Nri Wealth Management Lc Portfolio Holdings

Nri Wealth Management Lc

  • $145 Billion
  • Q4 2024

Nri Wealth Management Lc has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 26 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 $35.4B, Invesco Qqq Trust, Series 1 with a value of $28.7B, Vanguard Information Technolog with a value of $14.2B, Nvidia Corp with a value of $12.2B, and Vanguard Total Stock Market Et with a value of $9.84B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $129B to 145B.

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 $145 Billion
ETFs: $90.3 Billion
Technology: $27.4 Billion
Consumer Cyclical: $11.6 Billion
Communication Services: $6.64 Billion
Financial Services: $5.85 Billion
Healthcare: $2.92 Billion
Industrials: $149 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.1M
$22.4 Million 0.02% of portfolio
12,380
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $145 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Nri Wealth Management Lc Portfolio

Follow Nri Wealth Management Lc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nri Wealth Management Lc, based on Form 13F filings with the SEC.

News

Stay updated on Nri Wealth Management Lc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email