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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
VCRVanguard Consumer Discretionary Etf
Recent Activity
New Position
0.04%
$387,620
1,068 shares@ $362.95 avg price
DSTLDistillate Us Fundamental Stability & Value Etf
Recent Activity
New Position
0.04%
$371,831
6,496 shares@ $57.24 avg price
DUHPDimensional Us High Profitability Etf
Recent Activity
New Position
0.04%
$339,166
9,752 shares@ $34.78 avg price
VAWVanguard Materials Etf
Recent Activity
New Position
0.03%
$291,128
1,417 shares@ $205.46 avg price
IATIshares U.s. Regional Banks Etf
Recent Activity
New Position
0.03%
$242,303
4,450 shares@ $54.46 avg price
NTRSNorthern Tr Corp Com
Recent Activity
New Position
0.03%
$211,920
2,000 shares@ $105.96 avg price
IHAKIshares Cybersecurity & Tech Etf
Recent Activity
New Position
0.02%
$194,103
3,900 shares@ $49.77 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.02%
$191,680
2,563 shares@ $74.79 avg price
AIQGlobal X Artificial Intelligence & Technology Etf
Recent Activity
New Position
0.02%
$188,397
4,910 shares@ $38.38 avg price
THNQRobo Global Artificial Intelligence Etf
Recent Activity
New Position
0.02%
$181,148
3,735 shares@ $48.51 avg price