Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025

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.

Portfolio value $1.03 Trillion
Financial Services: $412 Billion
ETFs: $370 Billion
Technology: $58.5 Billion
Industrials: $34.5 Billion
Healthcare: $22.4 Billion
Consumer Cyclical: $22.3 Billion
Consumer Defensive: $15.7 Billion
Communication Services: $13.8 Billion
Other: $28.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$583 Million 0.06% of portfolio
2,143
Q1 2025 Reduced 19.44%
$166B
$614 Million 0.06% of portfolio
8,654
Q1 2025 Reduced 5.19%
$0
$475 Million 0.05% of portfolio
5,783
Q1 2025 Added 6.42%
$0
$490 Million 0.05% of portfolio
4,343
Q3 2024 Added 283.66%
$82.7B
$566 Million 0.05% of portfolio
5,159
Q1 2025 Reduced 4.0%
$17.2B
$538 Million 0.05% of portfolio
33,666
Q1 2025 Reduced 10.05%
$139B
$473 Million 0.05% of portfolio
860
Q1 2025 Added 9.69%
$145B
$488 Million 0.05% of portfolio
6,884
Q4 2024 Reduced 2.96%
$0
$488 Million 0.05% of portfolio
9,004
Q1 2025 Added 38.46%
$191B
$539 Million 0.05% of portfolio
7,400
Q1 2025 Added 29.24%
$0
$563 Million 0.05% of portfolio
562,679
Q3 2024 New
$318B
$544 Million 0.05% of portfolio
820
Q1 2025 Added 20.94%
$91.6B
$540 Million 0.05% of portfolio
7,959
Q3 2024 Added 0.32%
$39.3B
$524 Million 0.05% of portfolio
2,026
Q4 2024 Added 0.3%
$310B
$480 Million 0.05% of portfolio
6,690
Q1 2025 Reduced 3.55%
$0
$508 Million 0.05% of portfolio
3,743
Q1 2024 New
$86.2B
$507 Million 0.05% of portfolio
3,452
Q1 2025 Added 1.5%
$103B
$470 Million 0.05% of portfolio
7,823
Q1 2025 Added 6.06%
$140B
$479 Million 0.05% of portfolio
2,053
Q1 2025 Reduced 15.02%
$76.4B
$529 Million 0.05% of portfolio
5,644
Q1 2025 Added 3.81%
Blackrock Inc Com
-
$551 Million 0.05% of portfolio
-
Q4 2024 Reduced 2.51%
$233B
$489 Million 0.05% of portfolio
3,684
Q1 2025 Added 9.84%
$92.7B
$457 Million 0.04% of portfolio
1,973
Q1 2025 Added 13.26%
$96.2B
$410 Million 0.04% of portfolio
18,069
Q1 2025 Added 20.48%
$59.6B
$422 Million 0.04% of portfolio
4,025
Q1 2025 Reduced 0.4%
$53.3B
$376 Million 0.04% of portfolio
2,261
Q1 2025 Added 0.4%
$0
$441 Million 0.04% of portfolio
4,507
Q1 2025 Added 625.76%
$92.7B
$366 Million 0.04% of portfolio
5,765
Q1 2025 Reduced 2.77%
$32.8B
$373 Million 0.04% of portfolio
4,093
Q1 2025 Reduced 6.77%
$54.8B
$374 Million 0.04% of portfolio
5,949
Q1 2025 Reduced 34.11%
$0
$457 Million 0.04% of portfolio
2,290
Q1 2025 Added 358.0%
$23.7B
$366 Million 0.04% of portfolio
3,064
Q1 2025 Reduced 19.73%
$26.9B
$419 Million 0.04% of portfolio
5,074
Q1 2025 Reduced 0.65%
$88.7B
$418 Million 0.04% of portfolio
9,441
Q2 2024 Added 200.57%
$0
$403 Million 0.04% of portfolio
5,481
Q1 2025 Reduced 2.21%
Kenvue Inc Com
-
$410 Million 0.04% of portfolio
-
Q1 2025 Reduced 4.41%
$83.7B
$399 Million 0.04% of portfolio
2,226
Q1 2025 Reduced 16.09%
$274B
$418 Million 0.04% of portfolio
2,087
Q1 2025 Added 5.94%
$271B
$425 Million 0.04% of portfolio
24,791
Q1 2025 Added 1.27%
$78.2B
$397 Million 0.04% of portfolio
775
Q3 2024 Reduced 3.85%
$18.3B
$389 Million 0.04% of portfolio
7,287
Q1 2025 Added 6.6%
$47.6B
$463 Million 0.04% of portfolio
8,255
Q1 2025 Added 4.67%
$63.2B
$399 Million 0.04% of portfolio
4,587
Q1 2025 Reduced 6.48%
$225B
$458 Million 0.04% of portfolio
99
Q1 2025 Added 45.59%
$0
$340 Million 0.03% of portfolio
5,276
Q1 2025 Added 365.67%
$18.7B
$275 Million 0.03% of portfolio
3,761
Q3 2024 Added 24.91%
$123B
$355 Million 0.03% of portfolio
732
Q1 2025 Added 84.38%
$91.1B
$339 Million 0.03% of portfolio
972
Q4 2024 Reduced 22.98%
$128B
$351 Million 0.03% of portfolio
1,150
Q1 2024 Reduced 0.26%

Summary

  • Portfolio
  • No. of Stocks 1,488
  • Current Value $1.03 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 111 stocks
  • Additional Purchases 229 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 305 stocks
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