Nri Wealth Management Lc Top Holdings and 13F Report (2025) About Nri Wealth Management LcInvestment ActivityNri Wealth Management Lc has $165.82 million in total holdings as of June 30, 2025.Nri Wealth Management Lc owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.02% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Nri Wealth Management Lc has purchased 25 new stocks and bought additional shares in 19 stocks.Nri Wealth Management Lc sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $36,340,860Invesco QQQ $32,858,218Vanguard Information Technology ETF $15,742,899NVIDIA $14,793,145Vanguard Total Stock Market ETF $8,482,278 Largest New Holdings this Quarter 46120E602 - Intuitive Surgical $2,842,813 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $981,150 Holding697435105 - Palo Alto Networks $616,171 Holding74347X831 - ProShares UltraPro QQQ $252,403 Holding78462F103 - SPDR S&P 500 ETF Trust $248,994 Holding Largest Purchases this Quarter Intuitive Surgical 5,231 shares (about $2.84M)iShares Core S&P 500 ETF 2,345 shares (about $1.46M)Invesco QQQ 2,638 shares (about $1.46M)Direxion Daily Semiconductors Bull 3x Shares 39,074 shares (about $981.15K)Microsoft 1,553 shares (about $772.44K) Largest Sales this Quarter Tesla 297 shares (about $94.35K)Vanguard Value ETF 119 shares (about $21.03K) 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$36,340,860$1,456,019 ▲4.2%58,52921.9%ETFQQQInvesco QQQ$32,858,218$1,455,217 ▲4.6%59,56519.8%FinanceVGTVanguard Information Technology ETF$15,742,899$559,143 ▲3.7%23,7359.5%ETFNVDANVIDIA$14,793,145$215,025 ▲1.5%93,6338.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,482,278$475,341 ▲5.9%27,9095.1%ETFAAPLApple$7,097,894$105,868 ▲1.5%34,5954.3%Computer and TechnologyAMZNAmazon.com$6,371,162$119,130 ▲1.9%29,0403.8%Retail/WholesaleBRK.BBerkshire Hathaway$5,591,481$273,478 ▲5.1%11,5113.4%FinanceNFLXNetflix$5,165,820$81,678 ▲1.6%3,8583.1%Consumer DiscretionaryMSFTMicrosoft$4,405,834$772,438 ▲21.3%8,8582.7%Computer and TechnologyVFHVanguard Financials ETF$4,279,990$361,408 ▲9.2%33,6212.6%ETFMETAMeta Platforms$3,076,733$128,412 ▲4.4%4,1691.9%Computer and TechnologyISRGIntuitive Surgical$2,842,813$2,842,813 ▲New Holding5,2311.7%MedicalCMGChipotle Mexican Grill$2,796,263$82,821 ▲3.1%49,8001.7%Retail/WholesaleGOOGAlphabet$2,749,470$55,522 ▲2.1%15,5001.7%Computer and TechnologyMAMastercard$2,700,963$64,068 ▲2.4%4,8061.6%Business ServicesLAM RESEARCH CORP$2,354,730$85,756 ▲3.8%24,1911.4%COM NEWTSMTaiwan Semiconductor Manufacturing$1,919,924$41,673 ▲2.2%8,4771.2%Computer and TechnologyMUMicron Technology$1,644,085$76,541 ▲4.9%13,3391.0%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$981,150$981,150 ▲New Holding39,0740.6%ETFTSLATesla$750,313$94,345 ▼-11.2%2,3620.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$658,9150.0%1,1600.4%ETFPANWPalo Alto Networks$616,171$616,171 ▲New Holding3,0110.4%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$521,897$57,900 ▲12.5%1,3160.3%ETFTQQQProShares UltraPro QQQ$252,403$252,403 ▲New Holding3,0410.2%ETFSPYSPDR S&P 500 ETF Trust$248,994$248,994 ▲New Holding4030.2%FinanceGOOGLAlphabet$225,222$225,222 ▲New Holding1,2780.1%Computer and TechnologyVTVVanguard Value ETF$207,846$21,032 ▼-9.2%1,1760.1%ETFCYRXCryoPort$142,7170.0%19,1310.1%TransportationRVPHReviva Pharmaceuticals$4,7180.0%12,3800.0%MedicalGFLGFL Environmental$0$2,622,653 ▼-100.0%00.0%Business ServicesShowing 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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