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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 $144,930,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 60,131 $35,397,637 24.42%
2.
Invesco Qqq Tr
 56,195 $28,728,517 19.82%
3.
Vanguard World Fund
 22,780 $14,164,657 9.77%
4.
Nvidia Corp
 NVDA 90,903 $12,207,355 8.42%
5.
Vanguard Index Fds
 33,965 $9,843,313 6.79%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)