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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 $126,431,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 375,023 $10,245,620 8.1%
2.
Spdr Series Trust
 137,024 $9,446,465 7.47%
3.
Spdr S & P 500 Etf Trust
 SPY 10,566 $6,192,418 4.89%
4.
Invesco Qqq Tr
 11,891 $6,079,044 4.8%
5.
Fidelity Merrimack Str Tr
 114,688 $5,146,056 4.07%
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)