Portfolio (Quarterly)
Guide ↗
Merkkuri Wealth Advisors LLC
· CIK 0002040317| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | TIP | ISHARES TR | — | 66.0 | $7K | 0.01% | NEW | — | $110.98 | -0.1% |
| 242 | CRM | SALESFORCE INC | Technology | 39.0 | $7K | 0.01% | NEW | — | $187.46 | -4.5% |
| 243 | EMXC | ISHARES INC | — | 91.0 | $7K | 0.01% | NEW | — | $78.97 | +26.6% |
| 244 | AMD | ADVANCED MICRO DEVICES INC | Technology | 33.0 | $7K | 0.01% | NEW | — | $206.00 | +144.6% |
| 245 | CERY | SPDR SERIES TRUST | — | 191.0 | $7K | 0.00% | NEW | — | $35.32 | +4.2% |
| 246 | VGK | VANGUARD INTL EQUITY INDEX F | — | 81.0 | $7K | 0.00% | NEW | — | $82.23 | +8.9% |
| 247 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 144.0 | $7K | 0.00% | NEW | — | $46.12 | +6.9% |
| 248 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 45.0 | $7K | 0.00% | NEW | — | $145.69 | -1.8% |
| 249 | PANW | PALO ALTO NETWORKS INC | Technology | 41.0 | $7K | 0.00% | NEW | — | $159.78 | +60.7% |
| 250 | SPSM | SPDR SERIES TRUST | — | 135.0 | $7K | 0.00% | NEW | — | $48.24 | +12.6% |
| 251 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 147.0 | $6K | 0.00% | NEW | — | $43.54 | +6.7% |
| 252 | TFLO | ISHARES TR | — | 126.0 | $6K | 0.00% | NEW | — | $50.67 | -0.1% |
| 253 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 137.0 | $6K | 0.00% | NEW | — | $46.34 | +4.6% |
| 254 | CCI | CROWN CASTLE INC | Real Estate | 77.0 | $6K | 0.00% | NEW | — | $81.21 | +11.6% |
| 255 | — | VENTURE GLOBAL INC | — | 390.0 | $6K | 0.00% | NEW | — | $15.76 | — |
| 256 | MRK | MERCK & CO INC | Healthcare | 49.0 | $6K | 0.00% | NEW | — | $120.12 | -0.3% |
| 257 | TAIL | CAMBRIA ETF TR | — | 499.0 | $6K | 0.00% | NEW | — | $11.72 | -8.4% |
| 258 | CRMD | CORMEDIX INC | Healthcare | 857.0 | $6K | 0.00% | NEW | — | $6.79 | +21.9% |
| 259 | — | BLUE OWL CAPITAL CORPORATION | — | 515.0 | $6K | 0.00% | NEW | — | $11.05 | — |
| 260 | COMT | ISHARES U S ETF TR | — | 166.0 | $6K | 0.00% | NEW | — | $33.73 | +2.1% |
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
61.3%
Consumer Cyclical
10.4%
Technology
9.6%
Communication Services
7.2%
Energy
4.9%
Consumer Defensive
2.4%
Healthcare
2.0%
Industrials
1.9%
Real Estate
0.2%
Basic Materials
0.1%