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NRI Wealth Management LC13F | |
| NRI Wealth Management LC | |
| Last update 2025-07-18 | 30 Stocks (6 new) |
| Value $166.00 Mil | Turnover 7 % |
NRI Wealth Management LC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 58,529 | 36,340.9 | +4.17% | 21.920 | +0.88% | 0.010 | +19.34% | +7.31% | 636,576.3 | ||
QQQ | INVESCO QQQ Trust | 59,565 | 32,858.2 | +4.63% | 19.820 | +0.88% | 0.010 | +26.27% | +9.78% | 357,853.0 | ||
VGT | Vanguard Information Technology ETF | 23,735 | 15,742.9 | +3.68% | 9.490 | +0.34% | 0.020 | +34.92% | +9.33% | 84,845.6 | ||
NVDA | NVIDIA Corp | 93,633 | 14,793.1 | +1.47% | 8.920 | +0.13% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
VTI | Vanguard Total Stock Market ETF | 27,909 | 8,482.3 | +5.94% | 5.120 | +0.29% | 0.000 | +19.60% | +6.90% | 474,434.4 | ||
AAPL | Apple Inc | 34,595 | 7,097.9 | +1.51% | 4.280 | +0.06% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AMZN | Amazon.com Inc | 29,040 | 6,371.2 | +1.91% | 3.840 | +0.07% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 11,511 | 5,591.5 | +5.14% | 3.370 | +0.16% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
NFLX | Netflix Inc | 3,858 | 5,165.8 | +1.61% | 3.120 | +0.05% | 0.000 | +14.39% | +33.52% | 505,696.3 | Media - Diversified | |
MSFT | Microsoft Corp | 8,858 | 4,405.8 | +21.26% | 2.660 | +0.47% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software |
NRI Wealth Management LC's Historical Top Holdings Breakdowns
NRI Wealth Management LC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GFL | GFL Environmental Inc | 2025-06-30 | Sold Out Sold Out | -1.94% | 42.93 ($49.09) 51.58 | $47.11 | -4.03% | Sold Out | 0 | -54,288 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | New Buy New Buy | +1.71% | 451.58 ($522.44) 565.94 | $511.00 | -2.19% | New holding | 5,231 | 5,231 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.88% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Add 4.63% | 59,565 | 2,638 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.88% | 498.8 ($573.99) 620.9 | $631.74 | 10.06% | Add 4.17% | 58,529 | 2,345 | |
SOXL |
Direxion Daily Semiconductor Bull 3X Shares
Direxion Daily Semiconductor Bull 3X Shares
| 2025-06-30 | New Buy New Buy | +0.59% | 8.25 ($16.08) 25.2 | $26.32 | 63.68% | New holding | 39,074 | 39,074 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.47% | 354.56 ($433.34) 497.45 | $505.27 | 16.60% | Add 21.26% | 8,858 | 1,553 | |
PANW | Palo Alto Networks Inc | 2025-06-30 | New Buy New Buy | +0.37% | 152.44 ($185.46) 204.64 | $196.73 | 6.08% | New holding | 3,011 | 3,011 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | Add Add | +0.34% | 470.37 ($581.07) 663.28 | $679.79 | 16.99% | Add 3.68% | 23,735 | 843 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.29% | 243.75 ($281.15) 303.93 | $309.80 | 10.19% | Add 5.94% | 27,909 | 1,564 | |
VFH | Vanguard Financials ETF | 2025-06-30 | Add Add | +0.22% | 104.87 ($119.24) 127.3 | $128.74 | 7.97% | Add 9.22% | 33,621 | 2,839 |
NRI Wealth Management LC Total Holding History ($B)
NRI Wealth Management LC's Asset Allocation
NRI Wealth Management LC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NRI Wealth Management LC's Hypothetical Growth since 2025-06-30
NRI Wealth Management LC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NRI Wealth Management LC's Holdings Heat Map
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NRI Wealth Management LC's Holdings Bubble Chart
NRI Wealth Management LC News
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