Lri Investments, LLC Reduced Holdings in Q3 2025

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-13.9K
- 64.87%
$64.75 - $69.05 $897K - $956K
7.5K $517M
AGO
Assured Guaranty LTD

Financial Services
-211
- 0.07%
$80.41 - $86.64 $17K - $18.3K
297K $25.1B
ACN
Accenture PLC

Technology
-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
Novo Nordisk A S

Healthcare
-6.25K
- 53.69%
$45.38 - $71.7 $284K - $448K
5.39K $299M
NFLX
Netflix Inc

Communication Services
-203
- 22.41%
$1147.87 - $1297.18 $233K - $263K
703 $843M
SPOT
Spotify Technology S.A.

Communication Services
-429
- 58.93%
$620.01 - $738.53 $266K - $317K
299 $209M
PANW
Palo Alto Networks Inc

Technology
-1.52K
- 39.89%
$167.06 - $208.19 $253K - $316K
2.28K $465M
KO
Coca Cola CO

Consumer Defensive
-976
- 1.86%
$65.67 - $71.67 $64.1K - $69.9K
51.6K $3.42B
IBM
International Business Machines Corp

Technology
-848
- 20.04%
$234.77 - $292.47 $199K - $248K
3.38K $955M
V
Visa Inc.

Financial Services
-516
- 1.66%
$332.09 - $358.86 $171K - $185K
30.5K $1.73B
NOW
Service Now, Inc.

Technology
-107
- 9.13%
$850.86 - $1044.69 $91K - $112K
1.07K $980M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.76K
- 59.01%
$128.32 - $138.41 $226K - $243K
1.22K $169M
HON
Honeywell International Inc

Industrials
-98
- 1.23%
$207.7 - $240.4 $20.4K - $23.6K
7.86K $1.65B
PM
Philip Morris International Inc.

Consumer Defensive
-29
- 0.36%
$157.77 - $183.27 $4.58K - $5.31K
8.02K $1.3B
DE
Deere & CO

Industrials
-80
- 3.57%
$457.26 - $524.37 $36.6K - $41.9K
2.16K $989M
PEG
Public Service Enterprise Group Inc

Utilities
-1.7K
- 21.63%
$79.99 - $90.14 $136K - $153K
6.14K $512M
DHR
Danaher Corp

Healthcare
-690
- 15.85%
$181.46 - $212.2 $125K - $146K
3.66K $726M
EEFT
Euronet Worldwide, Inc.

Technology
-1.13K
- 73.12%
$87.37 - $107.37 $98.4K - $121K
414 $36.3M
MDT
Medtronic PLC

Healthcare
-2.17K
- 19.34%
$87.67 - $95.74 $190K - $207K
9.03K $860M
Linde PLC Shs
-248
- 60.49%
N/A
162 $76.7M
OLED
Universal Display Corp Pa

Technology
-680
- 76.06%
$134.16 - $161.44 $91.2K - $110K
214 $30.7M
WM
Waste Management Inc

Industrials
-403
- 19.44%
$213.88 - $237.1 $86.2K - $95.6K
1.67K $369M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-193
- 34.34%
$366.54 - $479.53 $70.7K - $92.5K
369 $145M
CHH
Choice Hotels International Inc

Consumer Cyclical
-789
- 93.26%
$106.91 - $135.29 $84.4K - $107K
57 $6.09M
BAX
Baxter International Inc

Healthcare
-2.81K
- 58.12%
$21.71 - $31.23 $61.1K - $87.9K
2.03K $46.2M
MCK
Mckesson Corp

Healthcare
-136
- 57.87%
$659.01 - $772.54 $89.6K - $105K
99 $76.9M
AME
Ametek Inc

Industrials
-508
- 97.88%
$176.44 - $192.03 $89.6K - $97.6K
11 $2.07M
ALC
Alcon Inc

Healthcare
-598
- 17.83%
$73.24 - $92.22 $43.8K - $55.1K
2.76K $205M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-289
- 54.22%
$301.44 - $365.84 $87.1K - $106K
244 $78.8M
ABT
Abbott Laboratories

Healthcare
-577
- 14.81%
$120.51 - $136.62 $69.5K - $78.8K
3.32K $445M
STZ
Constellation Brands, Inc.

Consumer Defensive
-456
- 56.93%
$131.78 - $176.09 $60.1K - $80.3K
345 $46.5M
TDG
Trans Digm Group Inc

Industrials
-52
- 68.42%
$1271.04 - $1620.83 $66.1K - $84.3K
24 $32.2M
OMC
Omnicom Group Inc.

Communication Services
-1.29K
- 56.69%
$70.41 - $81.53 $91K - $105K
987 $80.4M
DOW
Dow Inc.

Basic Materials
-2.82K
- 60.42%
$20.87 - $30.37 $58.7K - $85.5K
1.84K $42.3M
INTU
Intuit Inc

Technology
-37
- 7.63%
$646.03 - $807.39 $23.9K - $29.9K
448 $306M
ADBE
Adobe Inc.

Technology
-28
- 1.45%
$333.65 - $392.1 $9.34K - $11K
1.9K $671M
MMM
3 M CO

Industrials
-553
- 15.73%
$144.41 - $160.2 $79.9K - $88.6K
2.96K $460M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-149
- 24.92%
$332.69 - $399.0 $49.6K - $59.5K
449 $149M
WMT
Walmart Inc.

Consumer Defensive
-2.08K
- 7.85%
$94.4 - $104.27 $196K - $216K
24.4K $2.51B
CHTR
Charter Communications, Inc.

Communication Services
-169
- 86.67%
$256.57 - $418.22 $43.4K - $70.7K
26 $7.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-289
- 18.99%
$420.11 - $472.68 $121K - $137K
1.23K $578M
TOST
Toast, Inc.

Technology
-1.14K
- 34.4%
$36.51 - $49.3 $41.6K - $56.2K
2.17K $79.3M
JCI
Johnson Controls International PLC

Industrials
-752
- 20.44%
$103.24 - $111.73 $77.6K - $84K
2.93K $322M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.42K
- 39.75%
$54.88 - $68.04 $77.7K - $96.3K
2.15K $144M
AIG
American International Group, Inc.

Financial Services
-418
- 9.08%
$76.34 - $85.87 $31.9K - $35.9K
4.19K $329M
FICO
Fair Isaac Corp

Technology
-29
- 53.7%
$1311.26 - $1869.83 $38K - $54.2K
25 $37.4M
HUBS
Hubspot Inc

Technology
-95
- 66.43%
$420.79 - $560.9 $40K - $53.3K
48 $22.5M
BSY
Bentley Systems Inc

Technology
-945
- 27.8%
$51.48 - $58.72 $48.6K - $55.5K
2.45K $126M
Activity Summary
Buys All Purchases 373 New Holdings 108 Increased Positions 265 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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