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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
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.78%
0.28%
$2.794M
15,754 shares@ $177.36 avg price
HDHome Depot Inc Com
Recent Activity
Increased 641.16%
0.26%
$2.663M
26,763 shares@ $99.51 avg price
DFUSDimensional U.s. Equity Market Etf
Recent Activity
0.26%
$2.631M
40,655 shares@ $64.73 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
ISCGIshares Morningstar Small-cap Growth Etf
Recent Activity
0.25%
$2.498M
48,567 shares@ $51.44 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 51.05%
0.23%
$2.371M
13,975 shares@ $169.63 avg price
IMCGIshares Morningstar Mid-cap Growth Etf
Recent Activity
0.23%
$2.299M
29,730 shares@ $77.34 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.04%
0.22%
$2.238M
26,495 shares@ $84.47 avg price