NRI Wealth Management LC as of March 31, 2025
Portfolio Holdings for NRI Wealth Management LC
NRI Wealth Management LC holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.3 | $32M | 56k | 561.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.7 | $27M | 57k | 468.92 | |
| Vanguard World Inf Tech Etf (VGT) | 9.2 | $12M | 23k | 542.39 | |
| NVIDIA Corporation (NVDA) | 7.4 | $10M | 92k | 108.38 | |
| Apple (AAPL) | 5.6 | $7.6M | 34k | 222.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.4 | $7.2M | 26k | 274.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $5.8M | 11k | 532.58 | |
| Amazon (AMZN) | 4.0 | $5.4M | 29k | 190.26 | |
| Vanguard World Financials Etf (VFH) | 2.7 | $3.7M | 31k | 119.47 | |
| Netflix (NFLX) | 2.6 | $3.5M | 3.8k | 932.57 | |
| Microsoft Corporation (MSFT) | 2.0 | $2.7M | 7.3k | 375.40 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 1.9 | $2.6M | 54k | 48.31 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $2.6M | 4.7k | 548.06 | |
| Chipotle Mexican Grill (CMG) | 1.8 | $2.4M | 48k | 50.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.4M | 15k | 156.23 | |
| Meta Platforms Cl A (META) | 1.7 | $2.3M | 4.0k | 576.41 | |
| Lam Research Corp Com New (LRCX) | 1.3 | $1.7M | 23k | 72.70 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.4M | 8.3k | 166.00 | |
| Micron Technology (MU) | 0.8 | $1.1M | 13k | 86.89 | |
| Tesla Motors (TSLA) | 0.5 | $689k | 2.7k | 259.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $596k | 1.2k | 513.91 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $391k | 1.2k | 334.37 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $224k | 1.3k | 172.74 | |
| Cryoport Com Par $0.001 (CYRX) | 0.1 | $116k | 19k | 6.08 | |
| Reviva Pharmaceutcls Hldgs I (RVPH) | 0.0 | $12k | 12k | 0.95 |
