Lri Investments, LLC Purchases in Q1 2025

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
254
New
$94.9 - $148.35 $24.1K - $37.7K
254 $24.8M
BBAX
J P Morgan Betabuilders Develo

ETFs
488
New
$48.21 - $51.59 $23.5K - $25.2K
488 $23.7M
MET
Metlife Inc

Financial Services
306
+ 28.95%
$77.7 - $87.0 $23.8K - $26.6K
1.36K $109M
PINS
Pinterest, Inc.

Communication Services
679
+ 97.7%
$29.79 - $40.0 $20.2K - $27.2K
1.37K $42.6M
ILCV
Ishares Morningstar Value ETF

ETFs
266
+ 16.63%
$79.37 - $85.24 $21.1K - $22.7K
1.87K $152M
MOD
Modine Manufacturing CO

Consumer Cyclical
738
+ 84.44%
$76.06 - $142.68 $56.1K - $105K
1.61K $124M
CAH
Cardinal Health Inc

Healthcare
49
+ 6.13%
$118.02 - $137.77 $5.78K - $6.75K
849 $117M
Talen Energy Corp Com
111
+ 179.03%
N/A
173 $34.5M
AME
Ametek Inc

Industrials
142
+ 37.67%
$170.39 - $190.43 $24.2K - $27K
519 $89.4M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
349
+ 6.42%
$79.96 - $87.71 $27.9K - $30.6K
5.78K $475M
IP
International Paper CO

Consumer Cyclical
451
+ 6.6%
$49.38 - $60.09 $22.3K - $27.1K
7.29K $389M
Linde PLC Shs
6
+ 1.57%
N/A
389 $181M
PLTR
Palantir Technologies Inc.

Technology
175
+ 27.34%
$64.98 - $124.62 $11.4K - $21.8K
815 $68.8M
GL
Globe Life Inc.

Financial Services
29
+ 3.55%
$111.2 - $131.72 $3.22K - $3.82K
847 $112M
EW
Edwards Lifesciences Corp

Healthcare
296
+ 2.04%
$67.95 - $76.19 $20.1K - $22.6K
14.8K $101M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
425
+ 138.89%
$44.68 - $46.49 $19K - $19.8K
731 $33.9M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.6K
New
$12.18 - $12.91 $19.5K - $20.7K
1.6K $19.9M
WOOD
Ishares Global Timber & Forest
267
+ 74.58%
N/A
625 $47.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
251
New
$69.81 - $78.9 $17.5K - $19.8K
251 $19.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
100
New
$192.82 - $222.1 $19.3K - $22.2K
100 $19.3M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
310
New
$55.23 - $64.6 $17.1K - $20K
310 $19.2M
PGR
Progressive Corp

Financial Services
24
+ 8.76%
$235.61 - $291.22 $5.65K - $6.99K
298 $84.4M
SHOP
Shopify Inc.

Technology
296
+ 33.3%
$90.59 - $129.31 $26.8K - $38.3K
1.19K $113M
HOOD
Robinhood Markets, Inc.

Technology
428
+ 289.19%
$35.63 - $65.28 $15.2K - $27.9K
576 $24M
VST
Vistra Corp.

Utilities
140
New
$108.49 - $191.89 $15.2K - $26.9K
140 $16.4M
DASH
Door Dash, Inc.

Communication Services
29
+ 3.97%
$168.37 - $213.38 $4.88K - $6.19K
759 $139M
HEIA
Heico Crp Cl A
77
New
N/A
77 $16.3M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
233
New
$64.2 - $69.24 $15K - $16.1K
233 $16M
Labcorp Holdings Inc Com Shs
63
+ 23.6%
N/A
330 $76.7M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
228
New
$64.47 - $70.13 $14.7K - $16K
228 $15.5M
SO
Southern CO

Utilities
69
+ 7.38%
$80.96 - $92.96 $5.59K - $6.41K
1K $92.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
299
+ 46.36%
$57.21 - $65.8 $17.1K - $19.7K
944 $55.1M
SPGI
S&P Global Inc.

Financial Services
29
+ 0.17%
$478.26 - $543.77 $13.9K - $15.8K
17.5K $51.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
338
+ 8.54%
$49.25 - $50.66 $16.6K - $17.1K
4.3K $213M
BMO
Bank Of Montreal

Financial Services
150
New
$94.92 - $104.14 $14.2K - $15.6K
150 $14.3M
VGSH
Vanguard

ETFs
143
+ 1.26%
$58.07 - $58.69 $8.3K - $8.39K
11.5K $675M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
96
New
$131.8 - $147.86 $12.7K - $14.2K
96 $12.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
215
New
$55.14 - $60.29 $11.9K - $13K
215 $12.4M
NRG
Nrg Energy, Inc.

Utilities
129
New
$84.82 - $113.33 $10.9K - $14.6K
129 $12.3M
CNP
Centerpoint Energy Inc

Utilities
329
New
$30.87 - $36.25 $10.2K - $11.9K
329 $11.9M
DLB
Dolby Laboratories, Inc.

Industrials
114
+ 10.56%
$76.37 - $87.32 $8.71K - $9.95K
1.19K $95.9M
IWL
Ishares Tr Russell 200 ETF

ETFs
83
New
$135.83 - $151.73 $11.3K - $12.6K
83 $11.4M
SAP
Sap Se

Technology
30
+ 20.0%
$241.4 - $293.69 $7.24K - $8.81K
180 $48.3M
VLO
Valero Energy Corp

Energy
80
+ 94.12%
$121.76 - $142.99 $9.74K - $11.4K
165 $21.8M
SCHW
Schwab Charles Corp

Financial Services
18
+ 0.79%
$71.24 - $83.64 $1.28K - $1.51K
2.29K $179M
SPSB
Spdr Portfolio Short Term Corp

ETFs
335
+ 17.14%
$29.82 - $30.1 $9.99K - $10.1K
2.29K $68.9M
UPS
United Parcel Service Inc

Industrials
189
+ 29.3%
$109.66 - $136.26 $20.7K - $25.8K
834 $91.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
+ 4.68%
$208.48 - $244.03 $2.29K - $2.68K
246 $60M
SPY
Spdr S&P 500 ETF Trust

ETFs
462
+ 4.97%
$551.42 - $612.93 $255K - $283K
9.77K $5.46B
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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