Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FLTB | FIDELITY MERRIMACK STR TR | — | 60,605.0 | $3.0M | 1.89% | NEW | — | $50.13 | -0.6% |
| 2 | IALT | BLACKROCK ETF TRUST | — | 25,671.0 | $720K | 0.45% | NEW | — | $28.05 | +3.2% |
| 3 | GGOV | BLACKROCK ETF TRUST II | — | 9,913.0 | $499K | 0.31% | NEW | — | $50.29 | -0.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
72.7%
Technology
11.9%
Consumer Cyclical
10.4%
Communication Services
3.5%
Consumer Defensive
1.6%