Nri Wealth Management Lc Portfolio Holdings

Nri Wealth Management Lc

  • $135 Billion
  • Q1 2025

Nri Wealth Management Lc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 25 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 $31.6B, Invesco Qqq Trust, Series 1 with a value of $26.7B, Vanguard Information Technolog with a value of $12.4B, Nvidia Corp with a value of $10B, and Apple Inc. with a value of $7.57B.

Examining the 13F form we can see an decrease of $9.72B in the current position value, from $145B to 135B.

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 $135 Billion
ETFs: $82.8 Billion
Technology: $22.8 Billion
Consumer Cyclical: $8.54 Billion
Financial Services: $8.4 Billion
Communication Services: $8.22 Billion
Industrials: $2.74 Billion
Healthcare: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.6 Billion 23.35% of portfolio
56,184
Q1 2025 Reduced 6.56%
$0
$26.7 Billion 19.74% of portfolio
56,927
Q1 2025 Added 1.3%
$0
$12.4 Billion 9.18% of portfolio
22,892
Q1 2025 Added 0.49%
$271B
$10 Billion 7.4% of portfolio
92,272
Q1 2025 Added 1.51%
$3.42T
$7.57 Billion 5.6% of portfolio
34,079
Q1 2025 Added 3.33%
$0
$7.24 Billion 5.36% of portfolio
26,345
Q1 2025 Reduced 22.43%
$694B
$5.83 Billion 4.31% of portfolio
10,948
Q1 2025 Added 39.34%
$1.88T
$5.42 Billion 4.01% of portfolio
28,497
Q1 2025 Added 4.37%
$0
$3.68 Billion 2.72% of portfolio
30,782
Q1 2025 Added 844.81%
$504B
$3.54 Billion 2.62% of portfolio
3,797
Q1 2025 Added 6.69%
$2.95T
$2.74 Billion 2.03% of portfolio
7,305
Q1 2025 Added 7.17%
$16.5B
$2.62 Billion 1.94% of portfolio
54,288
Q1 2025 New
$523B
$2.57 Billion 1.9% of portfolio
4,692
Q1 2025 Added 8.16%
$1.4B
$2.43 Billion 1.79% of portfolio
48,325
Q1 2025 Added 7.84%
$979B
$2.37 Billion 1.75% of portfolio
15,187
Q1 2025 Added 9.6%
$1.25T
$2.3 Billion 1.7% of portfolio
3,995
Q1 2025 Added 293.98%
$864B
$1.38 Billion 1.02% of portfolio
8,293
Q1 2025 Added 6.01%
$83.7B
$1.11 Billion 0.82% of portfolio
12,718
Q1 2025 Added 5.97%
$891B
$689 Million 0.51% of portfolio
2,659
Q1 2025 Reduced 0.89%
$0
$596 Million 0.44% of portfolio
1,160
Q1 2025 Reduced 1.28%
$0
$391 Million 0.29% of portfolio
1,170
Q1 2025 Reduced 63.53%
$0
$224 Million 0.17% of portfolio
1,295
Q1 2025 New
$271M
$116 Million 0.09% of portfolio
19,131
Q2 2024 New
$18.2M
$11.8 Million 0.01% of portfolio
12,380
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $135 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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