LRI Investments, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.0B
Holdings
1,153
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,153 positions)
| Stock | Value |
|---|---|
ADIANALOG DEVICES INC COM | $775K |
CBCHUBB LIMITED COM | $758K |
GMGENERAL MTRS CO COM | $753K |
TXNTEXAS INSTRS INC COM | $751K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $744K |
TAT&T INC COM | $701K |
APDAIR PRODS & CHEMS INC COM | $699K |
ISRGINTUITIVE SURGICAL INC COM NEW | $694K |
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $684K |
COSTCOSTCO WHSL CORP NEW COM | $677K |
TSLATESLA INC COM | $675K |
EMREMERSON ELEC CO COM | $666K |
IHIISHARES U.S. MEDICAL DEVICES ETF | $665K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $661K |
ILCGISHARES MORNINGSTAR GROWTH ETF | $648K |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $646K |
TRVCCITIGROUP INC COM NEW | $643K |
KEYKEYCORP COM | $642K |
WELLWELLTOWER INC COM | $624K |
UNPUNION PAC CORP COM | $611K |
ELVELEVANCE HEALTH INC COM | $607K |
BLKBLACKROCK INC COM | $597K |
LOWLOWES COS INC COM | $596K |
ANETARISTA NETWORKS INC COM SHS | $594K |
ROKROCKWELL AUTOMATION INC COM | $579K |
JAVAJPMORGAN ACTIVE VALUE ETF | $570K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $569K |
QQQJINVESCO NASDAQ NEXT GEN 100 ETF | $563K |
TPICQTPI COMPOSITES INC COM | $561K |
GQ9SPDR GOLD SHARES | $561K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $538K |
HASIHA SUSTAINABLE INFRA CAP INC COM | $537K |
FICOFAIR ISAAC CORP COM | $528K |
BSXBOSTON SCIENTIFIC CORP COM | $523K |
CTVACORTEVA INC COM | $514K |
DEODIAGEO PLC SPON ADR NEW | $514K |
DELLDELL TECHNOLOGIES INC CL C | $506K |
SDYSPDR S&P DIVIDEND ETF | $494K |
CLCOLGATE PALMOLIVE CO COM | $494K |
NEENEXTERA ENERGY INC COM | $494K |
WFCWELLS FARGO CO NEW COM | $487K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $481K |
IYFISHARES U.S. FINANCIALS ETF | $480K |
MDLZMONDELEZ INTL INC CL A | $475K |
COFCAPITAL ONE FINL CORP COM | $473K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $470K |
FCNCAFIRST CTZNS BANCSHARES INC N C CL A | $455K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $454K |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $454K |
NKENIKE INC CL B | $449K |
IWDISHARES RUSSELL 1000 VALUE ETF | $445K |
XYLXYLEM INC COM | $443K |
PHPARKER-HANNIFIN CORP COM | $440K |
MMM3M CO COM | $439K |
VTVVANGUARD VALUE ETF | $435K |
PANWPALO ALTO NETWORKS INC COM | $428K |
DDOMINION ENERGY INC COM | $425K |
CRMSALESFORCE INC COM | $420K |
KELKELLANOVA COM | $414K |
CVSCVS HEALTH CORP COM | $411K |
CDNSCADENCE DESIGN SYSTEM INC COM | $410K |
LENLENNAR CORP CL A | $405K |
BNDVANGUARD TOTAL BOND MARKET ETF | $403K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $401K |
ENBENBRIDGE INC COM | $401K |
DISDISNEY WALT CO COM | $400K |
RACEFERRARI N V COM | $388K |
SPGSIMON PPTY GROUP INC NEW COM | $388K |
CMCSACOMCAST CORP NEW CL A | $386K |
MOALTRIA GROUP INC COM | $386K |
KVUEKENVUE INC COM | $382K |
AVLVAVANTIS U.S. LARGE CAP VALUE ETF | $380K |
A4SAMERIPRISE FINL INC COM | $380K |
ABTABBOTT LABS COM | $379K |
AMGNAMGEN INC COM | $373K |
IPINTERNATIONAL PAPER CO COM | $368K |
TDYTELEDYNE TECHNOLOGIES INC COM | $364K |
NOCNORTHROP GRUMMAN CORP COM | $364K |
ECLECOLAB INC COM | $359K |
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $357K |
USBUS BANCORP DEL COM NEW | $357K |
AIGAMERICAN INTL GROUP INC COM NEW | $357K |
WMWASTE MGMT INC DEL COM | $352K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $351K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $350K |
UBERUBER TECHNOLOGIES INC COM | $345K |
IUSVISHARES CORE S&P US VALUE ETF | $343K |
BKNGBOOKING HOLDINGS INC COM | $339K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $339K |
ADPAUTOMATIC DATA PROCESSING INC COM | $337K |
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | $330K |
SHWSHERWIN WILLIAMS CO COM | $330K |
GEGE AEROSPACE COM NEW | $329K |
LIILENNOX INTL INC COM | $328K |
INTUINTUIT COM | $322K |
JCIJOHNSON CTLS INTL PLC SHS | $321K |
COPCONOCOPHILLIPS COM | $316K |
QCOMQUALCOMM INC COM | $314K |
ALCALCON AG ORD SHS | $307K |
FTDRFRONTDOOR INC COM | $306K |