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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
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 56.14%
0.28%
$2.878M
9,788 shares@ $294.04 avg price
HDHome Depot Inc Com
Recent Activity
Increased 641.16%
0.26%
$2.663M
26,763 shares@ $99.51 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 263.9%
0.26%
$2.607M
53,227 shares@ $48.99 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 46.94%
0.26%
$2.599M
3,306 shares@ $786.13 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 51.05%
0.23%
$2.371M
13,975 shares@ $169.63 avg price
DFAUDimensional Us Core Equity Market Etf
Recent Activity
Increased 0.18%
0.22%
$2.217M
53,748 shares@ $41.25 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 30.42%
0.22%
$2.215M
7,418 shares@ $298.57 avg price
HONHoneywell Intl Inc Com
Recent Activity
Increased 22.44%
0.2%
$1.994M
8,644 shares@ $230.67 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 37.85%
0.2%
$1.983M
3,679 shares@ $538.92 avg price
VEUVanguard Ftse All-world Ex-us Index Fund
Recent Activity
Increased 4362.18%
0.19%
$1.909M
32,440 shares@ $58.87 avg price