Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | MO | ALTRIA GROUP INC | Consumer Defensive | 112 | $7K | 0.01% | SOLD |
| 162 | XLU | SELECT SECTOR SPDR TR | — | 161 | $7K | 0.01% | SOLD |
| 163 | MMM | 3M CO | Industrials | 51 | $7K | 0.01% | SOLD |
| 164 | TIP | ISHARES TR | — | 66 | $7K | 0.01% | SOLD |
| 165 | CRM | SALESFORCE INC | Technology | 39 | $7K | 0.01% | SOLD |
| 166 | EMXC | ISHARES INC | — | 91 | $7K | 0.01% | SOLD |
| 167 | AMD | ADVANCED MICRO DEVICES INC | Technology | 33 | $7K | 0.01% | SOLD |
| 168 | CERY | SPDR SERIES TRUST | — | 191 | $7K | 0.00% | SOLD |
| 169 | VGK | VANGUARD INTL EQUITY INDEX F | — | 81 | $7K | 0.00% | SOLD |
| 170 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 144 | $7K | 0.00% | SOLD |
| 171 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 45 | $7K | 0.00% | SOLD |
| 172 | PANW | PALO ALTO NETWORKS INC | Technology | 41 | $7K | 0.00% | SOLD |
| 173 | SPSM | SPDR SERIES TRUST | — | 135 | $7K | 0.00% | SOLD |
| 174 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 147 | $6K | 0.00% | SOLD |
| 175 | TFLO | ISHARES TR | — | 126 | $6K | 0.00% | SOLD |
| 176 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 137 | $6K | 0.00% | SOLD |
| 177 | CCI | CROWN CASTLE INC | Real Estate | 77 | $6K | 0.00% | SOLD |
| 178 | — | VENTURE GLOBAL INC | — | 390 | $6K | 0.00% | SOLD |
| 179 | MRK | MERCK & CO INC | Healthcare | 49 | $6K | 0.00% | SOLD |
| 180 | TAIL | CAMBRIA ETF TR | — | 499 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%