Lri Investments, LLC Incresed Positions in Q1 2025

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
408K
+ 1254.03%
$56.51 - $62.98 $23M - $25.7M
440K $26.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
508K
+ 2268.47%
$39.96 - $43.3 $20.3M - $22M
530K $21.8B
DFIV
Dimensional ETF Tr

ETFs
338K
+ 1331.97%
$35.33 - $40.77 $11.9M - $13.8M
364K $14.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
217K
+ 3114.95%
$58.81 - $68.2 $12.8M - $14.8M
224K $13.4B
AVUS
American Centy ETF Tr Avantis

ETFs
82.3K
+ 5384.5%
$90.7 - $101.57 $7.47M - $8.36M
83.9K $7.75B
Dimensional Us Core Equity 1 ETF
109K
+ 630.8%
N/A
126K $7.71B
DFAX
Dimensional ETF Tr
107K
+ 10.8%
$24.45 - $27.2 $2.62M - $2.92M
1.1M $28.8B
VAW
Vanguard Materials ETF

ETFs
20.7K
+ 1461.68%
$185.71 - $202.46 $3.85M - $4.19M
22.1K $4.18B
VDE
Vanguard Energy ETF

ETFs
26.3K
+ 5956.56%
$119.14 - $132.76 $3.14M - $3.5M
26.8K $3.47B
IRBO
Ishares Robotics & Artificial

ETFs
90.1K
+ 2252.88%
N/A
94.1K $2.96B
VTV
Vanguard Value ETF

ETFs
11.9K
+ 464.51%
$167.73 - $179.21 $2M - $2.14M
14.5K $2.5B
VNQ
Vanguard Specialized Funds Van

ETFs
16.4K
+ 11.77%
$85.55 - $94.34 $1.4M - $1.55M
156K $14.1B
AVDV
American Centy ETF Tr Avantis

ETFs
17.7K
+ 1071.58%
$63.74 - $71.96 $1.13M - $1.27M
19.3K $1.35B
AVDE
American Centy ETF Tr Avantis

ETFs
17.2K
+ 1562.48%
$60.63 - $68.55 $1.04M - $1.18M
18.3K $1.21B
IWD
Ishares Russell 1000 Val ETF

ETFs
4.97K
+ 206.44%
$182.82 - $196.21 $908K - $974K
7.37K $1.39B
EFV
Msci Eafe Value ETF

ETFs
15.8K
+ 1104.06%
$51.88 - $60.73 $819K - $958K
17.2K $1.01B
XOM
Exxon Mobil Corp

Energy
2.38K
+ 6.3%
$105.44 - $118.93 $251K - $283K
40.1K $4.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 2.04%
$442.66 - $534.52 $69.1K - $83.4K
7.81K $4.16B
AIQ
Global X Funds Global X Artifi

ETFs
18.2K
+ 370.26%
$36.38 - $42.77 $661K - $778K
23.1K $840M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
9.35K
+ 103.89%
$61.9 - $66.89 $579K - $625K
18.4K $1.17B
CVS
Cvs Health Corp

Healthcare
4.99K
+ 54.45%
$44.22 - $68.64 $221K - $342K
14.2K $959M
VTI
Vanguard Total Stock Market Et

ETFs
2.52K
+ 22.26%
$271.18 - $303.12 $683K - $763K
13.8K $3.8B
JNJ
Johnson & Johnson

Healthcare
1.51K
+ 11.82%
$142.06 - $167.7 $214K - $253K
14.3K $2.36B
VB
Vanguard Small Cap ETF

ETFs
2.35K
+ 297.85%
$217.89 - $252.64 $513K - $594K
3.14K $697M
V
Visa Inc.

Financial Services
862
+ 2.83%
$306.92 - $362.71 $265K - $313K
31.3K $2.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 3419.6%
$42.5 - $46.71 $437K - $481K
10.6K $479M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.37K
+ 114.43%
$360.07 - $417.26 $494K - $572K
2.57K $929M
XLE
Energy Sector Spdr

ETFs
4.44K
+ 230.77%
$85.7 - $93.96 $381K - $417K
6.36K $595M
PM
Philip Morris International Inc.

Consumer Defensive
844
+ 12.07%
$117.15 - $158.79 $98.9K - $134K
7.83K $1.24B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.35K
+ 36.04%
$58.01 - $64.46 $310K - $345K
20.2K $1.25B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.89K
+ 625.76%
$96.93 - $109.51 $377K - $426K
4.51K $441M
GUNR
Flexshares Tr Morningstar Glob

ETFs
7.86K
+ 41.78%
$36.6 - $39.56 $288K - $311K
26.7K $1.04B
IWM
Ishares Russell 2000 ETF

ETFs
1.79K
+ 358.0%
$198.1 - $229.79 $355K - $411K
2.29K $457M
MELI
Mercadolibre Inc

Consumer Cyclical
75
+ 15.24%
$1739.0 - $2260.0 $130K - $170K
567 $1.11B
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.14K
+ 365.67%
$63.77 - $68.75 $264K - $285K
5.28K $340M
PEG
Public Service Enterprise Group Inc

Utilities
3K
+ 72.46%
$78.2 - $90.39 $235K - $271K
7.14K $588M
PANW
Palo Alto Networks Inc

Technology
1.54K
+ 65.7%
$167.82 - $208.28 $259K - $322K
3.89K $664M
FANG
Diamondback Energy, Inc.

Energy
1.43K
+ 8.14%
$139.9 - $180.18 $199K - $257K
18.9K $357M
T
At&T Inc.

Communication Services
1.86K
+ 6.04%
$21.56 - $28.28 $40.1K - $52.5K
32.6K $923M
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
RIO
Rio Tinto PLC

Basic Materials
2.88K
+ 302.31%
$58.19 - $64.29 $167K - $185K
3.83K $230M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.16K
+ 745.17%
$74.87 - $79.99 $162K - $173K
2.45K $189M
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
DSTL
ETF Ser Solution Distillate Us

ETFs
2.5K
+ 38.46%
$53.28 - $57.28 $133K - $143K
9K $488M
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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