Fund HoldingsLRI Investments, LLC

Total Portfolio Value
$1.03B
Total Bought
$92.30M
Total Sold
$87.65M
Net Transaction
+$4.64M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)2,822,5652,599,176-223,389376,191439,31342.62%+63,121
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
2,417,5002,472,250+54,75077,94088,1118.55%+10,171
APPLE INC COM(AAPL)58,63576,638+18,00312,35017,4901.70%+5,141
NUCOR CORP COM(NUE)033,781+33,78104,9450.48%+4,945
ASSURED GUARANTY LTD COM(AGO)0292,964+292,964026,8182.60%+26,818
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)0338,645+338,645027,2072.64%+27,207
RTX CORPORATION COM(RTX)72,81177,543+4,7327,3099,2210.89%+1,912
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND032,440+32,44001,9090.19%+1,909
GOLUB CAP BDC INC COM(GBDC)0117,005+117,00501,8020.17%+1,802
AMAZON COM INC COM(AMZN)67,34190,351+23,01013,01414,7001.43%+1,686
NVIDIA CORPORATION COM(NVDA)68,59268,210-3828,47410,0100.97%+1,537
HOME DEPOT INC COM(HD)3,61126,763+23,1521,2432,6630.26%+1,420
JPMORGAN CHASE & CO. COM(JPM)13,58540,114+26,5292,7484,1670.40%+1,419
SS&C TECHNOLOGIES HLDGS INC COM(SSNC)022,598+22,59801,6770.16%+1,677
PARAMETRIC EQUITY PREMIUM INCOME ETF
PARA EQ PREM ETF
048,100+48,10001,3220.13%+1,322
VANGUARD TOTAL STOCK MARKET ETF09,788+9,78802,8780.28%+2,878
VANGUARD REAL ESTATE ETF0139,052+139,052013,0361.26%+13,036
BANK AMERICA CORP COM037,015+37,01501,6990.16%+1,699
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
9,58710,983+1,3962,9093,9760.39%+1,068
ISHARES RUSSELL 1000 VALUE ETF07,647+7,64701,4820.14%+1,482
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
0849,950+849,950025,2522.45%+25,252
SPDR S&P 500 ETF TRUST(SPY)010,203+10,20306,0540.59%+6,054
DIMENSIONAL US LARGE CAP VALUE ETF
US LARG VALU ETF
0197,600+197,60006,3050.61%+6,305
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
025,332+25,33209160.09%+916
M & T BK CORP COM(MTB)014,780+14,78003,1520.31%+3,152
CATERPILLAR INC COM(CAT)03,851+3,85101,4920.14%+1,492
ABBVIE INC COM(ABBV)9,25213,975+4,7231,5872,3710.23%+784
TRAVELERS COMPANIES INC COM(TRV)06,364+6,36401,6330.16%+1,633
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
017,459+17,45908670.08%+867
MCDONALDS CORP COM(MCD)5,6887,418+1,7301,4502,2150.21%+765
ANALOG DEVICES INC COM(ADI)03,648+3,64807740.08%+774
MERCK & CO INC COM(MRK)013,036+13,03601,2820.12%+1,282
VANGUARD COMMUNICATION SERVICES ETF
COMM SRVC ETF
04,800+4,80007390.07%+739
ISHARES RUSSELL 2000 ETF03,614+3,61408380.08%+838
LOCKHEED MARTIN CORP COM(LMT)2,6693,679+1,0101,2461,9830.19%+736
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
018,797+18,79707270.07%+727
CISCO SYS INC COM(CSCO)020,514+20,51401,1880.12%+1,188
ISHARES MSCI ACWI ETF05,801+5,80106950.07%+695
TEXAS INSTRS INC COM(TXN)04,081+4,08108410.08%+841
CARRIER GLOBAL CORPORATION COM(CARR)58,73658,497-2393,7054,3850.43%+680
ISHARES U.S. MEDICAL DEVICES ETF011,391+11,39106770.07%+677
GENERAL MTRS CO COM(GM)014,134+14,13408140.08%+814
ENTERPRISE PRODS PARTNERS L P COM(EPD)043,728+43,72801,3470.13%+1,347
PNC FINL SVCS GROUP INC COM(PNC)04,270+4,27008880.09%+888
META PLATFORMS INC CL A(META)6,74333,531+26,7883,4004,0330.39%+633
BLACKROCK INC COM(BLK)0597+59706250.06%+625
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
022,382+22,38209680.09%+968
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
