The Analysis of NRI Wealth Management LC's Holdings


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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
INVESCO QQQ TR INVESCO QQQ TR55.6K shares-0.54%2025-12-312026-01-22history
SPMO INVESCO EXCH TRADED FD TR II166.6K shares1.69%2025-12-312026-01-22history
IVV ISHARES TR28.1K shares-2.23%2025-12-312026-01-22history
NVDA NVIDIA CORPORATION101.2K shares0.03%2025-12-312026-01-22history
VGT VANGUARD WORLD FD24.3K shares0.62%2025-12-312026-01-22history
AAPL APPLE INC35.8K shares-0.30%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC25.9K shares1.03%2025-12-312026-01-22history
LAM RESEARCH CORP LAM RESEARCH CORP43.9K shares0.85%2025-12-312026-01-22history
Sponsored
MU MICRON TECHNOLOGY INC26.3K shares1.88%2025-12-312026-01-22history
AMZN AMAZON COM INC29.4K shares1.49%2025-12-312026-01-22history
MSFT MICROSOFT CORP11.5K shares2.02%2025-12-312026-01-22history
VTI VANGUARD INDEX FDS16.5K shares-1.74%2025-12-312026-01-22history
SMH VANECK ETF TRUST14.9K shares6.64%2025-12-312026-01-22history
META META PLATFORMS INC7.6K shares2.70%2025-12-312026-01-22history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.8K shares-0.02%2025-12-312026-01-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD15.5K shares2.80%2025-12-312026-01-22history
Sponsored
CHAT TIDAL TRUST II76.8K shares5.59%2025-12-312026-01-22history
NFLX NETFLIX INC27.6K shares907.41%2025-12-312026-01-22history
GLD SPDR GOLD TR6.0K shares4.09%2025-12-312026-01-22history
SOXL DIREXION SHS ETF TR39.7K shares0.00%2025-12-312026-01-22history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares0.54%2025-12-312026-01-22history
TSLA TESLA INC1.5K shares0.00%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-22history
VOOG VANGUARD ADMIRAL FDS INC848 shares-0.82%2025-12-312026-01-22history
Sponsored
TQQQ PROSHARES TR6.1K shares100.00%2025-12-312026-01-22history
SPY SPDR S&P 500 ETF TR424 shares0.00%2025-12-312026-01-22history
BROADCOM INC BROADCOM INC787 shares0.00%2025-12-312026-01-22history
VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-22history
XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-22history
CYRX CRYOPORT INC19.1K shares0.00%2025-12-312026-01-22history
RVPH REVIVA PHARMACEUTCLS HLDGS I11.4K shares-8.08%2025-12-312026-01-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available