The Analysis of Merkkuri Wealth Advisors LLC's Holdings
Currently, Merkkuri Wealth Advisors LLC holds 80 types of securities in its portfolio with a total value $137.8M. In the most recent quarter, they have increased their positions in SPYM (+19.7K shares, valued at $1.5M), XLG (+20.5K shares, valued at $1.2M), BAI (+19.7K shares, valued at $671.9K); decreased their positions in DGRO (-14.2K shares, valued at $968.9K), EFV (-13.4K shares, valued at $906.4K), EFG (-7.9K shares, valued at $896.0K); initiated new positions in SHLD (+8.3K shares, valued at $579.5K), IBIT (+8.7K shares, valued at $567.8K), AVEM (+6.4K shares, valued at $477.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST219.3K shares9.86%2025-09-302025-10-29
SCHD SCHWAB STRATEGIC TR336.3K shares-4.52%2025-09-302025-10-29 IUSG ISHARES TR41.8K shares1.67%2025-09-302025-10-29 FBND FIDELITY MERRIMACK STR TR119.3K shares8.21%2025-09-302025-10-29 IJH ISHARES TR79.5K shares0.29%2025-09-302025-10-29 JEPI J P MORGAN EXCHANGE TRADED F89.9K shares6.54%2025-09-302025-10-29 QQQ INVESCO QQQ TR7.8K shares-11.37%2025-09-302025-10-29 IEFA ISHARES TR51.7K shares4.12%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR5.9K shares-13.93%2025-09-302025-10-29 AGG ISHARES TR36.6K shares9.99%2025-09-302025-10-29 DYNF BLACKROCK ETF TRUST53.5K shares21.41%2025-09-302025-10-29 RSP INVESCO EXCHANGE TRADED FD T15.1K shares-15.11%2025-09-302025-10-29 JSI JANUS DETROIT STR TR51.9K shares10.36%2025-09-302025-10-29 FTHI FIRST TR EXCHANGE TRADED FD108.6K shares9.87%2025-09-302025-10-29 IVW ISHARES TR20.9K shares2.83%2025-09-302025-10-29 QUAL ISHARES TR12.8K shares-17.25%2025-09-302025-10-29 MCH MATTHEWS ASIA FDS79.2K shares2.15%2025-09-302025-10-29 XLG INVESCO EXCHANGE TRADED FD T39.6K shares108.05%2025-09-302025-10-29 EFV ISHARES TR31.1K shares-30.03%2025-09-302025-10-29 IVE ISHARES TR10.0K shares2.17%2025-09-302025-10-29 ILDR FIRST TR EXCHNG TRADED FD VI63.6K shares8.17%2025-09-302025-10-29 NFTY FIRST TR EXCH TRD ALPHDX FD34.1K shares5.06%2025-09-302025-10-29 IYJ ISHARES TR13.0K shares8.85%2025-09-302025-10-29 IYH ISHARES TR31.9K shares10.08%2025-09-302025-10-29 XLE SELECT SECTOR SPDR TR20.8K shares10.78%2025-09-302025-10-29 PYLD PIMCO ETF TR69.0K shares10.32%2025-09-302025-10-29 CIBR FIRST TR EXCHANGE TRADED FD23.6K shares15.65%2025-09-302025-10-29 GLDM WORLD GOLD TR23.2K shares25.66%2025-09-302025-10-29 IEMG ISHARES INC23.9K shares-16.02%2025-09-302025-10-29 IAGG ISHARES TR28.2K shares8.82%2025-09-302025-10-29 AMZN AMAZON COM INC6.2K shares-0.73%2025-09-302025-10-29 BAI BLACKROCK ETF TRUST35.7K shares122.94%2025-09-302025-10-29 XTEN BONDBLOXX ETF TRUST26.0K shares6.19%2025-09-302025-10-29 IUSB ISHARES TR25.3K shares-27.09%2025-09-302025-10-29 IVV ISHARES TR1.7K shares-39.51%2025-09-302025-10-29 THRO BLACKROCK