015,000+15,00005750.06%+575
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
132,438142,958+10,5203,3103,8830.38%+573
BLACKSTONE INC COM(BX)07,578+7,57801,3730.13%+1,373
ROCKWELL AUTOMATION INC COM(ROK)02,020+2,02005790.06%+579
INVESCO NASDAQ NEXT GEN 100 ETF
NASDAQNXTGEN100
0562,679+562,67905630.05%+563
ELI LILLY & CO COM(LLY)2,2503,306+1,0562,0372,5990.25%+562
VANGUARD TOTAL INTERNATIONAL STOCK ETF010,863+10,86306580.06%+658
BERKSHIRE HATHAWAY INC DEL CL B NEW7,2957,518+2232,9673,5160.34%+549
COCA COLA CO COM(KO)42,57552,004+9,4292,7103,2530.32%+543
ISHARES RUSSELL 1000 GROWTH ETF02,416+2,41609560.09%+956
HONEYWELL INTL INC COM(HON)7,0608,644+1,5841,5081,9940.19%+486
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
06,976+6,97604750.05%+475
DANAHER CORPORATION COM(DHR)2,4904,545+2,0556221,0880.11%+466
SPDR S&P MIDCAP 400 ETF TRUST(MDY)0979+97905800.06%+580
NOVO-NORDISK A S ADR(NVO)6,33412,884+6,5509041,3570.13%+453
WALMART INC COM(WMT)026,495+26,49502,2380.22%+2,238
CHUBB LIMITED COM
COM
02,742+2,74207870.08%+787
UNION PAC CORP COM(UNP)02,514+2,51405920.06%+592
INTERNATIONAL PAPER CO COM(IP)07,234+7,23404120.04%+412
SERVICENOW INC COM(NOW)9461,094+1487451,1370.11%+393
ISHARES U.S. FINANCIALS ETF04,343+4,34304990.05%+499
VANGUARD CONSUMER DISCRETIONARY ETF
CONSUM DIS ETF
01,068+1,06803880.04%+388
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
06,496+6,49603720.04%+372
WEBSTER FINL CORP COM(WBS)023,033+23,03301,3750.13%+1,375
DIMENSIONAL US HIGH PROFITABILITY ETF
US HIGH PROF ETF
09,752+9,75203390.03%+339
MICROSOFT CORP COM(MSFT)27,32355,675+28,35212,21212,5421.22%+331
VANGUARD S&P 500 ETF06,465+6,46503,5270.34%+3,527
NETFLIX INC COM(NFLX)1,1701,318+1487891,1030.11%+314
MERCADOLIBRE INC COM(MELI)402515+1136609660.09%+305
DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
017,208+17,20801,1330.11%+1,133
EXXON MOBIL CORP COM39,04139,770+7294,4944,7950.47%+300
CITIGROUP INC COM NEW(C)09,040+9,04006160.06%+616
VANGUARD MATERIALS ETF
MATERIALS ETF
01,417+1,41702910.03%+291
BROADCOM INC COM(AVGO)2,08821,388+19,3003,3533,6440.35%+291
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF048,567+48,56702,4980.24%+2,498
ISHARES MORNINGSTAR MID-CAP GROWTH ETF029,730+29,73002,2990.22%+2,299
UNITEDHEALTH GROUP INC COM(UNH)018,558+18,55801,1140.11%+1,114
PEPSICO INC COM(PEP)7,8349,457+1,6231,2921,5620.15%+270
VISA INC COM CL A(V)5,38730,872+25,4851,4141,6800.16%+266
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
465,633478,275+12,64212,52812,7941.24%+266
LINDE PLC SHS(LIN)0995+99504510.04%+451
PHILIP MORRIS INTL INC COM(PM)06,990+6,99008960.09%+896
NOVARTIS AG SPONSORED ADR(NVS)04,734+4,73404900.05%+490
ORACLE CORP COM(ORCL)5,8225,759-638221,0770.10%+255
ISHARES U.S. REGIONAL BANKS ETF04,450+4,45002420.02%+242
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
040,655+40,65502,6310.26%+2,631
ALLSTATE CORP COM(ALL)3,99917,388+13,3896388710.08%+233
RIO TINTO PLC SPONSORED ADR(RIO)03,951+3,95102390.02%+239
XYLEM INC COM(XYL)03,676+3,67604470.04%+447
KENVUE INC COM(KVUE)019,232+19,23204540.04%+454
MASTERCARD INCORPORATED CL A(MA)2,2432,312+699901,2030.12%+214
LOWES COS INC COM(LOW)02,309+2,30906240.06%+624
INTERNATIONAL BUSINESS MACHS COM(IBM)04,416+4,41609230.09%+923
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