Lri Investments, LLC Reduced Holdings in Q2 2025

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-11
- 2.22%
$544.07 - $787.63 $5.98K - $8.66K
485 $382M
DE
Deere & CO

Industrials
-15
- 0.66%
$412.99 - $531.48 $6.19K - $7.97K
2.24K $1.14B
SPOT
Spotify Technology S.A.

Communication Services
-132
- 15.35%
$503.3 - $775.9 $66.4K - $102K
728 $558M
GLW
Corning Inc

Technology
-445
- 2.5%
$39.07 - $52.59 $17.4K - $23.4K
17.3K $912M
AVDE
American Centy ETF Tr Avantis

ETFs
-579
- 3.17%
$59.32 - $74.36 $34.3K - $43.1K
17.7K $1.31B
GE
General Electric CO

Industrials
-54
- 2.59%
$166.81 - $257.39 $9.01K - $13.9K
2.03K $523M
VIG
Vanguard Dividend Appreciation

ETFs
-11
- 0.11%
N/A
10.1K $2.07B
PANW
Palo Alto Networks Inc

Technology
-94
- 2.41%
$152.44 - $204.64 $14.3K - $19.2K
3.8K $778M
MTB
M&T Bank Corp

Financial Services
-284
- 2.42%
$156.58 - $193.99 $44.5K - $55.1K
11.4K $2.22B
ADI
Analog Devices Inc

Technology
-18
- 0.49%
$164.6 - $238.02 $2.96K - $4.28K
3.63K $864M
DFAU
Dimensional ETF Tr

ETFs
-29
- 0.05%
$34.04 - $42.36 $987 - $1.23K
53K $2.25B
NFLX
Netflix Inc

Communication Services
-168
- 15.64%
$855.86 - $1339.13 $144K - $225K
906 $1.21B
CAT
Caterpillar Inc

Industrials
-10
- 0.26%
$273.94 - $388.21 $2.74K - $3.88K
3.83K $1.49B
GOOGL
Alphabet Inc.

Communication Services
-109
- 0.2%
$144.7 - $178.6 $15.8K - $19.5K
53.2K $2.62B
ORCL
Oracle Corp

Technology
-50
- 0.95%
$122.82 - $218.63 $6.14K - $10.9K
5.22K $1.14B
AVUS
American Centy ETF Tr Avantis

ETFs
-2.97K
- 3.55%
$81.38 - $100.82 $242K - $300K
80.9K $8.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
-177
- 1.81%
$496.48 - $617.85 $87.9K - $109K
9.59K $5.92B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.93K
- 0.57%
$70.7 - $82.14 $136K - $158K
336K $27.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.29K
- 1.9%
$167.32 - $223.3 $216K - $288K
66.5K $10B
META
Meta Platforms, Inc.

Communication Services
-54
- 0.16%
$484.66 - $738.09 $26.2K - $39.9K
33.8K $5.33B
DISV
Dimensional ETF Tr Dimensional

ETFs
-5.44K
- 1.22%
$25.93 - $32.91 $141K - $179K
440K $14.5B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2K
- 0.99%
$59.57 - $75.11 $119K - $150K
200K $15B
AVGO
Broadcom Inc.

Technology
-1.24K
- 6.14%
$146.29 - $275.65 $182K - $342K
19K $5.23B
DWM
Wisdomtree Tr

ETFs
-3K
- 0.77%
$52.06 - $63.91 $156K - $192K
387K $24.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12.4K
- 0.52%
$29.12 - $35.84 $362K - $446K
2.4M $85.9B
ARES
Ares Management Corp

Financial Services
-34.3K
- 1.44%
$118.04 - $175.83 $4.05M - $6.03M
2.35M $407B
Activity Summary
Buys All Purchases 423 New Holdings 105 Increased Positions 318 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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