NRI Wealth Management LC

NRI Wealth Management LC as of March 31, 2024

Portfolio Holdings for NRI Wealth Management LC

NRI Wealth Management LC holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.6 $30M 58k 525.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 20.1 $24M 54k 444.01
Vanguard World Inf Tech Etf (VGT) 9.3 $11M 21k 524.35
NVIDIA Corporation (NVDA) 7.1 $8.4M 9.3k 903.55
Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $7.5M 29k 259.90
Apple (AAPL) 4.3 $5.1M 30k 171.48
Amazon (AMZN) 4.2 $5.0M 28k 180.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $3.0M 7.1k 420.52
Hca Holdings (HCA) 2.5 $2.9M 8.7k 333.53
Microsoft Corporation (MSFT) 2.2 $2.6M 6.1k 420.69
Chipotle Mexican Grill (CMG) 2.1 $2.4M 841.00 2906.77
Netflix (NFLX) 1.7 $2.0M 3.3k 607.33
Lam Research Corporation (LRCX) 1.6 $1.9M 2.0k 971.57
Alphabet Cap Stk Cl C (GOOG) 1.6 $1.9M 13k 152.26
Mastercard Incorporated Cl A (MA) 1.6 $1.9M 3.9k 481.59
McDonald's Corporation (MCD) 1.3 $1.6M 5.7k 281.95
Micron Technology (MU) 1.1 $1.3M 11k 117.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.2M 3.9k 304.74
Sba Communications Corp Cl A (SBAC) 0.8 $986k 4.6k 216.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $984k 7.2k 136.05
Meta Platforms Cl A (META) 0.4 $459k 946.00 485.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $453k 942.00 480.70
Tesla Motors (TSLA) 0.3 $409k 2.3k 175.79
Vanguard World Financials Etf (VFH) 0.3 $383k 3.7k 102.39
Cryoport Com Par $0.001 (CYRX) 0.3 $339k 19k 17.70
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.2 $279k 6.0k 46.53
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $231k 580.00 397.76
Reviva Pharmaceutcls Hldgs I (RVPH) 0.0 $47k 12k 3.78