The Analysis of Merkkuri Wealth Advisors LLC's Holdings & P&L


Currently, Merkkuri Wealth Advisors LLC holds 399 types of securities in its portfolio with a total value $151.1M. In the most recent quarter, they have increased their positions in CORO (+49.6K shares, valued at $1.6M), ACWX (+21.7K shares, valued at $1.5M), SPYM (+15.8K shares, valued at $1.2M); decreased their positions in XLG (-37.8K shares, valued at $2.1M), INTC (-34.2K shares, valued at $1.5M), IEMG (-20.2K shares, valued at $1.4M); initiated new positions in CORO (+49.6K shares, valued at $1.6M), ACWX (+21.7K shares, valued at $1.5M), GOVT (+37.0K shares, valued at $847.0K).


1M P&L
+4.6M+3.06%
3M P&L
-2.8M-1.76%
HY P&L
+3.3M+2.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.8M
95.7%
2Internet Retail1.4M
0.9%
3Oil & Gas Integrated828.0K
0.6%

Top Industries by Stock Count

1N/A259 stocks
69.1%
2Asset Management8 stocks
2.1%
3Semiconductors6 stocks
1.6%
Stock Holdings
SPYM
SPDR SERIES TRUST
7.68%
Shares221.7K
Event2026-03-31
Filed2026-04-21
FBND
FIDELITY MERRIMACK STR TR
-2.13%
Shares169.8K
Event2026-03-31
Filed2026-04-21
SCHD
SCHWAB STRATEGIC TR
-0.06%
Shares197.0K
Event2026-03-31
Filed2026-04-21
IUSG
ISHARES TR
1.74%
Shares38.3K
Event2026-03-31
Filed2026-04-21
IJH
ISHARES TR
0.24%
Shares78.0K
Event2026-03-31
Filed2026-04-21
AGG
ISHARES TR
-2.70%
Shares52.0K
Event2026-03-31
Filed2026-04-21
JEPI
J P MORGAN EXCHANGE TRADED F
0.52%
Shares89.9K
Event2026-03-31
Filed2026-04-21
IEFA
ISHARES TR
0.03%
Shares50.3K
Event2026-03-31
Filed2026-04-21
RDVY
FIRST TR EXCHANGE TRADED FD
0.87%
Shares60.2K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
INVESCO QQQ TR
-6.14%
Shares6.8K
Event2026-03-31
Filed2026-04-21
JSI
JANUS DETROIT STR TR
-2.56%
Shares75.6K
Event2026-03-31
Filed2026-04-21
FTHI
FIRST TR EXCHANGE TRADED FD
-1.17%
Shares149.5K
Event2026-03-31
Filed2026-04-21
SPY
STATE STR SPDR S&P 500 ETF T
-4.81%
Shares4.6K
Event2026-03-31
Filed2026-04-21
XLE
SELECT SECTOR SPDR TR
0.04%
Shares48.4K
Event2026-03-31
Filed2026-04-21
IVE
ISHARES TR
-4.64%
Shares12.7K
Event2026-03-31
Filed2026-04-21
PYLD
PIMCO ETF TR
-2.01%
Shares98.8K
Event2026-03-31
Filed2026-04-21
IVW
ISHARES TR
7.07%
Shares21.8K
Event2026-03-31
Filed2026-04-21
DYNF
BLACKROCK ETF TRUST
-16.60%
Shares42.2K
Event2026-03-31
Filed2026-04-21
BAI
BLACKROCK ETF TRUST
3.48%
Shares69.5K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.46%
Shares11.9K
Event2026-03-31
Filed2026-04-21
IYJ
ISHARES TR
2.42%
Shares14.4K
Event2026-03-31
Filed2026-04-21
ILDR
FIRST TR EXCHNG TRADED FD VI
2.94%
Shares68.8K
Event2026-03-31
Filed2026-04-21
IAGG
ISHARES TR
-0.87%
Shares39.9K
Event2026-03-31
Filed2026-04-21
MCH
MATTHEWS ASIA FDS
1.28%
Shares71.3K
Event2026-03-31
Filed2026-04-21
NFTY
FIRST TR EXCH TRD ALPHDX FD
2.60%
Shares35.4K
Event2026-03-31
Filed2026-04-21
GLDM
WORLD GOLD TR
-25.94%
Shares17.8K
Event2026-03-31
Filed2026-04-21
CIBR
FIRST TR EXCHANGE-TRADED FD
4.14%
Shares26.2K
Event2026-03-31
Filed2026-04-21
SCHZ
SCHWAB STRATEGIC TR
4.09%
Shares69.1K
Event2026-03-31
Filed2026-04-21
CORO
BLACKROCK ETF TRUST
New
Shares49.6K
Event2026-03-31
Filed2026-04-21
IUSB
ISHARES TR
0.03%
Shares32.7K
Event2026-03-31
Filed2026-04-21
XTEN
BONDBLOXX ETF TRUST
6.61%
Shares32.5K
Event2026-03-31
Filed2026-04-21
ACWX
ISHARES TR
New
Shares21.7K
Event2026-03-31
Filed2026-04-21
FPEI
FIRST TR EXCH TRADED FD III
-1.56%
Shares76.8K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
0.40%
Shares6.5K
Event2026-03-31
Filed2026-04-21
EFV
ISHARES TR
-40.52%
Shares17.0K
Event2026-03-31
Filed2026-04-21
QUAL
ISHARES TR
2.63%
Shares6.4K
Event2026-03-31
Filed2026-04-21
IYH
ISHARES TR
1.93%
Shares18.3K
Event2026-03-31
Filed2026-04-21
AVEM
AMERICAN CENTY ETF TR
15.03%
Shares14.0K
Event2026-03-31
Filed2026-04-21
THRO
BLACKROCK ETF TRUST
6.14%
Shares30.2K
Event2026-03-31
Filed2026-04-21
SPMO
INVESCO EXCH TRADED FD TR II
4.02%
Shares9.6K
Event2026-03-31
Filed2026-04-21
IVV
ISHARES TR
-1.85%
Shares1.6K
Event2026-03-31
Filed2026-04-21
VGT
VANGUARD WORLD FD
0.14%
Shares1.4K
Event2026-03-31
Filed2026-04-21
MBB
ISHARES TR
1.22%
Shares9.9K
Event2026-03-31
Filed2026-04-21
AVUV
