Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 1488 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $349B, Dimensional ETF Tr U S Core Eq with a value of $79.5B, Dimensional ETF Tr with a value of $28.8B, Dimensional ETF Tr with a value of $27.9B, and Wisdomtree Tr U.S Largecap Div with a value of $26.8B.

Examining the 13F form we can see an decrease of $3.24B in the current position value, from $1.04T to 1.03T. Also it can be appreciated an additional of 111 stocks purchases and 2 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.