Merkkuri Wealth Advisors LLC Portfolio Holdings
Q3 2025•79 long positions•$136.6M portfolio value
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Holding84 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $17.2M 12.58% | +$1.5M Bought | — 219.3K shares | 199.6K → 219.3K +$1.5M | +9.86% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.2M 6.72% | -$434.8K Sold | — 336.3K shares | 352.3K → 336.3K −$434.8K | -4.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.9M 5.04% | +$112.9K Bought | — 41.8K shares | 41.1K → 41.8K +$112.9K | +1.67% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 4.04% | +$418.5K Bought | — 119.3K shares | 110.3K → 119.3K +$418.5K | +8.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.2M 3.8% | +$15.2K Bought | — 79.5K shares | 79.3K → 79.5K +$15.2K | +0.29% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.1M 3.76% | +$315.0K Bought | — 89.9K shares | 84.4K → 89.9K +$315.0K | +6.54% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.7M 3.43% | -$601.6K Sold | — 7.8K shares | 8.8K → 7.8K −$601.6K | -11.37% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.5M 3.3% | +$178.8K Bought | — 51.7K shares | 49.7K → 51.7K +$178.8K | +4.12% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.9M 2.87% | -$633.6K Sold | — 5.9K shares | 6.8K → 5.9K −$633.6K | -13.93% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.7M 2.69% | +$333.5K Bought | — 36.6K shares | 33.3K → 36.6K +$333.5K | +9.99% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.2M 2.32% | +$559.1K Bought | — 53.5K shares | 44.1K → 53.5K +$559.1K | +21.41% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.9M 2.1% | -$509.7K Sold | — 15.1K shares | 17.8K → 15.1K −$509.7K | -15.11% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.7M 1.99% | +$254.6K Bought | — 51.9K shares | 47.0K → 51.9K +$254.6K | +10.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.6M 1.88% | +$231.4K Bought | — 108.6K shares | 98.8K → 108.6K +$231.4K | +9.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 1.85% | +$69.4K Bought | — 20.9K shares | 20.3K → 20.9K +$69.4K | +2.83% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 1.82% | -$518.0K Sold | — 12.8K shares | 15.4K → 12.8K −$518.0K | -17.25% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.4M 1.76% | +$50.4K Bought | — 79.2K shares | 77.5K → 79.2K +$50.4K | +2.15% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.3M 1.67% | +$1.2M Bought | — 39.6K shares | 19.0K → 39.6K +$1.2M | +108.05% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 1.55% | -$906.4K Sold | — 31.1K shares | 44.5K → 31.1K −$906.4K | -30.03% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 1.51% | +$44.0K Bought | — 10.0K shares | 9.8K → 10.0K +$44.0K | +2.17% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 1.51% | +$155.5K Bought | — 63.6K shares | 58.8K → 63.6K +$155.5K | +8.17% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.42% | +$93.4K Bought | — 34.1K shares | 32.4K → 34.1K +$93.4K | +5.06% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.39% | +$153.9K Bought | — 13.0K shares | 11.9K → 13.0K +$153.9K | +8.85% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.37% | +$171.8K Bought | — 31.9K shares | 29.0K → 31.9K +$171.8K | +10.08% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.36% | +$180.5K Bought | — 20.8K shares | 18.7K → 20.8K +$180.5K | +10.78% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.36% | +$173.2K Bought | — 69.0K shares | 62.5K → 69.0K +$173.2K | +10.32% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.31% | +$242.9K Bought | — 23.6K shares | 20.4K → 23.6K +$242.9K | +15.65% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.8M 1.3% | +$362.6K Bought | — 23.2K shares | 18.5K → 23.2K +$362.6K | +25.66% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.6M 1.15% | -$300.7K Sold | — 23.9K shares | 28.5K → 23.9K −$300.7K | -16.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 1.06% | +$117.1K Bought | — 28.2K shares | 25.9K → 28.2K +$117.1K | +8.82% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $1.4M 1.0% | -$10.1K Sold | 0.0% 6.2K shares | 6.3K → 6.2K −$10.1K | -0.73% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.887% | +$70.6K Bought | — 26.0K shares | 24.5K → 26.0K +$70.6K | +6.19% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.864% | -$438.4K Sold | — 25.3K shares | 34.6K → 25.3K −$438.4K | -27.09% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.842% | -$751.5K Sold | — 1.7K shares | 2.8K → 1.7K −$751.5K | -39.51% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.1M 0.833% | +$5.4K Bought | — 30.1K shares | 29.9K → 30.1K +$5.4K | +0.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.832% | +$71.9K Bought | — 48.4K shares | 45.4K → 48.4K +$71.9K | +6.75% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.771% | +$329.2K Bought | — 1.4K shares | 969.0 → 1.4K +$329.2K | +45.51% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $924.7K 0.677% | +$183.1K Bought | — 3.4K shares | 2.7K → 3.4K +$183.1K | +24.69% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $908.0K 0.665% | +$76.6K Bought | — 18.4K shares | 16.9K → 18.4K +$76.6K | +9.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $831.0K 0.608% | -$237.9K Sold | — 8.4K shares | 10.8K → 8.4K −$237.9K | -22.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $828.5K 0.606% | -$719.0K Sold | — 8.3K shares | 15.5K → 8.3K −$719.0K | -46.46% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $822.7K 0.602% | -$968.9K Sold | — 12.1K shares | 26.3K → 12.1K −$968.9K | -54.08% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $772.7K 0.566% | -$11.7K Sold | — 6.4K shares | 6.5K → 6.4K −$11.7K | -1.5% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $701.4K 0.513% | -$12.0K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$12.0K | -1.68% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $691.8K 0.506% | +$29.5K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$29.5K | +4.46% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $591.6K 0.433% | +$3.1K Bought | — 8.1K shares | 8.0K → 8.1K +$3.1K | +0.52% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $579.5K 0.424% | +$579.5K New | — 8.3K shares | 0 → 8.3K +$579.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $567.8K 0.416% | +$567.8K New | — 8.7K shares | 0 → 8.7K +$567.8K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $549.1K 0.402% | +$22.5K Bought | — 5.8K shares | 5.5K → 5.8K +$22.5K | +4.26% | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $545.1K 0.399% | +$6.1K Bought | 0.0% 4.8K shares | 4.8K → 4.8K +$6.1K | +1.13% | $480.68B Mega Cap | Q2 2024 Held for 1y 5m |