AMERICAN CENTY ETF TR
0.28%
Shares8.0K
Event2026-03-31
Filed2026-04-21
GOVT
ISHARES TR
New
Shares37.0K
Event2026-03-31
Filed2026-04-21
IWY
ISHARES TR
0.06%
Shares3.4K
Event2026-03-31
Filed2026-04-21
BLCR
BLACKROCK ETF TRUST
New
Shares20.2K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
0.10%
Shares4.9K
Event2026-03-31
Filed2026-04-21
SHLD
GLOBAL X FDS
52.10%
Shares11.4K
Event2026-03-31
Filed2026-04-21
AAPL
APPLE INC
0.04%
Shares2.8K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
-0.10%
Shares2.0K
Event2026-03-31
Filed2026-04-21
DGRO
ISHARES TR
-0.27%
Shares8.1K
Event2026-03-31
Filed2026-04-21
MSFT
MICROSOFT CORP
4.95%
Shares1.5K
Event2026-03-31
Filed2026-04-21
MOAT
VANECK ETF TRUST
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-21
FDL
FIRST TR EXCHANGE-TRADED FD
-0.77%
Shares10.3K
Event2026-03-31
Filed2026-04-21
HEFA
ISHARES TR
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-21
BINC
BLACKROCK ETF TRUST II
-22.86%
Shares9.7K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.16%
Shares699
Event2026-03-31
Filed2026-04-21
VCIT
VANGUARD SCOTTSDALE FDS
0.75%
Shares4.9K
Event2026-03-31
Filed2026-04-21
IBIT
ISHARES BITCOIN TRUST ETF
0.62%
Shares10.5K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
0.07%
Shares1.4K
Event2026-03-31
Filed2026-04-21
IJK
ISHARES TR
0.10%
Shares4.0K
Event2026-03-31
Filed2026-04-21
MUB
ISHARES TR
14.28%
Shares3.7K
Event2026-03-31
Filed2026-04-21
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.54%
Shares5.4K
Event2026-03-31
Filed2026-04-21
GLD
SPDR GOLD TR
-0.22%
Shares906
Event2026-03-31
Filed2026-04-21
VONG
VANGUARD SCOTTSDALE FDS
0.14%
Shares3.0K
Event2026-03-31
Filed2026-04-21
ESGU
ISHARES TR
-1.65%
Shares2.3K
Event2026-03-31
Filed2026-04-21
FTSM
FIRST TR EXCHANGE-TRADED FD
0.53%
Shares5.1K
Event2026-03-31
Filed2026-04-21
XLK
SELECT SECTOR SPDR TR
0.09%
Shares2.2K
Event2026-03-31
Filed2026-04-21
LMBS
FIRST TR EXCHANGE-TRADED FD
0.66%
Shares5.8K
Event2026-03-31
Filed2026-04-21
ARCC
ARES CAPITAL CORP
-69.57%
Shares15.1K
Event2026-03-31
Filed2026-04-21
PDI
PIMCO DYNAMIC INCOME FD
0.00%
Shares15.8K
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
0.39%
Shares1.5K
Event2026-03-31
Filed2026-04-21
COST
COSTCO WHOLESALE CORPORATION
0.78%
Shares260
Event2026-03-31
Filed2026-04-21
PAVE
GLOBAL X FDS
0.46%
Shares5.0K
Event2026-03-31
Filed2026-04-21
HYLS
FIRST TR EXCHANGE-TRADED FD
1.58%
Shares6.1K
Event2026-03-31
Filed2026-04-21
SMH
VANECK ETF TRUST
0.00%
Shares592
Event2026-03-31
Filed2026-04-21
IWL
ISHARES TR
0.22%
Shares1.4K
Event2026-03-31
Filed2026-04-21
IGV
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-21
UCON
FIRST TR EXCHNG TRADED FD VI
1.08%
Shares8.3K
Event2026-03-31
Filed2026-04-21
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares1.2K
Event2026-03-31
Filed2026-04-21
EFA
ISHARES TR
New
Shares1.9K
Event2026-03-31
Filed2026-04-21
SPUS
TIDAL TRUST I
New
Shares3.9K
Event2026-03-31
Filed2026-04-21
IEMG
ISHARES INC
-88.65%
Shares2.6K
Event2026-03-31
Filed2026-04-21
SCHG
SCHWAB STRATEGIC TR
0.13%
Shares6.2K
Event2026-03-31
Filed2026-04-21
FSIG
FIRST TR EXCHANGE-TRADED FD
New
Shares9.3K
Event2026-03-31
Filed2026-04-21
FELG
FIDELITY COVINGTON TRUST
New
Shares4.5K
Event2026-03-31
Filed2026-04-21
MGK
VANGUARD WORLD FD
New
Shares447
Event2026-03-31
Filed2026-04-21
FNCL
FIDELITY COVINGTON TRUST
New
Shares2.3K
Event2026-03-31
Filed2026-04-21
VUG
VANGUARD INDEX FDS
New
Shares350
Event2026-03-31
Filed2026-04-21
EFG
ISHARES TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-21
SJB
PROSHARES TR
New
Shares9.5K
Event2026-03-31
Filed2026-04-21
LLY
ELI LILLY & CO
New
Shares155
Event2026-03-31
Filed2026-04-21
LMUB
ISHARES TR
New
Shares2.8K
Event2026-03-31
Filed2026-04-21
V
VISA INC
New
Shares445
Event2026-03-31
Filed2026-04-21
LVHI
LEGG MASON ETF INVT
New
Shares3.3K
Event2026-03-31
Filed2026-04-21
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares7.4K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
New
Shares207
Event2026-03-31
Filed2026-04-21
IWF
ISHARES TR
New
Shares250
Event2026-03-31
Filed2026-04-21
FTGC
FIRST TR EXCHANGE TRAD FD VI
New
Shares3.5K
Event2026-03-31
Filed2026-04-21
