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
$330 Million 0.03% of portfolio
9,781
Q4 2024 Added 0.3%
$0
$266 Million 0.03% of portfolio
1,417
Q3 2024 New
$29.8B
$301 Million 0.03% of portfolio
923
Q4 2024 Reduced 18.03%
$61.8B
$321 Million 0.03% of portfolio
4,070
Q4 2024 Reduced 8.64%
$227B
$266 Million 0.03% of portfolio
2,734
Q4 2024 Reduced 42.25%
$30.5B
$266 Million 0.03% of portfolio
1,046
Q4 2024 Added 5.34%
$25.3B
$275 Million 0.03% of portfolio
5,450
Q1 2024 New
$21.3B
$291 Million 0.03% of portfolio
1,646
Q3 2024 Reduced 3.69%
$22.1B
$328 Million 0.03% of portfolio
538
Q3 2024 Reduced 3.58%
$193B
$314 Million 0.03% of portfolio
2,043
Q4 2024 Added 11.21%
Ishares Bitcoin Trust ETF
-
$265 Million 0.03% of portfolio
-
Q4 2024 New
$228B
$329 Million 0.03% of portfolio
1,970
Q4 2024 Added 9.2%
$75.4B
$359 Million 0.03% of portfolio
1,531
Q4 2024 Reduced 23.22%
$208B
$270 Million 0.03% of portfolio
520
Q4 2024 Added 19.82%
$123B
$316 Million 0.03% of portfolio
3,184
Q4 2024 Added 3.58%
$144B
$288 Million 0.03% of portfolio
25,925
Q4 2024 Reduced 4.65%
$0
$269 Million 0.03% of portfolio
2,152
Q3 2024 Added 0.51%
$56.5B
$357 Million 0.03% of portfolio
4,905
Q4 2024 Added 7.52%
$5.5B
$278 Million 0.03% of portfolio
3,107
Q4 2024 Added 8.37%
$35.4B
$281 Million 0.03% of portfolio
9,148
Q4 2024 Reduced 48.25%
$200B
$339 Million 0.03% of portfolio
68
Q3 2024 Reduced 16.05%
$25B
$199 Million 0.02% of portfolio
4,289
Q3 2024 Reduced 3.47%
$6.36B
$177 Million 0.02% of portfolio
914
Q3 2024 New
$34.4B
$172 Million 0.02% of portfolio
9,910
Q4 2024 Added 17.22%
$8.14B
$193 Million 0.02% of portfolio
1,356
Q3 2024 Added 1.42%
$3.66B
$226 Million 0.02% of portfolio
3,409
Q4 2024 Added 75.72%
$16.1B
$224 Million 0.02% of portfolio
472
Q3 2024 Reduced 6.9%
$34.9B
$229 Million 0.02% of portfolio
3,593
Q3 2024 Added 5.89%
$62.1B
$181 Million 0.02% of portfolio
4,179
Q4 2024 Reduced 16.52%
$1.87B
$164 Million 0.02% of portfolio
3,033
Q4 2024 Added 518.98%
$36.8B
$210 Million 0.02% of portfolio
2,023
Q3 2024 Added 286.81%
$3.46B
$158 Million 0.02% of portfolio
6,101
Q4 2024 Reduced 19.62%
$13.6B
$223 Million 0.02% of portfolio
653
Q4 2024 Added 4.48%
$7.02B
$166 Million 0.02% of portfolio
1,750
Q4 2024 Added 40.11%
$35.6B
$250 Million 0.02% of portfolio
2,128
Q4 2024 Reduced 27.45%
$3.33B
$223 Million 0.02% of portfolio
2,883
Q4 2024 Added 624.37%
$79.3B
$189 Million 0.02% of portfolio
745
Q3 2024 Added 1.09%
$5.99B
$196 Million 0.02% of portfolio
3,776
Q4 2024 Added 1.48%
$12.4B
$198 Million 0.02% of portfolio
946
Q3 2024 Reduced 3.47%
$118B
$160 Million 0.02% of portfolio
397
Q4 2024 Reduced 52.46%
$0
$174 Million 0.02% of portfolio
3,855
Q3 2024 New
$69.7B
$192 Million 0.02% of portfolio
682
Q4 2024 Added 2.71%
$37.5B
$205 Million 0.02% of portfolio
3,037
Q3 2024 Added 5.93%
Cooper Cos Inc Com
-
$230 Million 0.02% of portfolio
-
Q3 2024 Reduced 3.62%
$35.9B
$157 Million 0.02% of portfolio
24,072
Q4 2024 Added 1.05%
$80.1B
$169 Million 0.02% of portfolio
472
Q4 2024 Added 2.16%
$12.9B
$169 Million 0.02% of portfolio
371
Q3 2024 Reduced 3.89%
$12.1B
$189 Million 0.02% of portfolio
1,076
Q3 2024 Reduced 3.58%
$79.5B
$167 Million 0.02% of portfolio
20,344
Q4 2024 Reduced 0.4%

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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