NR

Nemes Rush Group LLC

13F
Nemes Rush Group LLC
Last update 2025-05-07 706 Stocks (45 new)
Value $792.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(5.73%)AVGO(5.02%)JPM(3.87%)MSFT(3.73%)MSI(2.87%)
Summary Stock Picks Current Portfolio
Nemes Rush Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
204,405
45,404.4
-0.76%
5.730
-0.05%
0.000
-13.44%
-15.36%
3,158,180.4
Hardware
AVGO 		Broadcom Inc
237,685
39,795.6
-1.89%
5.020
-0.13%
0.010
+0.13%
+0.65%
1,093,861.4
Semiconductors
JPM 		JPMorgan Chase & Co
124,973
30,655.9
-0.85%
3.870
-0.03%
0.000
-2.69%
+12.86%
743,380.0
Banks
MSFT 		Microsoft Corp
78,611
29,509.7
+0.06%
3.730
0%
0.000
+11.37%
+7.92%
3,367,908.6
Software
MSI 		Motorola Solutions Inc
51,933
22,736.8
+0.62%
2.870
+0.02%
0.030
-2.61%
-7.69%
71,036.0
Hardware
WMT 		Walmart Inc
258,310
22,677.1
-0.02%
2.860
0%
0.000
-6.91%
+7.19%
770,885.5
Retail - Defensive
ETN 		Eaton Corp PLC
77,833
21,157.3
+0.27%
2.670
+0.01%
0.020
+6.47%
-0.82%
127,884.7
Industrial Products
HD 		The Home Depot Inc
49,494
18,139.0
+0.84%
2.290
+0.02%
0.000
-6.95%
-2.05%
376,331.0
Retail - Cyclical
AMZN 		Amazon.com Inc
93,984
17,881.4
+0.37%
2.260
+0.01%
0.000
-10.28%
-6.48%
2,178,157.0
Retail - Cyclical
CB 		Chubb Ltd
59,008
17,819.7
+1.88%
2.250
+0.04%
0.010
+10.76%
+6.03%
117,031.9
Insurance

Nemes Rush Group LLC's Historical Top Holdings Breakdowns

Nemes Rush Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LRCX 		Lam Research Corp2025-03-31New Buy
+1.33%
●
72.44 ($78.75) 89.02
$84.79
7.67%
New holding
145,355
145,355
XFIV 		BondBloxx Bloomberg Five Year Target Duration US Treasury ETF2025-03-31Add
+0.20%
●
47.45 ($48.31) 49.22
$48.58
0.56%
Add 39.89%
112,021
31,942
XTRE 		BondBloxx Bloomberg Three Year Target Duration US Treasury ETF2025-03-31Add
+0.19%
●
48.52 ($49.02) 49.53
$49.30
0.57%
Add 45.53%
98,094
30,690
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.19%
●
551.42 ($587.78) 612.93
$590.46
0.46%
Reduce -28.07%
6,736
-2,629
XTWO 		BondBloxx Bloomberg Two Year Target Duration US Treasury ETF2025-03-31Add
+0.17%
●
48.95 ($49.19) 49.47
$49.26
0.13%
Add 42.16%
94,266
27,954
XONE 		BondBloxx Bloomberg One Year Target Duration US Treasury ETF2025-03-31Add
+0.15%
●
49.51 ($49.61) 49.73
$49.51
-0.20%
Add 46.67%
74,534
23,717
AVGO 		Broadcom Inc2025-03-31Reduce
-0.13%
●
167.43 ($211.65) 244.7
$232.64
9.92%
Reduce -1.89%
237,685
-4,576
JNJ 		Johnson & Johnson2025-03-31Add
+0.12%
●
142.06 ($156.47) 167.7
$149.61
-4.38%
Add 10.59%
61,879
5,925
NVO 		Novo Nordisk AS2025-03-31Add
+0.12%
●
69.3 ($82.59) 90.95
$66.15
-19.91%
Add 16.78%
97,116
13,951
BBY 		Best Buy Co Inc2025-03-31Add
+0.11%
●
70.3 ($82.44) 91.1
$72.84
-11.64%
Add 9.88%
130,084
11,692

Nemes Rush Group LLC Total Holding History ($B)

To

Nemes Rush Group LLC's Asset Allocation

To

Nemes Rush Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nemes Rush Group LLC's Hypothetical Growth since 2025-03-31

Nemes Rush Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Nemes Rush Group LLC's Holdings Heat Map

Size field:

Nemes Rush Group LLC's Holdings Bubble Chart

Nemes Rush Group LLC News

  • 1

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