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares415
Event2026-03-31
Filed2026-04-21
IGRO
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-21
FPE
FIRST TR EXCH TRADED FD III
New
Shares5.2K
Event2026-03-31
Filed2026-04-21
JPM
JPMORGAN CHASE & CO
New
Shares310
Event2026-03-31
Filed2026-04-21
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares411
Event2026-03-31
Filed2026-04-21
SPGP
INVESCO EXCHANGE TRADED FD T
New
Shares809
Event2026-03-31
Filed2026-04-21
FXN
FIRST TR EXCHANGE-TRADED FD
New
Shares3.9K
Event2026-03-31
Filed2026-04-21
MAR
MARRIOTT INTL INC NEW
New
Shares259
Event2026-03-31
Filed2026-04-21
FTSL
FIRST TR EXCHANGE-TRADED FD
New
Shares1.9K
Event2026-03-31
Filed2026-04-21
RCL
ROYAL CARIBBEAN GROUP
New
Shares302
Event2026-03-31
Filed2026-04-21
ARKK
ARK ETF TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-21
USFR
WISDOMTREE TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-21
SCHX
SCHWAB STRATEGIC TR
New
Shares2.7K
Event2026-03-31
Filed2026-04-21
DAL
DELTA AIR LINES INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
IYW
ISHARES TR
New
Shares353
Event2026-03-31
Filed2026-04-21
TSLA
TESLA INC
New
Shares171
Event2026-03-31
Filed2026-04-21
FXU
FIRST TR EXCHANGE-TRADED FD
New
Shares1.3K
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
New
Shares193
Event2026-03-31
Filed2026-04-21
IGSB
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-21
FBTC
FIDELITY WISE ORIGIN BITCOIN
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
ITA
ISHARES TR
New
Shares275
Event2026-03-31
Filed2026-04-21
QABA
FIRST TR EXCHANGE-TRADED FD
New
Shares1.0K
Event2026-03-31
Filed2026-04-21
LMT
LOCKHEED MARTIN CORP
New
Shares96
Event2026-03-31
Filed2026-04-21
WM
WASTE MGMT INC DEL
New
Shares248
Event2026-03-31
Filed2026-04-21
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares707
Event2026-03-31
Filed2026-04-21
CAT
CATERPILLAR INC
New
Shares79
Event2026-03-31
Filed2026-04-21
IHI
ISHARES TR
New
Shares992
Event2026-03-31
Filed2026-04-21
FCVT
FIRST TR EXCHANGE-TRADED FD
New
Shares1.2K
Event2026-03-31
Filed2026-04-21
KO
COCA COLA CO
New
Shares653
Event2026-03-31
Filed2026-04-21
ISCG
ISHARES TR
New
Shares899
Event2026-03-31
Filed2026-04-21
TGT
TARGET CORP
New
Shares392
Event2026-03-31
Filed2026-04-21
EEMV
ISHARES INC
New
Shares723
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
New
Shares96
Event2026-03-31
Filed2026-04-21
FPXI
FIRST TR EXCHANGE-TRADED FD
New
Shares743
Event2026-03-31
Filed2026-04-21
XME
SPDR SERIES TRUST
New
Shares409
Event2026-03-31
Filed2026-04-21
TMUS
T-MOBILE US INC
New
Shares210
Event2026-03-31
Filed2026-04-21
SCHY
SCHWAB STRATEGIC TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-21
MCD
MCDONALDS CORP
New
Shares138
Event2026-03-31
Filed2026-04-21
HCA
HCA HEALTHCARE INC
New
Shares90
Event2026-03-31
Filed2026-04-21
XLV
SELECT SECTOR SPDR TR
New
Shares287
Event2026-03-31
Filed2026-04-21
USMV
ISHARES TR
New
Shares451
Event2026-03-31
Filed2026-04-21
BUFR
FIRST TR EXCHNG TRADED FD VI
New
Shares1.2K
Event2026-03-31
Filed2026-04-21
NIO
NIO INC
New
Shares6.8K
Event2026-03-31
Filed2026-04-21
MA
MASTERCARD INCORPORATED
New
Shares81
Event2026-03-31
Filed2026-04-21
FEMB
FIRST TR EXCH TRADED FD III
New
Shares1.4K
Event2026-03-31
Filed2026-04-21
EWT
ISHARES INC
New
Shares552
Event2026-03-31
Filed2026-04-21
GCOW
PACER FDS TR
New
Shares846
Event2026-03-31
Filed2026-04-21
ITOT
ISHARES TR
New
Shares265
Event2026-03-31
Filed2026-04-21
SHY
ISHARES TR
New
Shares456
Event2026-03-31
Filed2026-04-21
TLH
ISHARES TR
New
Shares369
Event2026-03-31
Filed2026-04-21
IEF
ISHARES TR
New
Shares382
Event2026-03-31
Filed2026-04-21
FIXD
FIRST TR EXCHNG TRADED FD VI
New
Shares804
Event2026-03-31
Filed2026-04-21
ACWV
ISHARES INC
New
Shares293
Event2026-03-31
Filed2026-04-21
ABBV
ABBVIE INC
New
Shares158
Event2026-03-31
Filed2026-04-21
SYSB
ISHARES TR
New
Shares379
Event2026-03-31
Filed2026-04-21
GRID
FIRST TR EXCHANGE-TRADED FD
New
Shares206
Event2026-03-31
Filed2026-04-21
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares445
Event2026-03-31
Filed2026-04-21
UNH
UNITEDHEALTH GROUP INC
New
Shares123
Event2026-03-31
Filed2026-04-21
NFLX
NETFLIX INC.
