Merkkuri Wealth Advisors LLC Reduced Holdings in Q3 2025

Merkkuri Wealth Advisors LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-7.87K
- 75.16%
$106.99 - $114.46 $842K - $901K
2.6K $296M
DGRO
Ishares Core Dividend Growth E

ETFs
-14.2K
- 54.08%
$64.12 - $68.08 $913K - $969K
12.1K $823M
EFV
Msci Eafe Value ETF

ETFs
-13.4K
- 30.03%
$62.79 - $68.42 $839K - $914K
31.1K $2.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.12K
- 39.51%
$620.67 - $670.08 $697K - $752K
1.72K $1.15B
AVUV
American Centy ETF Tr Avantis

ETFs
-7.22K
- 46.46%
$90.37 - $102.12 $653K - $738K
8.32K $828M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.39K
- 27.09%
$45.6 - $46.92 $428K - $440K
25.3K $1.18B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.69K
- 15.11%
$181.56 - $190.33 $488K - $511K
15.1K $2.86B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.66K
- 17.25%
$182.33 - $194.5 $486K - $518K
12.8K $2.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
-951
- 13.93%
$617.65 - $666.84 $587K - $634K
5.88K $3.92B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.4K
- 22.26%
N/A
8.38K $831M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.88K
- 45.98%
$24.73 - $25.29 $170K - $174K
8.09K $204M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.9K
- 4.52%
$26.38 - $27.95 $420K - $445K
336K $9.18B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.88K
- 32.83%
$49.05 - $49.99 $141K - $144K
5.89K $293M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.26K
- 31.15%
$59.81 - $60.11 $135K - $136K
4.99K $299M
IEMG
Ishares Inc

ETFs
-4.56K
- 16.02%
N/A
23.9K $1.58B
MUB
Ishares National Muni Bond ETF

ETFs
-769
- 22.4%
$103.24 - $106.68 $79.4K - $82K
2.66K $284M
HYLS
First Tr Tactical High Yield L

ETFs
-1.18K
- 16.66%
$41.62 - $42.32 $49.3K - $50.1K
5.92K $249M
XLK
Technology Sector Spdr

ETFs
-308
- 20.91%
$250.97 - $282.66 $77.3K - $87.1K
1.17K $328M
FDL
First Tr Morningstar Dividend

ETFs
-1.22K
- 10.65%
$41.96 - $44.59 $51.1K - $54.3K
10.2K $443M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.23K
- 9.35%
$37.2 - $39.61 $45.8K - $48.8K
11.9K $473M
RDVY
First Trust Rising Dividend Ac

ETFs
-933
- 11.24%
$62.38 - $67.29 $58.2K - $62.8K
7.37K $495M
AMZN
Amazon Com Inc

Consumer Cyclical
-46
- 0.73%
$211.65 - $238.24 $9.74K - $11K
6.23K $1.37B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-49
- 2.09%
$134.94 - $145.86 $6.61K - $7.15K
2.3K $335M
GLD
Spdr Gold Trust

ETFs
-92
- 9.15%
$300.96 - $355.47 $27.7K - $32.7K
913 $325M
NVDA
Nvidia Corp

Technology
-45
- 2.88%
$153.3 - $186.58 $6.9K - $8.4K
1.52K $284M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-97
- 1.5%
$110.74 - $122.12 $10.7K - $11.8K
6.38K $773M
GOOG
Alphabet Inc.

Communication Services
-49
- 2.43%
$175.16 - $255.24 $8.58K - $12.5K
1.97K $480M
AAPL
Apple Inc.

Technology
-47
- 1.68%
$202.38 - $256.87 $9.51K - $12.1K
2.75K $701M
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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