Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

Merkkuri Wealth Advisors LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.41B, Spdr S&P 500 ETF Trust with a value of $6.22B, Ishares Tr with a value of $6.17B, and Invesco Qqq Trust, Series 1 with a value of $5.81B.

Examining the 13F form we can see an increase of $18B in the current position value, from $109B to 127B.

Merkkuri Wealth Advisors LLC is based out at Hicksville, NY

Below you can find more details about Merkkuri Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $112 Billion
Technology: $5.9 Billion
Consumer Cyclical: $1.38 Billion
Communication Services: $1.13 Billion
Financial Services: $960 Million
Energy: $573 Million
Consumer Defensive: $285 Million
Basic Materials: $269 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.2 Billion 8.09% of portfolio
121,255
Q3 2024 Added 6.39%
$0
$6.41 Billion 5.06% of portfolio
94,922
Q3 2024 Added 12.77%
$0
$6.22 Billion 4.91% of portfolio
10,847
Q3 2024 Reduced 1.31%
$0
$6.17 Billion 4.87% of portfolio
79,030
Q3 2024 Added 9.65%
$0
$5.81 Billion 4.58% of portfolio
11,903
Q3 2024 Reduced 1.01%
$0
$4.88 Billion 3.85% of portfolio
104,304
Q3 2024 Added 17.12%
$0
$4.18 Billion 3.3% of portfolio
31,682
Q3 2024 Added 8.79%
$0
$4.11 Billion 3.25% of portfolio
7,133
Q3 2024 Reduced 16.96%
$0
$4 Billion 3.16% of portfolio
22,345
Q3 2024 Reduced 1.32%
$0
$3.94 Billion 3.11% of portfolio
66,232
Q3 2024 Added 11.31%
$343B
$3.81 Billion 3.01% of portfolio
3,140
Q3 2024 Added 341.01%
$0
$3.25 Billion 2.57% of portfolio
32,131
Q3 2024 Added 16.88%
$0
$2.86 Billion 2.26% of portfolio
45,965
Q3 2024 Added 9.15%
$0
$2.41 Billion 1.9% of portfolio
51,060
Q3 2024 Added 36.78%
$0
$2.3 Billion 1.82% of portfolio
40,127
Q3 2024 Added 0.03%
$0
$2.11 Billion 1.67% of portfolio
91,803
Q3 2024 Added 20.98%
$0
$1.89 Billion 1.49% of portfolio
19,717
Q3 2024 Added 2.84%
$0
$1.83 Billion 1.45% of portfolio
31,831
Q3 2024 Added 39.18%
$0
$1.83 Billion 1.45% of portfolio
28,223
Q3 2024 Added 11.34%
$0
$1.78 Billion 1.4% of portfolio
28,357
Q3 2024 Added 4.24%
$0
$1.74 Billion 1.37% of portfolio
35,399
Q3 2024 Added 19.28%
$0
$1.7 Billion 1.34% of portfolio
19,339
Q3 2024 Added 12.83%
$0
$1.69 Billion 1.33% of portfolio
12,637
Q3 2024 Added 12.81%
$0
$1.69 Billion 1.33% of portfolio
9,398
Q3 2024 Added 18.99%
$0
$1.67 Billion 1.32% of portfolio
17,456
Q3 2024 Added 23.49%
-
$1.65 Billion 1.3% of portfolio
-
Q3 2024 Added 14.16%
$0
$1.57 Billion 1.24% of portfolio
14,589
Q3 2024 Reduced 1.03%
$0
$1.54 Billion 1.21% of portfolio
15,874
Q2 2024 New
$0
$1.53 Billion 1.21% of portfolio
31,007
Q3 2024 Added 30.49%
$0
$1.48 Billion 1.17% of portfolio
25,065
Q3 2024 Added 9.09%
$0
$1.44 Billion 1.14% of portfolio
15,711
Q3 2024 Added 0.24%
$2.25T
$1.38 Billion 1.09% of portfolio
7,389
Q3 2024 Added 3.14%
$0
$1.25 Billion 0.99% of portfolio
9,893
Q3 2024 Reduced 30.81%
$0
$1.21 Billion 0.96% of portfolio
8,006
Q3 2024 Reduced 1.73%
$4.05T
$1.13 Billion 0.89% of portfolio
4,831
Q3 2024 Added 4.12%
$3.17T
$961 Million 0.76% of portfolio
2,233
Q3 2024 Added 13.75%
$7.61B
$836 Million 0.66% of portfolio
16,032
Q3 2024 Added 12.7%
$0
$810 Million 0.64% of portfolio
4,109
Q3 2024 Added 33.84%
$0
$795 Million 0.63% of portfolio
15,333
Q3 2024 Added 17.64%
$0
$734 Million 0.58% of portfolio
12,263
Q3 2024 Reduced 0.52%
$0
$724 Million 0.57% of portfolio
11,855
Q3 2024 Added 60.12%
$0
$715 Million 0.56% of portfolio
12,074
Q3 2024 Reduced 2.47%
$0
$667 Million 0.53% of portfolio
18,836
Q3 2024 Reduced 17.6%
$0
$667 Million 0.53% of portfolio
8,471
Q3 2024 Added 17.65%
$0
$648 Million 0.51% of portfolio
5,967
Q3 2024 Added 2.88%
$1.17T
$625 Million 0.49% of portfolio
3,735
Q3 2024 Added 0.3%
$0
$608 Million 0.48% of portfolio
14,501
Q3 2024 Added 0.55%
$0
$607 Million 0.48% of portfolio
6,337
Q3 2024 Added 15.53%
$0
$590 Million 0.47% of portfolio
29,119
Q3 2024 Added 121.64%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $127 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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