Nri Wealth Management Lc Portfolio Holdings by Sector
Nri Wealth Management Lc
- $129 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV QQQ VGT VOOG VOO VFH DIA 7 stocks |
$71.3 Million
55.29% of portfolio
|
  7  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MU TSM 3 stocks |
$14.5 Million
11.22% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8.18 Million
6.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.41 Million
4.97% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.37 Million
4.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$4.22 Million
3.27% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$3.16 Million
2.45% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.04 Million
2.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2.95 Million
2.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.86 Million
2.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$2.32 Million
1.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$2.23 Million
1.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$1.8 Million
1.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$530,912
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
CYRX 1 stocks |
$132,195
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
RVPH 1 stocks |
$15,846
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|