New
Shares319
Event2026-03-31
Filed2026-04-21
DIS
DISNEY WALT CO
New
Shares305
Event2026-03-31
Filed2026-04-21
WMT
WALMART INC
New
Shares233
Event2026-03-31
Filed2026-04-21
CB
CHUBB LTD SWITZ
New
Shares88
Event2026-03-31
Filed2026-04-21
UNP
UNION PAC CORP
New
Shares118
Event2026-03-31
Filed2026-04-21
HD
HOME DEPOT INC
New
Shares86
Event2026-03-31
Filed2026-04-21
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares875
Event2026-03-31
Filed2026-04-21
EEM
ISHARES TR
New
Shares484
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares296
Event2026-03-31
Filed2026-04-21
HDV
ISHARES TR
New
Shares190
Event2026-03-31
Filed2026-04-21
IFRA
ISHARES TR
New
Shares446
Event2026-03-31
Filed2026-04-21
SPTE
SP FUNDS TRUST
New
Shares719
Event2026-03-31
Filed2026-04-21
JNJ
JOHNSON & JOHNSON
New
Shares99
Event2026-03-31
Filed2026-04-21
LIT
GLOBAL X FDS
New
Shares315
Event2026-03-31
Filed2026-04-21
JAAA
JANUS DETROIT STR TR
New
Shares459
Event2026-03-31
Filed2026-04-21
ARKF
ARK ETF TR
New
Shares603
Event2026-03-31
Filed2026-04-21
XLSR
SSGA ACTIVE TR
New
Shares397
Event2026-03-31
Filed2026-04-21
VTEB
VANGUARD MUN BD FDS
New
Shares438
Event2026-03-31
Filed2026-04-21
NOC
NORTHROP GRUMMAN CORP
New
Shares32
Event2026-03-31
Filed2026-04-21
SPDW
SPDR INDEX SHS FDS
New
Shares475
Event2026-03-31
Filed2026-04-21
TLT
ISHARES TR
New
Shares249
Event2026-03-31
Filed2026-04-21
DGX
QUEST DIAGNOSTICS INC
New
Shares108
Event2026-03-31
Filed2026-04-21
ICVT
ISHARES TR
New
Shares199
Event2026-03-31
Filed2026-04-21
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
New
Shares375
Event2026-03-31
Filed2026-04-21
ASML
ASML HLDG NV
New
Shares15
Event2026-03-31
Filed2026-04-21
TBT
PROSHARES TR
New
Shares560
Event2026-03-31
Filed2026-04-21
ALB-PA
ALBEMARLE CORP
New
Shares250
Event2026-03-31
Filed2026-04-21
IYE
ISHARES TR
New
Shares274
Event2026-03-31
Filed2026-04-21
VBR
VANGUARD INDEX FDS
New
Shares79
Event2026-03-31
Filed2026-04-21
VNQ
VANGUARD INDEX FDS
New
Shares192
Event2026-03-31
Filed2026-04-21
EMQQ
EXCHANGE TRADED CONCEPTS TRU
New
Shares511
Event2026-03-31
Filed2026-04-21
CRWD
CROWDSTRIKE HLDGS INC
New
Shares43
Event2026-03-31
Filed2026-04-21
MPW
MEDICAL PROPERTIES TRUST INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-21
MTUM
ISHARES TR
New
Shares69
Event2026-03-31
Filed2026-04-21
BUFZ
FIRST TR EXCHNG TRADED FD VI
New
Shares617
Event2026-03-31
Filed2026-04-21
PCEF
INVESCO EXCH TRADED FD TR II
New
Shares844
Event2026-03-31
Filed2026-04-21
AXP
AMERICAN EXPRESS CO
New
Shares52
Event2026-03-31
Filed2026-04-21
OEF
ISHARES TR
New
Shares49
Event2026-03-31
Filed2026-04-21
IGOV
ISHARES TR
New
Shares373
Event2026-03-31
Filed2026-04-21
VDC
VANGUARD WORLD FD
New
Shares68
Event2026-03-31
Filed2026-04-21
COWZ
PACER FDS TR
New
Shares243
Event2026-03-31
Filed2026-04-21
SPEM
SPDR INDEX SHS FDS
New
Shares322
Event2026-03-31
Filed2026-04-21
HIMU
BLACKROCK ETF TRUST II
New
Shares311
Event2026-03-31
Filed2026-04-21
JEPQ
J P MORGAN EXCHANGE TRADED F
New
Shares257
Event2026-03-31
Filed2026-04-21
BIV
VANGUARD BD INDEX FDS
New
Shares173
Event2026-03-31
Filed2026-04-21
VZ
VERIZON COMMUNICATIONS INC
New
Shares265
Event2026-03-31
Filed2026-04-21
IGLD
FIRST TR EXCHANGE-TRADED FD
New
Shares511
Event2026-03-31
Filed2026-04-21
BIL
SPDR SERIES TRUST
New
Shares142
Event2026-03-31
Filed2026-04-21
ARKG
ARK ETF TR
New
Shares481
Event2026-03-31
Filed2026-04-21
IPO
RENAISSANCE CAP GREENWICH FD
