k	+12%	16k	52.13	View chart
Ishares S&p 500 Value Etf Equities (IVE)	0.6	$810k	+33%	4.1k	197.18	View chart
Ishares Intl Aggregate Bond Equities (IAGG)	0.6	$795k	+17%	15k	51.82	View chart
First Tr Exchange Traded Fd Iv First Tr Enhanced Short Short Maturity Etf Equities (FTSM)	0.6	$734k		12k	59.87	View chart
Ishares Msci Emr Mrk Ex Chna Equities (EMXC)	0.6	$725k	+60%	12k	61.11	View chart
First Tr Exchange-traded Fd Vi Risng Divd Achiv Equities (RDVY)	0.6	$715k	-2%	12k	59.21	View chart
Ishares Trust Currency Hedged Msci Eafe Etf Equities (HEFA)	0.5	$667k	-17%	19k	35.42	View chart
Vanguard Bd Index Fds Short Trm Bond Equities (BSV)	0.5	$667k	+17%	8.5k	78.70	View chart
Ishares National Muni Bond Etf Equities (MUB)	0.5	$648k	+2%	6.0k	108.63	View chart
Alphabet Inc Cap Stk Cl C Equities (GOOG)	0.5	$625k		3.7k	167.22	View chart
First Tr Morningstar Divid Lea Equities (FDL)	0.5	$608k		15k	41.95	View chart
Ishares Tr Mbs Etf Equities (MBB)	0.5	$607k	+15%	6.3k	95.82	View chart
Ishares Tr Rus Tp200 Gr Etf Equities (IWY)	0.5	$595k		2.7k	220.12	View chart
Pimco Dynamic Income Fd Com Usd0.00001 Equities (PDI)	0.5	$590k	+121%	29k	20.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Equities (VTEB)	0.5	$585k		12k	51.12	View chart
Schwab Strategic Tr Us Aggregate Bd Etf Equities (SCHZ)	0.5	$578k	+48%	12k	47.52	View chart
Exxon Mobil Corp Equities (XOM)	0.5	$573k	+2%	4.9k	117.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol Equities (SPLV)	0.4	$567k		7.9k	71.74	View chart
Ishares Tr Rus Top 200 Etf Equities (IWL)	0.4	$542k		3.9k	140.44	View chart
First Tr Exchange Traded Fd Iv Low Duration Opportunities Etf Equities (LMBS)	0.4	$513k		10k	49.41	View chart
Alphabet Inc Cap Stk Cl A Equities (GOOGL)	0.4	$501k	+10%	3.0k	165.85	View chart
Select Sector Spdr Trust Technology Select Sector Usd Dis Equities (XLK)	0.4	$457k	+15%	2.0k	225.76	View chart
Vanguard World Fd Inf Tech Etf Equities (VGT)	0.4	$454k		774.00	586.89	View chart
First Tr Exchng Traded Fd Viii Tcw Unconstrai Equities (UCON)	0.3	$439k		18k	25.13	View chart
Global X Fds Us Infr Dev Etf Equities (PAVE)	0.3	$411k		10k	41.16	View chart
First Tr Exchange Traded Fd Iv Limited Duration Inv Grade Corp Etf Usd Equities (FSIG)	0.3	$404k		21k	19.20	View chart
Vanguard Scottsdale Funds Vanguard Inter-term Corp Bd Etf Equities (VCIT)	0.3	$386k		4.6k	83.76	View chart
Ishares Tr Expanded Tech Equities (IGV)	0.3	$337k	+37%	3.8k	89.38	View chart
Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)	0.3	$317k	+3%	601.00	527.73	View chart
Ares Capital Corp Equities (ARCC)	0.2	$317k	NEW	15k	20.94	View chart
Ishares Msci Eafe Etf Equities (EFA)	0.2	$313k		3.7k	83.64	View chart
Spdr Gold Tr Gold Equities (GLD)	0.2	$310k		1.3k	243.06	View chart
First Tr Exchange-traded Fd Iv First Tr Ta Hiyl Equities (HYLS)	0.2	$296k	+2%	7.1k	41.96	View chart
First Tr Exchange Traded Fd Iii First Tr Pfd Secs & Income Etf Equities (FPE)	0.2	$291k	+28%	16k	18.10	View chart
Costco Wholesale Corp Com Usd0.01 Equities (COST)	0.2	$285k	NEW	321.00	887.18	View chart
Ishares Tr 20 Yr Tr Bd Etf Equities (TLT)	0.2	$275k	-2%	2.8k	98.13	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Equities (PDO)	0.2	$269k		19k	14.12	View chart
First Tr Exchange-traded Fd Iv Senior Ln Equities (FTSL)	0.2	$266k	+6%	5.8k	45.90	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi Equities (PCEF)	0.2	$263k	+2%	13k	19.71	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Equities (VONG)	0.2	$253k		2.6k	96.55	View chart
Ishares Tr Msci Usa Min Vol Equities (USMV)	0.2	$242k	-20%	2.7k	91.32	View chart
Ishares Tr Us Infrastruc Equities (IFRA)	0.2	$229k	NEW	4.9k	46.98	View chart
First Tr Exchange-traded Fd Vii First Global Tactical Commodity Strategy Equities (FTGC)	0.2	$219k		9.2k	23.69	View chart
Proshares Short High Yield Equities (SJB)	0.2	$219k	-3%	14k	16.19	View chart
Ark Etf Trust Innovation Etf Equities (ARKK)	0.2	$210k	-8%	4.4k	47.53	View chart
Oxford Lane Capital Corp Equities (OXLC)	0.0	$53k	NEW	10k	5.24	View chart

Past Filings by Merkkuri Wealth Advisors

SEC 13F filings are viewable for Merkkuri Wealth Advisors going back to 2024

Merkkuri Wealth Advisors 2024 Q2 filed Oct. 23, 2024
Merkkuri Wealth Advisors 2024 Q3 filed Oct. 23, 2024

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