CIK 2023325
LRI Investments, LLC
Institutional 13F holdings & portfolio
Holdings
1,354
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,354
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 21K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 3K | $1M+ | SH |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 21K | $1M+ | SH |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 18K | $1M+ | SH |
| CI | THE CIGNA GROUP COM | 5K | $1M+ | SH |
| SIGI | SELECTIVE INS GROUP INC COM | 16K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 43K | $1M+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 29K | $1M+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 17K | $1M+ | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 29K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 23K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 4K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 6K | $1M+ | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 18K | $1M+ | SH |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 18K | $1M+ | SH |
| CVS | CVS HEALTH CORP COM | 12K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 5K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 17K | $500K+ | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 5K | $500K+ | SH |
| O | REALTY INCOME CORP COM | 16K | $500K+ | SH |
| WPC | WP CAREY INC COM | 14K | $500K+ | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 6K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 18K | $500K+ | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 18K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 4K | $500K+ | SH |
| BX | BLACKSTONE INC COM | 6K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC SHS | 8K | $500K+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | 22K | $500K+ | SH |
| ACWI | ISHARES MSCI ACWI ETF | 6K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 2K | $500K+ | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 7K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 1K | $500K+ | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 11K | $500K+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 5K | $500K+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 11K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 3K | $500K+ | SH |
| ADBE | ADOBE INC COM | 2K | $500K+ | SH |
| KEY | KEYCORP COM | 32K | $500K+ | SH |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | 25K | $500K+ | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 7K | $500K+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 4K | $500K+ | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 4K | $500K+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 11K | $500K+ | SH |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | 563K | $500K+ | SH |
| IYF | ISHARES U.S. FINANCIALS ETF | 4K | $500K+ | SH |
| MELI | MERCADOLIBRE INC COM | 276 | $500K+ | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 12K | $500K+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 2K | $500K+ | SH |