NRI Wealth Management LC

13F Filings History

Latest 13F report: Q2 2024 - Aug 7, 2024
Value $: $129M
Signature - Title: Laddi Singh Jhuty - CEO
Location: Santa Clara, CA
Summary: This page shows a list of all the recent 13F filings made by NRI Wealth Management LC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NRI Wealth Management LC reported 27 stock holdings with total value $129M as of Q2 2024. Top holdings included IVV, QQQ, VGT, NVDA, and VTI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	27	$129M	+$15.6M	-$2.03M	+$13.5M	IVV, QQQ, VGT, NVDA, VTI	13F-HR	8/6/2024, 06:09 PM
Q1 2024	28	$118M	+$5.5M	-$654K	+$4.85M	IVV, QQQ, VGT, NVDA, VTI	13F-HR	8/7/2024, 02:37 PM
Q4 2023	28	$100M	$0	$0		IVV, QQQ, VGT, VTI, NVDA	13F-HR	8/7/2024, 02:32 PM