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 | ITA | ISHARES TR | — | 275.0 | $60K | 0.04% | NEW | — | $219.14 | +6.2% |
| 122 | QABA | FIRST TR EXCHANGE-TRADED FD | — | 1,016.0 | $59K | 0.04% | NEW | — | $58.25 | +16.0% |
| 123 | LMT | LOCKHEED MARTIN CORP | Industrials | 96.0 | $58K | 0.04% | NEW | — | $601.99 | -6.3% |
| 124 | WM | WASTE MGMT INC DEL | Industrials | 248.0 | $57K | 0.04% | NEW | — | $229.51 | -4.3% |
| 125 | VCSH | VANGUARD SCOTTSDALE FDS | — | 707.0 | $56K | 0.04% | NEW | — | $79.29 | -1.0% |
| 126 | CAT | CATERPILLAR INC | Industrials | 79.0 | $56K | 0.04% | NEW | — | $707.09 | +13.2% |
| 127 | IHI | ISHARES TR | — | 992.0 | $53K | 0.04% | NEW | — | $53.34 | +3.5% |
| 128 | FCVT | FIRST TR EXCHANGE-TRADED FD | — | 1,188.0 | $52K | 0.04% | NEW | — | $44.16 | +12.1% |
| 129 | KO | COCA COLA CO | Consumer Defensive | 653.0 | $50K | 0.03% | NEW | — | $76.04 | +17.9% |
| 130 | ISCG | ISHARES TR | — | 899.0 | $49K | 0.03% | NEW | — | $54.77 | +17.0% |
| 131 | TGT | TARGET CORP | Consumer Defensive | 392.0 | $48K | 0.03% | NEW | — | $121.22 | +34.6% |
| 132 | EEMV | ISHARES INC | — | 723.0 | $47K | 0.03% | NEW | — | $64.69 | +17.0% |
| 133 | — | BERKSHIRE HATHAWAY INC DEL | — | 96.0 | $46K | 0.03% | NEW | — | $481.18 | — |
| 134 | FPXI | FIRST TR EXCHANGE-TRADED FD | — | 743.0 | $46K | 0.03% | NEW | — | $61.73 | +14.8% |
| 135 | XME | SPDR SERIES TRUST | — | 409.0 | $44K | 0.03% | NEW | — | $107.94 | +10.0% |
| 136 | TMUS | T-MOBILE US INC | Communication Services | 210.0 | $44K | 0.03% | NEW | — | $210.03 | -13.6% |
| 137 | SCHY | SCHWAB STRATEGIC TR | — | 1,380.0 | $44K | 0.03% | NEW | — | $31.67 | +4.8% |
| 138 | MCD | MCDONALDS CORP | Consumer Cyclical | 138.0 | $43K | 0.03% | NEW | — | $310.62 | -14.7% |
| 139 | HCA | HCA HEALTHCARE INC | Healthcare | 90.0 | $43K | 0.03% | NEW | — | $473.24 | -11.7% |
| 140 | XLV | SELECT SECTOR SPDR TR | — | 287.0 | $42K | 0.03% | NEW | — | $146.58 | +16.8% |
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%