Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VTI | VANGUARD INDEX FDS | — | 193 | $62K | 0.04% | SOLD |
| 42 | IGSB | ISHARES TR | — | 1,174 | $62K | 0.04% | SOLD |
| 43 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 1,032 | $61K | 0.04% | SOLD |
| 44 | ITA | ISHARES TR | — | 275 | $60K | 0.04% | SOLD |
| 45 | QABA | FIRST TR EXCHANGE-TRADED FD | — | 1,016 | $59K | 0.04% | SOLD |
| 46 | LMT | LOCKHEED MARTIN CORP | Industrials | 96 | $58K | 0.04% | SOLD |
| 47 | WM | WASTE MGMT INC DEL | Industrials | 248 | $57K | 0.04% | SOLD |
| 48 | VCSH | VANGUARD SCOTTSDALE FDS | — | 707 | $56K | 0.04% | SOLD |
| 49 | CAT | CATERPILLAR INC | Industrials | 79 | $56K | 0.04% | SOLD |
| 50 | IHI | ISHARES TR | — | 992 | $53K | 0.04% | SOLD |
| 51 | FCVT | FIRST TR EXCHANGE-TRADED FD | — | 1,188 | $52K | 0.04% | SOLD |
| 52 | KO | COCA COLA CO | Consumer Defensive | 653 | $50K | 0.03% | SOLD |
| 53 | ISCG | ISHARES TR | — | 899 | $49K | 0.03% | SOLD |
| 54 | TGT | TARGET CORP | Consumer Defensive | 392 | $48K | 0.03% | SOLD |
| 55 | EEMV | ISHARES INC | — | 723 | $47K | 0.03% | SOLD |
| 56 | — | BERKSHIRE HATHAWAY INC DEL | — | 96 | $46K | 0.03% | SOLD |
| 57 | FPXI | FIRST TR EXCHANGE-TRADED FD | — | 743 | $46K | 0.03% | SOLD |
| 58 | XME | SPDR SERIES TRUST | — | 409 | $44K | 0.03% | SOLD |
| 59 | TMUS | T-MOBILE US INC | Communication Services | 210 | $44K | 0.03% | SOLD |
| 60 | SCHY | SCHWAB STRATEGIC TR | — | 1,380 | $44K | 0.03% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%