Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025

Lri Investments, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 1488 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $349B, Dimensional ETF Tr U S Core Eq with a value of $79.5B, Dimensional ETF Tr with a value of $28.8B, Dimensional ETF Tr with a value of $27.9B, and Wisdomtree Tr U.S Largecap Div with a value of $26.8B.

Examining the 13F form we can see an decrease of $3.24B in the current position value, from $1.04T to 1.03T. Also it can be appreciated an additional of 111 stocks purchases and 2 closed positions.

Lri Investments, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Lri Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Trillion
Financial Services: $412 Billion
ETFs: $370 Billion
Technology: $58.5 Billion
Industrials: $34.5 Billion
Healthcare: $22.4 Billion
Consumer Cyclical: $22.3 Billion
Consumer Defensive: $15.7 Billion
Communication Services: $13.8 Billion
Other: $28.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.2B
$349 Billion 33.74% of portfolio
2,382,041
Q1 2025 Reduced 8.35%
$0
$79.5 Billion 7.68% of portfolio
2,410,102
Q1 2025 Reduced 2.97%
$0
$28.8 Billion 2.79% of portfolio
1,100,527
Q1 2025 Added 10.8%
$0
$27.9 Billion 2.7% of portfolio
893,680
Q1 2025 Reduced 0.15%
$0
$26.8 Billion 2.59% of portfolio
337,618
Q1 2025 Reduced 0.03%
$0
$26.7 Billion 2.58% of portfolio
440,358
Q1 2025 Added 1,254.03%
$5.43B
$25.8 Billion 2.49% of portfolio
292,429
Q1 2025 Reduced 0.18%
$0
$22.7 Billion 2.19% of portfolio
389,546
Q1 2025 Reduced 0.28%
$0
$21.8 Billion 2.11% of portfolio
530,110
Q1 2025 Added 2,268.47%
$3.42T
$16.8 Billion 1.62% of portfolio
75,437
Q1 2025 Reduced 1.92%
$0
$14.3 Billion 1.38% of portfolio
363,521
Q1 2025 Added 1,331.97%
$0
$14.1 Billion 1.36% of portfolio
155,934
Q1 2025 Added 11.77%
$0
$13.4 Billion 1.29% of portfolio
224,275
Q1 2025 Added 3,114.95%
$0
$13.4 Billion 1.29% of portfolio
202,350
Q4 2024 Reduced 0.08%
$0
$13 Billion 1.25% of portfolio
445,081
Q1 2025 Reduced 7.92%
$2.95T
$10.5 Billion 1.02% of portfolio
54,351
Q1 2025 Reduced 1.75%
$1.88T
$8.94 Billion 0.86% of portfolio
67,817
Q1 2025 Reduced 24.77%
$0
$7.75 Billion 0.75% of portfolio
83,858
Q1 2025 Added 5,384.5%
Dimensional Us Core Equity 1 ETF
-
$7.71 Billion 0.75% of portfolio
-
Q1 2025 Added 630.8%
$271B
$7.22 Billion 0.7% of portfolio
66,583
Q1 2025 Added 0.85%
Dimensional Us Large Cap Value ETF
-
$6.11 Billion 0.59% of portfolio
-
Q1 2025 Reduced 5.22%
$0
$5.46 Billion 0.53% of portfolio
9,766
Q1 2025 Added 4.97%
$440B
$4.77 Billion 0.46% of portfolio
40,122
Q1 2025 Added 6.3%
$718B
$4.32 Billion 0.42% of portfolio
40,503
Q1 2025 Added 0.97%
$1.25T
$4.2 Billion 0.41% of portfolio
33,829
Q1 2025 Added 1.05%
$694B
$4.16 Billion 0.4% of portfolio
7,811
Q1 2025 Added 2.04%
$0
$4.18 Billion 0.4% of portfolio
22,129
Q1 2025 Added 1,461.68%
$30.7B
$4.07 Billion 0.39% of portfolio
33,781
Q3 2024 Added 4,368.39%
$0
$3.8 Billion 0.37% of portfolio
13,825
Q1 2025 Added 22.26%
$314B
$3.81 Billion 0.37% of portfolio
53,187
Q1 2025 Reduced 1.88%
Dimensional Global Real Estate ETF
-
$3.86 Billion 0.37% of portfolio
-
Q1 2025 Reduced 7.65%
$52.3B
$3.64 Billion 0.35% of portfolio
57,371
Q1 2025 Reduced 2.42%
$0
$3.47 Billion 0.34% of portfolio
26,770
Q1 2025 Added 5,956.56%
$78B
$3.39 Billion 0.33% of portfolio
20,226
Q1 2025 Reduced 5.02%
$188B
$3.42 Billion 0.33% of portfolio
10,948
Q1 2025 Reduced 0.03%
$0
$3.2 Billion 0.31% of portfolio
6,229
Q1 2025 Reduced 3.65%
$345B
$3.13 Billion 0.3% of portfolio
14,919
Q1 2025 Reduced 0.29%
$0
$2.96 Billion 0.29% of portfolio
94,115
Q1 2025 Added 2,252.88%
$40.1B
$3.01 Billion 0.29% of portfolio
29,129
Q1 2025 Reduced 0.1%
$0
$2.76 Billion 0.27% of portfolio
42,375
Q1 2025 Added 645.12%
$0
$2.46 Billion 0.24% of portfolio
40,655
Q2 2024 Added 0.49%
$0
$2.5 Billion 0.24% of portfolio
14,491
Q1 2025 Added 464.51%
$409B
$2.36 Billion 0.23% of portfolio
14,260
Q1 2025 Added 11.82%
$979B
$2.42 Billion 0.23% of portfolio
15,507
Q1 2025 Reduced 1.81%
$369B
$2.24 Billion 0.22% of portfolio
26,307
Q1 2025 Reduced 1.71%
$957B
$2.32 Billion 0.22% of portfolio
53,330
Q1 2025 Added 0.47%
$266B
$2.23 Billion 0.22% of portfolio
13,336
Q3 2024 Reduced 1.16%
$264B
$2.27 Billion 0.22% of portfolio
25,815
Q1 2025 Reduced 4.93%
$0
$2.12 Billion 0.21% of portfolio
29,730
Q2 2024 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 1,488
  • Current Value $1.03 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 111 stocks
  • Additional Purchases 229 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 305 stocks
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