The Analysis of NRI Wealth Management LC's Holdings
Currently, NRI Wealth Management LC holds 30 types of securities in its portfolio with a total value $165.8M. In the most recent quarter, they have increased their positions in ISRG (+5.2K shares, valued at $2.8M), IVV (+2.3K shares, valued at $1.5M), QQQ (+2.6K shares, valued at $1.5M); decreased their positions in TSLA (-297 shares, valued at $94.3K), VTV (-119 shares, valued at $21.0K); initiated new positions in ISRG (+5.2K shares, valued at $2.8M), SOXL (+39.1K shares, valued at $981.1K), PANW (+3.0K shares, valued at $616.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR58.5K shares4.17%2025-06-302025-07-18
QQQ INVESCO QQQ TR59.6K shares4.63%2025-06-302025-07-18 VGT VANGUARD WORLD FD23.7K shares3.68%2025-06-302025-07-18 NVDA NVIDIA CORPORATION93.6K shares1.47%2025-06-302025-07-18 VTI VANGUARD INDEX FDS27.9K shares5.94%2025-06-302025-07-18 AAPL APPLE INC34.6K shares1.51%2025-06-302025-07-18 AMZN AMAZON COM INC29.0K shares1.91%2025-06-302025-07-18 BRK.B BERKSHIRE HATHAWAY INC DEL11.5K shares5.14%2025-06-302025-07-18 NFLX NETFLIX INC3.9K shares1.61%2025-06-302025-07-18 MSFT MICROSOFT CORP8.9K shares21.26%2025-06-302025-07-18 VFH VANGUARD WORLD FD33.6K shares9.22%2025-06-302025-07-18 META META PLATFORMS INC4.2K shares4.36%2025-06-302025-07-18 ISRG INTUITIVE SURGICAL INC5.2K sharesnew addition2025-06-302025-07-18 CMG CHIPOTLE MEXICAN GRILL INC49.8K shares3.05%2025-06-302025-07-18 GOOG ALPHABET INC15.5K shares2.06%2025-06-302025-07-18 MA MASTERCARD INCORPORATED4.8K shares2.43%2025-06-302025-07-18 LRCX LAM RESEARCH CORP24.2K shares3.78%2025-06-302025-07-18 TSM TAIWAN SEMICONDUCTOR MFG LTD8.5K shares2.22%2025-06-302025-07-18 MU MICRON TECHNOLOGY INC13.3K shares4.88%2025-06-302025-07-18 SOXL DIREXION SHS ETF TR39.1K sharesnew addition2025-06-302025-07-18 TSLA TESLA INC2.4K shares-11.17%2025-06-302025-07-18 VOO VANGUARD INDEX FDS1.2K shares0.00%2025-06-302025-07-18 PANW PALO ALTO NETWORKS INC3.0K sharesnew addition2025-06-302025-07-18 VOOG VANGUARD ADMIRAL FDS INC1.3K shares12.48%2025-06-302025-07-18 TQQQ PROSHARES TR3.0K sharesnew addition2025-06-302025-07-18 SPY SPDR S&P 500 ETF TR403 sharesnew addition2025-06-302025-07-18 GOOGL ALPHABET INC1.3K sharesnew addition2025-06-302025-07-18 VTV VANGUARD INDEX FDS1.2K shares-9.19%2025-06-302025-07-18 CYRX CRYOPORT INC19.1K shares0.00%2025-06-302025-07-18 RVPH REVIVA PHARMACEUTCLS HLDGS I12.4K shares0.00%2025-06-302025-07-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available