New
Shares302
Event2026-03-31
Filed2026-04-21
BSV
VANGUARD BD INDEX FDS
New
Shares154
Event2026-03-31
Filed2026-04-21
JBBB
JANUS DETROIT STR TR
New
Shares257
Event2026-03-31
Filed2026-04-21
IJR
ISHARES TR
New
Shares95
Event2026-03-31
Filed2026-04-21
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares151
Event2026-03-31
Filed2026-04-21
PCAR
PACCAR INC
New
Shares98
Event2026-03-31
Filed2026-04-21
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
New
Shares57
Event2026-03-31
Filed2026-04-21
SKYY
FIRST TR EXCHANGE-TRADED FD
New
Shares102
Event2026-03-31
Filed2026-04-21
LGOV
FIRST TR EXCHANGE-TRADED FD
New
Shares512
Event2026-03-31
Filed2026-04-21
ABT
ABBOTT LABORATORIES
New
Shares107
Event2026-03-31
Filed2026-04-21
O
REALTY INCOME CORP
New
Shares179
Event2026-03-31
Filed2026-04-21
BAC
BANK AMERICA CORP
New
Shares222
Event2026-03-31
Filed2026-04-21
NEAR
ISHARES U S ETF TR
New
Shares199
Event2026-03-31
Filed2026-04-21
FISR
SSGA ACTIVE TR
New
Shares367
Event2026-03-31
Filed2026-04-21
IWB
ISHARES TR
New
Shares26
Event2026-03-31
Filed2026-04-21
CALF
PACER FDS TR
New
Shares206
Event2026-03-31
Filed2026-04-21
TXN
TEXAS INSTRS INC
New
Shares46
Event2026-03-31
Filed2026-04-21
FDEM
FIDELITY COVINGTON TRUST
New
Shares280
Event2026-03-31
Filed2026-04-21
REK
PROSHARES TR
New
Shares506
Event2026-03-31
Filed2026-04-21
VICI
VICI PPTYS INC
New
Shares305
Event2026-03-31
Filed2026-04-21
VYM
VANGUARD WHITEHALL FDS
New
Shares56
Event2026-03-31
Filed2026-04-21
XLG
INVESCO EXCHANGE TRADED FD T
-99.61%
Shares149
Event2026-03-31
Filed2026-04-21
ALLY
ALLY FINL INC
New
Shares203
Event2026-03-31
Filed2026-04-21
STIP
ISHARES TR
New
Shares76
Event2026-03-31
Filed2026-04-21
FALN
ISHARES TR
New
Shares295
Event2026-03-31
Filed2026-04-21
BOTZ
GLOBAL X FDS
New
Shares234
Event2026-03-31
Filed2026-04-21
SBUX
STARBUCKS CORP
New
Shares86
Event2026-03-31
Filed2026-04-21
QYLD
GLOBAL X FDS
New
Shares440
Event2026-03-31
Filed2026-04-21
IWM
ISHARES TR
New
Shares30
Event2026-03-31
Filed2026-04-21
IDU
ISHARES TR
New
Shares64
Event2026-03-31
Filed2026-04-21
MO
ALTRIA GROUP INC
New
Shares112
Event2026-03-31
Filed2026-04-21
XLU
SELECT SECTOR SPDR TR
New
Shares161
Event2026-03-31
Filed2026-04-21
MMM
3M CO
New
Shares51
Event2026-03-31
Filed2026-04-21
TIP
ISHARES TR
New
Shares66
Event2026-03-31
Filed2026-04-21
CRM
SALESFORCE INC
New
Shares39
Event2026-03-31
Filed2026-04-21
EMXC
ISHARES INC
New
Shares91
Event2026-03-31
Filed2026-04-21
AMD
ADVANCED MICRO DEVICES INC
New
Shares33
Event2026-03-31
Filed2026-04-21
CERY
SPDR SERIES TRUST
New
Shares191
Event2026-03-31
Filed2026-04-21
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares81
Event2026-03-31
Filed2026-04-21
PFIX
SIMPLIFY EXCHANGE TRADED FUN
New
Shares144
Event2026-03-31
Filed2026-04-21
PG
PROCTER & GAMBLE CO
New
Shares45
Event2026-03-31
Filed2026-04-21
PANW
PALO ALTO NETWORKS INC
New
Shares41
Event2026-03-31
Filed2026-04-21
SPSM
SPDR SERIES TRUST
New
Shares135
Event2026-03-31
Filed2026-04-21
DOCT
FIRST TR EXCHNG TRADED FD VI
New
Shares147
Event2026-03-31
Filed2026-04-21
TFLO
ISHARES TR
New
Shares126
Event2026-03-31
Filed2026-04-21
ARE
ALEXANDRIA REAL ESTATE EQ IN
New
Shares137
Event2026-03-31
Filed2026-04-21
CROWN CASTLE INC
CROWN CASTLE INC
New
Shares77
Event2026-03-31
Filed2026-04-21
VENTURE GLOBAL INC
VENTURE GLOBAL INC
New
Shares390
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
MERCK & CO INC
New
