Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | CRMD | CORMEDIX INC | Healthcare | 857 | $6K | 0.00% | SOLD |
| 182 | — | BLUE OWL CAPITAL CORPORATION | — | 515 | $6K | 0.00% | SOLD |
| 183 | COMT | ISHARES U S ETF TR | — | 166 | $6K | 0.00% | SOLD |
| 184 | MKC | MCCORMICK & CO INC | Consumer Defensive | 104 | $5K | 0.00% | SOLD |
| 185 | INTC | INTEL CORP | Technology | 117 | $5K | 0.00% | SOLD |
| 186 | XLI | SELECT SECTOR SPDR TR | — | 31 | $5K | 0.00% | SOLD |
| 187 | SPMD | SPDR SERIES TRUST | — | 84 | $5K | 0.00% | SOLD |
| 188 | SCHO | SCHWAB STRATEGIC TR | — | 203 | $5K | 0.00% | SOLD |
| 189 | CPT | CAMDEN PPTY TR | Real Estate | 50 | $5K | 0.00% | SOLD |
| 190 | VO | VANGUARD INDEX FDS | — | 17 | $5K | 0.00% | SOLD |
| 191 | PFF | ISHARES TR | — | 158 | $5K | 0.00% | SOLD |
| 192 | NYF | ISHARES TR | — | 90 | $5K | 0.00% | SOLD |
| 193 | UBER | UBER TECHNOLOGIES INC | Technology | 66 | $5K | 0.00% | SOLD |
| 194 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 37 | $5K | 0.00% | SOLD |
| 195 | BN | BROOKFIELD CORP | Financial Services | 113 | $5K | 0.00% | SOLD |
| 196 | PYPL | PAYPAL HLDGS INC | Financial Services | 101 | $5K | 0.00% | SOLD |
| 197 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 41 | $5K | 0.00% | SOLD |
| 198 | MSDL | MORGAN STANLEY DIRECT LENDIN | Financial Services | 309 | $4K | 0.00% | SOLD |
| 199 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1 | $4K | 0.00% | SOLD |
| 200 | SRVR | PACER FDS TR | — | 131 | $4K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%