13F HOLDINGS REPORT
Merkkuri Wealth Advisors LLC
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0002040317-25-000002
Total Value
$116.8M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 162,913 | $10.7M | 9.17% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 341,117 | $9.5M | 8.17% |
| 3 | FIDELITY MERRIMACK STR TR | 316188309 | 105,396 | $4.8M | 4.12% |
| 4 | SPDR S&P 500 ETF TR | SPY | 8,231 | $4.6M | 3.94% |
| 5 | ISHARES TR | 464287671 | 33,987 | $4.3M | 3.70% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 73,112 | $4.2M | 3.58% |
| 7 | INVESCO QQQ TR | IVZ | 8,806 | $4.1M | 3.54% |
| 8 | ISHARES TR | 464287507 | 68,431 | $4.0M | 3.42% |
| 9 | ISHARES TR | 464287200 | 5,854 | $3.3M | 2.82% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 18,731 | $3.2M | 2.78% |
| 11 | ISHARES TR | 464287226 | 32,176 | $3.2M | 2.73% |
| 12 | ISHARES TR | 46432F842 | 40,939 | $3.1M | 2.65% |
| 13 | JANUS DETROIT STR TR | 47103U746 | 44,617 | $2.3M | 2.00% |
| 14 | ISHARES TR | 46432F339 | 12,615 | $2.2M | 1.85% |
| 15 | FIRST TR EXCHANGE TRADED FD | 33738R308 | 92,421 | $2.0M | 1.73% |
| 16 | ISHARES TR | 46434V613 | 42,975 | $2.0M | 1.70% |
| 17 | ISHARES TR | 464287309 | 20,900 | $1.9M | 1.66% |
| 18 | FIRST TR EXCH TRD ALPHDX FD | 33737J802 | 33,027 | $1.8M | 1.58% |
| 19 | BLACKROCK ETF TRUST | BLK | 37,049 | $1.8M | 1.55% |
| 20 | ISHARES TR | 46434V621 | 28,027 | $1.7M | 1.48% |
| 21 | MATTHEWS ASIA FDS | 577125834 | 70,829 | $1.7M | 1.48% |
| 22 | ISHARES TR | 464288877 | 28,778 | $1.7M | 1.45% |
| 23 | SELECT SECTOR SPDR TR | 81369Y506 | 17,288 | $1.6M | 1.38% |
| 24 | ISHARES TR | 464287754 | 12,118 | $1.6M | 1.35% |
| 25 | FIDELITY COVINGTON TRUST | 316092543 | 60,495 | $1.5M | 1.32% |
| 26 | ISHARES TR | 464287762 | 25,313 | $1.5M | 1.32% |
| 27 | ISHARES TR | 464287408 | 7,726 | $1.5M | 1.26% |
| 28 | AMAZON COM INC | AMZN | 7,304 | $1.4M | 1.19% |
| 29 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 21,947 | $1.4M | 1.18% |
| 30 | VANECK ETF TRUST | 92189F643 | 15,008 | $1.3M | 1.13% |
| 31 | WORLD GOLD TR | GLDW | 21,045 | $1.3M | 1.12% |
| 32 | AMERICAN CENTY ETF TR | 025072877 | 13,242 | $1.2M | 0.99% |
| 33 | ISHARES TR | 464287721 | 8,160 | $1.1M | 0.98% |
| 34 | ISHARES TR | 464288885 | 10,677 | $1.1M | 0.91% |
| 35 | ISHARES TR | 464287606 | 10,532 | $877,092 | 0.75% |
| 36 | JANUS DETROIT STR TR | 47103U886 | 16,725 | $822,046 | 0.70% |
| 37 | ISHARES TR | 46435G672 | 15,911 | $795,378 | 0.68% |
| 38 | ISHARES TR | 46434V803 | 21,793 | $790,883 | 0.68% |
| 39 | SCHWAB STRATEGIC TR | 808524839 | 32,747 | $758,426 | 0.65% |
| 40 | ISHARES INC | 46434G103 | 13,860 | $748,043 | 0.64% |
| 41 | APPLE INC | AAPL | 3,347 | $743,467 | 0.64% |
| 42 | ISHARES TR | 46435G425 | 5,379 | $655,796 | 0.56% |
