Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MCD | MCDONALDS CORP | Consumer Cyclical | 138 | $43K | 0.03% | SOLD |
| 62 | HCA | HCA HEALTHCARE INC | Healthcare | 90 | $43K | 0.03% | SOLD |
| 63 | XLV | SELECT SECTOR SPDR TR | — | 287 | $42K | 0.03% | SOLD |
| 64 | USMV | ISHARES TR | — | 451 | $42K | 0.03% | SOLD |
| 65 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 1,225 | $41K | 0.03% | SOLD |
| 66 | NIO | NIO INC | Consumer Cyclical | 6,754 | $41K | 0.03% | SOLD |
| 67 | MA | MASTERCARD INCORPORATED | Financial Services | 81 | $41K | 0.03% | SOLD |
| 68 | FEMB | FIRST TR EXCH TRADED FD III | — | 1,375 | $40K | 0.03% | SOLD |
| 69 | EWT | ISHARES INC | — | 552 | $39K | 0.03% | SOLD |
| 70 | GCOW | PACER FDS TR | — | 846 | $39K | 0.03% | SOLD |
| 71 | ITOT | ISHARES TR | — | 265 | $38K | 0.03% | SOLD |
| 72 | SHY | ISHARES TR | — | 456 | $38K | 0.03% | SOLD |
| 73 | TLH | ISHARES TR | — | 369 | $37K | 0.03% | SOLD |
| 74 | IEF | ISHARES TR | — | 382 | $36K | 0.02% | SOLD |
| 75 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 804 | $35K | 0.02% | SOLD |
| 76 | ACWV | ISHARES INC | — | 293 | $35K | 0.02% | SOLD |
| 77 | ABBV | ABBVIE INC | Healthcare | 158 | $34K | 0.02% | SOLD |
| 78 | SYSB | ISHARES TR | — | 379 | $34K | 0.02% | SOLD |
| 79 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 206 | $34K | 0.02% | SOLD |
| 80 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 445 | $33K | 0.02% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%