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
Vanguard Core Bond ETF
336
+ 14.35%
N/A
2.68K $207M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.95%
$890.62 - $1076.86 $6.23K - $7.54K
746 $705M
CME
Cme Group Inc.

Financial Services
57
+ 16.19%
$225.82 - $266.54 $12.9K - $15.2K
409 $109M
AZO
Autozone Inc

Consumer Cyclical
2
+ 6.67%
$3193.96 - $3828.11 $6.39K - $7.66K
32 $121M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
588
+ 21.01%
$37.07 - $40.63 $21.8K - $23.9K
3.39K $133M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
146
+ 197.3%
$175.5 - $209.86 $25.6K - $30.6K
220 $39.9M
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
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
WOOD
Ishares Global Timber & Forest
267
+ 74.58%
N/A
625 $47.2M
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
DASH
Door Dash, Inc.

Communication Services
29
+ 3.97%
$168.37 - $213.38 $4.88K - $6.19K
759 $139M
Labcorp Holdings Inc Com Shs
63
+ 23.6%
N/A
330 $76.7M
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
VGSH
Vanguard

ETFs
143
+ 1.26%
$58.07 - $58.69 $8.3K - $8.39K
11.5K $675M
DLB
Dolby Laboratories, Inc.

Industrials
114
+ 10.56%
$76.37 - $87.32 $8.71K - $9.95K
1.19K $95.9M
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
SPY
Spdr S&P 500 ETF Trust

ETFs
462
+ 4.97%
$551.42 - $612.93 $255K - $283K
9.77K $5.46B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
+ 4.68%
$208.48 - $244.03 $2.29K - $2.68K
246 $60M
BKR
Baker Hughes CO

Energy
192
+ 42.11%
$41.16 - $48.85 $7.9K - $9.38K
648 $28.5M
MGV
Vanguard Mega Cap Value

ETFs
7
+ 0.33%
$123.61 - $133.01 $865 - $931
2.16K $278M
FCX
Freeport Mcmoran Inc

Basic Materials
261
+ 9.36%
$34.5 - $43.01 $9K - $11.2K
3.05K $115M
ALLY
Ally Financial Inc.

Financial Services
229
+ 13.12%
$32.99 - $40.09 $7.55K - $9.18K
1.97K $72M
Liberty Media Corp Del Com Lbty One S C
100
+ 74.07%
N/A
235 $21.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
133
+ 8.71%
$30.38 - $34.94 $4.04K - $4.65K
1.66K $56.8M
WTW
Willis Towers Watson PLC

Financial Services
5
+ 2.13%
$306.61 - $340.78 $1.53K - $1.7K
240 $81.2M
IDA
Idacorp Inc

Utilities
55
+ 37.67%
$105.58 - $119.04 $5.81K - $6.55K
201 $23.4M
FLO
Flowers Foods Inc

Consumer Defensive
404
+ 142.25%
$18.05 - $20.78 $7.29K - $8.4K
688 $13.1M
SHEL
Shell PLC

Energy
3
+ 0.46%
$62.84 - $73.29 $189 - $220
654 $47.9M
Tko Group Holdings Inc Cl A
29
+ 14.87%
N/A
224 $34.3M
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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