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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
EPDEnterprise Prods Partners L P Com
Recent Activity
Increased 84.29%
0.14%
$1.347M
43,728 shares@ $30.82 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 2.53%
0.13%
$1.298M
21,705 shares@ $59.78 avg price
MRKMerck & Co Inc Com
Recent Activity
Increased 204.23%
0.13%
$1.282M
13,036 shares@ $98.37 avg price
GCOWPacer Global Cash Cows Dividend Etf
Recent Activity
Increased 8.94%
0.13%
$1.263M
36,582 shares@ $34.52 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 3.08%
0.12%
$1.203M
2,312 shares@ $520.46 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Increased 1.75%
0.12%
$1.195M
4,088 shares@ $292.43 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 104.29%
0.12%
$1.188M
20,514 shares@ $57.93 avg price
NOWServicenow Inc Com
Recent Activity
Increased 15.65%
0.12%
$1.137M
1,094 shares@ $1039.35 avg price
DCORDimensional Us Core Equity 1 Etf
Recent Activity
Increased 23.2%
0.11%
$1.133M
17,208 shares@ $65.87 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 1026.1%
0.11%
$1.114M
18,558 shares@ $60.02 avg price