Merkkuri Wealth Advisors LLC Purchases in Q3 2024

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.43K
+ 341.01%
$98.91 - $134.91 $240K - $328K
3.14K $3.81B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.29K
+ 6.39%
$77.02 - $85.06 $561K - $620K
121K $10.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.8K
+ 12.77%
$60.84 - $67.51 $654K - $726K
94.9K $6.41B
IEFA
Ishares Tr

ETFs
6.95K
+ 9.65%
$70.09 - $78.74 $487K - $547K
79K $6.17B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.3K
+ 17.12%
$44.65 - $47.21 $681K - $720K
104K $4.88B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.7K
+ 36.78%
$44.83 - $47.42 $616K - $651K
51.1K $2.41B
EFV
Msci Eafe Value ETF

ETFs
8.96K
+ 39.18%
$51.72 - $57.96 $463K - $519K
31.8K $1.83B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.64K
+ 16.88%
$96.25 - $101.98 $447K - $473K
32.1K $3.25B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.73K
+ 11.31%
$54.98 - $59.51 $370K - $401K
66.2K $3.94B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.56K
+ 8.79%
$116.79 - $133.54 $299K - $342K
31.7K $4.18B
FTHI
First Trust Exchange Traded Fd

ETFs
15.9K
+ 20.98%
$21.47 - $23.16 $342K - $369K
91.8K $2.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.85K
+ 9.15%
$57.32 - $62.65 $221K - $241K
46K $2.86B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.32K
+ 23.49%
$84.77 - $97.13 $282K - $323K
17.5K $1.67B
IYJ
Ishares Tr

ETFs
1.44K
+ 12.81%
$118.32 - $133.67 $170K - $192K
12.6K $1.69B
PDI
Pimco Dynamic Income Fund

Financial Services
16K
+ 121.64%
$18.7 - $20.25 $299K - $324K
29.1K $590M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.5K
+ 18.99%
$162.64 - $179.3 $244K - $269K
9.4K $1.69B
ARCC
Ares Capital Corp

Financial Services
15.1K
New
$19.8 - $21.28 $299K - $322K
15.1K $317M
VNLA
Janus Henderson Short Duration

ETFs
5.72K
+ 19.28%
$48.34 - $49.08 $277K - $281K
35.4K $1.74B
NFTY
First Tr Alphadex Fd Ii India
2.52K
+ 8.74%
N/A
31.4K $2.04B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.45K
+ 60.12%
$56.04 - $62.99 $249K - $280K
11.9K $724M
COST
Costco Wholesale Corp

Consumer Defensive
321
New
$801.83 - $917.05 $257K - $294K
321 $285M
FDEM
Fidelity Emerging Markets Mult
7.57K
+ 14.16%
N/A
61K $1.65B
IYH
Ishares Tr

ETFs
2.88K
+ 11.34%
$60.29 - $66.38 $173K - $191K
28.2K $1.83B
IVE
Ishares S&P 500 Value ETF

ETFs
1.04K
+ 33.84%
$181.06 - $197.17 $188K - $205K
4.11K $810M
IFRA
Ishares Tr

ETFs
4.87K
New
$41.55 - $46.97 $202K - $229K
4.87K $229M
DGRO
Ishares Core Dividend Growth E

ETFs
1.15K
+ 4.24%
$57.47 - $62.76 $66.3K - $72.4K
28.4K $1.78B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.97K
+ 48.52%
$45.2 - $47.87 $180K - $190K
12.2K $578M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.09K
+ 9.09%
$52.1 - $59.66 $109K - $125K
25.1K $1.48B
GLDM
World Gold Trust

ETFs
1.81K
+ 12.7%
$46.2 - $53.01 $83.4K - $95.7K
16K $836M
AVUV
American Centy ETF Tr Avantis

ETFs
544
+ 2.84%
$88.24 - $99.7 $48K - $54.2K
19.7K $1.89B
IEMG
Ishares Inc

ETFs
11
+ 0.03%
$53.64 - $53.64 $590 - $590
40.1K $2.3B
AAPL
Apple Inc.

Technology
191
+ 4.12%
$207.23 - $234.82 $39.6K - $44.9K
4.83K $1.13B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.3K
+ 17.64%
$49.77 - $51.95 $114K - $119K
15.3K $795M
XLE
Energy Sector Spdr

ETFs
2.2K
+ 12.83%
$84.35 - $93.39 $185K - $205K
19.3K $1.7B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 17.65%
$76.38 - $78.87 $97.1K - $100K
8.47K $667M
MBB
Ishares Tr

ETFs
852
+ 15.53%
$90.85 - $96.66 $77.4K - $82.4K
6.34K $607M
IGV
Ishares Expanded Tech Software

ETFs
1.04K
+ 37.93%
$77.94 - $89.37 $80.7K - $92.6K
3.77K $337M
MSFT
Microsoft Corp

Technology
270
+ 13.75%
$395.15 - $467.56 $107K - $126K
2.23K $961M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.58K
+ 28.67%
$17.35 - $18.22 $62.1K - $65.2K
16.1K $291M
IJK
Ishares S&P Midcap 400 Growth

ETFs
38
+ 0.24%
$84.81 - $93.54 $3.22K - $3.55K
15.7K $1.44B
FDL
First Tr Morningstar Dividend

ETFs
79
+ 0.55%
$37.66 - $42.06 $2.98K - $3.32K
14.5K $608M
XLK
Technology Sector Spdr

ETFs
270
+ 15.41%
$197.34 - $237.68 $53.3K - $64.2K
2.02K $456M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
35
+ 0.44%
$64.57 - $71.76 $2.26K - $2.51K
7.9K $567M
OXLC
Oxford Lane Capital Corp.

Financial Services
10.1K
New
$5.15 - $5.67 $52K - $57.2K
10.1K $52.9M
PAVE
Global X Fds Us Infrastructure

ETFs
22
+ 0.22%
$36.39 - $41.16 $801 - $906
9.98K $411M
GLD
Spdr Gold Trust

ETFs
5
+ 0.39%
$215.56 - $246.98 $1.08K - $1.23K
1.28K $310M
MUB
Ishares National Muni Bond ETF

ETFs
167
+ 2.88%
$106.13 - $108.7 $17.7K - $18.2K
5.97K $648M
IWL
Ishares Tr Russell 200 ETF

ETFs
13
+ 0.34%
$126.32 - $140.44 $1.64K - $1.83K
3.86K $542M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 3.44%
$475.2 - $527.7 $9.5K - $10.6K
601 $317M
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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