Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

Merkkuri Wealth Advisors LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.41B, Spdr S&P 500 ETF Trust with a value of $6.22B, Ishares Tr with a value of $6.17B, and Invesco Qqq Trust, Series 1 with a value of $5.81B.

Examining the 13F form we can see an increase of $18B in the current position value, from $109B to 127B.

Merkkuri Wealth Advisors LLC is based out at Hicksville, NY

Below you can find more details about Merkkuri Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $112 Billion
Technology: $5.9 Billion
Consumer Cyclical: $1.38 Billion
Communication Services: $1.13 Billion
Financial Services: $960 Million
Energy: $573 Million
Consumer Defensive: $285 Million
Basic Materials: $269 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $127 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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