Lri Investments, LLC Purchases and Sells in Q3 2025

Lri Investments, LLC

$1.22 Trillion
Q3 2025

Top Buys

Incresed Positions

265 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL US CORE EQUITY 1 ETF	223K + 54.78%	N/A	631K $45.4B
DFAX	127K + 10.1%	$29.25 - $31.56 $3.7M - $3.99M	1.38M $43.3B
AAPL	3.84K + 5.21%	$202.38 - $256.87 $777K - $986K	77.5K $19.7B
VEU	24K + 5.14%	$66.38 - $71.68 $1.59M - $1.72M	491K $35B
BITQ	107K + 510.54%	$18.9 - $25.14 $2.02M - $2.68M	128K $3.2B
DFAR	112K + 75.86%	$22.9 - $24.1 $2.57M - $2.71M	261K $6.22B

New Holdings

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDRE	2.86K New	$28.44 - $36.97 $81.3K - $106K	2.86K $104M
CMA	1.45K New	$60.93 - $71.05 $88.3K - $103K	1.45K $99.4M
PKG	362 New	$191.41 - $220.25 $69.3K - $79.7K	362 $78.9M
SOFI	2.76K New	$17.64 - $29.81 $48.8K - $82.4K	2.76K $73M
TRMB	886 New	$76.46 - $85.24 $67.7K - $75.5K	886 $72.3M
VVX	989 New	$46.71 - $61.81 $46.2K - $61.1K	989 $57.4M

Top Sells

Reduced Positions

278 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAVA	-13.9K - 64.87%	$64.75 - $69.05 $897K - $956K	7.5K $517M
AGO	-211 - 0.07%	$80.41 - $86.64 $17K - $18.3K	297K $25.1B
ACN	-159 - 1.44%	$232.56 - $304.78 $37K - $48.5K	10.8K $2.67B
PARAMETRIC EQUITY PREMIUM INCOME ETF	-23.8K - 44.4%	N/A	29.8K $776M
NVO	-6.25K - 53.69%	$45.38 - $71.7 $284K - $448K	5.39K $299M
NFLX	-203 - 22.41%	$1147.87 - $1297.18 $233K - $263K	703 $843M

Activity Summary All Purchases 373 New Holdings 108 Increased Positions 265 All Sells 278 Reductions 278 Sold out 0 Calls 0 Puts 0

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