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Home > Institutional Investor > Nri Wealth Management Lc > Profile

Instuitional Investor - Nri Wealth Management Lc

Fund Profile
Filing Period:
Fund Name: Nri Wealth Management Lc
Portfolio Value $165,824,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,529 $36,340,860 21.92%
2.
Invesco Qqq Tr
 59,565 $32,858,218 19.82%
3.
Vanguard World Fund
 23,735 $15,742,899 9.49%
4.
Nvidia Corp
 NVDA 93,633 $14,793,145 8.92%
5.
Vanguard Index Fds
 27,909 $8,482,278 5.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)