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Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$1.031BTotal holdings1146
Assets growth rate17.31%Assets growth rate (2-Q avg)69.61%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1146 positions.

Assets under management

The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.031B in assets, with a quarterly growth rate of 17.31% and a 2-quarter average growth rate of 69.61%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DLSWisdomtree International Smallcap Dividend Fund
Recent Activity
Decreased -2%
1.25%
$12.88M
202,516 shares@ $63.6 avg price
DISVDimensional International Small Cap Value Etf
Recent Activity
Increased 2.72%
1.25%
$12.794M
478,275 shares@ $26.75 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 103.77%
1.22%
$12.542M
55,675 shares@ $225.28 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -0.55%
0.98%
$10.01M
68,210 shares@ $146.76 avg price
RTXRtx Corporation Com
Recent Activity
Increased 6.5%
0.9%
$9.221M
77,543 shares@ $118.92 avg price
DFLVDimensional Us Large Cap Value Etf
Recent Activity
Increased 6.38%
0.62%
$6.305M
197,600 shares@ $31.91 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 9.17%
0.59%
$6.054M
10,203 shares@ $593.38 avg price
NUENucor Corp Com
Recent Activity
Increased 4368.39%
0.48%
$4.945M
33,781 shares@ $146.38 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1.87%
0.47%
$4.795M
39,770 shares@ $120.56 avg price
CARRCarrier Global Corporation Com
Recent Activity
Decreased -0.4%
0.43%
$4.385M
58,497 shares@ $74.97 avg price