Merkkuri Wealth Advisors LLC Portfolio Holdings by Sector
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD SPLG SPY IEFA QQQ FBND IUSG IVV 68 stocks |
$112 Million
91.45% of portfolio
|
  51  
|
  15  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$3.81 Million
3.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.38 Million
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.13 Million
0.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$1.13 Million
0.92% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$960,973
0.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PDI ARCC OXLC 3 stocks |
$959,664
0.78% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$573,342
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$284,785
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$269,268
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|