Merkkuri Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Merkkuri Wealth Advisors LLC | Institutional Filer | ▲ 2.81% | $151.1M | 399 |
Current Portfolio Holdings
Showing all 399 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 222K | $17.0M | 11.23% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | — | 170K | $7.7M | 5.13% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 197K | $6.0M | 4.00% |
| 4 | IUSG | ISHARES TR | — | 38K | $5.9M | 3.94% |
| 5 | IJH | ISHARES TR | — | 78K | $5.3M | 3.49% |
| 6 | AGG | ISHARES TR | — | 52K | $5.2M | 3.42% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 90K | $5.1M | 3.37% |
| 8 | IEFA | ISHARES TR | — | 50K | $4.6M | 3.02% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 60K | $4.1M | 2.72% |
| 10 | QQQ | Invesco QQQ Trust | — | 7K | $3.9M | 2.59% |
| 11 | JSI | JANUS DETROIT STR TR | — | 76K | $3.9M | 2.58% |
| 12 | FTHI | FIRST TR EXCHANGE TRADED FD | — | 150K | $3.4M | 2.27% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.0M | 1.99% |
| 14 | XLE | Energy Select Sector SPDR Fund | — | 48K | $3.0M | 1.96% |
| 15 | IVE | ISHARES TR | — | 13K | $2.7M | 1.78% |
Showing 1 to 15 of 399 holdings