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Laddi Singh Jhuty

@Nri Wealth Management Lc

Latest period2024 - Q4ReportedManaged Assets$144.93MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value