Nri Wealth Management Lc Portfolio Holdings

Nri Wealth Management Lc

  • $166 Billion
  • Q2 2025

Nri Wealth Management Lc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 30 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 $36.3B, Invesco Qqq Trust, Series 1 with a value of $32.9B, Vanguard Information Technolog with a value of $15.7B, Nvidia Corp with a value of $14.8B, and Vanguard Total Stock Market Et with a value of $8.48B.

Examining the 13F form we can see an increase of $30.6B in the current position value, from $135B to 166B.

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 $166 Billion
ETFs: $101 Billion
Technology: $30.5 Billion
Communication Services: $11.2 Billion
Consumer Cyclical: $9.92 Billion
Financial Services: $8.29 Billion
Healthcare: $2.85 Billion
Industrials: $143 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.18M
$4.72 Million 0.0% of portfolio
12,380
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $166 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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