Shares49
Event2026-03-31
Filed2026-04-21
TAIL
CAMBRIA ETF TR
New
Shares499
Event2026-03-31
Filed2026-04-21
CRMD
CORMEDIX INC
New
Shares857
Event2026-03-31
Filed2026-04-21
OBDC
BLUE OWL CAPITAL CORPORATION
New
Shares515
Event2026-03-31
Filed2026-04-21
COMT
ISHARES U S ETF TR
New
Shares166
Event2026-03-31
Filed2026-04-21
MKC
MCCORMICK & CO INC
New
Shares104
Event2026-03-31
Filed2026-04-21
INTC
INTEL CORP
-99.66%
Shares117
Event2026-03-31
Filed2026-04-21
XLI
SELECT SECTOR SPDR TR
New
Shares31
Event2026-03-31
Filed2026-04-21
SPMD
SPDR SERIES TRUST
New
Shares84
Event2026-03-31
Filed2026-04-21
SCHO
SCHWAB STRATEGIC TR
New
Shares203
Event2026-03-31
Filed2026-04-21
CPT
CAMDEN PPTY TR
New
Shares50
Event2026-03-31
Filed2026-04-21
VO
VANGUARD INDEX FDS
New
Shares17
Event2026-03-31
Filed2026-04-21
PFF
ISHARES TR
New
Shares158
Event2026-03-31
Filed2026-04-21
NYF
ISHARES TR
New
Shares90
Event2026-03-31
Filed2026-04-21
UBER
UBER TECHNOLOGIES INC
New
Shares66
Event2026-03-31
Filed2026-04-21
BABA
ALIBABA GROUP HLDG LTD
New
Shares37
Event2026-03-31
Filed2026-04-21
BN
BROOKFIELD CORP
New
Shares113
Event2026-03-31
Filed2026-04-21
PYPL
PAYPAL HLDGS INC
New
Shares101
Event2026-03-31
Filed2026-04-21
AIRR
FIRST TR EXCHANGE TRADED FD
New
Shares41
Event2026-03-31
Filed2026-04-21
MSDL
MORGAN STANLEY DIRECT LENDIN
New
Shares309
Event2026-03-31
Filed2026-04-21
BKNG
BOOKING HOLDINGS INC
New
Shares1
Event2026-03-31
Filed2026-04-21
SRVR
PACER FDS TR
New
Shares131
Event2026-03-31
Filed2026-04-21
TTD
THE TRADE DESK INC
New
Shares180
Event2026-03-31
Filed2026-04-21
IDEF
BLACKROCK ETF TRUST
New
Shares124
Event2026-03-31
Filed2026-04-21
TM
TOYOTA MOTOR CORP
New
Shares20
Event2026-03-31
Filed2026-04-21
GWX
SPDR INDEX SHS FDS
New
Shares94
Event2026-03-31
Filed2026-04-21
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares103
Event2026-03-31
Filed2026-04-21
KXI
ISHARES TR
New
Shares58
Event2026-03-31
Filed2026-04-21
CTVA
CORTEVA INC
New
Shares44
Event2026-03-31
Filed2026-04-21
BP
BP PLC
New
Shares78
Event2026-03-31
Filed2026-04-21
VXUS
VANGUARD STAR FDS
New
Shares46
Event2026-03-31
Filed2026-04-21
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares17
Event2026-03-31
Filed2026-04-21
DOW
DOW HLDGS INC
New
Shares80
Event2026-03-31
Filed2026-04-21
PFE
PFIZER INC
New
Shares115
Event2026-03-31
Filed2026-04-21
BDX
BECTON DICKINSON & CO
New
Shares20
Event2026-03-31
Filed2026-04-21
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares9
Event2026-03-31
Filed2026-04-21
AMT
AMERICAN TOWER CORP
New
Shares17
Event2026-03-31
Filed2026-04-21
SPTL
SPDR SERIES TRUST
New
Shares108
Event2026-03-31
Filed2026-04-21
FVD
FIRST TR EXCHANGE-TRADED FD
New
Shares58
Event2026-03-31
Filed2026-04-21
FXG
FIRST TR EXCHANGE-TRADED FD
New
Shares41
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
New
Shares10
Event2026-03-31
Filed2026-04-21
SNOV
FIRST TR EXCHNG TRADED FD VI
New
Shares100
Event2026-03-31
Filed2026-04-21
SCHW
SCHWAB CHARLES CORP
New
Shares26
Event2026-03-31
Filed2026-04-21
BOND
PIMCO ETF TR
New
Shares27
Event2026-03-31
Filed2026-04-21
NNE
NANO NUCLEAR ENERGY INC
New
Shares120
Event2026-03-31
Filed2026-04-21
SPLB
SPDR SERIES TRUST
New
Shares109
Event2026-03-31
Filed2026-04-21
FIRST TR EXCHANGE-TRADED FD
FIRST TR EXCHANGE-TRADED FD
New
Shares69
Event2026-03-31
Filed2026-04-21
HSY
HERSHEY CO
New
Shares12
Event2026-03-31
Filed2026-04-21
FRA
BLACKROCK FLOATING RATE INCO
New