| 43 | ISHARES INC | 46434G764 | 11,494 | $633,229 | 0.54% |
| 44 | ISHARES TR | 464288414 | 5,936 | $625,856 | 0.54% |
| 45 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 10,368 | $606,919 | 0.52% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 7,969 | $595,464 | 0.51% |
| 47 | ALPHABET INC | GOOG | 3,742 | $584,563 | 0.50% |
| 48 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 29,119 | $576,564 | 0.49% |
| 49 | ISHARES TR | 464289438 | 2,708 | $571,188 | 0.49% |
| 50 | EXXON MOBIL CORP | XOM | 4,752 | $565,111 | 0.48% |
| 51 | NVIDIA CORPORATION | NVDA | 5,081 | $550,729 | 0.47% |
| 52 | MICROSOFT CORP | MSFT | 1,427 | $535,686 | 0.46% |
| 53 | FIRST TR MORNINGSTAR DIVID L | 336917109 | 12,116 | $526,326 | 0.45% |
| 54 | ISHARES TR | 464288588 | 5,404 | $506,829 | 0.43% |
| 55 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 8,219 | $491,825 | 0.42% |
| 56 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 8,987 | $441,817 | 0.38% |
| 57 | INVESCO EXCH TRADED FD TR II | IVZ | 4,583 | $424,086 | 0.36% |
| 58 | VANGUARD WORLD FD | 92204A702 | 778 | $422,094 | 0.36% |
| 59 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,064 | $417,140 | 0.36% |
| 60 | ISHARES TR | 464289446 | 2,938 | $403,733 | 0.35% |
| 61 | BONDBLOXX ETF TRUST | 09789C812 | 8,546 | $397,998 | 0.34% |
| 62 | MICROSTRATEGY INC | STRK | 1,356 | $390,819 | 0.33% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,711 | $385,210 | 0.33% |
| 64 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 15,430 | $381,901 | 0.33% |
| 65 | FIRST TR EXCHANGE-TRADED FD | 33738D804 | 18,644 | $353,124 | 0.30% |
| 66 | ISHARES TR | 464287515 | 3,768 | $335,277 | 0.29% |
| 67 | ARES CAPITAL CORP | ARCC | 15,117 | $334,993 | 0.29% |
| 68 | VANGUARD INDEX FDS | 922908363 | 623 | $320,103 | 0.27% |
| 69 | SPDR GOLD TR | GLD | 1,045 | $301,106 | 0.26% |
| 70 | FIRST TR EXCHANGE-TRADED FD | 33738D408 | 7,105 | $291,609 | 0.25% |
| 71 | GLOBAL X FDS | 37954Y673 | 7,569 | $285,574 | 0.24% |
| 72 | PIMCO DYNAMIC INCOME OPRNTS | 69355M107 | 19,070 | $264,692 | 0.23% |
| 73 | FIRST TR EXCH TRADED FD III | 33739E108 | 14,867 | $261,506 | 0.22% |
| 74 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 5,573 | $254,387 | 0.22% |
| 75 | COSTCO WHSL CORP NEW | 22160K105 | 269 | $254,010 | 0.22% |
| 76 | BLACKROCK ETF TRUST II | BLK | 4,731 | $247,831 | 0.21% |
| 77 | ALPHABET INC | GOOG | 1,587 | $245,468 | 0.21% |
| 78 | ISHARES TR | 46429B697 | 2,604 | $243,851 | 0.21% |
| 79 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,627 | $243,743 | 0.21% |
| 80 | SELECT SECTOR SPDR TR | 81369Y803 | 970 | $200,273 | 0.17% |
| 81 | PROSHARES TR | 74347R131 | 12,046 | $194,189 | 0.17% |
| 82 | OXFORD LANE CAP CORP | OXLCZ | 15,466 | $73,001 | 0.06% |