Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.04 Trillion
  • Q4 2024

Lri Investments, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 1371 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $460B, Dimensional ETF Tr U S Core Eq with a value of $85.9B, Assured Guaranty LTD with a value of $26.4B, Wisdomtree Tr U.S Largecap Div with a value of $26.3B, and Dimensional ETF Tr with a value of $26.1B.

Examining the 13F form we can see an increase of $7.39B in the current position value, from $1.03T to 1.04T. Also it can be appreciated an additional of 40 stocks purchases and 1 closed positions.

Lri Investments, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Lri Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
Financial Services: $523 Billion
ETFs: $255 Billion
Technology: $70.1 Billion
Industrials: $36.3 Billion
Consumer Cyclical: $29.7 Billion
Healthcare: $21.8 Billion
Consumer Defensive: $15.8 Billion
Communication Services: $14.7 Billion
Other: $27.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$147 Million 0.01% of portfolio
1,180
Q1 2024 New
$330B
$145 Million 0.01% of portfolio
1,712
Q4 2024 Added 19.89%
$23B
$141 Million 0.01% of portfolio
3,230
Q4 2024 Reduced 10.45%
$39B
$109 Million 0.01% of portfolio
157
Q3 2024 Reduced 8.72%
$7.16B
$65.9 Million 0.01% of portfolio
1,613
Q2 2024 Added 100.62%
$2.92B
$52.1 Million 0.01% of portfolio
1,183
Q3 2024 Reduced 70.4%
$0
$87.9 Million 0.01% of portfolio
16,347
Q3 2024 New
$5.65B
$106 Million 0.01% of portfolio
1,015
Q3 2024 Added 4.0%
$8.77B
$87.5 Million 0.01% of portfolio
525
Q2 2024 New
$2.42B
$87.2 Million 0.01% of portfolio
2,833
Q3 2024 Added 5.75%
$23.9B
$99.3 Million 0.01% of portfolio
-
Q3 2024 Added 550.3%
$153B
$94.5 Million 0.01% of portfolio
889
Q4 2024 Added 9.75%
$22.7B
$67.8 Million 0.01% of portfolio
2,072
Q4 2024 Added 10.57%
$12.2B
$142 Million 0.01% of portfolio
2,132
Q2 2024 New
$7.85B
$125 Million 0.01% of portfolio
2,004
Q4 2024 Added 19.5%
$39.7B
$63.3 Million 0.01% of portfolio
819
Q3 2024 Added 9.05%
$33.1B
$94.6 Million 0.01% of portfolio
800
Q3 2024 Reduced 5.88%
$65.6B
$94.6 Million 0.01% of portfolio
30
Q3 2024 Reduced 16.67%
$46.2B
$80 Million 0.01% of portfolio
609
Q4 2024 Reduced 11.22%
Gsk PLC Sponsored Adr
-
$86.6 Million 0.01% of portfolio
-
Q3 2024 Added 25.71%
$0
$75.9 Million 0.01% of portfolio
646
Q4 2024 Added 0.62%
$9.34B
$857,000 0.0% of portfolio
20
Q1 2024 New
$568M
$3.67 Million 0.0% of portfolio
1,026
Q2 2024 New
$1.34B
$704,000 0.0% of portfolio
85
Q1 2024 New
$4.94B
$8.8 Million 0.0% of portfolio
260
Q1 2024 New
$18.7B
$13 Million 0.0% of portfolio
30
Q3 2024 Reduced 23.08%
$0
$13.2 Million 0.0% of portfolio
106
Q2 2024 New
$4.3B
$19 Million 0.0% of portfolio
765
Q1 2024 New
$14M
$161,000 0.0% of portfolio
125
Q1 2024 New
$26.4B
$38.9 Million 0.0% of portfolio
443
Q3 2024 Added 180.38%
$38.4B
$5.27 Million 0.0% of portfolio
85
Q4 2024 Reduced 66.27%
$16.4B
$38 Million 0.0% of portfolio
501
Q3 2024 Reduced 64.99%
$4.41B
$4.76 Million 0.0% of portfolio
136
Q3 2024 Reduced 27.27%
$2.34B
$1.6 Million 0.0% of portfolio
40
Q4 2024 Added 110.53%
$35.9B
$2.57 Million 0.0% of portfolio
10
Q3 2024 Reduced 44.44%
$34.8B
$17.3 Million 0.0% of portfolio
94
Q4 2024 Reduced 22.31%
$20.9B
$12.3 Million 0.0% of portfolio
142
Q3 2024 Reduced 11.25%
$6.49B
$5.33 Million 0.0% of portfolio
50
Q2 2024 New
$10.6B
$23 Million 0.0% of portfolio
627
Q4 2024 Added 165.68%
$23.5B
$3.51 Million 0.0% of portfolio
19
Q3 2024 Reduced 47.22%
$3.79B
$21.4 Million 0.0% of portfolio
634
Q4 2024 Added 7.64%
$0
$21,000 0.0% of portfolio
1
Q3 2024 New
$3.61B
$7.3 Million 0.0% of portfolio
197
Q2 2024 Added 2.07%
$6.14B
$21.8 Million 0.0% of portfolio
489
Q4 2024 Reduced 14.96%
$0
$34.4 Million 0.0% of portfolio
1,162
Q1 2024 New
$14.8B
$6.7 Million 0.0% of portfolio
37
Q2 2024 New
$5.92B
$18.7 Million 0.0% of portfolio
1,990
Q1 2024 New
$4.88B
$13.5 Million 0.0% of portfolio
148
Q3 2024 Reduced 5.13%
$2.13B
$11.9 Million 0.0% of portfolio
435
Q3 2024 Added 288.39%

Summary

  • Portfolio
  • No. of Stocks 1,371
  • Current Value $1.04 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 194 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 178 stocks
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