Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | SCHW | SCHWAB CHARLES CORP | Financial Services | 26 | $2K | 0.00% | SOLD |
| 222 | BOND | PIMCO ETF TR | — | 27 | $2K | 0.00% | SOLD |
| 223 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 120 | $2K | 0.00% | SOLD |
| 224 | SPLB | SPDR SERIES TRUST | — | 109 | $2K | 0.00% | SOLD |
| 225 | HSY | HERSHEY CO | Consumer Defensive | 12 | $2K | 0.00% | SOLD |
| 226 | FRA | BLACKROCK FLOATING RATE INCO | Financial Services | 213 | $2K | 0.00% | SOLD |
| 227 | RICK | RCI HOSPITALITY HLDGS INC | Consumer Cyclical | 101 | $2K | 0.00% | SOLD |
| 228 | EDOW | FIRST TR EXCHANGE-TRADED FD | — | 56 | $2K | 0.00% | SOLD |
| 229 | STT | STATE STR CORP | Financial Services | 18 | $2K | 0.00% | SOLD |
| 230 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 5 | $2K | 0.00% | SOLD |
| 231 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 60 | $2K | 0.00% | SOLD |
| 232 | EMHC | SPDR SERIES TRUST | — | 89 | $2K | 0.00% | SOLD |
| 233 | QCOM | QUALCOMM INC | Technology | 17 | $2K | 0.00% | SOLD |
| 234 | GIS | GENERAL MILLS INC | Consumer Defensive | 58 | $2K | 0.00% | SOLD |
| 235 | PFFA | ETFIS SER TR I | — | 105 | $2K | 0.00% | SOLD |
| 236 | DE | DEERE & CO | Industrials | 4 | $2K | 0.00% | SOLD |
| 237 | CLX | CLOROX CO DEL | Consumer Defensive | 20 | $2K | 0.00% | SOLD |
| 238 | FETH | FIDELITY ETHEREUM FD | Financial Services | 96 | $2K | 0.00% | SOLD |
| 239 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 91 | $2K | 0.00% | SOLD |
| 240 | JNK | SPDR SERIES TRUST | — | 20 | $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%