Shares213
Event2026-03-31
Filed2026-04-21
RICK
RCI HOSPITALITY HLDGS INC
New
Shares101
Event2026-03-31
Filed2026-04-21
EDOW
FIRST TR EXCHANGE-TRADED FD
New
Shares56
Event2026-03-31
Filed2026-04-21
STT
STATE STR CORP
New
Shares18
Event2026-03-31
Filed2026-04-21
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares5
Event2026-03-31
Filed2026-04-21
PECO
PHILLIPS EDISON & CO INC
New
Shares60
Event2026-03-31
Filed2026-04-21
EMHC
SPDR SERIES TRUST
New
Shares89
Event2026-03-31
Filed2026-04-21
QCOM
QUALCOMM INC
New
Shares17
Event2026-03-31
Filed2026-04-21
GIS
GENERAL MILLS INC
New
Shares58
Event2026-03-31
Filed2026-04-21
PFFA
ETFIS SER TR I
New
Shares105
Event2026-03-31
Filed2026-04-21
DE
DEERE & CO
New
Shares4
Event2026-03-31
Filed2026-04-21
CLX
CLOROX CO DEL
New
Shares20
Event2026-03-31
Filed2026-04-21
FETH
FIDELITY ETHEREUM FD
New
Shares96
Event2026-03-31
Filed2026-04-21
DRAFTKINGS INC NEW
DRAFTKINGS INC NEW
New
Shares91
Event2026-03-31
Filed2026-04-21
SPDR SERIES TRUST
SPDR SERIES TRUST
New
Shares20
Event2026-03-31
Filed2026-04-21
HSIC
SCHEIN HENRY INC
New
Shares26
Event2026-03-31
Filed2026-04-21
SRLN
SSGA ACTIVE ETF TR
New
Shares47
Event2026-03-31
Filed2026-04-21
SLV
ISHARES SILVER TR
New
Shares28
Event2026-03-31
Filed2026-04-21
VXX
BARCLAYS BANK PLC
New
Shares53
Event2026-03-31
Filed2026-04-21
KNG
FIRST TR EXCHANGE-TRADED FD
New
Shares37
Event2026-03-31
Filed2026-04-21
NTSK
NETSKOPE INC
New
Shares213
Event2026-03-31
Filed2026-04-21
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares45
Event2026-03-31
Filed2026-04-21
COWG
PACER FDS TR
New
Shares50
Event2026-03-31
Filed2026-04-21
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares11
Event2026-03-31
Filed2026-04-21
HLNE
HAMILTON LANE INC
New
Shares17
Event2026-03-31
Filed2026-04-21
IJS
ISHARES TR
New
Shares14
Event2026-03-31
Filed2026-04-21
BND
VANGUARD BD INDEX FDS
New
Shares22
Event2026-03-31
Filed2026-04-21
VLTO
VERALTO CORP
New
Shares18
Event2026-03-31
Filed2026-04-21
ELF
E L F BEAUTY INC
New
Shares26
Event2026-03-31
Filed2026-04-21
IWP
ISHARES TR
New
Shares12
Event2026-03-31
Filed2026-04-21
VODAFONE GROUP PLC
VODAFONE GROUP PLC
New
Shares102
Event2026-03-31
Filed2026-04-21
QSPT
FIRST TR EXCHNG TRADED FD VI
New
Shares50
Event2026-03-31
Filed2026-04-21
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares28
Event2026-03-31
Filed2026-04-21
CAVA
CAVA GROUP INC
New
Shares18
Event2026-03-31
Filed2026-04-21
VFH
VANGUARD WORLD FD
New
Shares12
Event2026-03-31
Filed2026-04-21
VEA
VANGUARD TAX-MANAGED FDS
New
Shares22
Event2026-03-31
Filed2026-04-21
FNOV
FIRST TR EXCHNG TRADED FD VI
New
Shares26
Event2026-03-31
Filed2026-04-21
SG
SWEETGREEN INC
New
Shares263
Event2026-03-31
Filed2026-04-21
HUN
HUNTSMAN CORP
New
Shares101
Event2026-03-31
Filed2026-04-21
RTX
RTX CORPORATION
New
Shares7
Event2026-03-31
Filed2026-04-21
IWO
ISHARES TR
New
Shares4
Event2026-03-31
Filed2026-04-21
TIPX
SPDR SERIES TRUST
New
Shares62
Event2026-03-31
Filed2026-04-21
SOFI
SOFI TECHNOLOGIES INC
New
Shares75
Event2026-03-31
Filed2026-04-21
BNDX
VANGUARD CHARLOTTE FDS
New
Shares24
Event2026-03-31
Filed2026-04-21
WMB
WILLIAMS COS INC
New
Shares16
Event2026-03-31
Filed2026-04-21
EBND
SPDR SERIES TRUST
New
Shares53
Event2026-03-31
Filed2026-04-21
AMERICAN STRATEGIC INVEST CO
AMERICAN STRATEGIC INVEST CO
New
Shares113
Event2026-03-31
Filed2026-04-21
BA
BOEING CO
New
Shares4
Event2026-03-31
Filed2026-04-21
