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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$595 Million 0.47% of portfolio
2,702
Q3 2024 Added 0.11%
$0
$578 Million 0.46% of portfolio
12,159
Q3 2024 Added 48.52%
$0
$585 Million 0.46% of portfolio
11,451
Q3 2024 Added 1.8%
$0
$567 Million 0.45% of portfolio
7,901
Q3 2024 Added 0.44%
$441B
$573 Million 0.45% of portfolio
4,891
Q3 2024 Added 2.45%
$0
$542 Million 0.43% of portfolio
3,861
Q3 2024 Added 0.34%
$0
$513 Million 0.4% of portfolio
10,379
Q3 2024 Reduced 0.57%
$1.14T
$501 Million 0.4% of portfolio
3,021
Q3 2024 Added 10.01%
$0
$454 Million 0.36% of portfolio
774
Q3 2024 Added 0.13%
$0
$456 Million 0.36% of portfolio
2,022
Q3 2024 Added 15.41%
$0
$439 Million 0.35% of portfolio
17,468
Q3 2024 Added 1.66%
$0
$404 Million 0.32% of portfolio
21,028
Q3 2024 Added 1.53%
$0
$411 Million 0.32% of portfolio
9,984
Q3 2024 Added 0.22%
$0
$386 Million 0.3% of portfolio
4,607
Q3 2024 Added 1.1%
$0
$337 Million 0.27% of portfolio
3,767
Q3 2024 Added 37.93%
$0
$317 Million 0.25% of portfolio
15,116
Q3 2024 New
$0
$317 Million 0.25% of portfolio
601
Q3 2024 Added 3.44%
$83.5B
$310 Million 0.24% of portfolio
1,275
Q3 2024 Added 0.39%
$0
$296 Million 0.23% of portfolio
7,053
Q3 2024 Added 2.35%
$0
$291 Million 0.23% of portfolio
16,071
Q3 2024 Added 28.67%
$422B
$285 Million 0.22% of portfolio
321
Q3 2024 New
$0
$275 Million 0.22% of portfolio
2,807
Q3 2024 Reduced 2.4%
$0
$266 Million 0.21% of portfolio
5,799
Q3 2024 Added 6.56%
$0
$263 Million 0.21% of portfolio
13,338
Q3 2024 Added 2.21%
$0
$269 Million 0.21% of portfolio
19,070
Q2 2024 New
$0
$253 Million 0.2% of portfolio
2,619
Q3 2024 Added 0.27%
$0
$242 Million 0.19% of portfolio
2,652
Q3 2024 Reduced 20.67%
$0
$229 Million 0.18% of portfolio
4,865
Q3 2024 New
$0
$219 Million 0.17% of portfolio
13,499
Q3 2024 Reduced 3.16%
$0
$219 Million 0.17% of portfolio
9,226
Q3 2024 Added 1.6%
$0
$210 Million 0.17% of portfolio
4,426
Q3 2024 Reduced 8.23%
$0
$52.9 Million 0.04% of portfolio
10,088
Q3 2024 New

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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