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
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$1.4B |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$399M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$378M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$299M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$157M |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Financials | 3.26% |
| 3 | Healthcare | 2.84% |
| 4 | Consumer Discretionary | 2.65% |
| 5 | Industrials | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4151
NatWest
NWG
$57.7B
| $295K | ﹤0.01% |
43,395
+23,469
| +118% | +$160K |
|
4152
Rhythm Pharmaceuticals
RYTM
$6.77B
| $295K | ﹤0.01% |
6,807
-50
| -0.7% | -$2.17K |
|
4153
nLIGHT
LASR
$1.46B
| $295K | ﹤0.01% |
22,678
+2,742
| +14% | +$35.6K |
|
4154
B2Gold
BTG
$5.81B
| $295K | ﹤0.01% |
112,885
+39,850
| +55% | +$104K |
|
|
BLUE
4155
DELISTED
bluebird bio
BLUE
| $293K | ﹤0.01% |
11,452
+10,108
| +752% | +$259K |
|
4156
Walker & Dunlop
WD
$2.98B
| $293K | ﹤0.01% |
2,897
+242
| +9% | +$24.5K |
|
4157
Montrose Environmental
MEG
$1.05B
| $293K | ﹤0.01% |
7,469
-701
| -9% | -$27.5K |
|
4158
Quaker Houghton
KWR
$2.45B
| $292K | ﹤0.01% |
1,425
+84
| +6% | +$17.2K |
|
|
DQ
4159
Daqo New Energy
DQ
$1.83B
| $292K | ﹤0.01% |
10,381
-1,660
| -14% | -$46.7K |
|
|
KLDW
4160
DELISTED
Knowledge Leaders Developed World ETF
KLDW
| $291K | ﹤0.01% |
6,519
-1,707
| -21% | -$76.3K |
|
4161
Integral Ad Science
IAS
$1.43B
| $291K | ﹤0.01% |
29,138
-2,413
| -8% | -$24.1K |
|
4162
Virtus LifeSci Biotech Products ETF
BBP
$28M
| $290K | ﹤0.01% |
5,128
+257
| +5% | +$14.5K |
|
4163
Harmonic Inc
HLIT
$1.14B
| $290K | ﹤0.01% |
21,592
-1,104
| -5% | -$14.8K |
|
4164
Radian Group
RDN
$4.76B
| $290K | ﹤0.01% |
8,667
-4,771
| -36% | -$160K |
|
4165
Champion Homes, Inc.
SKY
$4.31B
| $290K | ﹤0.01% |
3,407
+194
| +6% | +$16.5K |
|
4166
FT Vest International Equity Buffer ETF June
YJUN
$168M
| $290K | ﹤0.01% |
13,068
-8,776
| -40% | -$194K |
|
4167
Enova International
ENVA
$2.88B
| $290K | ﹤0.01% |
4,609
+839
| +22% | +$52.7K |
|
4168
SSR Mining
SSRM
$4.5B
| $289K | ﹤0.01% |
64,777
+9,708
| +18% | +$43.3K |
|
4169
Nicolet Bankshares
NIC
$2.01B
| $289K | ﹤0.01% |
3,358
+80
| +2% | +$6.88K |
|
|
GLQ
4170
Clough Global Equity Fund
GLQ
$141M
| $289K | ﹤0.01% |
44,342
-12,194
| -22% | -$79.4K |
|
4171
RPC Inc
RES
$1.02B
| $288K | ﹤0.01% |
37,181
+4,879
| +15% | +$37.8K |
|
4172
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.5M
| $288K | ﹤0.01% |
+7,968
| New | +$288K |
|
4173
Gold Royalty Corp
GROY
$620M
| $286K | ﹤0.01% |
152,258
+8,273
| +6% | +$15.6K |
|
4174
Direxion Daily Technology Bull 3x Shares
TECL
$3.8B
| $286K | ﹤0.01% |
3,566
+506
| +17% | +$40.6K |
|
4175
Costamare
CMRE
$1.45B
| $286K | ﹤0.01% |
25,158
+1,036
| +4% | +$11.8K |
|