MW

Merkkuri Wealth Advisors LLC

13F
Merkkuri Wealth Advisors LLC
Last update 2024-10-23 82 Stocks (4 new)
Value $126.00 Mil Turnover 11 %
Countries:
Top Holdings: SCHD(8.11%)SPLG(5.07%)SPY(4.93%)IEFA(4.88%)QQQ(4.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
Merkkuri Wealth Advisors LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
363,765
10249.720
+6.39%
8.110
+0.49%
0.010
+7.79%
+11.82%
63886.218
 
SPLG 		SPDR Portfolio S&P 500 ETF
94,922
6408.210
+12.77%
5.070
+0.57%
0.010
+11.47%
+21.32%
48967.918
 
SPY 		S&P 500 ETF TRUST ETF
10,847
6224.070
-1.31%
4.930
-0.07%
0.000
+11.47%
+21.33%
596470.496
 
IEFA 		iShares Core MSCI EAFE ETF
79,030
6168.370
+9.65%
4.880
+0.43%
0.000
+6.59%
+6.20%
122858.098
 
QQQ 		INVESCO QQQ Trust
11,903
5809.630
-1.01%
4.600
-0.05%
0.000
+13.06%
+20.19%
297491.724
 
FBND 		Fidelity Total Bond ETF
104,304
4875.210
+17.12%
3.860
+0.56%
0.040
-1.70%
-0.93%
12517.137
 
IUSG 		ISHARES TRUST
31,682
4179.260
+8.79%
3.310
+0.27%
0.020
+14.14%
+28.05%
19908.151
 
IVV 		iShares Core S&P 500 ETF
7,133
4114.590
-16.96%
3.260
-0.74%
0.000
+11.40%
+21.33%
545905.122
 
RSP 		Invesco S&P 500 Equal Weight ETF
22,345
4003.340
-1.32%
3.170
-0.05%
0.010
+9.73%
+13.23%
66718.951
 
JEPI 		JPMorgan Equity Premium Income ETF
66,232
3941.500
+11.31%
3.120
+0.32%
0.010
+7.09%
+7.09%
35748.992
 

Merkkuri Wealth Advisors LLC's Historical Top Holdings Breakdowns

Merkkuri Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Add
+2.34%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 341.01%
3,140
2,428
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.74%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Reduce -16.96%
7,133
-1,457
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.57%
●
60.84 ($65.03) 67.51
$67.82
4.29%
Add 12.77%
94,922
10,752
FBND 		Fidelity Total Bond ETF2024-09-30Add
+0.56%
●
44.65 ($46.21) 47.21
$45.61
-1.30%
Add 17.12%
104,304
15,250
IUSB 		iShares Core Total USD Bond Market ETF2024-09-30Add
+0.51%
●
44.83 ($46.4) 47.42
$45.83
-1.23%
Add 36.78%
51,060
13,731
ESGU 		iShares MSCI USA ESG Optimized ETF2024-09-30Reduce
-0.49%
●
113.45 ($121.43) 126.18
$126.71
4.35%
Reduce -30.81%
9,893
-4,405
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.49%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 6.39%
363,765
7,286
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.43%
●
70.09 ($74.86) 78.74
$74.74
-0.16%
Add 9.65%
79,030
6,952
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+0.41%
●
51.72 ($55.22) 57.96
$55.90
1.23%
Add 39.18%
31,831
8,960
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.37%
●
96.25 ($99.77) 101.98
$98.36
-1.41%
Add 16.88%
32,131
4,640

Merkkuri Wealth Advisors LLC Total Holding History ($B)

To

Merkkuri Wealth Advisors LLC's Asset Allocation

To

Merkkuri Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Merkkuri Wealth Advisors LLC's Hypothetical Growth since 2024-09-30

Merkkuri Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Merkkuri Wealth Advisors LLC's Holdings Heat Map

Size field:

Merkkuri Wealth Advisors LLC's Holdings Bubble Chart

Merkkuri Wealth Advisors LLC News

  • 1

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