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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 $135,205,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,184 $31,569,561 23.35%
2.
Invesco Qqq Tr
 56,927 $26,694,408 19.74%
3.
Vanguard World Fund
 22,892 $12,416,381 9.18%
4.
Nvidia Corp
 NVDA 92,272 $10,000,393 7.4%
5.
Apple Inc.
 AAPL 34,079 $7,570,065 5.6%
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)