Merkkuri Wealth Advisors LLC Portfolio Holdings by Sector

Merkkuri Wealth Advisors LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG SCHD FBND SPY IUSG JEPI QQQ IJH 62 stocks	$102 Million 93.99% of portfolio	25	35	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.39 Million 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI ARCC OXLC 3 stocks	$984,558 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$830,031 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$743,467 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$565,111 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$550,729 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$535,686 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$390,819 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Independent Oil & Gas \| Basic Materials PDO 1 stocks	$264,692 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$254,010 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts

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