LPL Financial Portfolio holdings
LPL Financial, founded in 1989 through the merger of Linsco and Private Ledger and headquartered in San Diego, California, is the largest independent broker-dealer in the U.S., supporting over 22,000 financial advisors who manage more than $1.4 trillion in advisory and brokerage assets as of late 2024. Serving independent advisors, banks, and credit unions, LPL provides a robust technology platform, research, and back-office support, enabling advisors to offer personalized wealth management, retirement planning, and investment services to clients without proprietary products. The firm, publicly traded since 2010 under CEO Dan Arnold, has grown through acquisitions like Waddell & Reed’s wealth management business in 2021, emphasizing flexibility and advisor autonomy. With additional offices in Fort Mill, South Carolina, and Boston, LPL Financial remains a leader in empowering advisors amid a shifting financial landscape.
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$211M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$206M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$185M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$141M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$122M |
Top Sells
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Consumer Discretionary | 3.12% |
| 3 | Financials | 3.03% |
| 4 | Healthcare | 2.77% |
| 5 | Communication Services | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
SS&C Technologies
SSNC
$21.5B
| $1.22M | ﹤0.01% |
14,820
-12,781
| -46% | -$1.05M |
|
2477
Bloom Energy
BE
$16.7B
| $1.21M | ﹤0.01% |
55,343
+4,205
| +8% | +$92.2K |
|
2478
Planet Fitness
PLNT
$8.39B
| $1.21M | ﹤0.01% |
13,398
+1,376
| +11% | +$125K |
|
|
STK
2479
Columbia Seligman Premium Technology Growth Fund
STK
$590M
| $1.21M | ﹤0.01% |
32,797
+2,990
| +10% | +$111K |
|
2480
Wendy's
WEN
$1.82B
| $1.21M | ﹤0.01% |
50,917
+1,897
| +4% | +$45.2K |
|
|
HUT
2481
Hut 8
HUT
$3.59B
| $1.21M | ﹤0.01% |
30,903
+6,457
| +26% | +$253K |
|
2482
Innovator Deepwater Frontier Tech ETF
LOUP
$121M
| $1.21M | ﹤0.01% |
22,632
-626
| -3% | -$33.6K |
|
2483
HSBC
HSBC
$238B
| $1.21M | ﹤0.01% |
40,184
+13,343
| +50% | +$402K |
|
|
SVC
2484
Service Properties Trust
SVC
$481M
| $1.21M | ﹤0.01% |
137,919
+14,899
| +12% | +$131K |
|
2485
Array Technologies
ARRY
$1.22B
| $1.21M | ﹤0.01% |
77,060
+5,201
| +7% | +$81.6K |
|
2486
Arrowhead Research
ARWR
$3.98B
| $1.21M | ﹤0.01% |
18,236
-880
| -5% | -$58.3K |
|
2487
Lattice Semiconductor
LSCC
$8.77B
| $1.21M | ﹤0.01% |
15,688
+8,059
| +106% | +$621K |
|
2488
Sabra Healthcare REIT
SBRA
$4.57B
| $1.21M | ﹤0.01% |
89,267
+17,033
| +24% | +$231K |
|
|
CLPR
2489
Clipper Realty
CLPR
$68.3M
| $1.21M | ﹤0.01% |
121,355
+1,425
| +1% | +$14.2K |
|
|
MIME
2490
DELISTED
Mimecast Limited
MIME
| $1.2M | ﹤0.01% |
15,160
+6,247
| +70% | +$496K |
|
|
FPL
2491
DELISTED
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
| $1.2M | ﹤0.01% |
219,668
+13,186
| +6% | +$72.2K |
|
2492
WIX.com
WIX
$9.54B
| $1.2M | ﹤0.01% |
7,606
-627
| -8% | -$98.9K |
|
2493
WillScot Mobile Mini Holdings
WSC
$4.26B
| $1.2M | ﹤0.01% |
29,321
-47,858
| -62% | -$1.95M |
|
2494
Sun Life Financial
SLF
$33.3B
| $1.2M | ﹤0.01% |
21,463
+8,369
| +64% | +$466K |
|
2495
ARK Israel Innovative Technology ETF
IZRL
$121M
| $1.19M | ﹤0.01% |
41,847
-33,520
| -44% | -$956K |
|
2496
Chegg
CHGG
$147M
| $1.19M | ﹤0.01% |
38,827
-22,341
| -37% | -$686K |
|
2497
Lemonade
LMND
$4.13B
| $1.19M | ﹤0.01% |
28,269
-14,538
| -34% | -$612K |
|
2498
ZIM Integrated Shipping Services
ZIM
$1.77B
| $1.19M | ﹤0.01% |
20,213
+6,371
| +46% | +$375K |
|
|
DISH
2499
DELISTED
DISH Network Corp.
DISH
| $1.19M | ﹤0.01% |
36,683
+2,943
| +9% | +$95.5K |
|
2500
Americold
COLD
$3.9B
| $1.19M | ﹤0.01% |
36,248
-7,168
| -17% | -$235K |
|