Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | TTD | THE TRADE DESK INC | Technology | 180 | $4K | 0.00% | SOLD |
| 202 | — | BLACKROCK ETF TRUST | — | 124 | $4K | 0.00% | SOLD |
| 203 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 20 | $4K | 0.00% | SOLD |
| 204 | GWX | SPDR INDEX SHS FDS | — | 94 | $4K | 0.00% | SOLD |
| 205 | EPD | ENTERPRISE PRODS PARTNERS L | — | 103 | $4K | 0.00% | SOLD |
| 206 | KXI | ISHARES TR | — | 58 | $4K | 0.00% | SOLD |
| 207 | CTVA | CORTEVA INC | Basic Materials | 44 | $4K | 0.00% | SOLD |
| 208 | BP | BP PLC | Energy | 78 | $4K | 0.00% | SOLD |
| 209 | VXUS | VANGUARD STAR FDS | — | 46 | $4K | 0.00% | SOLD |
| 210 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 17 | $3K | 0.00% | SOLD |
| 211 | DOW | DOW HLDGS INC | Basic Materials | 80 | $3K | 0.00% | SOLD |
| 212 | PFE | PFIZER INC | Healthcare | 115 | $3K | 0.00% | SOLD |
| 213 | BDX | BECTON DICKINSON & CO | Healthcare | 20 | $3K | 0.00% | SOLD |
| 214 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 9 | $3K | 0.00% | SOLD |
| 215 | AMT | AMERICAN TOWER CORP | Real Estate | 17 | $3K | 0.00% | SOLD |
| 216 | SPTL | SPDR SERIES TRUST | — | 108 | $3K | 0.00% | SOLD |
| 217 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 58 | $3K | 0.00% | SOLD |
| 218 | FXG | FIRST TR EXCHANGE-TRADED FD | — | 41 | $3K | 0.00% | SOLD |
| 219 | VB | VANGUARD INDEX FDS | — | 10 | $3K | 0.00% | SOLD |
| 220 | SNOV | FIRST TR EXCHNG TRADED FD VI | — | 100 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%