Merkkuri Wealth Advisors LLC Incresed Positions in Q4 2024

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.1K
+ 44.35%
$66.77 - $71.52 $2.81M - $3.01M
137K $9.45B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.9K
+ 45.56%
$61.68 - $67.87 $1.29M - $1.42M
66.9K $4.17B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
913
+ 2.88%
$129.96 - $144.97 $119K - $132K
32.6K $4.54B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.05K
+ 11.74%
$94.43 - $105.47 $194K - $216K
19.5K $1.98B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.4K
+ 9.96%
$44.87 - $46.86 $466K - $487K
115K $5.15B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.68K
+ 11.88%
$49.03 - $53.35 $181K - $197K
34.7K $1.78B
FTHI
First Trust Exchange Traded Fd

ETFs
8.69K
+ 9.47%
$22.89 - $24.02 $199K - $209K
100K $2.34B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.79K
+ 8.74%
$57.53 - $60.83 $333K - $352K
72K $4.14B
VNLA
Janus Henderson Short Duration

ETFs
3.8K
+ 10.74%
$48.82 - $49.11 $186K - $187K
39.2K $1.92B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.24K
+ 10.09%
$96.64 - $101.23 $313K - $328K
35.4K $3.43B
GLDM
World Gold Trust

ETFs
2.98K
+ 18.56%
$50.76 - $55.23 $151K - $164K
19K $988M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.7K
+ 153.84%
$22.63 - $47.53 $423K - $889K
30.9K $701M
EFG
Msci Eafe Growth ETF

ETFs
2.82K
+ 19.36%
$96.83 - $106.88 $273K - $302K
17.4K $1.69B
IVE
Ishares S&P 500 Value ETF

ETFs
724
+ 17.62%
$189.5 - $206.17 $137K - $149K
4.83K $922M
AAPL
Apple Inc.

Technology
31
+ 0.64%
$221.69 - $259.02 $6.87K - $8.03K
4.86K $1.22B
GOOG
Alphabet Inc.

Communication Services
7
+ 0.19%
$163.08 - $198.16 $1.14K - $1.39K
3.74K $713M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.76K
+ 23.25%
$55.45 - $61.08 $153K - $168K
14.6K $810M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.12K
+ 13.8%
$49.87 - $52.46 $106K - $111K
17.4K $871M
IYW
Ishares Dj Us Tech ETF

ETFs
17
+ 0.21%
$148.14 - $166.23 $2.52K - $2.83K
8.02K $1.28B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
907
+ 10.71%
$77.02 - $78.58 $69.9K - $71.3K
9.38K $725M
XLK
Technology Sector Spdr

ETFs
152
+ 7.52%
$220.26 - $241.44 $33.5K - $36.7K
2.17K $505M
MUB
Ishares National Muni Bond ETF

ETFs
509
+ 8.53%
$105.78 - $108.7 $53.8K - $55.3K
6.48K $690M
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$216.72 - $244.71 $650 - $734
2.71K $636M
MBB
Ishares Tr

ETFs
732
+ 11.55%
$91.26 - $95.82 $66.8K - $70.1K
7.07K $648M
IGV
Ishares Expanded Tech Software

ETFs
1
+ 0.03%
$87.5 - $110.17 $87.5 - $110
3.77K $377M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.26%
$571.78 - $647.97 $1.14K - $1.3K
776 $483M
TLT
Ishares Barclays 20+ Year Trea

ETFs
578
+ 20.59%
$87.1 - $98.49 $50.3K - $56.9K
3.39K $296M
VONG
Vanguard Russell 1000 Growth E

ETFs
4
+ 0.15%
$95.27 - $107.82 $381 - $431
2.62K $271M
IWL
Ishares Tr Russell 200 ETF

ETFs
11
+ 0.28%
$138.92 - $149.97 $1.53K - $1.65K
3.87K $560M
ARCC
Ares Capital Corp

Financial Services
1
+ 0.01%
$20.74 - $22.27 $20.7 - $22.3
15.1K $331M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 2.16%
$521.84 - $558.82 $6.78K - $7.26K
614 $331M
OXLC
Oxford Lane Capital Corp.

Financial Services
2.1K
+ 20.82%
$5.05 - $5.45 $10.6K - $11.4K
12.2K $61.8M
IFRA
Ishares Tr

ETFs
161
+ 3.31%
$45.94 - $51.71 $7.4K - $8.33K
5.03K $233M
FTSL
First Trust Senior Ln Fund

ETFs
8
+ 0.14%
$45.9 - $46.48 $367 - $372
5.81K $269M
PCEF
Invesco Cef Income Composite E

ETFs
277
+ 2.08%
$19.05 - $19.86 $5.28K - $5.5K
13.6K $261M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
254K
+ 209.28%
$26.93 - $84.95 $6.83M - $21.6M
375K $10.2B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
107
+ 0.93%
$49.79 - $51.14 $5.33K - $5.47K
11.6K $579M
IEMG
Ishares Inc

ETFs
3.81K
+ 9.49%
N/A
43.9K $2.29B
VCIT
Vanguard Intermediate Term Cor

ETFs
70
+ 1.52%
$80.13 - $83.77 $5.61K - $5.86K
4.68K $375M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
35
+ 0.44%
$69.58 - $74.87 $2.44K - $2.62K
7.94K $555M
IJK
Ishares S&P Midcap 400 Growth

ETFs
37
+ 0.24%
$90.66 - $99.46 $3.35K - $3.68K
15.7K $1.43B
EFV
Msci Eafe Value ETF

ETFs
2.76K
+ 8.68%
$51.78 - $57.15 $143K - $158K
34.6K $1.82B
EFA
Ishares Tr Msci Eafe ETF

ETFs
53
+ 1.42%
$75.1 - $82.99 $3.98K - $4.4K
3.79K $287M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
208
+ 1.31%
N/A
16.1K $1.49B
FDEM
Fidelity Emerging Markets Mult
503
+ 0.82%
N/A
61.5K $1.55B
NFTY
First Tr Alphadex Fd Ii India
3.04K
+ 9.68%
N/A
34.4K $1.93B
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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