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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

InvestmentPortfolio %Reported Value
IVV
Ishares Tr
Recent Activity
Increased 3.92%
24.43%
$35.398M
60,131 shares@ $588.68 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Increased 7.31%
19.83%
$28.729M
56,195 shares@ $511.23 avg price
VGT
Vanguard World Fd
Recent Activity
Increased 5.66%
9.78%
$14.165M
22,780 shares@ $621.81 avg price
NVDA
Nvidia Corporation
Recent Activity
Decreased -3.93%
8.43%
$12.207M
90,903 shares@ $134.29 avg price
VTI
Vanguard Index Fds
Recent Activity
Increased 11.11%
6.8%
$9.843M
33,965 shares@ $289.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.42%
5.7%
$8.259M
32,981 shares@ $250.42 avg price
AMZN
Amazon Com Inc
Recent Activity
Decreased -1.79%
4.14%
$5.99M
27,304 shares@ $219.39 avg price
BRK.B
Berkshire Hathaway Inc Del
Recent Activity
Increased 5.24%
2.46%
$3.562M
7,857 shares@ $453.31 avg price
NFLX
Netflix Inc
Recent Activity
Increased 3.52%
2.19%
$3.172M
3,559 shares@ $891.25 avg price
HCA
Hca Healthcare Inc
Recent Activity
Increased 5.05%
2%
$2.896M
9,648 shares@ $300.15 avg price

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