Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | VDC | VANGUARD WORLD FD | — | 68 | $15K | 0.01% | SOLD |
| 122 | COWZ | PACER FDS TR | — | 243 | $15K | 0.01% | SOLD |
| 123 | SPEM | SPDR INDEX SHS FDS | — | 322 | $15K | 0.01% | SOLD |
| 124 | — | BLACKROCK ETF TRUST II | — | 311 | $15K | 0.01% | SOLD |
| 125 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 257 | $14K | 0.01% | SOLD |
| 126 | BIV | VANGUARD BD INDEX FDS | — | 173 | $13K | 0.01% | SOLD |
| 127 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 265 | $13K | 0.01% | SOLD |
| 128 | IGLD | FIRST TR EXCHANGE-TRADED FD | — | 511 | $13K | 0.01% | SOLD |
| 129 | BIL | SPDR SERIES TRUST | — | 142 | $13K | 0.01% | SOLD |
| 130 | ARKG | ARK ETF TR | — | 481 | $13K | 0.01% | SOLD |
| 131 | IPO | RENAISSANCE CAP GREENWICH FD | — | 302 | $13K | 0.01% | SOLD |
| 132 | BSV | VANGUARD BD INDEX FDS | — | 154 | $12K | 0.01% | SOLD |
| 133 | JBBB | JANUS DETROIT STR TR | — | 257 | $12K | 0.01% | SOLD |
| 134 | IJR | ISHARES TR | — | 95 | $12K | 0.01% | SOLD |
| 135 | VEU | VANGUARD INTL EQUITY INDEX F | — | 151 | $11K | 0.01% | SOLD |
| 136 | PCAR | PACCAR INC | Industrials | 98 | $11K | 0.01% | SOLD |
| 137 | ACN | ACCENTURE PLC IRELAND | Technology | 57 | $11K | 0.01% | SOLD |
| 138 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 102 | $11K | 0.01% | SOLD |
| 139 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 512 | $11K | 0.01% | SOLD |
| 140 | ABT | ABBOTT LABORATORIES | Healthcare | 107 | $11K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%