Lri Investments, LLC Purchases in Q1 2025

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.54K
+ 65.7%
$167.82 - $208.28 $259K - $322K
3.89K $664M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.33K
New
$24.6 - $24.99 $229K - $233K
9.33K $233M
FANG
Diamondback Energy, Inc.

Energy
1.43K
+ 8.14%
$139.9 - $180.18 $199K - $257K
18.9K $357M
AJG
Arthur J. Gallagher & Co.

Financial Services
651
New
$275.89 - $345.24 $180K - $225K
651 $225M
T
At&T Inc.

Communication Services
1.86K
+ 6.04%
$21.56 - $28.28 $40.1K - $52.5K
32.6K $923M
SPYG
Spdr Portfolio

ETFs
2.65K
New
$80.05 - $92.39 $212K - $245K
2.65K $213M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
335
+ 84.38%
$402.49 - $513.76 $135K - $172K
732 $355M
UBER
Uber Technologies, Inc

Technology
1.67K
+ 29.24%
$63.17 - $81.49 $106K - $136K
7.4K $539M
APD
Air Products & Chemicals, Inc.

Basic Materials
616
+ 25.55%
$283.24 - $338.07 $174K - $208K
3.03K $893M
JPM
Jpmorgan Chase & CO

Financial Services
389
+ 0.97%
$225.19 - $279.95 $87.6K - $109K
40.5K $4.32B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.38K
New
$49.78 - $53.19 $168K - $180K
3.38K $173M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.16K
+ 745.17%
$74.87 - $79.99 $162K - $173K
2.45K $189M
IAU
Ishares Gold Trust

ETFs
2.7K
New
$49.74 - $58.96 $134K - $159K
2.7K $159M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.49K
New
$100.32 - $100.76 $150K - $150K
1.49K $150M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.1K
New
$46.26 - $47.48 $143K - $147K
3.1K $147M
ICE
Intercontinental Exchange, Inc.

Financial Services
681
+ 2.74%
$142.8 - $176.36 $97.2K - $120K
25.5K $347M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
473
+ 27.63%
$80.53 - $147.57 $38.1K - $69.8K
2.19K $289M
META
Meta Platforms, Inc.

Communication Services
351
+ 1.05%
$576.36 - $736.67 $202K - $259K
33.8K $4.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.73K
New
$78.0 - $84.37 $135K - $146K
1.73K $138M
DSTL
ETF Ser Solution Distillate Us

ETFs
2.5K
+ 38.46%
$53.28 - $57.28 $133K - $143K
9K $488M
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.05%
$53.5 - $65.05 $375 - $455
14.9K $942M
CYBR
Cyber Ark Software Ltd.

Technology
379
+ 631.67%
$312.8 - $414.31 $119K - $157K
439 $148M
IBHE
Ishares Ibonds 2025 Term High

ETFs
5.52K
New
$23.16 - $23.32 $128K - $129K
5.52K $128M
BSX
Boston Scientific Corp

Healthcare
551
+ 9.42%
$89.38 - $106.18 $49.2K - $58.5K
6.4K $646M
SPOT
Spotify Technology S.A.

Communication Services
76
+ 9.69%
$457.79 - $648.32 $34.8K - $49.3K
860 $473M
ELV
Elevance Health, Inc.

Healthcare
23
+ 1.4%
$365.9 - $436.25 $8.42K - $10K
1.67K $726M
BKNG
Booking Holdings Inc.

Consumer Cyclical
31
+ 45.59%
$4295.4 - $5141.88 $133K - $159K
99 $458M
SE
Sea LTD

Consumer Cyclical
872
New
$104.87 - $146.31 $91.4K - $128K
872 $114M
CRWD
Crowd Strike Holdings, Inc.

Technology
298
+ 65.49%
$308.86 - $455.36 $92K - $136K
753 $265M
INTC
Intel Corp

Technology
3.07K
+ 20.48%
$19.1 - $27.39 $58.7K - $84.1K
18.1K $410M
ABT
Abbott Laboratories

Healthcare
330
+ 9.84%
$111.1 - $140.22 $36.7K - $46.3K
3.68K $489M
BMY
Bristol Myers Squibb CO

Healthcare
1.44K
+ 34.3%
$53.9 - $63.11 $77.5K - $90.7K
5.63K $343M
WM
Waste Management Inc

Industrials
231
+ 13.26%
$200.54 - $233.78 $46.3K - $54K
1.97K $457M
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 79.76%
$222.15 - $428.22 $296K - $570K
3K $778M
NEM
Newmont Corp

Basic Materials
826
+ 15.35%
$37.79 - $48.39 $31.2K - $40K
6.21K $300M
FILL
Ishares Inc Msci Global Energy

ETFs
3.88K
New
$22.61 - $24.93 $87.8K - $96.8K
3.88K $96.6M
FISV
Fiserv Inc

Technology
375
+ 1.84%
N/A
20.7K $261M
XLF
Financial Sector Spdr

ETFs
1.35K
+ 7.72%
$47.32 - $52.19 $63.8K - $70.4K
18.8K $937M
UNH
Unitedhealth Group Inc

Healthcare
105
+ 0.56%
$461.52 - $548.18 $48.5K - $57.6K
18.7K $1.09B
GE
General Electric CO

Industrials
117
+ 5.94%
$168.59 - $212.13 $19.7K - $24.8K
2.09K $418M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
537
New
$161.27 - $192.3 $86.6K - $103K
537 $86.6M
MO
Altria Group, Inc.

Consumer Defensive
447
+ 6.06%
$50.81 - $60.02 $22.7K - $26.8K
7.82K $470M
UNP
Union Pacific Corp

Industrials
251
+ 9.37%
$225.21 - $254.42 $56.5K - $63.9K
2.93K $692M
RIG
Transocean Ltd.

Energy
25K
+ 18518.52%
$2.67 - $4.28 $66.8K - $107K
25.1K $79.7M
GILD
Gilead Sciences, Inc.

Healthcare
529
+ 65.23%
$89.14 - $117.41 $47.2K - $62.1K
1.34K $150M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.61K
New
$27.64 - $28.58 $72.1K - $74.5K
2.61K $74.5M
ASML
Asml Holding Nv

Technology
142
+ 20.94%
$662.63 - $776.99 $94.1K - $110K
820 $544M
CB
Chubb LTD

Financial Services
7
+ 0.26%
$257.71 - $301.99 $1.8K - $2.11K
2.75K $830M
Parametric Equity Premium Income ETF
2K
+ 4.16%
N/A
50.1K $1.33B
Activity Summary
Buys All Purchases 340 New Holdings 111 Increased Positions 229 Sells All Sells 307 Reductions 305 Sold out 2 Options Calls 0 Puts 0
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