Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | COWZ | PACER FDS TR | — | 243.0 | $15K | 0.01% | NEW | — | $62.55 | +15.8% |
| 122 | SPEM | SPDR INDEX SHS FDS | — | 322.0 | $15K | 0.01% | NEW | — | $46.95 | +12.3% |
| 123 | — | BLACKROCK ETF TRUST II | — | 311.0 | $15K | 0.01% | NEW | — | $48.01 | — |
| 124 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 257.0 | $14K | 0.01% | NEW | — | $55.47 | +8.4% |
| 125 | BIV | VANGUARD BD INDEX FDS | — | 173.0 | $13K | 0.01% | NEW | — | $77.23 | -2.4% |
| 126 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 265.0 | $13K | 0.01% | NEW | — | $50.24 | -0.3% |
| 127 | IGLD | FIRST TR EXCHANGE-TRADED FD | — | 511.0 | $13K | 0.01% | NEW | — | $25.52 | -13.7% |
| 128 | BIL | SPDR SERIES TRUST | — | 142.0 | $13K | 0.01% | NEW | — | $91.39 | +0.3% |
| 129 | ARKG | ARK ETF TR | — | 481.0 | $13K | 0.01% | NEW | — | $26.43 | +80.2% |
| 130 | IPO | RENAISSANCE CAP GREENWICH FD | — | 302.0 | $13K | 0.01% | NEW | — | $41.94 | +27.1% |
| 131 | BSV | VANGUARD BD INDEX FDS | — | 154.0 | $12K | 0.01% | NEW | — | $78.22 | -0.9% |
| 132 | JBBB | JANUS DETROIT STR TR | — | 257.0 | $12K | 0.01% | NEW | — | $46.52 | +2.3% |
| 133 | IJR | ISHARES TR | — | 95.0 | $12K | 0.01% | NEW | — | $124.89 | +16.6% |
| 134 | VEU | VANGUARD INTL EQUITY INDEX F | — | 151.0 | $11K | 0.01% | NEW | — | $74.91 | +14.0% |
| 135 | PCAR | PACCAR INC | Industrials | 98.0 | $11K | 0.01% | NEW | — | $115.05 | +8.9% |
| 136 | ACN | ACCENTURE PLC IRELAND | Technology | 57.0 | $11K | 0.01% | NEW | — | $197.07 | -3.8% |
| 137 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 102.0 | $11K | 0.01% | NEW | — | $109.42 | +50.9% |
| 138 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 512.0 | $11K | 0.01% | NEW | — | $21.56 | -2.8% |
| 139 | ABT | ABBOTT LABORATORIES | Healthcare | 107.0 | $11K | 0.01% | NEW | — | $103.09 | +9.1% |
| 140 | O | REALTY INCOME CORP | Real Estate | 179.0 | $11K | 0.01% | NEW | — | $61.24 | +1.2% |
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
63.5%
Consumer Cyclical
10.7%
Technology
9.9%
Energy
5.1%
Communication Services
3.9%
Consumer Defensive
2.5%
Healthcare
2.0%
Industrials
1.9%
Real Estate
0.3%
Basic Materials
0.1%