Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | TJX | TJX COS INC NEW | Consumer Cyclical | 1 | $135.0 | — | SOLD |
| 302 | SHYG | ISHARES TR | — | 3 | $117.0 | — | SOLD |
| 303 | — | SNDL INC | — | 70 | $92.0 | — | SOLD |
| 304 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 1 | $86.0 | — | SOLD |
| 305 | AVGO | BROADCOM INC | Technology | — | $70.0 | — | SOLD |
| 306 | DEED | FIRST TR EXCHNG TRADED FD VI | — | 3 | $62.0 | — | SOLD |
| 307 | IXN | ISHARES TR | — | — | $43.0 | — | SOLD |
| 308 | ARKW | ARK ETF TR | — | — | $30.0 | — | SOLD |
| 309 | ESGE | ISHARES INC | — | 1 | $29.0 | — | SOLD |
| 310 | RWR | SPDR SERIES TRUST | — | — | $21.0 | — | SOLD |
| 311 | PFLD | ETF SER SOLUTIONS | — | 1 | $17.0 | — | SOLD |
| 312 | PHYL | PGIM ETF TR | — | — | $15.0 | — | SOLD |
| 313 | QCLN | FIRST TR EXCHANGE-TRADED FD | — | — | $10.0 | — | SOLD |
| 314 | RWX | SPDR INDEX SHS FDS | — | — | $8.0 | — | SOLD |
| 315 | SPTI | SPDR SERIES TRUST | — | — | $8.0 | — | SOLD |
| 316 | SPEU | SPDR INDEX SHS FDS | — | — | $7.0 | — | SOLD |
| 317 | INCO | COLUMBIA ETF TR II | — | — | $5.0 | — | SOLD |
| 318 | SPIB | SPDR SERIES TRUST | — | — | $5.0 | — | SOLD |
| 319 | IVOL | KRANESHARES TRUST | — | — | $1.0 | — | SOLD |
| 320 | IXC | ISHARES TR | — | — | — | — | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%