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The Analysis of NRI Wealth Management LC's Holdings & P&L

Currently, NRI Wealth Management LC holds 31 types of securities in its portfolio with a total value $196.1M. In the most recent quarter, they have increased their positions in NFLX (+24.8K shares, valued at $2.3M), SMH (+928 shares, valued at $334.2K), SPMO (+2.8K shares, valued at $330.6K); decreased their positions in IVV (-642 shares, valued at $439.7K), N/A (-300 shares, valued at $184.3K), VTI (-293 shares, valued at $98.2K); initiated new positions in XLK (+1.4K shares, valued at $200.7K).

1M P&L

+22.7M+14.59%

3M P&L

-91.8M-34.02%

HY P&L

-82.2M-31.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A78.3M

56.0%

2Semiconductors31.1M

22.2%

3Consumer Electronics9.7M

6.9%

Top Industries by Stock Count

1N/A13 stocks

54.2%

2Semiconductors3 stocks

12.5%

3Internet Retail1 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR55.6K shares-0.54%2025-12-312026-01-22

SPMO INVESCO EXCH TRADED FD TR II166.6K shares1.69%2025-12-312026-01-22

IVV ISHARES TR28.1K shares-2.23%2025-12-312026-01-22

NVDA NVIDIA CORPORATION101.2K shares0.03%2025-12-312026-01-22

VGT VANGUARD WORLD FD24.3K shares0.62%2025-12-312026-01-22

AAPL APPLE INC35.8K shares-0.30%2025-12-312026-01-22

ALPHABET INC ALPHABET INC25.9K shares1.03%2025-12-312026-01-22

LAM RESEARCH CORP LAM RESEARCH CORP43.9K shares0.85%2025-12-312026-01-22

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MU MICRON TECHNOLOGY INC26.3K shares1.88%2025-12-312026-01-22

AMZN AMAZON COM INC29.4K shares1.49%2025-12-312026-01-22

MSFT MICROSOFT CORP11.5K shares2.02%2025-12-312026-01-22

VTI VANGUARD INDEX FDS16.5K shares-1.74%2025-12-312026-01-22

SMH VANECK ETF TRUST14.9K shares6.64%2025-12-312026-01-22

META META PLATFORMS INC7.6K shares2.70%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.8K shares-0.02%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD15.5K shares2.80%2025-12-312026-01-22

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CHAT TIDAL TRUST II76.8K shares5.59%2025-12-312026-01-22

NFLX NETFLIX INC27.6K shares907.41%2025-12-312026-01-22

GLD SPDR GOLD TR6.0K shares4.09%2025-12-312026-01-22

SOXL DIREXION SHS ETF TR39.7K shares0.00%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares0.54%2025-12-312026-01-22

TSLA TESLA INC1.5K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-22

VOOG VANGUARD ADMIRAL FDS INC848 shares-0.82%2025-12-312026-01-22

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TQQQ PROSHARES TR6.1K shares100.00%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR424 shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC787 shares0.00%2025-12-312026-01-22

VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-22

CYRX CRYOPORT INC19.1K shares0.00%2025-12-312026-01-22

RVPH REVIVA PHARMACEUTCLS HLDGS I11.4K shares-8.08%2025-12-312026-01-22

INVESCO QQQ TR

-0.54%

Shares55.6K

Event2025-12-31

Filed2026-01-22

SPMO

INVESCO EXCH TRADED FD TR II

1.69%

Shares166.6K

Event2025-12-31

Filed2026-01-22

IVV

ISHARES TR

-2.23%

Shares28.1K

Event2025-12-31

Filed2026-01-22

NVDA

NVIDIA CORPORATION

0.03%

Shares101.2K

Event2025-12-31

Filed2026-01-22

VGT

VANGUARD WORLD FD

0.62%

Shares24.3K

Event2025-12-31

Filed2026-01-22

AAPL

APPLE INC

-0.30%

Shares35.8K

Event2025-12-31

Filed2026-01-22

ALPHABET INC

1.03%

Shares25.9K

Event2025-12-31

Filed2026-01-22

LAM RESEARCH CORP

0.85%

Shares43.9K

Event2025-12-31

Filed2026-01-22

MICRON TECHNOLOGY INC

1.88%

Shares26.3K

Event2025-12-31

Filed2026-01-22

AMZN

AMAZON COM INC

1.49%

Shares29.4K

Event2025-12-31

Filed2026-01-22

MSFT

MICROSOFT CORP

2.02%

Shares11.5K

Event2025-12-31

Filed2026-01-22

VTI

VANGUARD INDEX FDS

-1.74%

Shares16.5K

Event2025-12-31

Filed2026-01-22

SMH

VANECK ETF TRUST

6.64%

Shares14.9K

Event2025-12-31

Filed2026-01-22