Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | META | META PLATFORMS INC | Communication Services | 207 | $119K | 0.08% | SOLD |
| 22 | IWF | ISHARES TR | — | 250 | $106K | 0.07% | SOLD |
| 23 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 3,503 | $101K | 0.07% | SOLD |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | — | 415 | $99K | 0.07% | SOLD |
| 25 | IGRO | ISHARES TR | — | 1,124 | $94K | 0.06% | SOLD |
| 26 | FPE | FIRST TR EXCH TRADED FD III | — | 5,170 | $92K | 0.06% | SOLD |
| 27 | JPM | JPMORGAN CHASE & CO | Financial Services | 310 | $91K | 0.06% | SOLD |
| 28 | VIG | VANGUARD SPECIALIZED FUNDS | — | 411 | $88K | 0.06% | SOLD |
| 29 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 809 | $87K | 0.06% | SOLD |
| 30 | FXN | FIRST TR EXCHANGE-TRADED FD | — | 3,852 | $87K | 0.06% | SOLD |
| 31 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 259 | $85K | 0.06% | SOLD |
| 32 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 1,878 | $84K | 0.06% | SOLD |
| 33 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 302 | $83K | 0.06% | SOLD |
| 34 | ARKK | ARK ETF TR | — | 1,116 | $75K | 0.05% | SOLD |
| 35 | USFR | WISDOMTREE TR | — | 1,396 | $70K | 0.05% | SOLD |
| 36 | SCHX | SCHWAB STRATEGIC TR | — | 2,714 | $70K | 0.05% | SOLD |
| 37 | DAL | DELTA AIR LINES INC | Industrials | 1,032 | $69K | 0.04% | SOLD |
| 38 | IYW | ISHARES TR | — | 353 | $64K | 0.04% | SOLD |
| 39 | TSLA | TESLA INC | Consumer Cyclical | 171 | $63K | 0.04% | SOLD |
| 40 | FXU | FIRST TR EXCHANGE-TRADED FD | — | 1,256 | $62K | 0.04% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%