Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025

Merkkuri Wealth Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $10.7B, Schwab Strategic Tr Us Dividen with a value of $9.54B, Fidelity Merrimack Str Tr Tota with a value of $4.81B, Spdr S&P 500 ETF Trust with a value of $4.6B, and Ishares Core S&P U.S Growth Et with a value of $4.32B.

Examining the 13F form we can see an decrease of $9.65B in the current position value, from $126B to 117B.

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 $117 Billion
ETFs: $102 Billion
Technology: $2.22 Billion
Consumer Cyclical: $1.39 Billion
Financial Services: $985 Million
Communication Services: $830 Million
Energy: $565 Million
Basic Materials: $265 Million
Consumer Defensive: $254 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $117 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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