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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
IVVIshares Tr
Recent Activity
Increased 3.92%
24.43%
$35.398M
60,131 shares@ $588.68 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 7.31%
19.83%
$28.729M
56,195 shares@ $511.23 avg price
VGTVanguard World Fd
Recent Activity
Increased 5.66%
9.78%
$14.165M
22,780 shares@ $621.81 avg price
VTIVanguard Index Fds
Recent Activity
Increased 11.11%
6.8%
$9.843M
33,965 shares@ $289.81 avg price
AAPLApple Inc
Recent Activity
Increased 8.42%
5.7%
$8.259M
32,981 shares@ $250.42 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.24%
2.46%
$3.562M
7,857 shares@ $453.31 avg price
NFLXNetflix Inc
Recent Activity
Increased 3.52%
2.19%
$3.172M
3,559 shares@ $891.25 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 5.05%
2%
$2.896M
9,648 shares@ $300.15 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.41%
1.99%
$2.873M
6,816 shares@ $421.53 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 3.85%
1.87%
$2.702M
44,811 shares@ $60.3 avg price