Fund HoldingsNRI Wealth Management LC

Total Portfolio Value
$144.93M
Total Bought
$144.93M
Total Sold
$0
Net Transaction
+$144.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR060,131+60,131035,39824.42%+35,398
INVESCO QQQ TR056,195+56,195028,72919.82%+28,729
VANGUARD WORLD FD
INF TECH ETF
022,780+22,780014,1659.77%+14,165
NVIDIA CORPORATION(NVDA)090,903+90,903012,2078.42%+12,207
VANGUARD INDEX FDS033,965+33,96509,8436.79%+9,843
APPLE INC(AAPL)032,981+32,98108,2595.70%+8,259
AMAZON COM INC(AMZN)027,304+27,30405,9904.13%+5,990
BERKSHIRE HATHAWAY INC DEL07,857+7,85703,5622.46%+3,562
NETFLIX INC(NFLX)03,559+3,55903,1722.19%+3,172
HCA HEALTHCARE INC(HCA)09,648+9,64802,8962.00%+2,896
MICROSOFT CORP(MSFT)06,816+6,81602,8731.98%+2,873
CHIPOTLE MEXICAN GRILL INC(CMG)044,811+44,81102,7021.86%+2,702
ALPHABET INC(GOOG)013,857+13,85702,6391.82%+2,639
MASTERCARD INCORPORATED(MA)04,338+4,33802,2841.58%+2,284
MCDONALDS CORP(MCD)06,445+6,44501,8681.29%+1,868
TAIWAN SEMICONDUCTOR MFG LTD(TSM)07,823+7,82301,5451.07%+1,545
LAM RESEARCH CORP(LRCX)020,898+20,89801,5091.04%+1,509
VANGUARD ADMIRAL FDS INC03,208+3,20801,1740.81%+1,174
TESLA INC(TSLA)02,683+2,68301,0840.75%+1,084
MICRON TECHNOLOGY INC(MU)012,002+12,00201,0100.70%+1,010
VANGUARD INDEX FDS01,175+1,17506330.44%+633
META PLATFORMS INC(META)01,014+1,01405940.41%+594
VANGUARD WORLD FD
FINANCIALS ETF
03,258+3,25803850.27%+385
ALPHABET INC(GOOG)01,260+1,26002390.16%+239
CRYOPORT INC019,131+19,13101490.10%+149
REVIVA PHARMACEUTCLS HLDGS I012,380+12,3800220.02%+22
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