Lri Investments, LLC Incresed Positions in Q3 2024

Lri Investments, LLC

  • $1.03 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
3.21K
+ 283.66%
$93.83 - $105.05 $301K - $337K
4.34K $499M
MSFT
Microsoft Corp

Technology
28.4K
+ 103.77%
$395.15 - $467.56 $11.2M - $13.3M
55.7K $12.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 0.92%
$475.2 - $527.7 $28K - $31.1K
6.47K $3.53B
NFLX
Netflix Inc

Communication Services
148
+ 12.65%
$598.55 - $722.26 $88.6K - $107K
1.32K $1.1B
MELI
Mercadolibre Inc

Consumer Cyclical
113
+ 28.11%
$1591.44 - $2140.1 $180K - $242K
515 $966M
Dimensional Us Core Equity 1 ETF
3.24K
+ 23.2%
N/A
17.2K $1.13B
XOM
Exxon Mobil Corp

Energy
729
+ 1.87%
$109.72 - $119.0 $80K - $86.8K
39.8K $4.79B
C
Citigroup Inc

Financial Services
4.02K
+ 80.12%
$56.11 - $67.61 $226K - $272K
9.04K $616M
AVGO
Broadcom Inc.

Technology
19.3K
+ 924.33%
$136.27 - $1745.86 $2.63M - $33.7M
21.4K $3.64B
UNH
Unitedhealth Group Inc

Healthcare
16.9K
+ 1026.09%
$488.01 - $604.18 $8.25M - $10.2M
18.6K $1.11B
V
Visa Inc.

Financial Services
25.5K
+ 473.08%
$253.74 - $291.56 $6.47M - $7.43M
30.9K $1.68B
DISV
Dimensional ETF Tr Dimensional

ETFs
12.6K
+ 2.72%
$26.06 - $29.18 $329K - $369K
478K $12.8B
Linde PLC Shs
559
+ 128.21%
N/A
995 $451M
PM
Philip Morris International Inc.

Consumer Defensive
703
+ 11.18%
$101.25 - $127.45 $71.2K - $89.6K
6.99K $896M
NVS
Novartis Ag

Healthcare
2.57K
+ 118.36%
$106.13 - $120.89 $272K - $310K
4.73K $490M
ALL
Allstate Corp

Financial Services
13.4K
+ 334.81%
$158.43 - $192.86 $2.12M - $2.58M
17.4K $871M
RIO
Rio Tinto PLC

Basic Materials
3.83K
+ 3035.71%
$59.71 - $71.21 $228K - $272K
3.95K $239M
XYL
Xylem Inc.

Industrials
2K
+ 119.33%
$126.14 - $141.53 $252K - $283K
3.68K $447M
Kenvue Inc Com
6.33K
+ 49.07%
N/A
19.2K $454M
MA
Mastercard Inc

Financial Services
69
+ 3.08%
$429.6 - $500.99 $29.6K - $34.6K
2.31K $1.2B
LOW
Lowes Companies Inc

Consumer Cyclical
444
+ 23.81%
$213.3 - $270.78 $94.7K - $120K
2.31K $624M
IBM
International Business Machines Corp

Technology
310
+ 7.55%
$175.1 - $223.38 $54.3K - $69.2K
4.42K $923M
MMM
3 M CO

Industrials
1.03K
+ 43.89%
$99.69 - $139.42 $103K - $144K
3.38K $447M
DFAU
Dimensional ETF Tr

ETFs
95
+ 0.18%
$35.8 - $39.69 $3.4K - $3.77K
53.7K $2.22B
T
At&T Inc.

Communication Services
5.65K
+ 22.73%
$18.21 - $22.28 $103K - $126K
30.5K $678M
GLD
Spdr Gold Trust

ETFs
700
+ 43.34%
$215.56 - $246.98 $151K - $173K
2.32K $549M
CL
Colgate Palmolive CO

Consumer Defensive
2.34K
+ 75.39%
$95.54 - $108.77 $223K - $254K
5.44K $497M
SOXX
Ishares Semiconductor ETF

ETFs
918
+ 612.0%
$199.29 - $265.49 $183K - $244K
1.07K $233M
Ge Vernova Inc Com
331
+ 66.07%
N/A
832 $271M
SPOT
Spotify Technology S.A.

Communication Services
273
+ 84.26%
$290.16 - $384.01 $79.2K - $105K
597 $285M
JCI
Johnson Controls International PLC

Industrials
1.48K
+ 49.7%
$65.52 - $77.61 $96.9K - $115K
4.46K $379M
CRM
Salesforce, Inc.

Technology
23.4K
+ 1510.84%
$238.42 - $276.53 $5.58M - $6.48M
25K $579M
PCAR
Paccar Inc

Industrials
1.5K
+ 286.81%
$91.64 - $109.98 $137K - $165K
2.02K $233M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.99K
+ 132.29%
$49.83 - $62.75 $149K - $187K
5.25K $314M
PH
Parker Hannifin Corp

Industrials
3
+ 0.34%
$501.01 - $635.92 $1.5K - $1.91K
886 $618M
DEO
Diageo PLC

Consumer Defensive
1.55K
+ 62.16%
$120.02 - $140.77 $186K - $218K
4.04K $484M
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
162K
+ 32352.8%
$0.76 - $2.15 $123K - $348K
162K $167M
HWM
Howmet Aerospace Inc.

Industrials
913
+ 57.35%
$77.3 - $100.22 $70.6K - $91.5K
2.51K $284M
ISRG
Intuitive Surgical Inc

Healthcare
70
+ 5.35%
$416.14 - $494.01 $29.1K - $34.6K
1.38K $742M
LHX
L3 Harris Technologies, Inc.

Industrials
17.3K
+ 1864.9%
$221.96 - $243.27 $3.83M - $4.2M
18.2K $366M
XLE
Energy Sector Spdr

ETFs
1.53K
+ 390.82%
$84.35 - $93.39 $129K - $143K
1.92K $183M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.19K
+ 77.87%
$57.22 - $80.08 $68.3K - $95.5K
2.73K $234M
MDT
Medtronic PLC

Healthcare
839
+ 8.58%
$76.84 - $91.03 $64.5K - $76.4K
10.6K $913M
USB
Us Bancorp \De\

Financial Services
1.38K
+ 20.78%
$39.04 - $47.23 $54K - $65.3K
8.04K $404M
BMY
Bristol Myers Squibb CO

Healthcare
1.55K
+ 58.59%
$39.66 - $51.75 $61.4K - $80.1K
4.19K $245M
BHP
Bhp Group LTD

Basic Materials
2.52K
+ 1739.31%
$51.32 - $62.11 $129K - $157K
2.67K $139M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3K
+ 8.93%
$33.88 - $36.77 $102K - $110K
36.6K $1.26B
AON
Aon PLC

Financial Services
307
+ 198.06%
$293.16 - $351.06 $90K - $108K
462 $174M
Veralto Corp Com Shs
1.2K
+ 308.21%
N/A
1.59K $164M
Activity Summary
Buys All Purchases 404 New Holdings 89 Increased Positions 315 Sells All Sells 261 Reductions 259 Sold out 2 Options Calls 0 Puts 0
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