StockDriftsStockDriftsTop 50 Merkkuri Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 11.23% | 221.7K | $17.0M | +7.68%(+15.80K) | $67.56(+29.31%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.13% | 169.8K | $7.7M | -2.13%(-3.70K) | $45.59(-0.18%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4% | 197.0K | $6.0M | -0.06%(-111) | $26.49(+19.84%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.94% | 38.3K | $5.9M | +1.74%(+657) | $127.42(+47.15%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.49% | 78.0K | $5.3M | +0.24%(+186) | $60.48(+20.91%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.42% | 52.0K | $5.2M | -2.70%(-1.45K) | $98.70(-0.03%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.37% | 89.9K | $5.1M | +0.52%(+462) | $57.33(-2.44%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.02% | 50.3K | $4.6M | +0.03%(+15) | $75.14(+29.28%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.72% | 60.2K | $4.1M | +0.87%(+520) | $66.79(+10.64%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.59% | 6.8K | $3.9M | -6.14%(-443) | $461.61(+54.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.83% | +25.37% |
| Top 20 Holdings Unweighted | +7.69% | +24.90% |
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