Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $879 Billion
  • Q2 2024

Lri Investments, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $879 Billion distributed in 1364 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $376B, Dimensional ETF Tr U S Core Eq with a value of $77.9B, Dimensional ETF Tr with a value of $25.3B, Wisdomtree Tr U.S Largecap Div with a value of $24.7B, and Dimensional ETF Tr with a value of $24.3B.

Examining the 13F form we can see an increase of $483B in the current position value, from $396B to 879B. Also it can be appreciated an additional of 310 stocks purchases and 4 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 $879 Billion
Financial Services: $425 Billion
ETFs: $227 Billion
Technology: $60.1 Billion
Industrials: $32.7 Billion
Consumer Cyclical: $24 Billion
Healthcare: $20.6 Billion
Consumer Defensive: $14.8 Billion
Communication Services: $12.7 Billion
Other: $23.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.53B
$2.21 Million 0.0% of portfolio
88
Q1 2024 New
$22.3B
$10.2 Million 0.0% of portfolio
180
Q1 2024 New
$3.5B
$31.3 Million 0.0% of portfolio
848
Q2 2024 Added 246.12%
-
$3.93 Million 0.0% of portfolio
-
Q1 2024 New
$441M
$745,000 0.0% of portfolio
500
Q1 2024 New
$2.99B
$1.78 Million 0.0% of portfolio
100
Q1 2024 New
$41.3B
$24.9 Million 0.0% of portfolio
184
Q2 2024 Added 155.56%
$3.35B
$4.22 Million 0.0% of portfolio
266
Q2 2024 New
$8.29B
$6.07 Million 0.0% of portfolio
31
Q2 2024 New
$2.62B
$6.27 Million 0.0% of portfolio
215
Q2 2024 New
$7.48B
$9.45 Million 0.0% of portfolio
118
Q1 2024 New
$53.4B
$14.7 Million 0.0% of portfolio
580
Q1 2024 New
$6.2B
$10.4 Million 0.0% of portfolio
272
Q2 2024 Added 67.9%
$15.7B
$3.48 Million 0.0% of portfolio
42
Q2 2024 New
$5.45B
$43.9 Million 0.0% of portfolio
3,211
Q2 2024 New
$3.54B
$2.61 Million 0.0% of portfolio
30
Q2 2024 New
$14.6B
$4.32 Million 0.0% of portfolio
406
Q2 2024 Reduced 62.72%
$0
$23.1 Million 0.0% of portfolio
2,734
Q1 2024 New
$6.24B
$10.9 Million 0.0% of portfolio
154
Q2 2024 New
$7.11B
$8.61 Million 0.0% of portfolio
94
Q1 2024 New
$7.25B
$11.4 Million 0.0% of portfolio
317
Q2 2024 Added 30.45%
$8.31B
$33.3 Million 0.0% of portfolio
513
Q2 2024 New
$2.01B
$3.86 Million 0.0% of portfolio
94
Q2 2024 New
$716M
$2.52 Million 0.0% of portfolio
74
Q1 2024 New
$336M
$3.15 Million 0.0% of portfolio
120
Q2 2024 New
$768M
$945,000 0.0% of portfolio
250
Q1 2024 New
$1.34B
$1.27 Million 0.0% of portfolio
100
Q1 2024 New
$826M
$2.89 Million 0.0% of portfolio
414
Q2 2024 New
$851M
$7.1 Million 0.0% of portfolio
1,000
Q1 2024 New
$3.36B
$7.86 Million 0.0% of portfolio
90
Q2 2024 New
$2B
$4.67 Million 0.0% of portfolio
83
Q2 2024 New
$1.62B
$10.9 Million 0.0% of portfolio
1,013
Q2 2024 New
$29.1B
$28.6 Million 0.0% of portfolio
106
Q2 2024 Added 49.3%
$6.86B
$11.8 Million 0.0% of portfolio
450
Q2 2024 Added 15.09%
$40.4B
$7.75 Million 0.0% of portfolio
56
Q2 2024 New
$608M
$127,000 0.0% of portfolio
34
Q1 2024 New
$1.81B
$4.76 Million 0.0% of portfolio
57
Q2 2024 New
$1.06B
$5.9 Million 0.0% of portfolio
1,106
Q1 2024 New
$5.64B
$3.46 Million 0.0% of portfolio
167
Q1 2024 New
$4.32M
$1.39 Million 0.0% of portfolio
10,000
Q1 2024 New
$2.14B
$3.78 Million 0.0% of portfolio
299
Q2 2024 New
$3.57B
$21.3 Million 0.0% of portfolio
1,258
Q1 2024 New
$0
$15.5 Million 0.0% of portfolio
1,325
Q1 2024 New
$3.11B
$35.1 Million 0.0% of portfolio
1,256
Q2 2024 Added 25.6%
$2.33B
$2.97 Million 0.0% of portfolio
81
Q2 2024 New
$7.13B
$22.1 Million 0.0% of portfolio
311
Q1 2024 New
$28.4B
$4.46 Million 0.0% of portfolio
24
Q1 2024 New
$5.67B
$5.22 Million 0.0% of portfolio
2,000
Q1 2024 New
$1.51B
$954,000 0.0% of portfolio
54
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,364
  • Current Value $879 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 310 stocks
  • Additional Purchases 336 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 47 stocks
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