Merkkuri Wealth Advisors LLC Incresed Positions 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
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
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
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
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
XOM
Exxon Mobil Corp

Energy
117
+ 2.45%
$109.72 - $119.0 $12.8K - $13.9K
4.89K $573M
VCIT
Vanguard Intermediate Term Cor

ETFs
50
+ 1.1%
$79.29 - $84.02 $3.96K - $4.2K
4.61K $386M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
202
+ 1.8%
$49.93 - $51.15 $10.1K - $10.3K
11.5K $585M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
286
+ 1.66%
$24.39 - $25.28 $6.98K - $7.23K
17.5K $439M
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
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