Laddi Singh Jhuty

@Nri Wealth Management Lc

Latest period2024 - Q4

Reported15d ago

Managed Assets$144.93M

Total holdings26

Assets growth rate12.33%

Assets growth rate (2-Q avg)6.17%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nri Wealth Management Lc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Nri Wealth Management Lc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.93M in assets, with a quarterly growth rate of 12.33% and a 2-quarter average growth rate of 6.17%. The portfolio is managed by Laddi Singh Jhuty, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity Decreased -3.93%	8.43%	$12.207M 90,903 shares@ $134.29 avg price	Decreased -3.93%
AMZNAmazon Com Inc Recent Activity Decreased -1.79%	4.14%	$5.99M 27,304 shares@ $219.39 avg price	Decreased -1.79%
VOOGVanguard Admiral Fds Inc Recent Activity Decreased -6.58%	0.82%	$1.174M 3,208 shares@ $366.03 avg price	Decreased -6.58%
VFHVanguard World Fd Recent Activity Decreased -6.32%	0.27%	$384,672 3,258 shares@ $118.07 avg price	Decreased -6.32%