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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
GOOGAlphabet Inc
Recent Activity
Increased 4.65%
1.83%
$2.639M
13,857 shares@ $190.45 avg price
MAMastercard Incorporated
Recent Activity
Increased 6.43%
1.58%
$2.284M
4,338 shares@ $526.57 avg price
MCDMcdonalds Corp
Recent Activity
Increased 8.27%
1.29%
$1.868M
6,445 shares@ $289.9 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 3.05%
1.07%
$1.545M
7,823 shares@ $197.49 avg price
LRCXLam Research Corp
Recent Activity
Increased 899.43%
1.05%
$1.509M
20,898 shares@ $72.23 avg price
MUMicron Technology Inc
Recent Activity
Increased 7.54%
0.7%
$1.01M
12,002 shares@ $84.16 avg price
VOOVanguard Index Fds
Recent Activity
Increased 30.85%
0.44%
$633,102
1,175 shares@ $538.82 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.02%
0.41%
$593,707
1,014 shares@ $585.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.62%
0.17%
$238,518
1,260 shares@ $189.3 avg price