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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
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 195.29%
0.41%
$4.167M
40,114 shares@ $103.87 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 397.28%
0.4%
$4.033M
33,531 shares@ $120.27 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Increased 14.57%
0.39%
$3.976M
10,983 shares@ $362.06 avg price
DFGRDimensional Global Real Estate Etf
Recent Activity
Increased 7.95%
0.38%
$3.883M
142,958 shares@ $27.16 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 924.33%
0.36%
$3.644M
21,388 shares@ $170.39 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 0.93%
0.35%
$3.527M
6,465 shares@ $545.51 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 3.06%
0.35%
$3.516M
7,518 shares@ $467.72 avg price
KOCoca Cola Co Com
Recent Activity
Increased 22.15%
0.32%
$3.253M
52,004 shares@ $62.55 avg price
MTBM & T Bk Corp Com
Recent Activity
Decreased -0.53%
0.31%
$3.152M
14,780 shares@ $213.27 avg price
OTISOtis Worldwide Corp Com
Recent Activity
0.29%
$2.908M
29,158 shares@ $99.73 avg price