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Good Life Advisors’s LPL Financial LPLA Stock Holding History

Good Life Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$514K Buy
1,370
+382
+39% +$134K 0.03% 299
2025
Q1 		$323K Buy
988
+75
+8% +$26.1K 0.02% 369
2024
Q4 		$298K Buy
+913
New +$270K 0.02% 376

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Good Life Advisors's LPLA Position: Q2 2025 in Review

Good Life Advisors increased its LPL Financial (LPLA) stake by 39% in Q2 2025, buying an estimated $134K and bringing the position to 1,370 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #299.

Good Life Advisors first reported a position in LPLA in Q4 2024 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Good Life Advisors held 1,370 shares of LPL Financial worth $514K as of Q2 2025.
  • Good Life Advisors bought 382 LPL Financial shares in Q2 2025, an estimated $134K.
  • LPL Financial made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #299 holding.
  • Good Life Advisors first reported a position in LPL Financial in Q4 2024 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.