Lri Investments, LLC Incresed Positions in Q2 2025

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional Us Core Equity 1 ETF
282K
+ 224.34%
N/A
408K $27.3B
DFAX
Dimensional ETF Tr
152K
+ 13.81%
$23.37 - $29.39 $3.55M - $4.47M
1.25M $36.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
26.7K
+ 6.07%
$54.19 - $67.22 $1.45M - $1.8M
467K $31.4B
NVDA
Nvidia Corp

Technology
4.11K
+ 6.17%
$94.31 - $157.99 $388K - $649K
70.7K $11.2B
MSFT
Microsoft Corp

Technology
837
+ 1.54%
$354.56 - $497.45 $297K - $416K
55.2K $14.4B
DFAI
Dimensional ETF Tr

ETFs
8.73K
+ 0.98%
$28.02 - $34.71 $245K - $303K
902K $31.2B
DFAR
Dimensional ETF Tr Dimensional

ETFs
94.2K
+ 174.13%
$20.99 - $23.93 $1.98M - $2.25M
148K $3.48B
DFIV
Dimensional ETF Tr

ETFs
4.34K
+ 1.19%
$34.67 - $43.21 $150K - $187K
368K $15.8B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19.7K
+ 3.72%
$36.25 - $42.28 $715K - $834K
550K $23.2B
RTX
Raytheon Technologies Corp

Industrials
753
+ 0.97%
$113.75 - $148.48 $85.7K - $112K
78.1K $11.4B
IRBO
Ishares Robotics & Artificial

ETFs
3.68K
+ 3.91%
N/A
97.8K $4.01B
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 0.26%
$210.28 - $289.91 $22.1K - $30.4K
40.6K $5.13B
Ge Vernova Inc Com
957
+ 162.48%
N/A
1.55K $818M
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 9.76%
$146.58 - $180.01 $222K - $272K
17K $3.02B
CARR
Carrier Global Corp

Industrials
1
+ 0.0%
$55.55 - $75.83 $55.6 - $75.8
57.4K $4.2B
VTI
Vanguard Total Stock Market Et

ETFs
334
+ 2.42%
$243.75 - $303.93 $81.4K - $102K
14.2K $4.3B
VAW
Vanguard Materials ETF

ETFs
1.65K
+ 7.47%
$163.82 - $196.64 $271K - $325K
23.8K $4.63B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.15K
+ 296.94%
$71.28 - $83.74 $367K - $431K
6.88K $576M
MELI
Mercadolibre Inc

Consumer Cyclical
19
+ 3.35%
$1794.73 - $2613.63 $34.1K - $49.7K
586 $1.53B
COF
Capital One Financial Corp

Financial Services
1.64K
+ 73.67%
$150.57 - $212.76 $247K - $349K
3.87K $823M
UBER
Uber Technologies, Inc

Technology
2.86K
+ 38.58%
$64.62 - $93.3 $184K - $266K
10.3K $957M
TSLA
Tesla, Inc.

Consumer Cyclical
754
+ 25.12%
$221.86 - $362.89 $167K - $274K
3.76K $1.19B
NOW
Service Now, Inc.

Technology
171
+ 17.08%
$721.65 - $1040.18 $123K - $178K
1.17K $1.21B
GS
Goldman Sachs Group Inc

Financial Services
165
+ 11.64%
$462.22 - $707.75 $76.3K - $117K
1.58K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 0.21%
$456.74 - $568.03 $5.94K - $7.38K
6.24K $3.55B
WMT
Walmart Inc.

Consumer Defensive
620
+ 2.4%
$81.79 - $99.98 $50.7K - $62K
26.4K $2.58B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
871
+ 45.32%
$141.37 - $228.57 $123K - $199K
2.79K $633M
IVV
Ishares Core S&P 500 ETF

ETFs
486
+ 623.08%
$498.8 - $620.9 $242K - $302K
564 $350M
SNOW
Snowflake Inc.

Technology
1.21K
+ 645.74%
$130.53 - $223.77 $158K - $272K
1.4K $314M
DFUS
Dimensional ETF Tr U S Equity

ETFs
227
+ 0.56%
$53.65 - $67.02 $12.2K - $15.2K
40.9K $2.74B
ISRG
Intuitive Surgical Inc

Healthcare
377
+ 30.58%
$451.58 - $565.94 $170K - $213K
1.61K $875M
IAU
Ishares Gold Trust

ETFs
3.85K
+ 142.43%
$56.1 - $64.74 $216K - $249K
6.55K $408M
NU
Nu Holdings Ltd.

Financial Services
14.2K
+ 105.27%
$9.6 - $13.72 $136K - $194K
27.6K $379M
SHOP
Shopify Inc.

Technology
1.83K
+ 154.51%
$76.89 - $115.35 $141K - $211K
3.02K $348M
DXCM
Dexcom Inc

Healthcare
2.56K
+ 30.72%
$59.83 - $87.57 $153K - $224K
10.9K $278M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3K
+ 16.35%
$56.84 - $65.5 $171K - $197K
21.4K $1.4B
BAC
Bank Of America Corp

Financial Services
821
+ 2.39%
$34.39 - $47.46 $28.2K - $39K
35.1K $1.66B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3K
+ 12.05%
$45.88 - $54.4 $138K - $163K
27.9K $1.52B
PM
Philip Morris International Inc.

Consumer Defensive
210
+ 2.68%
$149.23 - $184.95 $31.3K - $38.8K
8.04K $1.47B
AIQ
Global X Funds Global X Artifi

ETFs
1.2K
+ 5.2%
$31.5 - $43.69 $37.8K - $52.4K
24.3K $1.06B
NEE
Nextera Energy Inc

Utilities
3.24K
+ 47.02%
$64.11 - $75.0 $208K - $243K
10.1K $703M
DELL
Dell Technologies Inc.

Technology
688
+ 16.81%
$71.63 - $125.98 $49.3K - $86.7K
4.78K $586M
LHX
L3 Harris Technologies, Inc.

Industrials
652
+ 3.69%
$200.21 - $256.99 $131K - $168K
18.3K $400M
SIMO
Silicon Motion Technology Corp

Technology
2.46K
+ 704.0%
$38.95 - $75.77 $96K - $187K
2.81K $212M
APP
App Lovin Corp

Technology
455
+ 131.12%
$219.37 - $417.89 $99.8K - $190K
802 $281M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
664
+ 3.29%
$55.54 - $69.09 $36.9K - $45.9K
20.8K $1.44B
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.69K
+ 139.42%
$22.98 - $23.27 $177K - $179K
13.2K $307M
IWM
Ishares Russell 2000 ETF

ETFs
652
+ 28.47%
$174.82 - $215.79 $114K - $141K
2.94K $635M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
546
+ 182.0%
$179.95 - $278.88 $98.3K - $152K
846 $236M
Activity Summary
Buys All Purchases 423 New Holdings 105 Increased Positions 318 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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