Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | SPDW | SPDR INDEX SHS FDS | — | 475 | $22K | 0.01% | SOLD |
| 102 | TLT | ISHARES TR | — | 249 | $22K | 0.01% | SOLD |
| 103 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 108 | $21K | 0.01% | SOLD |
| 104 | ICVT | ISHARES TR | — | 199 | $20K | 0.01% | SOLD |
| 105 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 375 | $20K | 0.01% | SOLD |
| 106 | ASML | ASML HLDG NV | Technology | 15 | $20K | 0.01% | SOLD |
| 107 | TBT | PROSHARES TR | — | 560 | $20K | 0.01% | SOLD |
| 108 | — | ALBEMARLE CORP | — | 250 | $18K | 0.01% | SOLD |
| 109 | IYE | ISHARES TR | — | 274 | $18K | 0.01% | SOLD |
| 110 | VBR | VANGUARD INDEX FDS | — | 79 | $17K | 0.01% | SOLD |
| 111 | VNQ | VANGUARD INDEX FDS | — | 192 | $17K | 0.01% | SOLD |
| 112 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 511 | $17K | 0.01% | SOLD |
| 113 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 43 | $17K | 0.01% | SOLD |
| 114 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 3,623 | $17K | 0.01% | SOLD |
| 115 | MTUM | ISHARES TR | — | 69 | $17K | 0.01% | SOLD |
| 116 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 617 | $16K | 0.01% | SOLD |
| 117 | PCEF | INVESCO EXCH TRADED FD TR II | — | 844 | $16K | 0.01% | SOLD |
| 118 | AXP | AMERICAN EXPRESS CO | Financial Services | 52 | $16K | 0.01% | SOLD |
| 119 | OEF | ISHARES TR | — | 49 | $15K | 0.01% | SOLD |
| 120 | IGOV | ISHARES TR | — | 373 | $15K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%