Lri Investments, LLC Sells in Q1 2025

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
-217K
- 8.35%
$140.19 - $198.28 $30.4M - $43.1M
2.38M $349B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-73.7K
- 2.97%
$32.42 - $36.13 $2.39M - $2.66M
2.41M $79.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-22.3K
- 24.77%
$190.26 - $242.06 $4.25M - $5.4M
67.8K $8.94B
AAPL
Apple Inc.

Technology
-1.48K
- 1.92%
$209.68 - $247.1 $310K - $365K
75.4K $16.8B
MSFT
Microsoft Corp

Technology
-966
- 1.75%
$375.39 - $447.2 $363K - $432K
54.4K $10.5B
AVGO
Broadcom Inc.

Technology
-1.07K
- 5.02%
$167.43 - $244.7 $179K - $262K
20.2K $3.39B
MTB
M&T Bank Corp

Financial Services
-3.05K
- 20.66%
$170.47 - $201.98 $520K - $617K
11.7K $2.1B
LLY
Eli Lilly & CO

Healthcare
-958
- 31.03%
$725.72 - $929.72 $695K - $891K
2.13K $1.76B
AGO
Assured Guaranty LTD

Financial Services
-523
- 0.18%
$82.9 - $95.47 $43.4K - $49.9K
292K $25.8B
GOOG
Alphabet Inc.

Communication Services
-286
- 1.81%
$156.06 - $207.71 $44.6K - $59.4K
15.5K $2.42B
FICO
Fair Isaac Corp

Technology
-211
- 79.62%
$1695.35 - $2030.47 $358K - $428K
54 $100M
PG
Procter & Gamble CO

Consumer Defensive
-2.62K
- 21.83%
$158.56 - $176.26 $416K - $462K
9.38K $1.6B
Arista Networks Inc Com Shs
-2.65K
- 49.32%
N/A
2.72K $211M
CARR
Carrier Global Corp

Industrials
-1.42K
- 2.42%
$62.07 - $70.55 $88.3K - $100K
57.4K $3.64B
NOW
Service Now, Inc.

Technology
-93
- 8.5%
$783.83 - $1170.39 $72.9K - $109K
1K $797M
LMT
Lockheed Martin Corp

Industrials
-464
- 12.61%
$423.19 - $506.29 $196K - $235K
3.22K $1.44B
SSNC
Ss&C Technologies Holdings Inc

Technology
-6.13K
- 27.1%
$74.75 - $89.13 $458K - $546K
16.5K $1.38B
HON
Honeywell International Inc

Industrials
-969
- 10.88%
$202.75 - $226.52 $196K - $219K
7.93K $1.68B
BX
Blackstone Inc.

Financial Services
-543
- 7.14%
$136.53 - $186.74 $74.1K - $101K
7.07K $988M
HD
Home Depot, Inc.

Consumer Cyclical
-457
- 1.71%
$347.25 - $424.87 $159K - $194K
26.3K $2.24B
ISCG
Ishares Morningstar Small Cap

ETFs
-2.07K
- 4.26%
$44.44 - $52.05 $92K - $108K
46.5K $2.09B
ETN
Eaton Corp PLC

Industrials
-517
- 19.44%
$271.83 - $371.23 $141K - $192K
2.14K $583M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-236
- 3.65%
$507.05 - $563.67 $120K - $133K
6.23K $3.2B
MRK
Merck & Co., Inc.

Healthcare
-1.52K
- 10.77%
$83.01 - $101.02 $127K - $154K
12.6K $1.13B
ADBE
Adobe Inc.

Technology
-311
- 13.6%
$377.84 - $464.11 $118K - $144K
1.98K $758M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-961
- 33.33%
$165.25 - $224.62 $159K - $216K
1.92K $319M
Dimensional Us Large Cap Value ETF
-11K
- 5.22%
N/A
200K $6.11B
LII
Lennox International Inc

Industrials
-321
- 59.67%
$553.05 - $666.93 $178K - $214K
217 $122M
Dimensional Global Real Estate ETF
-12.2K
- 7.65%
N/A
147K $3.86B
TTD
Trade Desk, Inc.

Technology
-1.07K
- 50.14%
$53.59 - $126.58 $57.2K - $135K
1.06K $58.1M
ACLS
Axcelis Technologies Inc

Technology
-2.64K
- 88.87%
$49.67 - $74.45 $131K - $196K
330 $16.4M
WMT
Walmart Inc.

Consumer Defensive
-1.34K
- 4.93%
$84.5 - $105.05 $113K - $141K
25.8K $2.27B
TER
Teradyne, Inc

Technology
-1.27K
- 67.85%
$82.6 - $140.0 $105K - $177K
600 $49.6M
ORCL
Oracle Corp

Technology
-217
- 3.95%
$139.81 - $186.47 $30.3K - $40.5K
5.27K $737M
DHI
Horton D R Inc

Consumer Cyclical
-1.24K
- 91.57%
$125.29 - $147.65 $155K - $183K
114 $14.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-230
- 15.04%
$468.34 - $539.52 $108K - $124K
1.3K $609M
LEN
Lennar Corp

Consumer Cyclical
-862
- 28.99%
$113.93 - $141.54 $98.2K - $122K
2.11K $242M
BAC
Bank Of America Corp

Financial Services
-1.88K
- 5.2%
$39.61 - $47.74 $74.5K - $89.8K
34.3K $1.43B
USB
Us Bancorp \De\

Financial Services
-2.73K
- 36.58%
$40.92 - $50.9 $112K - $139K
4.74K $200M
PH
Parker Hannifin Corp

Industrials
-223
- 32.27%
$591.65 - $707.05 $132K - $158K
468 $285M
GS
Goldman Sachs Group Inc

Financial Services
-205
- 12.63%
$524.81 - $672.19 $108K - $138K
1.42K $775M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.6K
- 28.53%
$37.07 - $62.39 $59.2K - $99.7K
4K $154M
AMP
Ameriprise Financial Inc

Financial Services
-234
- 32.82%
$472.29 - $575.13 $111K - $135K
479 $232M
SIMO
Silicon Motion Technology Corp

Technology
-2.68K
- 88.46%
$49.58 - $59.71 $133K - $160K
350 $17.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-772
- 46.9%
$161.03 - $235.53 $124K - $182K
874 $145M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-379
- 8.31%
$168.84 - $202.89 $64K - $76.9K
4.18K $735M
CLX
Clorox CO

Consumer Defensive
-800
- 45.69%
$141.76 - $162.89 $113K - $130K
951 $140M
DHR
Danaher Corp

Healthcare
-168
- 3.8%
$201.62 - $250.59 $33.9K - $42.1K
4.26K $873M
CTVA
Corteva, Inc.

Basic Materials
-3.08K
- 34.11%
$55.94 - $66.15 $172K - $204K
5.95K $374M
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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