Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of Dec. 31, 2024

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 375k 27.32
Spdr Ser Tr Equities (SPLG) 7.5 $9.4M 137k 68.94
Spdr S&p 500 Etf Tr Equities (SPY) 4.9 $6.2M 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 115k 44.87
Ishares Tr Equities (IUSG) 3.6 $4.5M 33k 139.35
Ishares Tr Equities (IJH) 3.3 $4.2M 67k 62.31
J P Morgan Exchange Traded F Equities (JEPI) 3.3 $4.1M 72k 57.53
Ishares Tr Equities (IEFA) 3.2 $4.0M 57k 70.28
Invesco Exchange Traded Fd T Equities (RSP) 3.0 $3.8M 22k 175.23
Ishares Tr Equities (IVV) 3.0 $3.7M 6.4k 588.70
Ishares Tr Equities (AGG) 2.7 $3.4M 35k 96.90
First Tr Exchange-traded Equities (FTHI) 1.8 $2.3M 101k 23.27
Ishares Equities (IEMG) 1.8 $2.3M 44k 52.22
Ishares Tr Equities (IVW) 1.6 $2.0M 20k 101.53
First Tr Exch Trd Alphdx Equities (NFTY) 1.5 $1.9M 34k 55.99
Ishares Tr Equities (IUSB) 1.5 $1.9M 43k 45.20
Janus Detroit Str Tr Equities (VNLA) 1.5 $1.9M 39k 48.91
Ishares Tr Equities (QUAL) 1.5 $1.9M 10k 178.09
Ishares Tr Equities (EFV) 1.4 $1.8M 35k 52.47
Blackrock Etf Trust Equities (DYNF) 1.4 $1.8M 35k 51.25
Ishares Tr Equities (DGRO) 1.4 $1.7M 28k 61.34
Ishares Tr Equities (EFG) 1.3 $1.7M 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 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 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 19k 51.99
Ishares Tr Equities (IVE) 0.7 $923k 4.8k 190.87
Microsoft Corp Equities (MSFT) 0.7 $922k 2.2k 421.42
Ishares Tr Equities (ESGU) 0.7 $888k 6.9k 128.82
Ishares Tr Equities (IAGG) 0.7 $871k 17k 49.92
Ishares Equities (EMXC) 0.6 $810k 15k 55.45
Vanguard Bd Index Fds Equities (BSV) 0.6 $725k 9.4k 77.27
Alphabet Equities (GOOG) 0.6 $713k 3.7k 190.47
Schwab Strategic Tr Equities (SCHZ) 0.6 $701k 31k 22.70
Ishares Tr Equities (MUB) 0.5 $690k 6.5k 106.54
Ishares Tr Equities (MBB) 0.5 $648k 7.1k 91.67
Ishares Tr Equities (IWY) 0.5 $637k 2.7k 235.29
Ishares Tr Equities (HEFA) 0.5 $631k 18k 34.75
First Tr Exchange-traded Equities (RDVY) 0.5 $616k 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 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 2.2k 232.47
First Tr Morningstar Divid L Equities (FDL) 0.4 $488k 12k 40.26
Vanguard World Equities (VGT) 0.4 $483k 776.00 622.05
First Tr Exchange-traded Equities (LMBS) 0.4 $443k 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 4.2k 95.00
Microstrategy Equities (MSTR) 0.3 $385k 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 15k 24.65
Vanguard Scottsdale Fds Equities (VCIT) 0.3 $375k 4.7k 80.27
First Tr Exchange-traded Equities (FSIG) 0.3 $348k 18k 18.87
Ares Capital Corp Equities (ARCC) 0.3 $331k 15k 21.89
Vanguard Index Fds Equities (VOO) 0.3 $331k 614.00 538.81
Ishares Tr Equities (TLT) 0.2 $296k 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 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 1.1k 242.13
Invesco Exch Traded Fd Tr Ii Equities (PCEF) 0.2 $261k 14k 19.16
First Tr Exch Traded Fd Iii Equities (FPE) 0.2 $259k 15k 17.70
Pimco Dynamic Income Oprnts Equities (PDO) 0.2 $259k 19k 13.59
Ishares Tr Equities (IFRA) 0.2 $233k 5.0k 46.29
Blackrock Etf Trust Ii Equities (BINC) 0.2 $232k 4.5k 52.02
Ishares Tr Equities (USMV) 0.2 $205k 2.3k 88.78
Proshares Tr Equities (SJB) 0.2 $195k 12k 16.15
Oxford Lane Cap Corp Equities (OXLC) 0.0 $62k 12k 5.07