Merkkuri Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$123M
Signature - Title
Ryan Westerbeck - Consultant
Location
Hicksville, NY
Summary
This page shows a list of all the recent 13F filings made by Merkkuri Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Merkkuri Wealth Advisors LLC reported 83 stock holdings with total value $123M as of Q3 2024. Top holdings included SCHD, SPLG, SPY, IEFA, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 83 $123M +$10.8M -$1.89M +$8.95M SCHD, SPLG, SPY, IEFA, QQQ 13F-HR 10/23/2024, 11:32 AM
Q2 2024 79 $108M $0 $0 SCHD, SPY, QQQ, SPLG, IEFA 13F-HR 10/23/2024, 11:17 AM