Merkkuri Wealth Advisors LLC Purchases in Q2 2025

Merkkuri Wealth Advisors LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.7K
+ 22.52%
$58.41 - $72.69 $2.14M - $2.67M
200K $14.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.16K
+ 21.06%
$113.67 - $150.4 $813K - $1.08M
41.1K $6.19B
ILDR
First Tr Exchange Traded Fd Vi
58.8K
New
$20.6 - $29.43 $1.21M - $1.73M
58.8K $1.73B
Pimco ETF Tr
62.5K
New
N/A
62.5K $1.66B
EFV
Msci Eafe Value ETF

ETFs
15.7K
+ 54.65%
$52.4 - $64.65 $824K - $1.02M
44.5K $2.83B
Blackrock ETF Trust
29.9K
New
N/A
29.9K $1.06B
IEFA
Ishares Tr

ETFs
8.72K
+ 21.31%
$67.83 - $84.09 $592K - $734K
49.7K $4.15B
IEMG
Ishares Inc

ETFs
14.6K
+ 105.44%
N/A
28.5K $1.71B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.9K
+ 15.88%
$51.16 - $62.02 $556K - $674K
79.3K $4.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.1%
$416.06 - $551.64 $3.74K - $4.96K
8.82K $4.86B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.82K
+ 22.37%
$152.42 - $182.82 $430K - $516K
15.4K $2.82B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.2K
+ 15.38%
$51.14 - $57.0 $575K - $641K
84.4K $4.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.05K
+ 19.03%
$43.53 - $54.46 $307K - $384K
44.1K $2.4B
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.95K
+ 109.79%
$40.94 - $52.1 $407K - $518K
19K $991M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.99K
+ 62.81%
$50.09 - $51.09 $501K - $511K
25.9K $1.32B
Blackrock ETF Trust
16K
New
N/A
16K $462M
IVE
Ishares S&P 500 Value ETF

ETFs
2.08K
+ 26.86%
$168.34 - $195.42 $349K - $405K
9.8K $1.92B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.9K
+ 41.39%
$82.32 - $112.47 $156K - $213K
6.48K $729M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.6K
+ 38.53%
$22.68 - $23.28 $286K - $294K
45.4K $1.05B
AVUV
American Centy ETF Tr Avantis

ETFs
2.31K
+ 17.41%
$75.17 - $91.21 $173K - $210K
15.5K $1.42B
FTHI
First Trust Exchange Traded Fd

ETFs
6.42K
+ 6.95%
$19.66 - $22.85 $126K - $147K
98.8K $2.26B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.86K
+ 4.61%
$44.68 - $45.96 $217K - $223K
110K $5.04B
VGT
Vanguard Information Technolog

ETFs
191
+ 24.55%
$470.37 - $663.28 $89.8K - $127K
969 $643M
MCH
Matthews Asia Fds China Active
6.69K
+ 9.44%
N/A
77.5K $1.9B
XLK
Technology Sector Spdr

ETFs
503
+ 51.86%
$179.73 - $253.23 $90.4K - $127K
1.47K $373M
MSTR
Microstrategy Inc

Technology
20
+ 1.47%
$237.95 - $421.61 $4.76K - $8.43K
1.38K $556M
Janus Detroit Str Tr
2.4K
+ 5.39%
N/A
47K $2.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
+ 3.48%
$96.84 - $99.46 $108K - $111K
33.3K $3.3B
IYH
Ishares Tr

ETFs
3.71K
+ 14.64%
$53.97 - $60.17 $200K - $223K
29K $1.64B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.07%
$187.5 - $246.51 $375 - $493
2.71K $668M
Blackrock ETF Trust Ii
1.69K
+ 35.7%
N/A
6.42K $339M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 3.69%
$456.74 - $568.03 $10.5K - $13.1K
646 $367M
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.11%
$82.51 - $109.2 $248 - $328
2.63K $287M
MBB
Ishares Tr

ETFs
131
+ 2.42%
$91.41 - $94.22 $12K - $12.3K
5.54K $520M
VCIT
Vanguard Intermediate Term Cor

ETFs
56
+ 1.19%
$79.56 - $82.92 $4.46K - $4.64K
4.77K $395M
FTSL
First Trust Senior Ln Fund

ETFs
179
+ 3.21%
$44.58 - $46.07 $7.98K - $8.25K
5.75K $264M
VNLA
Janus Henderson Short Duration

ETFs
142
+ 0.85%
$48.74 - $49.2 $6.92K - $6.99K
16.9K $830M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
40
+ 0.5%
$68.13 - $74.77 $2.73K - $2.99K
8.01K $583M
XLE
Energy Sector Spdr

ETFs
1.44K
+ 8.35%
$76.44 - $94.13 $110K - $136K
18.7K $1.59B
XOM
Exxon Mobil Corp

Energy
29
+ 0.61%
$99.93 - $119.04 $2.9K - $3.45K
4.78K $515M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 3.27%
$24.32 - $27.87 $271K - $311K
352K $9.33B
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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