Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | HSIC | SCHEIN HENRY INC | Healthcare | 26 | $2K | 0.00% | SOLD |
| 242 | SRLN | SSGA ACTIVE ETF TR | — | 47 | $2K | 0.00% | SOLD |
| 243 | SLV | ISHARES SILVER TR | Financial Services | 28 | $2K | 0.00% | SOLD |
| 244 | VXX | BARCLAYS BANK PLC | Financial Services | 53 | $2K | 0.00% | SOLD |
| 245 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 37 | $2K | 0.00% | SOLD |
| 246 | NTSK | NETSKOPE INC | Technology | 213 | $2K | 0.00% | SOLD |
| 247 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 45 | $2K | 0.00% | SOLD |
| 248 | COWG | PACER FDS TR | — | 50 | $2K | 0.00% | SOLD |
| 249 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 11 | $2K | 0.00% | SOLD |
| 250 | HLNE | HAMILTON LANE INC | Financial Services | 17 | $2K | 0.00% | SOLD |
| 251 | IJS | ISHARES TR | — | 14 | $2K | 0.00% | SOLD |
| 252 | BND | VANGUARD BD INDEX FDS | — | 22 | $2K | 0.00% | SOLD |
| 253 | VLTO | VERALTO CORP | Industrials | 18 | $2K | 0.00% | SOLD |
| 254 | ELF | E L F BEAUTY INC | Consumer Defensive | 26 | $2K | 0.00% | SOLD |
| 255 | IWP | ISHARES TR | — | 12 | $2K | 0.00% | SOLD |
| 256 | VOD | VODAFONE GROUP PLC | Communication Services | 102 | $2K | 0.00% | SOLD |
| 257 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 50 | $2K | 0.00% | SOLD |
| 258 | VWO | VANGUARD INTL EQUITY INDEX F | — | 28 | $2K | 0.00% | SOLD |
| 259 | CAVA | CAVA GROUP INC | Consumer Cyclical | 18 | $1K | 0.00% | SOLD |
| 260 | VFH | VANGUARD WORLD FD | — | 12 | $1K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%