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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.4 Billion 24.42% of portfolio
60,131
Q4 2024 Added 3.92%
$0
$28.7 Billion 19.82% of portfolio
56,195
Q4 2024 Added 7.3%
$0
$14.2 Billion 9.77% of portfolio
22,780
Q4 2024 Added 5.65%
$0
$9.84 Billion 6.79% of portfolio
33,965
Q4 2024 Added 11.11%
$0
$1.17 Billion 0.81% of portfolio
3,208
Q4 2024 Reduced 6.58%
$0
$633 Million 0.44% of portfolio
1,175
Q4 2024 Added 30.85%
$0
$385 Million 0.27% of portfolio
3,258
Q4 2024 Reduced 6.33%

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
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