Lri Investments, LLC Purchases in Q3 2024

Lri Investments, LLC

  • $1.03 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
54.8K
+ 2.26%
$31.05 - $34.29 $1.7M - $1.88M
2.47M $88.1B
AAPL
Apple Inc.

Technology
18K
+ 30.7%
$207.23 - $234.82 $3.73M - $4.23M
76.6K $17.5B
NUE
Nucor Corp

Basic Materials
33K
+ 4368.39%
$137.77 - $166.14 $4.55M - $5.49M
33.8K $4.94B
AGO
Assured Guaranty LTD

Financial Services
97
+ 0.03%
$74.0 - $82.52 $7.18K - $8K
293K $26.8B
RTX
Raytheon Technologies Corp

Industrials
4.73K
+ 6.5%
$99.55 - $123.34 $471K - $584K
77.5K $9.22B
VEU
Vanguard Ftse All World Ex Us

ETFs
31.7K
+ 4362.17%
$56.47 - $63.69 $1.79M - $2.02M
32.4K $1.91B
GBDC
Golub Capital Bdc, Inc.

Financial Services
117K
New
$14.36 - $16.0 $1.68M - $1.87M
117K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
23K
+ 34.17%
$161.02 - $200.0 $3.71M - $4.6M
90.4K $14.7B
HD
Home Depot, Inc.

Consumer Cyclical
23.2K
+ 641.15%
$333.64 - $405.2 $7.72M - $9.38M
26.8K $2.66B
JPM
Jpmorgan Chase & CO

Financial Services
26.5K
+ 195.28%
$194.9 - $224.8 $5.17M - $5.96M
40.1K $4.17B
Parametric Equity Premium Income ETF
48.1K
New
N/A
48.1K $1.32B
VTI
Vanguard Total Stock Market Et

ETFs
3.52K
+ 56.13%
$255.18 - $283.2 $898K - $997K
9.79K $2.88B
BAC
Bank Of America Corp

Financial Services
21.2K
+ 134.52%
$36.65 - $44.13 $778K - $937K
37K $1.7B
ACN
Accenture PLC

Technology
1.4K
+ 14.56%
$295.44 - $355.81 $412K - $497K
11K $3.98B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.24K
+ 217.96%
$173.36 - $189.8 $909K - $995K
7.65K $1.48B
DFAI
Dimensional ETF Tr

ETFs
31.8K
+ 3.89%
$28.69 - $32.06 $912K - $1.02M
850K $25.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
857
+ 9.17%
$517.38 - $573.86 $443K - $492K
10.2K $6.05B
Dimensional Us Large Cap Value ETF
11.8K
+ 6.38%
N/A
198K $6.31B
DFIV
Dimensional ETF Tr

ETFs
25.3K
New
$34.66 - $38.38 $878K - $972K
25.3K $916M
CAT
Caterpillar Inc

Industrials
1.99K
+ 106.49%
$316.8 - $391.12 $629K - $777K
3.85K $1.49B
ABBV
Abb Vie Inc.

Healthcare
4.72K
+ 51.05%
$163.84 - $199.33 $774K - $941K
14K $2.37B
TRV
Travelers Companies, Inc.

Financial Services
2.14K
+ 50.7%
$201.87 - $242.35 $432K - $519K
6.36K $1.63B
XLF
Financial Sector Spdr

ETFs
15.1K
+ 638.54%
$40.84 - $45.74 $616K - $690K
17.5K $867M
MCD
Mcdonalds Corp

Consumer Cyclical
1.73K
+ 30.41%
$245.82 - $304.51 $425K - $527K
7.42K $2.21B
ADI
Analog Devices Inc

Technology
3.57K
+ 4576.92%
$200.56 - $243.33 $716K - $869K
3.65K $774M
MRK
Merck & Co., Inc.

Healthcare
8.75K
+ 204.22%
$111.15 - $128.97 $973K - $1.13M
13K $1.28B
VOX
Vanguard Communication Service

ETFs
4.8K
New
$129.82 - $145.39 $623K - $698K
4.8K $739M
IWM
Ishares Russell 2000 ETF

ETFs
3.11K
+ 622.8%
$200.87 - $224.6 $626K - $699K
3.61K $838M
LMT
Lockheed Martin Corp

Industrials
1.01K
+ 37.84%
$460.3 - $584.56 $465K - $590K
3.68K $1.98B
GUNR
Flexshares Tr Morningstar Glob

ETFs
18.8K
New
$38.51 - $41.48 $724K - $780K
18.8K $727M
CSCO
Cisco Systems, Inc.

Technology
10.5K
+ 104.28%
$44.74 - $53.22 $469K - $557K
20.5K $1.19B
ACWI
Ishares Msci Acwi ETF

ETFs
5.8K
New
$107.24 - $119.84 $622K - $695K
5.8K $695M
TXN
Texas Instruments Inc

Technology
3.28K
+ 408.22%
$194.6 - $194.6 $638K - $638K
4.08K $841M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.2K
+ 7494.0%
$54.38 - $59.77 $611K - $672K
11.4K $677M
GM
General Motors CO

Consumer Cyclical
10.9K
+ 336.91%
$39.95 - $49.9 $435K - $544K
14.1K $814M
EPD
Enterprise Products Partners L.P.

Energy
20K
+ 84.29%
$27.88 - $30.0 $558K - $600K
43.7K $1.35B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.7K
+ 171.8%
$156.14 - $187.2 $421K - $505K
4.27K $888M
META
Meta Platforms, Inc.

Communication Services
26.8K
+ 397.27%
$453.41 - $572.44 $12.1M - $15.3M
33.5K $4.03B
Blackrock Inc Com
597
New
N/A
597 $625M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
13.6K
+ 153.94%
$38.51 - $41.69 $523K - $566K
22.4K $968M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15K
New
$32.65 - $36.69 $490K - $550K
15K $575M
Dimensional Global Real Estate ETF
10.5K
+ 7.94%
N/A
143K $3.88B
BX
Blackstone Inc.

Financial Services
1.11K
+ 17.16%
$120.77 - $159.66 $134K - $177K
7.58K $1.37B
ROK
Rockwell Automation, Inc

Industrials
1.97K
+ 4197.87%
$248.27 - $294.37 $490K - $581K
2.02K $579M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
563K
New
$26.74 - $30.37 $15M - $17.1M
563K $563M
LLY
Eli Lilly & CO

Healthcare
1.06K
+ 46.93%
$772.14 - $960.02 $815K - $1.01M
3.31K $2.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.26K
+ 576.82%
$58.03 - $65.37 $537K - $605K
10.9K $658M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
223
+ 3.06%
$405.19 - $478.57 $90.4K - $107K
7.52K $3.52B
KO
Coca Cola CO

Consumer Defensive
9.43K
+ 22.15%
$62.69 - $73.01 $591K - $688K
52K $3.25B
Activity Summary
Buys All Purchases 404 New Holdings 89 Increased Positions 315 Sells All Sells 261 Reductions 259 Sold out 2 Options Calls 0 Puts 0
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