Merkkuri Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson Securitized Income ETF
JSI
|
+$2.32M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.79M |
| 3 |
Matthews China Active ETF
MCH
|
+$1.67M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$560K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$447K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.62M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.57M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.37M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.18M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$1.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 1.19% |
| 3 | Communication Services | 0.71% |
| 4 | Energy | 0.48% |
| 5 | Financials | 0.35% |
Similar funds
Merkkuri Wealth Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, Merkkuri Wealth Advisors held 88 positions worth $117M, down 7.6% from $126M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Merkkuri Wealth Advisors withdrew a net $7.44M in Q1 2025, closing 6 positions and reducing 43 holdings. Its most notable exit was Vanguard Short-Term Bond ETF, an estimated $725K position sold in full.
By sector, the portfolio is most concentrated in Technology at 1.9% of assets, down from 2.3% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Merkkuri Wealth Advisors opened a new position in Janus Henderson Securitized Income ETF worth $2.34M.
- Merkkuri Wealth Advisors's largest Q1 2025 buy was Janus Henderson Securitized Income ETF: 44,617 shares worth $2.34M.
- Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2025, an estimated $1.79M increase.
- Merkkuri Wealth Advisors's biggest Q1 2025 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $1.62M.
- Merkkuri Wealth Advisors fully exited Vanguard Short-Term Bond ETF in Q1 2025, selling an estimated $725K.
- Merkkuri Wealth Advisors's ten largest holdings make up 45% of its $117M portfolio in Q1 2025.
- Merkkuri Wealth Advisors opened 4 new positions and closed 6 in Q1 2025.
- Merkkuri Wealth Advisors's portfolio value fell 7.6% quarter-over-quarter to $117M.
Based on Merkkuri Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.