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.
Stock Holdings Table Market Cap. of Under $50 Millions
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