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 $146.9M. In the most recent quarter, they have increased their positions in RDVY (+52.3K shares, valued at $3.6M), FBND (+54.2K shares, valued at $2.5M), AGG (+16.9K shares, valued at $1.7M); decreased their positions in SCHD (-139.3K shares, valued at $3.8M), QUAL (-6.5K shares, valued at $1.3M), SPYM (-13.4K shares, valued at $1.1M); initiated new positions in FPEI (+78.1K shares, valued at $1.5M), INTC (+34.3K shares, valued at $1.3M), SMH (+592 shares, valued at $213.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST205.9K shares-6.10%2025-12-312026-01-29
FBND FIDELITY MERRIMACK STR TR173.5K shares45.43%2025-12-312026-01-29 IUSG ISHARES TR37.7K shares-9.91%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR197.1K shares-41.40%2025-12-312026-01-29 AGG ISHARES TR53.5K shares46.06%2025-12-312026-01-29 IJH ISHARES TR77.8K shares-2.15%2025-12-312026-01-29 JEPI J P MORGAN EXCHANGE TRADED F89.4K shares-0.50%2025-12-312026-01-29 IEFA ISHARES TR50.3K shares-2.66%2025-12-312026-01-29 RDVY FIRST TR EXCHANGE TRADED FD59.7K shares710.13%2025-12-312026-01-29 JSI JANUS DETROIT STR TR77.6K shares49.57%2025-12-312026-01-29 FTHI FIRST TR EXCHANGE TRADED FD151.3K shares39.33%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR4.8K shares-17.57%2025-12-312026-01-29 DYNF BLACKROCK ETF TRUST50.6K shares-5.47%2025-12-312026-01-29 IVE ISHARES TR13.4K shares33.44%2025-12-312026-01-29 PYLD PIMCO ETF TR100.8K shares46.15%2025-12-312026-01-29 IVW ISHARES TR20.4K shares-2.66%2025-12-312026-01-29 XLG INVESCO EXCHANGE TRADED FD T37.9K shares-4.17%2025-12-312026-01-29 BAI BLACKROCK ETF TRUST67.2K shares88.42%2025-12-312026-01-29 ILDR FIRST TR EXCHNG TRADED FD VI66.8K shares5.14%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR48.4K shares133.09%2025-12-312026-01-29 IYJ ISHARES TR14.1K shares8.66%2025-12-312026-01-29 GLDM WORLD GOLD TR24.0K shares3.46%2025-12-312026-01-29 EFV ISHARES TR28.6K shares-8.30%2025-12-312026-01-29 IAGG ISHARES TR40.3K shares42.89%2025-12-312026-01-29 NFTY FIRST TR EXCH TRD ALPHDX FD34.5K shares1.24%2025-12-312026-01-29 MCH MATTHEWS ASIA FDS70.4K shares-11.10%2025-12-312026-01-29 CIBR FIRST TR EXCHANGE TRADED FD25.1K shares6.46%2025-12-312026-01-29 SCHZ SCHWAB STRATEGIC TR66.4K shares37.16%2025-12-312026-01-29 IEMG ISHARES INC22.7K shares-4.89%2025-12-312026-01-29 IUSB ISHARES TR32.7K shares29.38%2025-12-312026-01-29 FPEI FIRST TR EXCH TRADED FD III78.1K sharesnew addition2025-12-312026-01-29 AMZN AMAZON COM INC6.5K shares3.58%2025-12-312026-01-29 XTEN BONDBLOXX ETF TRUST30.5K shares17.26%2025-12-312026-01-29 INTC INTEL CORP34.3K sharesnew addition2025-12-312026-01-29 QUAL ISHARES TR6.2K shares-51.21%2025-12-312026-01-29 IYH ISHARES TR18.0K shares-43.77%2025-12-312026-01-29 IVV ISHARES TR1.6K shares-5.64%2025-12-312026-01-29 SPMO INVESCO EXCH TRADED FD TR II9.2K shares44.29%2025-12-312026-01-29 THRO BLACKROCK ETF TRUST28.4K shares-5.48%2025-12-312026-01-29 VGT VANGUARD WORLD FD1.4K shares1.35%2025-12-312026-01-29 ARCC ARES CAPITAL CORP49.7K shares228.59%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR12.2K shares91.29%2025-12-312026-01-29 IWY ISHARES TR3.4K shares0.09%2025-12-312026-01-29 MBB ISHARES TR9.8K shares70.23%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR8.0K shares-4.01%2025-12-312026-01-29 AAPL APPLE INC2.8K shares0.15%2025-12-312026-01-29 MSFT MICROSOFT CORP1.4K shares5.76%2025-12-312026-01-29 BINC BLACKROCK ETF TRUST II12.6K shares84.32%2025-12-312026-01-29 ALPHABET INC ALPHABET INC2.0K shares3.05%2025-12-312026-01-29 XOM EXXON MOBIL CORP4.9K shares0.39%2025-12-312026-01-29 MOAT VANECK ETF TRUST5.6K shares-32.85%2025-12-312026-01-29 DGRO ISHARES TR8.1K shares-33.16%2025-12-312026-01-29 IBIT ISHARES BITCOIN TRUST ETF10.4K shares19.58%2025-12-312026-01-29 HEFA ISHARES TR12.2K shares1.80%2025-12-312026-01-29 SHLD GLOBAL X FDS7.5K shares-8.82%2025-12-312026-01-29 FDL FIRST TR EXCHANGE-TRADED FD10.3K shares1.21%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.4K shares4.42%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS4.9K shares1.58%2025-12-312026-01-29 IJK ISHARES TR4.0K shares-20.64%2025-12-312026-01-29 GLD SPDR GOLD TR908 shares-0.55%2025-12-312026-01-29 VONG VANGUARD SCOTTSDALE FDS2.9K shares0.10%2025-12-312026-01-29 MUB ISHARES TR3.2K shares21.47%2025-12-312026-01-29 ESGU ISHARES TR2.3K shares-0.04%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR2.2K shares88.24%2025-12-312026-01-29 FTSM FIRST TR EXCHANGE-TRADED FD5.1K shares1.40%2025-12-312026-01-29 LMBS FIRST TR EXCHANGE-TRADED FD5.7K shares-2.82%2025-12-312026-01-29 NVDA NVIDIA CORPORATION1.5K shares0.33%2025-12-312026-01-29 PDI PIMCO DYNAMIC INCOME FD15.8K shares0.00%2025-12-312026-01-29 IGV ISHARES TR2.6K shares0.00%2025-12-312026-01-29 HYLS FIRST TR EXCHANGE-TRADED FD6.0K shares1.28%2025-12-312026-01-29 PAVE GLOBAL X FDS5.0K shares-34.39%2025-12-312026-01-29 IWL ISHARES TR1.4K shares-17.49%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW258 shares-6.52%2025-12-312026-01-29 SMH VANECK ETF TRUST592 sharesnew addition2025-12-312026-01-29 UCON FIRST TR EXCHNG TRADED FD VI8.2K shares1.17%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR6.2K sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available