NRI Wealth Management LC as of Dec. 31, 2024
Portfolio Holdings for NRI Wealth Management LC
NRI Wealth Management LC holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.4 | $35M | 60k | 588.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.8 | $29M | 56k | 511.23 | |
| Vanguard World Inf Tech Etf (VGT) | 9.8 | $14M | 23k | 621.80 | |
| NVIDIA Corporation (NVDA) | 8.4 | $12M | 91k | 134.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.8 | $9.8M | 34k | 289.81 | |
| Apple (AAPL) | 5.7 | $8.3M | 33k | 250.42 | |
| Amazon (AMZN) | 4.1 | $6.0M | 27k | 219.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $3.6M | 7.9k | 453.30 | |
| Netflix (NFLX) | 2.2 | $3.2M | 3.6k | 891.24 | |
| Hca Holdings (HCA) | 2.0 | $2.9M | 9.6k | 300.15 | |
| Microsoft Corporation (MSFT) | 2.0 | $2.9M | 6.8k | 421.52 | |
| Chipotle Mexican Grill (CMG) | 1.9 | $2.7M | 45k | 60.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | 14k | 190.45 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $2.3M | 4.3k | 526.57 | |
| McDonald's Corporation (MCD) | 1.3 | $1.9M | 6.4k | 289.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $1.5M | 7.8k | 197.48 | |
| Lam Research Corporation | 1.0 | $1.5M | 21k | 72.23 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.8 | $1.2M | 3.2k | 366.03 | |
| Tesla Motors (TSLA) | 0.7 | $1.1M | 2.7k | 403.84 | |
| Micron Technology (MU) | 0.7 | $1.0M | 12k | 84.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $633k | 1.2k | 538.81 | |
| Meta Platforms Cl A (META) | 0.4 | $594k | 1.0k | 585.51 | |
| Vanguard World Financials Etf (VFH) | 0.3 | $385k | 3.3k | 118.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $239k | 1.3k | 189.30 | |
| Cryoport Com Par $0.001 (CYRX) | 0.1 | $149k | 19k | 7.78 | |
| Reviva Pharmaceutcls Hldgs I (RVPH) | 0.0 | $22k | 12k | 1.81 |
