Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | OKLO | OKLO INC | Utilities | 15 | $725.0 | — | SOLD |
| 282 | ALOY | REALLOYS INC | Basic Materials | 66 | $643.0 | — | SOLD |
| 283 | F | FORD MTR CO | Consumer Cyclical | 55 | $633.0 | — | SOLD |
| 284 | TLRY | TILRAY BRANDS INC | Healthcare | 87 | $563.0 | — | SOLD |
| 285 | VNLA | JANUS DETROIT STR TR | — | 11 | $536.0 | — | SOLD |
| 286 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 14 | $530.0 | — | SOLD |
| 287 | MAIN | MAIN STR CAP CORP | Financial Services | 10 | $504.0 | — | SOLD |
| 288 | IXJ | ISHARES TR | — | 5 | $464.0 | — | SOLD |
| 289 | RDDT | REDDIT INC | Communication Services | 3 | $464.0 | — | SOLD |
| 290 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7 | $446.0 | — | SOLD |
| 291 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 117 | $441.0 | — | SOLD |
| 292 | KKR | KKR & CO INC | — | 3 | $283.0 | — | SOLD |
| 293 | VBK | VANGUARD INDEX FDS | — | 1 | $279.0 | — | SOLD |
| 294 | EMB | ISHARES TR | — | 3 | $235.0 | — | SOLD |
| 295 | VLUE | ISHARES TR | — | 1 | $190.0 | — | SOLD |
| 296 | SWK | STANLEY BLACK & DECKER INC | Industrials | 2 | $171.0 | — | SOLD |
| 297 | OXM | OXFORD INDS INC | Consumer Cyclical | 4 | $168.0 | — | SOLD |
| 298 | RC | READY CAPITAL CORP | Real Estate | 100 | $163.0 | — | SOLD |
| 299 | IXG | ISHARES TR | — | 1 | $145.0 | — | SOLD |
| 300 | TT | TRANE TECHNOLOGIES PLC | Industrials | — | $140.0 | — | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%