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 |
iShares Core S&P 500 ETF
IVV
|
+$346M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$264M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$228M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$210M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$184M |
Top Sells
Sector Composition
| 1 | Technology | 6.31% |
| 2 | Financials | 3.13% |
| 3 | Consumer Discretionary | 3.04% |
| 4 | Healthcare | 2.67% |
| 5 | Communication Services | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HUT
2576
Hut 8
HUT
$3.42B
| $1.03M | ﹤0.01% |
+24,446
| New | +$1.03M |
|
2577
Axos Financial
AX
$5.17B
| $1.03M | ﹤0.01% |
19,905
-9,888
| -33% | -$510K |
|
2578
SPDR MSCI World StrategicFactors ETF
QWLD
$171M
| $1.03M | ﹤0.01% |
9,932
+1,113
| +13% | +$115K |
|
2579
Spectrum Brands
SPB
$1.29B
| $1.03M | ﹤0.01% |
10,714
-671
| -6% | -$64.2K |
|
2580
Walker & Dunlop
WD
$2.93B
| $1.03M | ﹤0.01% |
9,027
+1,306
| +17% | +$148K |
|
2581
Invesco Bond Fund
VBF
$180M
| $1.02M | ﹤0.01% |
50,318
+5,019
| +11% | +$102K |
|
2582
Ralph Lauren
RL
$19.1B
| $1.02M | ﹤0.01% |
9,204
+2,655
| +41% | +$295K |
|
2583
Guidewire Software
GWRE
$21.4B
| $1.02M | ﹤0.01% |
8,591
+1,664
| +24% | +$198K |
|
2584
Iridium Communications
IRDM
$1.89B
| $1.02M | ﹤0.01% |
25,525
+2,796
| +12% | +$111K |
|
|
CSML
2585
DELISTED
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
| $1.02M | ﹤0.01% |
28,778
+216
| +0.8% | +$7.63K |
|
2586
Dana Inc
DAN
$2.76B
| $1.02M | ﹤0.01% |
45,620
+18,431
| +68% | +$410K |
|
|
CRF
2587
Cornerstone Total Return Fund
CRF
$1.23B
| $1.01M | ﹤0.01% |
83,276
-23,518
| -22% | -$286K |
|
|
FNI
2588
DELISTED
First Trust Chindia ETF
FNI
| $1.01M | ﹤0.01% |
19,980
-7,487
| -27% | -$379K |
|
2589
Equitable Holdings
EQH
$16.2B
| $1.01M | ﹤0.01% |
34,066
+9,113
| +37% | +$270K |
|
2590
Integra LifeSciences
IART
$1.17B
| $1.01M | ﹤0.01% |
14,644
+4,145
| +39% | +$286K |
|
2591
WNS Holdings
WNS
$3.25B
| $1.01M | ﹤0.01% |
+12,349
| New | +$1.01M |
|
|
AIV
2592
Aimco
AIV
$1.07B
| $1.01M | ﹤0.01% |
147,040
+6,502
| +5% | +$44.5K |
|
2593
Xtrackers Russell US Multifactor ETF
DEUS
$187M
| $1.01M | ﹤0.01% |
22,805
-590
| -3% | -$26K |
|
2594
Pegasystems
PEGA
$9.93B
| $1.01M | ﹤0.01% |
15,830
-298
| -2% | -$18.9K |
|
2595
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$538M
| $1M | ﹤0.01% |
59,858
-3,035
| -5% | -$50.9K |
|
2596
Franklin FTSE Europe ETF
FLEE
$118M
| $1M | ﹤0.01% |
+35,486
| New | +$1M |
|
2597
Clear Secure
YOU
$3.58B
| $1M | ﹤0.01% |
+24,431
| New | +$1M |
|
2598
Curtiss-Wright
CW
$19.2B
| $1M | ﹤0.01% |
7,943
+2,547
| +47% | +$321K |
|
2599
Rocket Companies
RKT
$44.4B
| $1M | ﹤0.01% |
62,451
+5,780
| +10% | +$92.7K |
|
2600
Hawaiian Electric Industries
HE
$2.09B
| $1M | ﹤0.01% |
24,507
-1,229
| -5% | -$50.2K |
|