LRI Investments, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$1.0B
Holdings
1,213
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,213 positions)
| Stock | Value |
|---|---|
FCNCAFIRST CTZNS BANCSHARES INC N C CL A | $344K |
BMYBRISTOL-MYERS SQUIBB CO COM | $343K |
IUSVISHARES CORE S&P US VALUE ETF | $342K |
PHOINVESCO WATER RESOURCES ETF | $340K |
SHWSHERWIN WILLIAMS CO COM | $339K |
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | $325K |
AMGNAMGEN INC COM | $323K |
JCIJOHNSON CTLS INTL PLC SHS | $322K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $319K |
CDNSCADENCE DESIGN SYSTEM INC COM | $313K |
DISDISNEY WALT CO COM | $306K |
NVSNNOVARTIS AG SPONSORED ADR | $305K |
INTUINTUIT COM | $305K |
NEMNEWMONT CORP COM | $300K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $296K |
ALCALCON AG ORD SHS | $289K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $289K |
RACEFERRARI N V COM | $286K |
PHPARKER-HANNIFIN CORP COM | $285K |
TJXTJX COS INC NEW COM | $284K |
CMCSACOMCAST CORP NEW CL A | $282K |
ECLECOLAB INC COM | $282K |
MGVVANGUARD MEGA CAP VALUE ETF | $278K |
KHCKRAFT HEINZ CO COM | $277K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $276K |
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | $276K |
FTVFORTIVE CORP COM | $275K |
COPCONOCOPHILLIPS COM | $270K |
CGWINVESCO S&P GLOBAL WATER INDEX ETF | $269K |
CRWDCROWDSTRIKE HLDGS INC CL A | $265K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $262K |
FISVFISERV INC COM | $261K |
PSXPHILLIPS 66 COM | $254K |
TDYTELEDYNE TECHNOLOGIES INC COM | $248K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $248K |
CSXCSX CORP COM | $243K |
AZNASTRAZENECA PLC SPONSORED ADR | $243K |
LENLENNAR CORP CL A | $242K |
DFSEURDISCOVER FINL SVCS COM | $241K |
TPICQTPI COMPOSITES INC COM | $239K |
AONAON PLC SHS CL A | $238K |
IBITISHARES BITCOIN TRUST ETF | $234K |
ADMARCHER DANIELS MIDLAND CO COM | $234K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $233K |
A4SAMERIPRISE FINL INC COM | $232K |
VVVANGUARD LARGE-CAP ETF | $230K |
RIORIO TINTO PLC SPONSORED ADR | $230K |
ETENERGY TRANSFER L P COM UT LTD PTN | $228K |
ORLYOREILLY AUTOMOTIVE INC COM | $226K |
AJGGALLAGHER ARTHUR J & CO COM | $225K |
GISGENERAL MLS INC COM | $215K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $213K |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $213K |
ANETARISTA NETWORKS INC COM SHS | $211K |
IATISHARES U.S. REGIONAL BANKS ETF | $208K |
VCRBVANGUARD CORE BOND ETF | $207K |
TMUST-MOBILE US INC COM | $206K |
AXPAMERICAN EXPRESS CO COM | $205K |
CTRACOTERRA ENERGY INC COM | $201K |
SOXXISHARES SEMICONDUCTOR ETF | $201K |
QCOMQUALCOMM INC COM | $201K |
LHXL3HARRIS TECHNOLOGIES INC COM | $200K |
USBUS BANCORP DEL COM NEW | $200K |
PCARPACCAR INC COM | $199K |
NSPINSPERITY INC COM | $199K |
MFCMANULIFE FINL CORP COM | $198K |
SONYSONY GROUP CORP SPONSORED ADR | $198K |
NTRSNORTHERN TR CORP COM | $197K |
AMDADVANCED MICRO DEVICES INC COM | $197K |
LNTHLANTHEUS HLDGS INC COM | $196K |
KMIKINDER MORGAN INC DEL COM | $195K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $191K |
RPMRPM INTL INC COM | $190K |
OMCOMNICOM GROUP INC COM | $189K |
LPLALPL FINL HLDGS INC COM | $189K |
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND | $189K |
DALDELTA AIR LINES INC DEL COM NEW | $185K |
ITWILLINOIS TOOL WKS INC COM | $185K |
SYKSTRYKER CORPORATION COM | $184K |
IHAKISHARES CYBERSECURITY & TECH ETF | $183K |
DKSDICKS SPORTING GOODS INC COM | $181K |
LINLINDE PLC SHS | $181K |
SBUXSTARBUCKS CORP COM | $180K |
MPCMARATHON PETE CORP COM | $180K |
GEVGE VERNOVA INC COM | $180K |
EFXEQUIFAX INC COM | $179K |
SCHWSCHWAB CHARLES CORP COM | $179K |
TTENTOTALENERGIES SE SPONSORED ADS | $178K |
WRBBERKLEY W R CORP COM | $176K |
BAXBAXTER INTL INC COM | $175K |
WTMWHITE MTNS INS GROUP LTD COM | $173K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $173K |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $173K |
TFCTRUIST FINL CORP COM | $172K |
ATOATMOS ENERGY CORP COM | $171K |
VBRVANGUARD SMALL CAP VALUE ETF | $171K |
PFEPFIZER INC COM | $171K |
UHAL/BU HAUL HOLDING COMPANY COM SER N | $169K |
AQLTISHARES SELECT DIVIDEND ETF | $169K |
THNQROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $165K |