Nri Wealth Management Lc Portfolio Holdings

Nri Wealth Management Lc

  • $129 Billion
  • Q2 2024

Nri Wealth Management Lc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.7B, Invesco Qqq Trust, Series 1 with a value of $25.1B, Vanguard Information Technolog with a value of $12.4B, Nvidia Corp with a value of $11.7B, and Vanguard Total Stock Market Et with a value of $8.18B.

Examining the 13F form we can see an increase of $129B in the current position value.

Nri Wealth Management Lc is based out at Santa Clara, CA

Below you can find more details about Nri Wealth Management Lc portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $79.5 Billion
Technology: $26 Billion
Consumer Cyclical: $10.1 Billion
Communication Services: $5.48 Billion
Financial Services: $4.84 Billion
Healthcare: $2.97 Billion
Industrials: $132 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.7 Billion 24.54% of portfolio
57,863
Q1 2024 Added 5.62%
$0
$25.1 Billion 19.45% of portfolio
52,371
Q1 2024 Added 6.2%
$0
$12.4 Billion 9.64% of portfolio
21,561
Q1 2024 Added 3.79%
$336B
$11.7 Billion 9.06% of portfolio
94,631
Q1 2024 Reduced 2.05%
$0
$8.18 Billion 6.34% of portfolio
30,569
Q1 2024 Added 3.06%
$4.09T
$6.41 Billion 4.97% of portfolio
30,420
Q1 2024 Added 24.44%
$2.29T
$5.37 Billion 4.16% of portfolio
27,804
Q1 2024 Added 0.5%
$590B
$3.04 Billion 2.35% of portfolio
7,466
Q1 2024 Added 1.18%
$87.1B
$2.95 Billion 2.29% of portfolio
9,185
Q1 2024 Added 1.22%
$3.25T
$2.86 Billion 2.22% of portfolio
6,406
Q1 2024 Added 0.07%
$1.72B
$2.7 Billion 2.1% of portfolio
43,150
Q1 2024 Reduced 0.83%
$1.17T
$2.43 Billion 1.88% of portfolio
13,242
Q1 2024 Added 0.69%
$405B
$2.32 Billion 1.8% of portfolio
3,438
Q1 2024 Added 0.55%
$9.79B
$2.23 Billion 1.73% of portfolio
2,091
Q1 2024 Added 1.16%
$504B
$1.8 Billion 1.39% of portfolio
4,076
Q1 2024 Added 0.91%
$215B
$1.52 Billion 1.18% of portfolio
5,953
Q1 2024 Added 2.37%
$1.02T
$1.32 Billion 1.02% of portfolio
7,592
Q1 2024 Added 2.35%
$0
$1.15 Billion 0.89% of portfolio
3,434
Q1 2024 Added 18.13%
$1.33T
$531 Million 0.41% of portfolio
2,683
Q1 2024 Reduced 7.15%
$1.32T
$501 Million 0.39% of portfolio
994
Q1 2024 Added 2.83%
$0
$449 Million 0.35% of portfolio
898
Q1 2024 Added 45.15%
$0
$347 Million 0.27% of portfolio
3,478
Q1 2024 Reduced 18.21%
$1.14T
$226 Million 0.18% of portfolio
1,240
Q2 2024 New
$0
$210 Million 0.16% of portfolio
536
Q1 2024 Reduced 8.81%
$381M
$132 Million 0.1% of portfolio
19,131
Q2 2024 New
$27.4M
$15.8 Million 0.01% of portfolio
12,380
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 27 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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