Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of March 31, 2025

Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 82 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.2 $11M 163k 65.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.2 $9.5M 341k 27.96
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.1 $4.8M 105k 45.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $4.6M 8.2k 559.37
Ishares Tr Core S&p Us Gwt (IUSG) 3.7 $4.3M 34k 127.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.6 $4.2M 73k 57.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $4.1M 8.8k 468.92
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $4.0M 68k 58.35
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.3M 5.9k 561.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $3.2M 19k 173.23
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $3.2M 32k 98.92
Ishares Tr Core Msci Eafe (IEFA) 2.7 $3.1M 41k 75.65
Janus Detroit Str Tr Henderson Securi (JSI) 2.0 $2.3M 45k 52.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $2.2M 13k 170.89
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 1.7 $2.0M 92k 21.86
Ishares Tr Core Total Usd (IUSB) 1.7 $2.0M 43k 46.08
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $1.9M 21k 92.83
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 1.6 $1.8M 33k 55.76
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.5 $1.8M 37k 48.76
Ishares Tr Core Div Grwth (DGRO) 1.5 $1.7M 28k 61.78
Matthews Asia Fds China Active Etf (MCH) 1.5 $1.7M 71k 24.35
Ishares Tr Eafe Value Etf (EFV) 1.5 $1.7M 29k 58.94
Select Sector Spdr Tr Energy (XLE) 1.4 $1.6M 17k 93.45
Ishares Tr Us Industrials (IYJ) 1.4 $1.6M 12k 130.19
Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 1.3 $1.5M 61k 25.55
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $1.5M 25k 60.89
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.5M 7.7k 190.58
Amazon (AMZN) 1.2 $1.4M 7.3k 190.25
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.2 $1.4M 22k 63.00
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.1 $1.3M 15k 88.00
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $1.3M 21k 61.89
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $1.2M 13k 87.17
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.1M 8.2k 140.44
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $1.1M 11k 100.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $877k 11k 83.28
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $822k 17k 49.15
Ishares Tr Core Intl Aggr (IAGG) 0.7 $795k 16k 49.99
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $791k 22k 36.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $758k 33k 23.16
Ishares Core Msci Emkt (IEMG) 0.6 $748k 14k 53.97
Apple (AAPL) 0.6 $744k 3.3k 222.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $656k 5.4k 121.92
Ishares Msci Emrg Chn (EMXC) 0.5 $633k 12k 55.09
Ishares Tr National Mun Etf (MUB) 0.5 $626k 5.9k 105.43
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.5 $607k 10k 58.54
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $596k 8.0k 74.72
Alphabet Cap Stk Cl C (GOOG) 0.5 $585k 3.7k 156.22
Pimco Dynamic Income SHS (PDI) 0.5 $577k 29k 19.80
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $571k 2.7k 210.93
Exxon Mobil Corporation (XOM) 0.5 $565k 4.8k 118.92
NVIDIA Corporation (NVDA) 0.5 $551k 5.1k 108.39
Microsoft Corporation (MSFT) 0.5 $536k 1.4k 375.39
First Tr Morningstar Divid L SHS (FDL) 0.5 $526k 12k 43.44
Ishares Tr Mbs Etf (MBB) 0.4 $507k 5.4k 93.79
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $492k 8.2k 59.84
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $442k 9.0k 49.16
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $424k 4.6k 92.53
Vanguard World Inf Tech Etf (VGT) 0.4 $422k 778.00 542.54
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $417k 9.1k 46.02
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $404k 2.9k 137.42
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $398k 8.5k 46.57
Microstrategy Cl A New (MSTR) 0.3 $391k 1.4k 288.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $385k 4.7k 81.77
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $382k 15k 24.75
First Tr Exchange-traded Limited Duration (FSIG) 0.3 $353k 19k 18.94
Ishares Tr Expanded Tech (IGV) 0.3 $335k 3.8k 88.98
Ares Capital Corporation (ARCC) 0.3 $335k 15k 22.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $320k 623.00 513.81
Spdr Gold Tr Gold Shs (GLD) 0.3 $301k 1.0k 288.14
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $292k 7.1k 41.04
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $286k 7.6k 37.73
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.2 $265k 19k 13.88
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $262k 15k 17.59
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $254k 5.6k 45.65
Costco Wholesale Corporation (COST) 0.2 $254k 269.00 944.28
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $248k 4.7k 52.38
Alphabet Cap Stk Cl A (GOOGL) 0.2 $246k 1.6k 154.67
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $244k 2.6k 93.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $244k 2.6k 92.78
Select Sector Spdr Tr Technology (XLK) 0.2 $200k 970.00 206.47
Proshares Tr Shrt Hgh Yield (SJB) 0.2 $194k 12k 16.12
Oxford Lane Cap Corp (OXLC) 0.1 $73k 16k 4.72