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
Sector Composition
| 1 | Technology | 5.97% |
| 2 | Healthcare | 2.96% |
| 3 | Financials | 2.92% |
| 4 | Consumer Discretionary | 2.41% |
| 5 | Industrials | 2.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4226
Nu Holdings
NU
$71.2B
| $71.9K | ﹤0.01% |
+15,111
| New | +$71.9K |
|
|
NNDM
4227
Nano Dimension
NNDM
$293M
| $71.1K | ﹤0.01% |
24,605
-3,440
| -12% | -$9.94K |
|
|
CS
4228
DELISTED
Credit Suisse Group
CS
| $70.3K | ﹤0.01% |
79,049
+50,710
| +179% | +$45.1K |
|
4229
Evolv Technologies
EVLV
$1.39B
| $70.1K | ﹤0.01% |
22,476
+3,500
| +18% | +$10.9K |
|
4230
Rigetti Computing
RGTI
$4.89B
| $70K | ﹤0.01% |
96,825
-49,987
| -34% | -$36.2K |
|
4231
Brookdale Senior Living
BKD
$1.83B
| $69.5K | ﹤0.01% |
23,568
-1,993
| -8% | -$5.88K |
|
|
PCK
4232
DELISTED
Pimco California Municipal Income Fund II
PCK
| $68.7K | ﹤0.01% |
+11,073
| New | +$68.7K |
|
4233
Gold Royalty Corp
GROY
$656M
| $67.8K | ﹤0.01% |
31,398
+8,500
| +37% | +$18.4K |
|
4234
IonQ
IONQ
$12.4B
| $66.8K | ﹤0.01% |
10,863
+377
| +4% | +$2.32K |
|
4235
Rimini Street
RMNI
$416M
| $66.6K | ﹤0.01% |
16,169
-42,800
| -73% | -$176K |
|
|
SI
4236
DELISTED
Silvergate Capital Corporation
SI
| $66.5K | ﹤0.01% |
41,044
+637
| +2% | +$1.03K |
|
4237
MindMed
MNMD
$702M
| $66K | ﹤0.01% |
20,832
+2,277
| +12% | +$7.22K |
|
4238
FiscalNote
NOTE
$58.7M
| $65.4K | ﹤0.01% |
+2,446
| New | +$65.4K |
|
4239
Wheels Up
UP
$1.4B
| $65.3K | ﹤0.01% |
10,325
+3,115
| +43% | +$19.7K |
|
4240
Marqeta
MQ
$2.76B
| $65.3K | ﹤0.01% |
14,292
-5,591
| -28% | -$25.6K |
|
|
AUTL
4241
Autolus Therapeutics
AUTL
$389M
| $65K | ﹤0.01% |
35,325
+3,025
| +9% | +$5.57K |
|
4242
Clear Channel Outdoor Holdings
CCO
$656M
| $64.8K | ﹤0.01% |
54,000
+15,000
| +38% | +$18K |
|
4243
NextDecade
NEXT
$2.8B
| $64.1K | ﹤0.01% |
+12,888
| New | +$64.1K |
|
|
ACB
4244
Aurora Cannabis
ACB
$276M
| $62.7K | ﹤0.01% |
8,997
-1,296
| -13% | -$9.04K |
|
4245
NGL Energy Partners
NGL
$735M
| $61.9K | ﹤0.01% |
21,354
-13,203
| -38% | -$38.3K |
|
4246
KNOT Offshore Partners
KNOP
$283M
| $61.3K | ﹤0.01% |
11,429
-18,589
| -62% | -$99.6K |
|
|
CRGE
4247
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
| $61.1K | ﹤0.01% |
+55,500
| New | +$61.1K |
|
4248
Purple Innovation
PRPL
$122M
| $60.5K | ﹤0.01% |
22,923
+1,766
| +8% | +$4.66K |
|
4249
Ardagh Metal Packaging
AMBP
$2.14B
| $60.2K | ﹤0.01% |
14,751
+305
| +2% | +$1.24K |
|
|
CHS
4250
DELISTED
Chicos FAS, Inc.
CHS
| $58.4K | ﹤0.01% |
10,624
-258
| -2% | -$1.42K |
|