NRI Wealth Management LC

NRI Wealth Management LC as of Dec. 31, 2025

Portfolio Holdings for NRI Wealth Management LC

NRI Wealth Management LC holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.4 $34M 56k 614.31
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 10.1 $20M 167k 119.32
Ishares Tr Core S&p500 Etf (IVV) 9.8 $19M 28k 684.95
NVIDIA Corporation (NVDA) 9.6 $19M 101k 186.50
Vanguard World Inf Tech Etf (VGT) 9.3 $18M 24k 753.77
Apple (AAPL) 5.0 $9.7M 36k 271.86
Alphabet Cap Stk Cl C (GOOG) 4.2 $8.1M 26k 313.79
Lam Research Corp Com New (LRCX) 3.8 $7.5M 44k 171.18
Micron Technology (MU) 3.8 $7.5M 26k 285.41
Amazon (AMZN) 3.5 $6.8M 29k 230.82
Microsoft Corporation (MSFT) 2.8 $5.5M 12k 483.63
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $5.5M 17k 335.27
Vaneck Etf Trust Semiconductr Etf (SMH) 2.7 $5.4M 15k 360.14
Meta Platforms Cl A (META) 2.6 $5.0M 7.6k 660.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $4.9M 9.8k 502.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.4 $4.7M 16k 303.88
Tidal Trust Ii Roundhill Gener (CHAT) 2.3 $4.5M 77k 58.96
Netflix (NFLX) 1.3 $2.6M 28k 93.76
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.4M 6.0k 396.29
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.9 $1.7M 40k 42.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $698k 1.1k 627.27
Tesla Motors (TSLA) 0.4 $690k 1.5k 449.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $388k 1.2k 312.96
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $377k 848.00 444.60
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $321k 6.1k 52.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $289k 424.00 681.92
Broadcom (AVGO) 0.1 $272k 787.00 346.10
Vanguard Index Fds Value Etf (VTV) 0.1 $225k 1.2k 190.99
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $201k 1.4k 143.97
Cryoport Com Par $0.001 (CYRX) 0.1 $184k 19k 9.60
Reviva Pharmaceutcls Hldgs I (RVPH) 0.0 $3.2k 11k 0.28