Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of June 30, 2024

Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 79 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Equities (SCHD) 8.2 $8.9M 114k 77.76
Spdr S&p 500 Etf Tr Equities (SPY) 5.5 $6.0M 11k 544.23
Invesco Qqq Tr Equities (QQQ) 5.3 $5.8M 12k 479.15
Spdr Ser Tr Equities (SPLG) 5.0 $5.4M 84k 64.01
Ishares Tr Equities (IEFA) 4.8 $5.2M 72k 72.64
Ishares Tr Equities (IVV) 4.3 $4.7M 8.6k 547.27
Fidelity Merrimack Str Tr Equities (FBND) 3.7 $4.0M 89k 44.93
Invesco Exchange Traded Fd T Equities (RSP) 3.4 $3.7M 23k 164.29
Ishares Tr Equities (IUSG) 3.4 $3.7M 29k 127.48
J P Morgan Exchange Traded F Equities (JEPI) 3.1 $3.4M 60k 56.68
Ishares Tr Equities (AGG) 2.5 $2.7M 28k 97.07
Ishares Tr Equities (IJH) 2.3 $2.5M 42k 58.52
Ishares Equities (IEMG) 2.0 $2.1M 40k 53.53
First Tr Exch Trd Alphdx Equities (NFTY) 1.6 $1.7M 29k 60.28
American Centy Etf Tr Equities (AVUV) 1.6 $1.7M 19k 89.72
Ishares Tr Equities (ESGU) 1.6 $1.7M 14k 119.33
First Tr Exchange-traded Equities (FTHI) 1.6 $1.7M 76k 22.47
Ishares Tr Equities (IUSB) 1.6 $1.7M 37k 45.22
Ishares Tr Equities (DGRO) 1.4 $1.6M 27k 57.61
Select Sector Spdr Tr Equities (XLE) 1.4 $1.6M 17k 91.15
Ishares Tr Equities (IYH) 1.4 $1.6M 25k 61.27
Ishares Tr Equities (EFG) 1.4 $1.5M 15k 102.32
Janus Detroit Str Tr Equities (VNLA) 1.3 $1.4M 30k 48.54
Amazon Equities (AMZN) 1.3 $1.4M 7.2k 193.27
Ishares Tr Equities (IJK) 1.3 $1.4M 16k 88.11
Vaneck Etf Trust Equities (MOAT) 1.3 $1.4M 16k 86.61
Fidelity Covington Trust Equities (FDEM) 1.3 $1.4M 54k 25.60
Ishares Tr Equities (QUAL) 1.2 $1.3M 7.9k 170.78
Ishares Tr Equities (IYJ) 1.2 $1.3M 11k 119.45
Ishares Tr Equities (IVW) 1.2 $1.3M 14k 92.58
First Tr Exchange Traded Equities (CIBR) 1.2 $1.3M 23k 56.42
Ishares Tr Equities (IYW) 1.1 $1.2M 8.1k 150.51
Ishares Tr Equities (EFV) 1.1 $1.2M 23k 53.04
Blackrock Etf Trust Equities (DYNF) 1.0 $1.1M 24k 46.95
Apple Equities (AAPL) 0.9 $975k 4.6k 210.12
Microsoft Corp Equities (MSFT) 0.8 $878k 2.0k 447.35
Ishares Tr Equities (HEFA) 0.7 $813k 23k 35.56
First Tr Exchange-traded Equities (FTSM) 0.7 $735k 12k 59.60
Alphabet Equities (GOOG) 0.6 $683k 3.7k 183.44
First Tr Exchange-traded Equities (RDVY) 0.6 $678k 12k 54.75
World Gold Tr Equities (GLDM) 0.6 $656k 14k 46.09
Ishares Tr Equities (IAGG) 0.6 $651k 13k 49.92
Ishares Tr Equities (MUB) 0.6 $618k 5.8k 106.56
Ishares Tr Equities (IWY) 0.5 $579k 2.7k 214.53
Vanguard Mun Bd Fds Equities (VTEB) 0.5 $564k 11k 50.12
Ishares Tr Equities (IVE) 0.5 $559k 3.1k 182.07
Vanguard Bd Index Fds Equities (BSV) 0.5 $552k 7.2k 76.71
Exxon Mobil Corp Equities (XOM) 0.5 $550k 4.8k 115.12
First Tr Morningstar Divid L Equities (FDL) 0.5 $547k 14k 37.93
Ishares Tr Equities (IWL) 0.5 $516k 3.8k 133.98
Invesco Exch Traded Fd Tr Ii Equities (SPLV) 0.5 $511k 7.9k 64.95
Ishares Tr Equities (MBB) 0.5 $504k 5.5k 91.81
First Tr Exchange-traded Equities (LMBS) 0.5 $502k 10k 48.05
Alphabet Equities (GOOGL) 0.5 $501k 2.7k 182.34
Vanguard World Equities (VGT) 0.4 $446k 773.00 577.04
Ishares Equities (EMXC) 0.4 $438k 7.4k 59.22
First Tr Exchng Traded Fd Vi Equities (UCON) 0.4 $420k 17k 24.45
Select Sector Spdr Tr Equities (XLK) 0.4 $396k 1.8k 226.28
First Tr Exchange-traded Equities (FSIG) 0.4 $388k 21k 18.74
Schwab Strategic Tr Equities (SCHZ) 0.3 $373k 8.2k 45.58
Global X Fds Equities (PAVE) 0.3 $369k 10k 37.02
Vanguard Scottsdale Fds Equities (VCIT) 0.3 $364k 4.6k 79.94
Nvidia Corporation Equities (NVDA) 0.3 $314k 712.00 441.57
Ishares Tr Equities (EFA) 0.3 $293k 3.7k 78.34
Vanguard Index Fds Equities (VOO) 0.3 $291k 581.00 500.18
Ishares Tr Equities (USMV) 0.3 $281k 3.3k 83.98
First Tr Exchange-traded Equities (HYLS) 0.3 $280k 6.9k 40.63
Spdr Gold Tr Equities (GLD) 0.3 $273k 1.3k 215.01
Ishares Tr Equities (TLT) 0.2 $264k 2.9k 91.82
Pimco Dynamic Income Oprnts Equities (PDO) 0.2 $253k 19k 13.29
First Tr Exchange-traded Equities (FTSL) 0.2 $250k 5.4k 45.90
Pimco Dynamic Income Equities (PDI) 0.2 $247k 13k 18.81
Invesco Exch Traded Fd Tr Ii Equities (PCEF) 0.2 $246k 13k 18.82
Vanguard Scottsdale Fds Equities (VONG) 0.2 $245k 2.6k 93.81
Ishares Tr Equities (IGV) 0.2 $237k 2.7k 86.91
Proshares Tr Equities (SJB) 0.2 $236k 14k 16.94
First Tr Exchange Trad Fd Vi Equities (FTGC) 0.2 $217k 9.1k 23.91
First Tr Exch Traded Fd Iii Equities (FPE) 0.2 $217k 13k 17.36
Ark Etf Tr Equities (ARKK) 0.2 $212k 4.8k 43.96