NRI Wealth Management LC

NRI Wealth Management LC as of Sept. 30, 2025

Portfolio Holdings for NRI Wealth Management LC

NRI Wealth Management LC holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.9 $34M 56k 600.37
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 10.6 $20M 164k 121.06
Ishares Tr Core S&p500 Etf (IVV) 10.3 $19M 29k 669.29
NVIDIA Corporation (NVDA) 10.1 $19M 101k 186.58
Vanguard World Inf Tech Etf (VGT) 9.6 $18M 24k 746.64
Apple (AAPL) 4.9 $9.1M 36k 254.63
Amazon (AMZN) 3.4 $6.4M 29k 219.57
Alphabet Cap Stk Cl C (GOOG) 3.3 $6.3M 26k 243.55
Lam Research Corp Com New (LRCX) 3.1 $5.8M 44k 133.90
Microsoft Corporation (MSFT) 3.1 $5.8M 11k 517.93
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $5.5M 17k 328.18
Meta Platforms Cl A (META) 2.9 $5.4M 7.4k 734.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $4.9M 9.8k 502.72
Vaneck Etf Trust Semiconductr Etf (SMH) 2.4 $4.6M 14k 326.36
Tidal Trust Ii Roundhill Gener (CHAT) 2.4 $4.5M 73k 61.50
Micron Technology (MU) 2.3 $4.3M 26k 167.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.3 $4.2M 15k 279.28
Netflix (NFLX) 1.8 $3.3M 2.7k 1198.95
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.0M 5.8k 355.47
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.7 $1.4M 40k 34.84
Tesla Motors (TSLA) 0.4 $683k 1.5k 444.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $677k 1.1k 612.38
Vanguard World Financials Etf (VFH) 0.2 $401k 3.1k 131.22
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $372k 855.00 435.47
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $314k 3.0k 103.40
Alphabet Cap Stk Cl A (GOOGL) 0.2 $301k 1.2k 243.07
Mastercard Incorporated Cl A (MA) 0.2 $285k 501.00 569.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $283k 424.00 666.18
Broadcom (AVGO) 0.1 $260k 787.00 329.91
Vanguard Index Fds Value Etf (VTV) 0.1 $219k 1.2k 186.49
Cryoport Com Par $0.001 (CYRX) 0.1 $181k 19k 9.48
Reviva Pharmaceutcls Hldgs I (RVPH) 0.0 $4.6k 12k 0.37