Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$1.031B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IGPTInvesco Ai And Next Gen Software Etf Recent Activity New Position	0.02%	$180,607 3,855 shares@ $46.86 avg price	New Position
IDCCInterdigital Inc Com Recent Activity New Position	0.02%	$165,447 914 shares@ $181.02 avg price	New Position
ARTYIshares Future Ai & Tech Etf Recent Activity New Position	0.02%	$143,080 4,000 shares@ $35.77 avg price	New Position
VFMFVanguard U.s. Multifactor Etf Recent Activity New Position	0.02%	$132,693 972 shares@ $136.52 avg price	New Position
TELTe Connectivity Plc Ord Shs Recent Activity New Position	0.02%	$125,543 819 shares@ $153.29 avg price	New Position
XLREReal Estate Select Sector Spdr Fund Recent Activity New Position	0.01%	$99,168 2,310 shares@ $42.93 avg price	New Position
AVGEAvantis All Equity Markets Etf Recent Activity New Position	0.01%	$92,902 1,243 shares@ $74.75 avg price	New Position
GABGabelli Equity Tr Inc Com Recent Activity New Position	0.01%	$90,072 16,347 shares@ $5.52 avg price	New Position
VTVanguard Total World Stock Etf Recent Activity New Position	0.01%	$76,797 642 shares@ $119.63 avg price	New Position
ADXAdams Diversified Equity Fd Com Recent Activity New Position	0.01%	$62,451 2,803 shares@ $22.29 avg price	New Position