Lri Investments, LLC Incresed Positions in Q3 2025

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional Us Core Equity 1 ETF
223K
+ 54.78%
N/A
631K $45.4B
DFAX
Dimensional ETF Tr
127K
+ 10.1%
$29.25 - $31.56 $3.7M - $3.99M
1.38M $43.3B
AAPL
Apple Inc.

Technology
3.84K
+ 5.21%
$202.38 - $256.87 $777K - $986K
77.5K $19.7B
VEU
Vanguard Ftse All World Ex Us

ETFs
24K
+ 5.14%
$66.38 - $71.68 $1.59M - $1.72M
491K $35B
BITQ
Exchange Traded Concepts Tr Bi

ETFs
107K
+ 510.54%
$18.9 - $25.14 $2.02M - $2.68M
128K $3.2B
DFAR
Dimensional ETF Tr Dimensional

ETFs
112K
+ 75.86%
$22.9 - $24.1 $2.57M - $2.71M
261K $6.22B
DSTL
ETF Ser Solution Distillate Us

ETFs
40.3K
+ 410.96%
$54.44 - $58.24 $2.19M - $2.35M
50.1K $2.9B
GOOGL
Alphabet Inc.

Communication Services
2.83K
+ 5.32%
$174.36 - $254.72 $494K - $721K
56.1K $4.28B
WFC
Wells Fargo & Company

Financial Services
18.6K
+ 243.31%
$77.05 - $85.16 $1.44M - $1.59M
26.3K $2.2B
DFIV
Dimensional ETF Tr

ETFs
3.67K
+ 1.0%
$42.66 - $46.53 $156K - $171K
372K $17.1B
C
Citigroup Inc

Financial Services
8.88K
+ 102.49%
$85.57 - $103.49 $760K - $919K
17.5K $1.78B
PLTR
Palantir Technologies Inc.

Technology
4.3K
+ 525.95%
$130.68 - $186.97 $562K - $803K
5.11K $933M
ORCL
Oracle Corp

Technology
1.67K
+ 31.99%
$218.96 - $328.33 $366K - $549K
6.89K $1.94B
MTB
M&T Bank Corp

Financial Services
3.81K
+ 33.27%
$183.74 - $204.05 $699K - $777K
15.3K $3.01B
ABBV
Abb Vie Inc.

Healthcare
248
+ 1.65%
$184.85 - $231.54 $45.8K - $57.4K
15.3K $3.55B
MSFT
Microsoft Corp

Technology
228
+ 0.41%
$491.09 - $535.64 $112K - $122K
55.4K $15.1B
Dimensional Ultrashort Fixed Income ETF
12.5K
+ 106.8%
N/A
24.3K $1.23B
VDE
Vanguard Energy ETF

ETFs
3.12K
+ 10.64%
$118.37 - $129.65 $370K - $405K
32.5K $4.09B
VAW
Vanguard Materials ETF

ETFs
1.72K
+ 7.22%
$193.21 - $210.15 $332K - $361K
25.5K $5.22B
TSLA
Tesla, Inc.

Consumer Cyclical
227
+ 6.04%
$293.94 - $444.72 $66.7K - $101K
3.98K $1.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 1.15%
$617.65 - $666.84 $67.9K - $73.4K
9.7K $6.46B
APP
App Lovin Corp

Technology
279
+ 34.79%
$335.1 - $718.54 $93.5K - $200K
1.08K $777M
JNJ
Johnson & Johnson

Healthcare
45
+ 0.32%
$155.17 - $185.42 $6.98K - $8.34K
14.2K $2.63B
LLY
Eli Lilly & CO

Healthcare
630
+ 32.08%
$625.65 - $812.69 $394K - $512K
2.59K $1.98B
BAC
Bank Of America Corp

Financial Services
5.27K
+ 15.01%
$44.92 - $52.42 $237K - $276K
40.4K $2.08B
CAT
Caterpillar Inc

Industrials
136
+ 3.55%
$390.92 - $477.15 $53.2K - $64.9K
3.97K $1.89B
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.04%
$303.93 - $329.86 $1.52K - $1.65K
14.2K $4.65B
HD
Home Depot, Inc.

Consumer Cyclical
168
+ 0.64%
$357.4 - $423.42 $60K - $71.1K
26.5K $2.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.43%
$567.77 - $614.76 $15.3K - $16.6K
6.27K $3.84B
CVX
Chevron Corp

Energy
637
+ 4.86%
$145.57 - $161.83 $92.7K - $103K
13.7K $2.13B
HOOD
Robinhood Markets, Inc.

Technology
1.25K
+ 100.48%
$91.27 - $143.18 $114K - $179K
2.49K $356M
SHOP
Shopify Inc.

Technology
850
+ 28.18%
$112.11 - $157.12 $95.3K - $134K
3.87K $575M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.85K
+ 16.67%
$55.61 - $57.37 $214K - $221K
26.9K $1.54B
DFUS
Dimensional ETF Tr U S Equity

ETFs
44
+ 0.11%
$67.01 - $72.84 $2.95K - $3.2K
40.9K $2.96B
TD
Toronto Dominion Bank

Financial Services
704
+ 3.07%
$72.55 - $79.95 $51.1K - $56.3K
23.7K $1.89B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4K
+ 40.0%
$48.72 - $50.73 $195K - $203K
14K $690M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
154
+ 5.51%
$224.68 - $282.71 $34.6K - $43.5K
2.95K $823M
NEM
Newmont Corp

Basic Materials
678
+ 13.61%
$57.35 - $85.25 $38.9K - $57.8K
5.66K $477M
SE
Sea LTD

Consumer Cyclical
875
+ 53.98%
$146.23 - $196.5 $128K - $172K
2.5K $446M
GE
General Electric CO

Industrials
324
+ 15.94%
$244.75 - $305.63 $79.3K - $99K
2.36K $709M
NOC
Northrop Grumman Corp

Industrials
165
+ 21.29%
$498.9 - $609.32 $82.3K - $101K
940 $573M
Ge Vernova Inc Com
67
+ 4.33%
N/A
1.61K $992M
AMZN
Amazon Com Inc

Consumer Cyclical
669
+ 1.01%
$211.65 - $238.24 $142K - $159K
67.2K $10.2B
MRK
Merck & Co., Inc.

Healthcare
1.04K
+ 8.21%
$77.6 - $87.37 $80.9K - $91.1K
13.8K $1.15B
VTV
Vanguard Value ETF

ETFs
15
+ 0.1%
$175.51 - $186.57 $2.63K - $2.8K
14.5K $2.71B
TMO
Thermo Fisher Scientific Inc.

Healthcare
218
+ 47.19%
$404.94 - $499.99 $88.3K - $109K
680 $330M
RBLX
Roblox Corp

Communication Services
950
+ 411.26%
$100.65 - $141.56 $95.6K - $134K
1.18K $164M
UNH
Unitedhealth Group Inc

Healthcare
233
+ 1.27%
$237.77 - $353.61 $55.4K - $82.4K
18.5K $645M
Dimensional World Equity ETF
1.82K
+ 435.89%
N/A
2.24K $161M
Activity Summary
Buys All Purchases 373 New Holdings 108 Increased Positions 265 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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