Merkkuri Wealth Advisors LLC Portfolio Holdings by Sector
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD SPLG SPY QQQ FBND IUSG IJH JEPI 67 stocks |
$115 Million
93.61% of portfolio
|
  42  
|
  24  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.61 Million
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$1.28 Million
1.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.22 Million
0.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PDI ARCC OXLC 3 stocks |
$926,754
0.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$921,645
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$516,806
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$418,495
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
MSTR 1 stocks |
$385,409
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$283,986
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$259,161
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|