0002040317-24-000001.txt : 20241023
0002040317-24-000001.hdr.sgml : 20241023
20241023111718
ACCESSION NUMBER: 0002040317-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20241023
DATE AS OF CHANGE: 20241023
EFFECTIVENESS DATE: 20241023
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Merkkuri Wealth Advisors LLC
CENTRAL INDEX KEY: 0002040317
ORGANIZATION NAME:
IRS NUMBER: 823804156
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24398
FILM NUMBER: 241388223
BUSINESS ADDRESS:
STREET 1: 960 SOUTH BROADWAY
CITY: HICKSVILLE
STATE: NY
ZIP: 11801
BUSINESS PHONE: 5162683446
MAIL ADDRESS:
STREET 1: 960 SOUTH BROADWAY
CITY: HICKSVILLE
STATE: NY
ZIP: 11801
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0002040317
XXXXXXXX
06-30-2024
06-30-2024
Merkkuri Wealth Advisors LLC
960 SOUTH BROADWAY
HICKSVILLE
NY
11801
13F HOLDINGS REPORT
028-24398
000330164
N
Ryan Westerbeck
Consultant
513-562-1671
Ryan Westerbeck
Covington
KY
10-23-2024
0
79
108684872
false
INFORMATION TABLE
2
13FQ224.xml
ARK ETF TR
Equities
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212005
4823
SH
SOLE
0
0
4823
ALPHABET INC
Equities
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683144
3724
SH
SOLE
0
0
3724
ALPHABET INC
Equities
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500701
2746
SH
SOLE
0
0
2746
AMAZON COM INC
Equities
023135106
1384576
7164
SH
SOLE
0
0
7164
AMERICAN CENTY ETF TR
Equities
025072877
1720267
19173
SH
SOLE
0
0
19173
APPLE INC
Equities
037833100
974938
4640
SH
SOLE
0
0
4640
BLACKROCK ETF TRUST
Equities
09290C103
1115647
23762
SH
SOLE
0
0
23762
EXXON MOBIL CORP
Equities
30231G102
549603
4774
SH
SOLE
0
0
4774
FIDELITY COVINGTON TRUST
Equities
316092543
1368340
53460
SH
SOLE
0
0
53460
FIDELITY MERRIMACK STR TR
Equities
316188309
4001197
89054
SH
SOLE
0
0
89054
FIRST TR MORNINGSTAR DIVID L
Equities
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547061
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SH
SOLE
0
0
14422
FIRST TR EXCHANGE TRADED FD
Equities
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SH
SOLE
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22977
FIRST TR EXCH TRD ALPHDX FD
Equities
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SOLE
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28864
FIRST TR EXCHANGE-TRADED FD
Equities
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SH
SOLE
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FIRST TR EXCHANGE-TRADED FD
Equities
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SOLE
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FIRST TR EXCHANGE-TRADED FD
Equities
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FIRST TR EXCHANGE-TRADED FD
Equities
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FIRST TR EXCHANGE-TRADED FD
Equities
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FIRST TR EXCH TRADED FD III
Equities
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FIRST TR EXCHANGE TRAD FD VI
Equities
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FIRST TR EXCHANGE-TRADED FD
Equities
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Equities
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Equities
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GLOBAL X FDS
Equities
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INVESCO QQQ TR
Equities
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INVESCO EXCHANGE TRADED FD T
Equities
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INVESCO EXCH TRADED FD TR II
Equities
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INVESCO EXCH TRADED FD TR II
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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SH
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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ISHARES TR
Equities
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SH
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ISHARES TR
Equities
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SH
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ISHARES TR
Equities
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SH
SOLE
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ISHARES TR
Equities
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SH
SOLE
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ISHARES INC
Equities
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SH
SOLE
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ISHARES INC
Equities
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SH
SOLE
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ISHARES TR
Equities
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SH
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ISHARES TR
Equities
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Equities
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Equities
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ISHARES TR
Equities
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
Equities
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SH
SOLE
0
0
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JANUS DETROIT STR TR
Equities
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SH
SOLE
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MICROSOFT CORP
Equities
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SH
SOLE
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NVIDIA CORPORATION
Equities
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SH
SOLE
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PIMCO DYNAMIC INCOME OPRNTS
Equities
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SH
SOLE
0
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19070
PIMCO DYNAMIC INCOME FD
Equities
72201Y101
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SH
SOLE
0
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13138
PROSHARES TR
Equities
74347R131
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SH
SOLE
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13940
SPDR S&P 500 ETF TR
Equities
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SH
SOLE
0
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10991
SPDR GOLD TR
Equities
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SH
SOLE
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SPDR SER TR
Equities
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SH
SOLE
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SCHWAB STRATEGIC TR
Equities
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SOLE
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SCHWAB STRATEGIC TR
Equities
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SH
SOLE
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SELECT SECTOR SPDR TR
Equities
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SH
SOLE
0
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17140
SELECT SECTOR SPDR TR
Equities
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SH
SOLE
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VANECK ETF TRUST
Equities
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SH
SOLE
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VANGUARD BD INDEX FDS
Equities
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SH
SOLE
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VANGUARD WORLD FD
Equities
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SH
SOLE
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VANGUARD SCOTTSDALE FDS
Equities
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SH
SOLE
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VANGUARD SCOTTSDALE FDS
Equities
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VANGUARD MUN BD FDS
Equities
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SOLE
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VANGUARD INDEX FDS
Equities
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SH
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WORLD GOLD TR
Equities
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SH
SOLE
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