Merkkuri Wealth Advisors LLC Reduced Holdings in Q1 2025

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.09K
- 25.94%
$468.34 - $539.52 $1.44M - $1.66M
8.81K $4.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.34K
- 22.1%
$551.42 - $612.93 $1.29M - $1.43M
8.23K $4.6B
IEMG
Ishares Inc

ETFs
-30.1K
- 68.45%
N/A
13.9K $748M
VNLA
Janus Henderson Short Duration

ETFs
-22.5K
- 57.34%
$48.89 - $49.21 $1.1M - $1.11M
16.7K $822M
IEFA
Ishares Tr

ETFs
-15.8K
- 27.88%
$69.57 - $78.65 $1.1M - $1.24M
40.9K $3.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-33.9K
- 9.04%
$27.01 - $28.54 $916K - $968K
341K $9.54B
EFG
Msci Eafe Growth ETF

ETFs
-6.74K
- 38.68%
$96.1 - $106.37 $647K - $717K
10.7K $1.07B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.1K
- 14.2%
$169.43 - $182.84 $525K - $567K
18.7K $3.24B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-5.22K
- 33.12%
$81.62 - $96.63 $426K - $504K
10.5K $877M
AAPL
Apple Inc.

Technology
-1.52K
- 31.16%
$209.68 - $247.1 $318K - $374K
3.35K $743M
MSFT
Microsoft Corp

Technology
-760
- 34.75%
$375.39 - $447.2 $285K - $340K
1.43K $536M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.29K
- 8.1%
$44.41 - $45.98 $413K - $427K
105K $4.81B
GOOGL
Alphabet Inc.

Communication Services
-1.42K
- 47.21%
$154.33 - $206.19 $219K - $293K
1.59K $245M
FTHI
First Trust Exchange Traded Fd

ETFs
-8.07K
- 8.03%
$21.62 - $23.74 $175K - $192K
92.4K $2.02B
XLK
Technology Sector Spdr

ETFs
-1.2K
- 55.38%
$206.38 - $242.18 $248K - $292K
970 $200M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.2K
- 9.04%
$95.85 - $99.25 $306K - $317K
32.2K $3.18B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.51K
- 21.94%
$120.24 - $134.3 $182K - $203K
5.38K $656M
AMZN
Amazon Com Inc

Consumer Cyclical
-39
- 0.53%
$190.26 - $242.06 $7.42K - $9.44K
7.3K $1.39B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.12K
- 21.33%
$54.25 - $57.64 $169K - $180K
11.5K $633M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.07K
- 6.68%
N/A
15K $1.32B
IWL
Ishares Tr Russell 200 ETF

ETFs
-934
- 24.12%
$135.83 - $151.73 $127K - $142K
2.94K $404M
MBB
Ishares Tr

ETFs
-1.67K
- 23.55%
$90.37 - $94.08 $150K - $157K
5.4K $507M
AVUV
American Centy ETF Tr Avantis

ETFs
-26
- 0.2%
$84.95 - $100.62 $2.21K - $2.62K
13.2K $1.15B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.78K
- 7.5%
$62.72 - $71.92 $112K - $128K
21.9K $1.38B
EFV
Msci Eafe Value ETF

ETFs
-5.82K
- 16.81%
$51.88 - $60.73 $302K - $353K
28.8K $1.7B
PAVE
Global X Fds Us Infrastructure

ETFs
-2.42K
- 24.19%
$37.31 - $43.82 $90.1K - $106K
7.57K $286M
IYJ
Ishares Tr

ETFs
-464
- 3.69%
$127.48 - $142.0 $59.2K - $65.9K
12.1K $1.58B
NFTY
First Tr Alphadex Fd Ii India
-1.4K
- 4.06%
N/A
33K $1.84B
IYH
Ishares Tr

ETFs
-2.51K
- 9.02%
$58.32 - $62.76 $146K - $157K
25.3K $1.54B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.54K
- 8.81%
$49.42 - $50.43 $76K - $77.6K
15.9K $795M
MUB
Ishares National Muni Bond ETF

ETFs
-540
- 8.34%
$104.71 - $107.69 $56.5K - $58.2K
5.94K $626M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 13.23%
$890.62 - $1076.86 $36.5K - $44.2K
269 $254M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-481
- 5.53%
$59.78 - $60.03 $28.8K - $28.9K
8.22K $492M
XLE
Energy Sector Spdr

ETFs
-1.86K
- 9.69%
$85.7 - $93.96 $159K - $174K
17.3K $1.62B
FTSL
First Trust Senior Ln Fund

ETFs
-234
- 4.03%
$45.65 - $46.48 $10.7K - $10.9K
5.57K $254M
RDVY
First Trust Rising Dividend Ac

ETFs
-42
- 0.4%
$57.22 - $63.39 $2.4K - $2.66K
10.4K $607M
DGRO
Ishares Core Dividend Growth E

ETFs
-317
- 1.12%
$60.46 - $64.42 $19.2K - $20.4K
28K $1.73B
FDEM
Fidelity Emerging Markets Mult
-1.04K
- 1.69%
N/A
60.5K $1.55B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-111
- 1.22%
$48.31 - $49.23 $5.36K - $5.46K
8.99K $442M
SJB
Proshares Tr Short High Yield

ETFs
-32
- 0.26%
$15.95 - $16.22 $510 - $519
12K $194M
GLD
Spdr Gold Trust

ETFs
-50
- 4.57%
$243.19 - $288.14 $12.2K - $14.4K
1.05K $301M
XOM
Exxon Mobil Corp

Energy
-52
- 1.08%
$105.44 - $118.93 $5.48K - $6.18K
4.75K $565M
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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