Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of Sept. 30, 2024

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