Merkkuri Wealth Advisors LLC Incresed Positions in Q3 2025

Merkkuri Wealth Advisors LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
+ 9.86%
$72.65 - $78.68 $1.43M - $1.55M
219K $17.2B
XLG
Invesco Exchange Traded Fd Tr

ETFs
20.5K
+ 108.05%
$51.78 - $57.89 $1.06M - $1.19M
39.6K $2.28B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.44K
+ 21.41%
$54.35 - $59.32 $513K - $560K
53.5K $3.17B
Blackrock ETF Trust
19.7K
+ 122.94%
N/A
35.7K $1.22B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
686
+ 1.67%
$148.97 - $165.88 $102K - $114K
41.8K $6.88B
GLDM
World Gold Trust

ETFs
4.74K
+ 25.66%
$64.73 - $76.45 $307K - $363K
23.2K $1.78B
MCH
Matthews Asia Fds China Active
1.67K
+ 2.15%
N/A
79.2K $2.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.05K
+ 8.21%
$45.26 - $46.63 $410K - $422K
119K $5.52B
VGT
Vanguard Information Technolog

ETFs
441
+ 45.51%
$656.44 - $753.15 $289K - $332K
1.41K $1.05B
IEFA
Ishares Tr

ETFs
2.05K
+ 4.12%
$81.7 - $87.53 $167K - $179K
51.7K $4.51B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.52K
+ 6.54%
$55.61 - $57.37 $307K - $317K
89.9K $5.13B
ILDR
First Tr Exchange Traded Fd Vi
4.8K
+ 8.17%
$28.95 - $33.25 $139K - $160K
63.6K $2.06B
FTHI
First Trust Exchange Traded Fd

ETFs
9.76K
+ 9.87%
$22.76 - $23.92 $222K - $233K
109K $2.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
575
+ 2.83%
$108.97 - $121.65 $62.7K - $69.9K
20.9K $2.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
233
+ 0.29%
$62.09 - $66.51 $14.5K - $15.5K
79.5K $5.19B
XLE
Energy Sector Spdr

ETFs
2.02K
+ 10.78%
$84.25 - $91.99 $170K - $186K
20.8K $1.85B
IWY
Ishares Tr Russell 200 Growth

ETFs
669
+ 24.69%
$243.93 - $275.62 $163K - $184K
3.38K $925M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.2K
+ 15.65%
$70.85 - $76.96 $226K - $246K
23.6K $1.8B
Janus Detroit Str Tr
4.87K
+ 10.36%
N/A
51.9K $2.71B
IYH
Ishares Tr

ETFs
2.93K
+ 10.08%
$54.36 - $58.96 $159K - $172K
31.9K $1.88B
IYJ
Ishares Tr

ETFs
1.06K
+ 8.85%
$142.42 - $148.18 $150K - $156K
13K $1.89B
Pimco ETF Tr
6.45K
+ 10.32%
N/A
69K $1.85B
IVE
Ishares S&P 500 Value ETF

ETFs
213
+ 2.17%
$194.44 - $206.51 $41.4K - $44K
10K $2.07B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.29K
+ 8.82%
$50.85 - $51.35 $116K - $117K
28.2K $1.44B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.07%
$174.36 - $254.72 $174 - $255
1.34K $325M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.06K
+ 6.75%
$22.9 - $23.58 $70.1K - $72.2K
48.4K $1.14B
XTEN
Bondbloxx ETF Tr Bloomberg 10
1.51K
+ 6.19%
N/A
26K $1.21B
VNLA
Janus Henderson Short Duration

ETFs
1.55K
+ 9.21%
$48.99 - $49.29 $76.1K - $76.6K
18.4K $908M
Blackrock ETF Trust
143
+ 0.48%
N/A
30.1K $1.14B
VONG
Vanguard Russell 1000 Growth E

ETFs
316
+ 12.02%
$108.08 - $121.73 $34.2K - $38.5K
2.95K $355M
MSFT
Microsoft Corp

Technology
57
+ 4.46%
$491.09 - $535.64 $28K - $30.5K
1.34K $692M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 4.64%
$567.77 - $614.76 $17K - $18.4K
676 $414M
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.2%
$44.02 - $47.63 $660 - $714
7.58K $361M
XOM
Exxon Mobil Corp

Energy
54
+ 1.13%
$105.83 - $117.22 $5.71K - $6.33K
4.84K $545M
MBB
Ishares Tr

ETFs
236
+ 4.26%
$92.46 - $95.73 $21.8K - $22.6K
5.77K $549M
Blackrock ETF Trust Ii
428
+ 6.67%
N/A
6.85K $365M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 0.16%
$91.28 - $97.59 $730 - $781
4.99K $479M
IWL
Ishares Tr Russell 200 ETF

ETFs
3
+ 0.18%
$152.78 - $166.59 $458 - $500
1.64K $273M
VCIT
Vanguard Intermediate Term Cor

ETFs
58
+ 1.22%
$81.75 - $84.54 $4.74K - $4.9K
4.83K $406M
FPE
First Tr Pfd Secs & Income ETF

ETFs
193
+ 1.45%
$17.81 - $18.39 $3.44K - $3.55K
13.5K $246M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
42
+ 0.52%
$72.01 - $74.44 $3.02K - $3.13K
8.05K $592M
FTSL
First Trust Senior Ln Fund

ETFs
146
+ 2.54%
$45.81 - $46.18 $6.69K - $6.74K
5.9K $270M
NFTY
First Tr Alphadex Fd Ii India
1.64K
+ 5.06%
N/A
34.1K $1.94B
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 3.76%
$915.95 - $994.57 $9.16K - $9.95K
276 $255M
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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