Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | VEA | VANGUARD TAX-MANAGED FDS | — | 22 | $1K | 0.00% | SOLD |
| 262 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 26 | $1K | 0.00% | SOLD |
| 263 | SG | SWEETGREEN INC | Consumer Cyclical | 263 | $1K | 0.00% | SOLD |
| 264 | HUN | HUNTSMAN CORP | Basic Materials | 101 | $1K | 0.00% | SOLD |
| 265 | RTX | RTX CORPORATION | Industrials | 7 | $1K | 0.00% | SOLD |
| 266 | IWO | ISHARES TR | — | 4 | $1K | 0.00% | SOLD |
| 267 | TIPX | SPDR SERIES TRUST | — | 62 | $1K | 0.00% | SOLD |
| 268 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 75 | $1K | 0.00% | SOLD |
| 269 | BNDX | VANGUARD CHARLOTTE FDS | — | 24 | $1K | 0.00% | SOLD |
| 270 | WMB | WILLIAMS COS INC | Energy | 16 | $1K | 0.00% | SOLD |
| 271 | EBND | SPDR SERIES TRUST | — | 53 | $1K | 0.00% | SOLD |
| 272 | — | AMERICAN STRATEGIC INVEST CO | — | 113 | $963.0 | 0.00% | SOLD |
| 273 | BA | BOEING CO | Industrials | 4 | $891.0 | 0.00% | SOLD |
| 274 | VOT | VANGUARD INDEX FDS | — | 3 | $882.0 | 0.00% | SOLD |
| 275 | MOS | MOSAIC CO | Basic Materials | 33 | $833.0 | 0.00% | SOLD |
| 276 | CINF | CINCINNATI FINL CORP | Financial Services | 5 | $789.0 | 0.00% | SOLD |
| 277 | MOO | VANECK ETF TRUST | — | 9 | $773.0 | 0.00% | SOLD |
| 278 | FYT | FIRST TR EXCHANGE-TRADED ALP | — | 12 | $755.0 | — | SOLD |
| 279 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 5 | $749.0 | — | SOLD |
| 280 | CION | CION INVT CORP | Financial Services | 107 | $734.0 | — | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%