VOT
VANGUARD INDEX FDS
New
Shares3
Event2026-03-31
Filed2026-04-21
MOS
MOSAIC CO
New
Shares33
Event2026-03-31
Filed2026-04-21
CINF
CINCINNATI FINL CORP
New
Shares5
Event2026-03-31
Filed2026-04-21
MOO
VANECK ETF TRUST
New
Shares9
Event2026-03-31
Filed2026-04-21
FYT
FIRST TR EXCHANGE-TRADED ALP
New
Shares12
Event2026-03-31
Filed2026-04-21
LULU
LULULEMON ATHLETICA INC
New
Shares5
Event2026-03-31
Filed2026-04-21
CION
CION INVT CORP
New
Shares107
Event2026-03-31
Filed2026-04-21
OKLO
OKLO INC
New
Shares15
Event2026-03-31
Filed2026-04-21
REALLOYS INC
REALLOYS INC
New
Shares66
Event2026-03-31
Filed2026-04-21
F
FORD MTR CO
New
Shares55
Event2026-03-31
Filed2026-04-21
TILRAY BRANDS INC
TILRAY BRANDS INC
New
Shares87
Event2026-03-31
Filed2026-04-21
VNLA
JANUS DETROIT STR TR
New
Shares11
Event2026-03-31
Filed2026-04-21
BITB
BITWISE BITCOIN ETF TR
New
Shares14
Event2026-03-31
Filed2026-04-21
MAIN
MAIN STR CAP CORP
New
Shares10
Event2026-03-31
Filed2026-04-21
IXJ
ISHARES TR
New
Shares5
Event2026-03-31
Filed2026-04-21
RDDT
REDDIT INC
New
Shares3
Event2026-03-31
Filed2026-04-21
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares7
Event2026-03-31
Filed2026-04-21
ECC
EAGLE POINT CREDIT COMPANY I
New
Shares117
Event2026-03-31
Filed2026-04-21
KKR & CO INC
KKR & CO INC
New
Shares3
Event2026-03-31
Filed2026-04-21
VBK
VANGUARD INDEX FDS
New
Shares1
Event2026-03-31
Filed2026-04-21
EMB
ISHARES TR
New
Shares3
Event2026-03-31
Filed2026-04-21
VLUE
ISHARES TR
New
Shares1
Event2026-03-31
Filed2026-04-21
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
New
Shares2
Event2026-03-31
Filed2026-04-21
OXM
OXFORD INDS INC
New
Shares4
Event2026-03-31
Filed2026-04-21
RC
READY CAPITAL CORP
New
Shares100
Event2026-03-31
Filed2026-04-21
IXG
ISHARES TR
New
Shares1
Event2026-03-31
Filed2026-04-21
TT
TRANE TECHNOLOGIES PLC
New
SharesN/A
Event2026-03-31
Filed2026-04-21
TJX
TJX COS INC NEW
New
Shares1
Event2026-03-31
Filed2026-04-21
SHYG
ISHARES TR
New
Shares3
Event2026-03-31
Filed2026-04-21
SNDL INC
SNDL INC
New
Shares70
Event2026-03-31
Filed2026-04-21
BTI
BRITISH AMERN TOB PLC
New
Shares1
Event2026-03-31
Filed2026-04-21
BROADCOM INC
BROADCOM INC
New
SharesN/A
Event2026-03-31
Filed2026-04-21
DEED
FIRST TR EXCHNG TRADED FD VI
New
Shares3
Event2026-03-31
Filed2026-04-21
IXN
ISHARES TR
New
SharesN/A
Event2026-03-31
Filed2026-04-21
ARKW
ARK ETF TR
New
SharesN/A
Event2026-03-31
Filed2026-04-21
ESGE
ISHARES INC
New
Shares1
Event2026-03-31
Filed2026-04-21
RWR
SPDR SERIES TRUST
New
SharesN/A
Event2026-03-31
Filed2026-04-21
PFLD
ETF SER SOLUTIONS
New
Shares1
Event2026-03-31
Filed2026-04-21
PHYL
PGIM ETF TR
New
SharesN/A
Event2026-03-31
Filed2026-04-21
QCLN
FIRST TR EXCHANGE-TRADED FD
New
SharesN/A
Event2026-03-31
Filed2026-04-21
RWX
SPDR INDEX SHS FDS
New
SharesN/A
Event2026-03-31
Filed2026-04-21
SPTI
SPDR SERIES TRUST
New
SharesN/A
Event2026-03-31
Filed2026-04-21
SPEU
SPDR INDEX SHS FDS
New
SharesN/A
Event2026-03-31
Filed2026-04-21
INCO
COLUMBIA ETF TR II
New
SharesN/A
Event2026-03-31
Filed2026-04-21
SPIB
SPDR SERIES TRUST
New
SharesN/A
Event2026-03-31
Filed2026-04-21
IVOL
KRANESHARES TRUST
New
SharesN/A
Event2026-03-31
Filed2026-04-21
IXC
ISHARES TR
New
SharesN/A
Event2026-03-31
Filed2026-04-21
JPLD
J P MORGAN EXCHANGE TRADED F
New
SharesN/A
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Merkkuri Wealth Advisors LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo