Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.03 Trillion
  • Q1 2025

Lri Investments, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 1488 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $349B, Dimensional ETF Tr U S Core Eq with a value of $79.5B, Dimensional ETF Tr with a value of $28.8B, Dimensional ETF Tr with a value of $27.9B, and Wisdomtree Tr U.S Largecap Div with a value of $26.8B.

Examining the 13F form we can see an decrease of $3.24B in the current position value, from $1.04T to 1.03T. Also it can be appreciated an additional of 111 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: $412 Billion
ETFs: $370 Billion
Technology: $58.5 Billion
Industrials: $34.5 Billion
Healthcare: $22.4 Billion
Consumer Cyclical: $22.3 Billion
Consumer Defensive: $15.7 Billion
Communication Services: $13.8 Billion
Other: $28.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.77B
$3.44 Million 0.0% of portfolio
20
Q4 2024 Reduced 66.67%
$2.01B
$4.52 Million 0.0% of portfolio
358
Q1 2024 New
$2.11B
$14 Million 0.0% of portfolio
400
Q1 2024 New
$2.46B
$208,000 0.0% of portfolio
67
Q1 2024 New
$8.68B
$935,000 0.0% of portfolio
44
Q3 2024 New
$8.89B
$12.1 Million 0.0% of portfolio
125
Q4 2024 Reduced 63.66%
$2.16B
$2.63 Million 0.0% of portfolio
59
Q1 2025 New
$2.87B
$2.44 Million 0.0% of portfolio
31
Q1 2024 New
$2.46B
$16.4 Million 0.0% of portfolio
330
Q1 2025 Reduced 88.87%
$3.73B
$4.07 Million 0.0% of portfolio
42
Q1 2025 Added 40.0%
$8.28B
$974,000 0.0% of portfolio
34
Q1 2025 Reduced 96.49%
$3.92B
$3.71 Million 0.0% of portfolio
49
Q1 2025 Reduced 24.62%
$4.4B
$5.45 Million 0.0% of portfolio
78
Q1 2024 New
$3.49B
$4.58 Million 0.0% of portfolio
276
Q1 2025 New
$7.43B
$6.86 Million 0.0% of portfolio
45
Q1 2025 Reduced 36.62%
$4.3B
$3.65 Million 0.0% of portfolio
32
Q2 2024 New
$2.75B
$6.91 Million 0.0% of portfolio
244
Q1 2025 Reduced 79.37%
$3.24B
$11.2 Million 0.0% of portfolio
621
Q1 2024 New
$4.11B
$21 Million 0.0% of portfolio
278
Q4 2024 Reduced 7.33%
$5.94B
$23.4 Million 0.0% of portfolio
201
Q1 2025 Added 37.67%
$5.1B
$4.42 Million 0.0% of portfolio
29
Q3 2024 Reduced 17.14%
$2.22B
$3.56 Million 0.0% of portfolio
69
Q3 2024 Added 30.19%
$2.3B
$1.61 Million 0.0% of portfolio
13
Q2 2024 New
$3.03B
$3.94 Million 0.0% of portfolio
68
Q3 2024 Reduced 58.54%
$6.85B
$2.45 Million 0.0% of portfolio
52
Q4 2024 Reduced 34.18%
$8.15B
$4.26 Million 0.0% of portfolio
55
Q2 2024 New
$2.95B
$10.7 Million 0.0% of portfolio
542
Q1 2025 Reduced 15.44%
$3.04B
$39.4 Million 0.0% of portfolio
1,262
Q2 2024 New
$3.44B
$4.13 Million 0.0% of portfolio
148
Q1 2025 Added 4.23%
$4.98B
$2.75 Million 0.0% of portfolio
28
Q1 2025 New
$6.23B
$974,000 0.0% of portfolio
4
Q1 2025 New
$3.57B
$20.3 Million 0.0% of portfolio
1,358
Q3 2024 Added 8.99%
$6.16B
$12 Million 0.0% of portfolio
193
Q1 2024 New
$4.29B
$3.79 Million 0.0% of portfolio
40
Q2 2024 New
$2.06B
$4.46 Million 0.0% of portfolio
76
Q1 2024 New
$3.35B
$2.43 Million 0.0% of portfolio
50
Q1 2024 New
$3.85B
$5.89 Million 0.0% of portfolio
17
Q3 2024 Reduced 19.05%
$2.36B
$5.96 Million 0.0% of portfolio
93
Q1 2025 Added 38.81%
$4.01B
$11 Million 0.0% of portfolio
90
Q1 2025 Reduced 5.26%
$4.27B
$4.3 Million 0.0% of portfolio
31
Q1 2025 Added 24.0%
$8.38B
$11.2 Million 0.0% of portfolio
223
Q1 2025 Reduced 6.3%

Summary

  • Portfolio
  • No. of Stocks 1,488
  • Current Value $1.03 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 111 stocks
  • Additional Purchases 229 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 305 stocks
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