Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 2024

Merkkuri Wealth Advisors LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.45B, Spdr S&P 500 ETF Trust with a value of $6.19B, Invesco Qqq Trust, Series 1 with a value of $6.08B, and Fidelity Merrimack Str Tr Tota with a value of $5.15B.

Examining the 13F form we can see an decrease of $291M in the current position value, from $127B to 126B.

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 $126 Billion
ETFs: $115 Billion
Technology: $2.94 Billion
Consumer Cyclical: $1.61 Billion
Communication Services: $1.28 Billion
Financial Services: $927 Million
Energy: $517 Million
Consumer Defensive: $284 Million
Basic Materials: $259 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 84
  • Current Value $126 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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