Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 123 | $33K | 0.02% | SOLD |
| 82 | NFLX | NETFLIX INC. | Communication Services | 319 | $31K | 0.02% | SOLD |
| 83 | DIS | DISNEY WALT CO | Communication Services | 305 | $29K | 0.02% | SOLD |
| 84 | WMT | WALMART INC | Consumer Defensive | 233 | $29K | 0.02% | SOLD |
| 85 | CB | CHUBB LTD SWITZ | Financial Services | 88 | $29K | 0.02% | SOLD |
| 86 | UNP | UNION PAC CORP | Industrials | 118 | $29K | 0.02% | SOLD |
| 87 | HD | HOME DEPOT INC | Consumer Cyclical | 86 | $28K | 0.02% | SOLD |
| 88 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 875 | $28K | 0.02% | SOLD |
| 89 | EEM | ISHARES TR | — | 484 | $27K | 0.02% | SOLD |
| 90 | IAU | ISHARES GOLD TR | Financial Services | 296 | $26K | 0.02% | SOLD |
| 91 | HDV | ISHARES TR | — | 190 | $26K | 0.02% | SOLD |
| 92 | IFRA | ISHARES TR | — | 446 | $26K | 0.02% | SOLD |
| 93 | SPTE | SP FUNDS TRUST | — | 719 | $25K | 0.02% | SOLD |
| 94 | JNJ | JOHNSON & JOHNSON | Healthcare | 99 | $24K | 0.02% | SOLD |
| 95 | LIT | GLOBAL X FDS | — | 315 | $23K | 0.01% | SOLD |
| 96 | JAAA | JANUS DETROIT STR TR | — | 459 | $23K | 0.01% | SOLD |
| 97 | ARKF | ARK ETF TR | — | 603 | $23K | 0.01% | SOLD |
| 98 | XLSR | SSGA ACTIVE TR | — | 397 | $23K | 0.01% | SOLD |
| 99 | VTEB | VANGUARD MUN BD FDS | — | 438 | $22K | 0.01% | SOLD |
| 100 | NOC | NORTHROP GRUMMAN CORP | Industrials | 32 | $22K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%