Merkkuri Wealth Advisors LLC Portfolio Holdings by Sector
Merkkuri Wealth Advisors LLC
- $132 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SCHD IUSG FBND IJH QQQ JEPI SPY 60 stocks |
$113 Million
95.4% of portfolio
|
  32  
|
  26  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.38 Million
1.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARCC PDI OXLC 3 stocks |
$696,798
0.59% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$636,135
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$592,997
0.5% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$574,665
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
MSTR 1 stocks |
$556,115
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$515,367
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$263,019
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$247,216
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|