ETF TRUST30.1K shares0.48%2025-09-302025-10-29 SCHZ SCHWAB STRATEGIC TR48.4K shares6.75%2025-09-302025-10-29 VGT VANGUARD WORLD FD1.4K shares45.51%2025-09-302025-10-29 IWY ISHARES TR3.4K shares24.69%2025-09-302025-10-29 VNLA JANUS DETROIT STR TR18.4K shares9.21%2025-09-302025-10-29 MOAT VANECK ETF TRUST8.4K shares-22.26%2025-09-302025-10-29 AVUV AMERICAN CENTY ETF TR8.3K shares-46.46%2025-09-302025-10-29 DGRO ISHARES TR12.1K shares-54.08%2025-09-302025-10-29 SPMO INVESCO EXCH TRADED FD TR II6.4K shares-1.50%2025-09-302025-10-29 AAPL APPLE INC2.8K shares-1.68%2025-09-302025-10-29 MSFT MICROSOFT CORP1.3K shares4.46%2025-09-302025-10-29 SPLV INVESCO EXCH TRADED FD TR II8.1K shares0.52%2025-09-302025-10-29 SHLD GLOBAL X FDS8.3K sharesnew addition2025-09-302025-10-29 IBIT ISHARES BITCOIN TRUST ETF8.7K sharesnew addition2025-09-302025-10-29 MBB ISHARES TR5.8K shares4.26%2025-09-302025-10-29 XOM EXXON MOBIL CORP4.8K shares1.13%2025-09-302025-10-29 RDVY FIRST TR EXCHANGE TRADED FD7.4K shares-11.24%2025-09-302025-10-29 GOOG ALPHABET INC2.0K shares-2.43%2025-09-302025-10-29 IJK ISHARES TR5.0K shares0.16%2025-09-302025-10-29 AVEM AMERICAN CENTY ETF TR6.4K sharesnew addition2025-09-302025-10-29 HEFA ISHARES TR11.9K shares-9.35%2025-09-302025-10-29 FDL FIRST TR EXCHANGE-TRADED FD10.2K shares-10.65%2025-09-302025-10-29 VOO VANGUARD INDEX FDS676 shares4.64%2025-09-302025-10-29 VCIT VANGUARD SCOTTSDALE FDS4.8K shares1.22%2025-09-302025-10-29 BINC BLACKROCK ETF TRUST II6.8K shares6.67%2025-09-302025-10-29 PAVE GLOBAL X FDS7.6K shares0.20%2025-09-302025-10-29 VONG VANGUARD SCOTTSDALE FDS2.9K shares12.02%2025-09-302025-10-29 ESGU ISHARES TR2.3K shares-2.09%2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR1.2K shares-20.91%2025-09-302025-10-29 GLD SPDR GOLD TR913 shares-9.15%2025-09-302025-10-29 GOOGL ALPHABET INC1.3K shares0.07%2025-09-302025-10-29 PDI PIMCO DYNAMIC INCOME FD15.8K shares0.00%2025-09-302025-10-29 ARCC ARES CAPITAL CORP15.1K shares0.00%2025-09-302025-10-29 IGV ISHARES TR2.6K shares0.00%2025-09-302025-10-29 FTSM FIRST TR EXCHANGE-TRADED FD5.0K shares-31.15%2025-09-302025-10-29 EFG ISHARES TR2.6K shares-75.16%2025-09-302025-10-29 LMBS FIRST TR EXCHANGE-TRADED FD5.9K shares-32.83%2025-09-302025-10-29 MUB ISHARES TR2.7K shares-22.40%2025-09-302025-10-29 NVDA NVIDIA CORPORATION1.5K shares-2.88%2025-09-302025-10-29 IWL ISHARES TR1.6K shares0.18%2025-09-302025-10-29 FTSL FIRST TR EXCHANGE-TRADED FD5.9K shares2.54%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW276 shares3.76%2025-09-302025-10-29 HYLS FIRST TR EXCHANGE-TRADED FD5.9K shares-16.66%2025-09-302025-10-29 FPE FIRST TR EXCH TRADED FD III13.5K shares1.45%2025-09-302025-10-29 UCON FIRST TR EXCHNG TRADED FD VI8.1K shares-45.98%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available