Merkkuri-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VONG",
  "GOOGL",
  "ARCC",
  null,
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "OXLC",
  null,
  null,
  "MSFT",
  "EFG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "MSTR",
  "PDO",
  null,
  "IEFA",
  null,
  "GLD",
  null,
  "SPLG",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VOO",
  "IUSG",
  "SCHD",
  null,
  null,
  null,
  "DGRO",
  "ESGU",
  null,
  null,
  "COST",
  "RSP",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 82
Total Value: 116778700
Accession Number: 0002040317-25-000002
Form Type: 13F-HR
CIK: merkkuri-wealth-advisors
Manager Name: Merkkuri-Wealth-Advisors

Data Enrichment

49% identified

40 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $116.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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577125834

Shares:70.8K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$116.8M)

464288877

Shares:28.8K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$116.8M)

81369Y506

Shares:17.3K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$116.8M)

464287754

Shares:12.1K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$116.8M)

316092543

Shares:60.5K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$116.8M)

464287762

Shares:25.3K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$116.8M)

464287408

IVE|464287408

Shares:7.7K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$116.8M)

AMAZON COM INC

AMZN|023135106

Shares:7.3K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$116.8M)

33734X846

Shares:21.9K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$116.8M)

92189F643

Shares:15.0K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$116.8M)

98149E303

Shares:21.0K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$116.8M)

025072877

Shares:13.2K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$116.8M)

464287721

Shares:8.2K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$116.8M)

464288885

EFG|464288885

Shares:10.7K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$116.8M)

464287606

IJK|464287606

Shares:10.5K

Value:$877.1K

% of Portfolio:0.8% ($877.1K/$116.8M)

47103U886

Shares:16.7K

Value:$822.0K

% of Portfolio:0.7% ($822.0K/$116.8M)

46435G672

Shares:15.9K

Value:$795.4K

% of Portfolio:0.7% ($795.4K/$116.8M)

46434V803

HEFA|46434V803

Shares:21.8K

Value:$790.9K

% of Portfolio:0.7% ($790.9K/$116.8M)

808524839

Shares:32.7K

Value:$758.4K

% of Portfolio:0.6% ($758.4K/$116.8M)

46434G103

IEMG|46434G103

Shares:13.9K

Value:$748.0K

% of Portfolio:0.6% ($748.0K/$116.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip577125834)✕	70.8K	QoQ NEW(+70.8K) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$116.8M)	QoQ NEW(+$1.7M) YoY-
(cusip464288877)✕	28.8K	QoQ -16.81% (-5.8K) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$116.8M)	QoQ -6.55% (-$119.0K) YoY-
(cusip81369Y506)✕	17.3K	QoQ -9.69% (-1.9K) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$116.8M)	QoQ -1.47% (-$24.2K) YoY-
(cusip464287754)✕	12.1K	QoQ -3.68% (-464) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$116.8M)	QoQ -6.09% (-$102.3K) YoY-
(cusip316092543)✕	60.5K	QoQ -1.68% (-1.0K) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$116.8M)	QoQ -0.44% (-$6.8K) YoY-
(cusip464287762)✕	25.3K	QoQ -9.01% (-2.5K) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$116.8M)	QoQ -4.92% (-$79.9K) YoY-
(IVEcusip464287408)	7.7K	QoQ +59.85% (+2.9K) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$116.8M)	QoQ +59.61% (+$550.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	7.3K	QoQ -0.53% (-39) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$116.8M)	QoQ -13.73% (-$221.3K) YoY-
(cusip33734X846)✕	21.9K	QoQ -7.49% (-1.8K) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$116.8M)	QoQ -8.15% (-$122.7K) YoY-
(cusip92189F643)✕	15.0K	QoQ -6.67% (-1.1K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$116.8M)	QoQ -11.43% (-$170.5K) YoY-
(cusip98149E303)✕	21.0K	QoQ +10.72% (+2.0K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$116.8M)	QoQ +31.80% (+$314.3K) YoY-
(cusip025072877)✕	13.2K	QoQ -0.19% (-26) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$116.8M)	QoQ -9.87% (-$126.5K) YoY-
(cusip464287721)✕	8.2K	QoQ +1.70% (-137) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$116.8M)	QoQ -10.45% (-$133.8K) YoY-
(EFGcusip464288885)	10.7K	QoQ -38.68% (-6.7K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$116.8M)	QoQ -36.68% (-$618.5K) YoY-
(IJKcusip464287606)	10.5K	QoQ -33.12% (-5.2K) YoY-	All Managers (Combined)	$877.1K	0.8% ($877.1K/$116.8M)	QoQ -38.74% (-$554.9K) YoY-
(cusip47103U886)✕	16.7K	QoQ -57.33% (-22.5K) YoY-	All Managers (Combined)	$822.0K	0.7% ($822.0K/$116.8M)	QoQ -57.12% (-$1.1M) YoY-
(cusip46435G672)✕	15.9K	QoQ -8.81% (-1.5K) YoY-	All Managers (Combined)	$795.4K	0.7% ($795.4K/$116.8M)	QoQ -8.68% (-$75.7K) YoY-
(HEFAcusip46434V803)	21.8K	QoQ +20.10% (+3.6K) YoY-	All Managers (Combined)	$790.9K	0.7% ($790.9K/$116.8M)	QoQ +25.42% (+$160.3K) YoY-
(cusip808524839)✕	32.7K	QoQ +6.10% (+1.9K) YoY-	All Managers (Combined)	$758.4K	0.6% ($758.4K/$116.8M)	QoQ +8.25% (+$57.8K) YoY-
(IEMGcusip46434G103)	13.9K	QoQ -68.45% (-30.1K) YoY-	All Managers (Combined)	$748.0K	0.6% ($748.0K/$116.8M)	QoQ -67.39% (-$1.5M) YoY-