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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Merkkuri-Wealth-Advisors
Data Enrichment
49% identified40 identified42 unidentified
Holdings
82 positions • $116.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip74347R131)✕ | 12.0K | QoQ -0.26% (-32)YoY- | All Managers (Combined) | $194.2K | 0.2% ($194.2K/$116.8M) | YoY- |
| 15.5K | YoY- | All Managers (Combined) | $73.0K | 0.1% ($73.0K/$116.8M) | YoY- |