Nri Wealth Management Lc Top Holdings and 13F Report (2025) About Nri Wealth Management LcInvestment ActivityNri Wealth Management Lc has $144.93 million in total holdings as of December 31, 2024.Nri Wealth Management Lc owns shares of 26 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.41% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Nri Wealth Management Lc has purchased 28 new stocks and bought additional shares in 20 stocks.Nri Wealth Management Lc sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $35,397,637Invesco QQQ $28,728,517Vanguard Information Technology ETF $14,164,657NVIDIA $12,207,355Vanguard Total Stock Market ETF $9,843,313 Largest New Holdings this Quarter Alphabet $238,518 Holding Largest Purchases this Quarter NVIDIA 81,580 shares (about $10.96M)Chipotle Mexican Grill 43,970 shares (about $2.65M)Vanguard Total Stock Market ETF 5,281 shares (about $1.53M)iShares Core S&P 500 ETF 2,418 shares (about $1.42M)Lam Research 18,892 shares (about $1.36M) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 650 shares (about $237.92K)Vanguard Financials ETF 480 shares (about $56.67K)Amazon.com 248 shares (about $54.41K) 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$35,397,637$1,423,417 ▲4.2%60,13124.4%ETFQQQInvesco QQQ$28,728,517$1,359,358 ▲5.0%56,19519.8%FinanceVGTVanguard Information Technology ETF$14,164,657$1,121,731 ▲8.6%22,7809.8%ETFNVDANVIDIA$12,207,355$10,955,370 ▲875.0%90,9038.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,843,313$1,530,474 ▲18.4%33,9656.8%ETFAAPLApple$8,259,002$768,530 ▲10.3%32,9815.7%Computer and TechnologyAMZNAmazon.com$5,990,139$54,408 ▼-0.9%27,3044.1%Retail/WholesaleBRK.BBerkshire Hathaway$3,561,604$332,725 ▲10.3%7,8572.5%FinanceNFLXNetflix$3,171,926$236,179 ▲8.0%3,5592.2%Consumer DiscretionaryHCAHCA Healthcare$2,895,835$272,835 ▲10.4%9,6482.0%MedicalMSFTMicrosoft$2,873,102$289,586 ▲11.2%6,8162.0%Computer and TechnologyCMGChipotle Mexican Grill$2,702,074$2,651,362 ▲5,228.3%44,8111.9%Retail/WholesaleGOOGAlphabet$2,639,001$237,295 ▲9.9%13,8571.8%Computer and TechnologyMAMastercard$2,284,260$232,744 ▲11.3%4,3381.6%Business ServicesMCDMcDonald's$1,868,351$226,405 ▲13.8%6,4451.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,544,901$116,909 ▲8.2%7,8231.1%Computer and TechnologyLRCXLam Research$1,509,431$1,364,541 ▲941.8%20,8981.0%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$1,174,214$237,917 ▼-16.8%3,2080.8%ETFTSLATesla$1,083,503$144,171 ▲15.3%2,6830.7%Auto/Tires/TrucksMUMicron Technology$1,010,049$108,646 ▲12.1%12,0020.7%Computer and TechnologyVOOVanguard S&P 500 ETF$633,102$125,543 ▲24.7%1,1750.4%ETFMETAMeta Platforms$593,707$39,815 ▲7.2%1,0140.4%Computer and TechnologyVFHVanguard Financials ETF$384,672$56,674 ▼-12.8%3,2580.3%ETFGOOGLAlphabet$238,518$238,518 ▲New Holding1,2600.2%Computer and TechnologyCYRXCryoport$148,8390.0%19,1310.1%TransportationRVPHReviva Pharmaceuticals$22,4080.0%12,3800.0%MedicalSBACSBA Communications$0$986,109 ▼-100.0%00.0%FinanceSOXLDirexion Daily Semiconductors Bull 3x Shares$0$278,668 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$230,701 ▼-100.0%00.0%FinanceShowing 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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