Nri Wealth Management Lc Top Holdings and 13F Report (2025) About Nri Wealth Management LcInvestment ActivityNri Wealth Management Lc has $135.21 million in total holdings as of March 31, 2025.Nri Wealth Management Lc owns shares of 25 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.87% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Nri Wealth Management Lc has purchased 26 new stocks and bought additional shares in 15 stocks.Nri Wealth Management Lc sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,569,561Invesco QQQ $26,694,408Vanguard Information Technology ETF $12,416,381NVIDIA $10,000,393Apple $7,570,065 Largest New Holdings this Quarter 36168Q104 - GFL Environmental $2,622,653 Holding512807306 - LAM RESEARCH CORP $1,694,641 Holding922908744 - Vanguard Value ETF $223,698 Holding Largest Purchases this Quarter Vanguard Financials ETF 27,524 shares (about $3.29M)GFL Environmental 54,288 shares (about $2.62M)Meta Platforms 2,981 shares (about $1.72M)LAM RESEARCH CORP 23,310 shares (about $1.69M)Berkshire Hathaway 3,091 shares (about $1.65M) Largest Sales this Quarter iShares Core S&P 500 ETF 3,947 shares (about $2.22M)Vanguard Total Stock Market ETF 7,620 shares (about $2.09M)Vanguard S&P 500 Growth ETF 2,038 shares (about $681.44K)Vanguard S&P 500 ETF 15 shares (about $7.71K)Tesla 24 shares (about $6.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNri Wealth Management Lc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,569,561$2,217,803 ▼-6.6%56,18423.3%ETFQQQInvesco QQQ$26,694,408$343,252 ▲1.3%56,92719.7%FinanceVGTVanguard Information Technology ETF$12,416,381$60,748 ▲0.5%22,8929.2%ETFNVDANVIDIA$10,000,393$148,372 ▲1.5%92,2727.4%Computer and TechnologyAAPLApple$7,570,065$243,902 ▲3.3%34,0795.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$7,240,581$2,094,258 ▼-22.4%26,3455.4%ETFBRK.BBerkshire Hathaway$5,830,729$1,646,217 ▲39.3%10,9484.3%FinanceAMZNAmazon.com$5,421,890$226,982 ▲4.4%28,4974.0%Retail/WholesaleVFHVanguard Financials ETF$3,677,565$3,288,328 ▲844.8%30,7822.7%ETFNFLXNetflix$3,540,964$221,951 ▲6.7%3,7972.6%Consumer DiscretionaryMSFTMicrosoft$2,742,303$183,571 ▲7.2%7,3052.0%Computer and TechnologyGFLGFL Environmental$2,622,653$2,622,653 ▲New Holding54,2881.9%Business ServicesMAMastercard$2,571,520$194,015 ▲8.2%4,6921.9%Business ServicesCMGChipotle Mexican Grill$2,426,379$176,437 ▲7.8%48,3251.8%Retail/WholesaleGOOGAlphabet$2,372,625$207,782 ▲9.6%15,1871.8%Computer and TechnologyMETAMeta Platforms$2,302,751$1,718,273 ▲294.0%3,9951.7%Computer and TechnologyLAM RESEARCH CORP$1,694,641$1,694,641 ▲New Holding23,3101.3%COM NEWTSMTaiwan Semiconductor Manufacturing$1,376,640$78,020 ▲6.0%8,2931.0%Computer and TechnologyMUMicron Technology$1,105,089$62,214 ▲6.0%12,7180.8%Computer and TechnologyTSLATesla$689,106$6,220 ▼-0.9%2,6590.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$596,136$7,709 ▼-1.3%1,1600.4%ETFVOOGVanguard S&P 500 Growth ETF$391,211$681,443 ▼-63.5%1,1700.3%ETFVTVVanguard Value ETF$223,698$223,698 ▲New Holding1,2950.2%ETFCYRXCryoport$116,3160.0%19,1310.1%TransportationRVPHReviva Pharmaceuticals$11,8080.0%12,3800.0%MedicalHCAHCA Healthcare$0$2,895,835 ▼-100.0%00.0%MedicalMCDMcDonald's$0$1,868,351 ▼-100.0%00.0%Retail/WholesaleLRCXLam Research$0$1,509,431 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$238,518 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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