Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.03 Trillion
  • Q3 2024

Lri Investments, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 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 $439B, Dimensional ETF Tr U S Core Eq with a value of $88.1B, Wisdomtree Tr U.S Largecap Div with a value of $27.2B, Assured Guaranty LTD with a value of $26.8B, and Dimensional ETF Tr with a value of $25.3B.

Examining the 13F form we can see an increase of $152B in the current position value, from $879B to 1.03T. Also it can be appreciated an additional of 89 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: $504 Billion
ETFs: $261 Billion
Technology: $69.2 Billion
Industrials: $38.5 Billion
Consumer Cyclical: $29.6 Billion
Healthcare: $23.6 Billion
Consumer Defensive: $16.2 Billion
Communication Services: $14.3 Billion
Other: $30.8 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.9M
$706 Million 0.07% of portfolio
296,663
Q1 2024 New
$256M
$167 Million 0.02% of portfolio
162,264
Q3 2024 Added 32,352.8%
$111M
$360,000 0.0% of portfolio
100
Q1 2024 New
$269M
$4.05 Million 0.0% of portfolio
1,753
Q1 2024 New
$134M
$2.48 Million 0.0% of portfolio
516
Q1 2024 New
$217M
$2.64 Million 0.0% of portfolio
683
Q1 2024 New
$157M
$6.25 Million 0.0% of portfolio
5,000
Q1 2024 New
$173M
$1.94 Million 0.0% of portfolio
409
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,371
  • Current Value $1.03 Trillion
  • Prior Value $879 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 89 stocks
  • Additional Purchases 315 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 259 stocks
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