Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 2024

Merkkuri Wealth Advisors LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 84 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 $9.45B, Spdr S&P 500 ETF Trust with a value of $6.19B, Invesco Qqq Trust, Series 1 with a value of $6.08B, and Fidelity Merrimack Str Tr Tota with a value of $5.15B.

Examining the 13F form we can see an decrease of $291M in the current position value, from $127B to 126B.

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 $126 Billion
ETFs: $115 Billion
Technology: $2.94 Billion
Consumer Cyclical: $1.61 Billion
Communication Services: $1.28 Billion
Financial Services: $927 Million
Energy: $517 Million
Consumer Defensive: $284 Million
Basic Materials: $259 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.2 Billion 8.1% of portfolio
375,023
Q4 2024 Added 209.28%
$0
$9.45 Billion 7.47% of portfolio
137,024
Q4 2024 Added 44.35%
$0
$6.19 Billion 4.9% of portfolio
10,566
Q4 2024 Reduced 2.59%
$0
$6.08 Billion 4.81% of portfolio
11,891
Q4 2024 Reduced 0.1%
$0
$5.15 Billion 4.07% of portfolio
114,688
Q4 2024 Added 9.96%
$0
$4.54 Billion 3.59% of portfolio
32,595
Q4 2024 Added 2.88%
$0
$4.17 Billion 3.3% of portfolio
66,907
Q4 2024 Added 45.56%
$0
$4.14 Billion 3.28% of portfolio
72,021
Q4 2024 Added 8.74%
$0
$3.99 Billion 3.16% of portfolio
56,767
Q4 2024 Reduced 28.17%
$0
$3.83 Billion 3.03% of portfolio
21,832
Q4 2024 Reduced 2.3%
$0
$3.74 Billion 2.96% of portfolio
6,361
Q4 2024 Reduced 10.82%
$0
$3.43 Billion 2.71% of portfolio
35,373
Q4 2024 Added 10.09%
$0
$2.34 Billion 1.85% of portfolio
100,493
Q4 2024 Added 9.47%
$0
$2.29 Billion 1.81% of portfolio
43,937
Q4 2024 Added 9.49%
$0
$1.98 Billion 1.57% of portfolio
19,506
Q4 2024 Added 11.74%
$0
$1.92 Billion 1.52% of portfolio
42,464
Q4 2024 Reduced 16.84%
$0
$1.92 Billion 1.52% of portfolio
39,202
Q4 2024 Added 10.74%
$0
$1.85 Billion 1.46% of portfolio
10,389
Q4 2024 Added 10.54%
$0
$1.82 Billion 1.44% of portfolio
34,594
Q4 2024 Added 8.68%
$0
$1.78 Billion 1.41% of portfolio
34,691
Q4 2024 Added 11.88%
$0
$1.74 Billion 1.38% of portfolio
28,344
Q4 2024 Reduced 0.05%
$0
$1.68 Billion 1.33% of portfolio
12,582
Q4 2024 Reduced 0.44%
$0
$1.69 Billion 1.33% of portfolio
17,413
Q4 2024 Added 19.36%
$0
$1.64 Billion 1.3% of portfolio
19,143
Q4 2024 Reduced 1.01%
$0
$1.62 Billion 1.28% of portfolio
27,822
Q4 2024 Reduced 1.42%
$2.42T
$1.61 Billion 1.27% of portfolio
7,343
Q4 2024 Reduced 0.62%
-
$1.55 Billion 1.23% of portfolio
-
Q4 2024 Added 0.82%
$0
$1.51 Billion 1.19% of portfolio
23,726
Q4 2024 Reduced 5.34%
$0
$1.49 Billion 1.18% of portfolio
16,082
Q4 2024 Added 1.31%
$0
$1.43 Billion 1.13% of portfolio
15,748
Q4 2024 Added 0.24%
$0
$1.28 Billion 1.01% of portfolio
8,023
Q4 2024 Added 0.21%
$0
$1.28 Billion 1.01% of portfolio
13,268
Q4 2024 Reduced 32.71%
$3.79T
$1.22 Billion 0.96% of portfolio
4,862
Q4 2024 Added 0.64%
$8.13B
$988 Million 0.78% of portfolio
19,007
Q4 2024 Added 18.56%
$0
$922 Million 0.73% of portfolio
4,833
Q4 2024 Added 17.62%
$3.09T
$922 Million 0.73% of portfolio
2,187
Q4 2024 Reduced 2.06%
$0
$888 Million 0.7% of portfolio
6,891
Q4 2024 Reduced 30.34%
$0
$871 Million 0.69% of portfolio
17,449
Q4 2024 Added 13.8%
$0
$810 Million 0.64% of portfolio
14,611
Q4 2024 Added 23.25%
$0
$725 Million 0.57% of portfolio
9,378
Q4 2024 Added 10.71%
$1.25T
$713 Million 0.56% of portfolio
3,742
Q4 2024 Added 0.19%
$0
$701 Million 0.55% of portfolio
30,864
Q4 2024 Added 153.84%
$0
$690 Million 0.55% of portfolio
6,476
Q4 2024 Added 8.53%
$0
$648 Million 0.51% of portfolio
7,069
Q4 2024 Added 11.55%
$0
$636 Million 0.5% of portfolio
2,705
Q4 2024 Added 0.11%
$0
$631 Million 0.5% of portfolio
18,145
Q4 2024 Reduced 3.67%
$0
$616 Million 0.49% of portfolio
10,410
Q4 2024 Reduced 13.78%
$0
$579 Million 0.46% of portfolio
11,558
Q4 2024 Added 0.93%
$1.2T
$569 Million 0.45% of portfolio
3,006
Q4 2024 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $126 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email