Merkkuri Wealth Advisors LLC Incresed Positions in Q1 2025

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.9K
+ 18.89%
$64.88 - $72.1 $1.68M - $1.87M
163K $10.7B
IVE
Ishares S&P 500 Value ETF

ETFs
2.89K
+ 59.86%
$185.78 - $198.58 $537K - $574K
7.73K $1.47B
GLDM
World Gold Trust

ETFs
2.04K
+ 10.72%
$52.19 - $61.89 $106K - $126K
21K $1.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.23K
+ 21.43%
$168.16 - $186.21 $374K - $415K
12.6K $2.16B
HEFA
Ishares Currency Hedged Msci E

ETFs
3.65K
+ 20.1%
$34.83 - $37.52 $127K - $137K
21.8K $791M
NVDA
Nvidia Corp

Technology
1.97K
+ 63.06%
$106.98 - $149.43 $210K - $294K
5.08K $551M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
511
+ 1.2%
$44.72 - $46.25 $22.9K - $23.6K
43K $1.98B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.88K
+ 6.1%
$22.46 - $23.26 $42.3K - $43.8K
32.7K $758M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
33
+ 0.42%
$68.32 - $75.06 $2.25K - $2.48K
7.97K $595M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
294
+ 12.73%
$87.68 - $94.52 $25.8K - $27.8K
2.6K $244M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.36K
+ 6.8%
$48.06 - $53.73 $113K - $127K
37K $1.81B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
406
+ 9.72%
$91.76 - $103.26 $37.3K - $41.9K
4.58K $424M
Blackrock ETF Trust Ii
263
+ 5.89%
N/A
4.73K $248M
OXLC
Oxford Lane Capital Corp.

Financial Services
3.28K
+ 26.9%
$4.3 - $5.17 $14.1K - $16.9K
15.5K $73M
VCIT
Vanguard Intermediate Term Cor

ETFs
34
+ 0.73%
$79.17 - $82.04 $2.69K - $2.79K
4.71K $385M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
171
+ 1.12%
$24.5 - $24.95 $4.19K - $4.27K
15.4K $382M
MSTR
Microstrategy Inc

Technology
25
+ 1.88%
$239.27 - $396.5 $5.98K - $9.91K
1.36K $391M
FSIG
First Tr ETF Iv LTD Duration I
197
+ 1.07%
$18.74 - $19.04 $3.69K - $3.75K
18.6K $353M
HYLS
First Tr Tactical High Yield L

ETFs
102
+ 1.46%
$40.95 - $41.77 $4.18K - $4.26K
7.11K $292M
FPE
First Tr Pfd Secs & Income ETF

ETFs
211
+ 1.44%
$17.53 - $17.87 $3.7K - $3.77K
14.9K $262M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.47%
$507.05 - $563.67 $4.56K - $5.07K
623 $320M
VONG
Vanguard Russell 1000 Growth E

ETFs
4
+ 0.15%
$92.71 - $107.38 $371 - $430
2.63K $244M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.39K
+ 7.15%
$92.45 - $106.69 $129K - $149K
20.9K $1.94B
VGT
Vanguard Information Technolog

ETFs
2
+ 0.26%
$542.38 - $646.34 $1.08K - $1.29K
778 $422M
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$210.19 - $243.33 $631 - $730
2.71K $571M
IYW
Ishares Dj Us Tech ETF

ETFs
137
+ 1.71%
$140.44 - $166.79 $19.2K - $22.9K
8.16K $1.15B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.52K
+ 2.28%
$57.21 - $65.8 $87.2K - $100K
68.4K $3.99B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.39K
+ 4.27%
$126.86 - $146.45 $177K - $204K
34K $4.32B
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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