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Home > Institutional Investor > Merkkuri Wealth Advisors Llc > Profile

Instuitional Investor - Merkkuri Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Merkkuri Wealth Advisors Llc
Portfolio Value $116,778,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 162,913 $10,713,156 9.17%
2.
Schwab Strategic Trust
 FNDF 341,117 $9,537,627 8.17%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 105,396 $4,811,314 4.12%
4.
Spdr S & P 500 Etf Trust
 SPY 8,231 $4,604,176 3.94%
5.
Ishares Trust
 IEF 33,987 $4,319,127 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)