Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | O | REALTY INCOME CORP | Real Estate | 179 | $11K | 0.01% | SOLD |
| 142 | BAC | BANK AMERICA CORP | Financial Services | 222 | $11K | 0.01% | SOLD |
| 143 | NEAR | ISHARES U S ETF TR | — | 199 | $10K | 0.01% | SOLD |
| 144 | FISR | SSGA ACTIVE TR | — | 367 | $9K | 0.01% | SOLD |
| 145 | IWB | ISHARES TR | — | 26 | $9K | 0.01% | SOLD |
| 146 | CALF | PACER FDS TR | — | 206 | $9K | 0.01% | SOLD |
| 147 | TXN | TEXAS INSTRS INC | Technology | 46 | $9K | 0.01% | SOLD |
| 148 | FDEM | FIDELITY COVINGTON TRUST | — | 280 | $9K | 0.01% | SOLD |
| 149 | REK | PROSHARES TR | — | 506 | $9K | 0.01% | SOLD |
| 150 | VICI | VICI PPTYS INC | Real Estate | 305 | $8K | 0.01% | SOLD |
| 151 | VYM | VANGUARD WHITEHALL FDS | — | 56 | $8K | 0.01% | SOLD |
| 152 | XLG | INVESCO EXCHANGE TRADED FD T | — | 149 | $8K | 0.01% | SOLD |
| 153 | ALLY | ALLY FINL INC | Financial Services | 203 | $8K | 0.01% | SOLD |
| 154 | STIP | ISHARES TR | — | 76 | $8K | 0.01% | SOLD |
| 155 | FALN | ISHARES TR | — | 295 | $8K | 0.01% | SOLD |
| 156 | BOTZ | GLOBAL X FDS | — | 234 | $8K | 0.01% | SOLD |
| 157 | SBUX | STARBUCKS CORP | Consumer Cyclical | 86 | $8K | 0.01% | SOLD |
| 158 | QYLD | GLOBAL X FDS | — | 440 | $8K | 0.01% | SOLD |
| 159 | IWM | ISHARES TR | — | 30 | $8K | 0.01% | SOLD |
| 160 | IDU | ISHARES TR | — | 64 | $7K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%