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 | |
|---|---|---|---|---|---|---|
|
MIN
4276
MFS Intermediate Income Trust
MIN
$306M
| $45.8K | ﹤0.01% |
16,519
+11
| +0.1% | +$30 |
|
|
IAUX
4277
i-80 Gold Corp
IAUX
$669M
| $45.7K | ﹤0.01% |
+18,656
| New | +$45.7K |
|
4278
Microvision
MVIS
$331M
| $45.6K | ﹤0.01% |
17,097
-7
| -0% | -$19 |
|
4279
Compass
COMP
$5.05B
| $45.4K | ﹤0.01% |
+14,068
| New | +$45.4K |
|
4280
Cerus
CERS
$255M
| $44.9K | ﹤0.01% |
15,130
-16,241
| -52% | -$48.2K |
|
|
ONCS
4281
DELISTED
OncoSec Medical Incorporated
ONCS
| $44.9K | ﹤0.01% |
+17,404
| New | +$44.9K |
|
4282
Precigen
PGEN
$1.37B
| $44.8K | ﹤0.01% |
42,289
+10,718
| +34% | +$11.4K |
|
4283
KULR Technology Group
KULR
$175M
| $44.8K | ﹤0.01% |
6,385
-625
| -9% | -$4.39K |
|
4284
Curis
CRIS
$21.6M
| $44.1K | ﹤0.01% |
3,703
+165
| +5% | +$1.97K |
|
4285
Douglas Elliman
DOUG
$244M
| $43.9K | ﹤0.01% |
14,826
-12,643
| -46% | -$37.4K |
|
4286
Bionano Genomics
BNGO
$17.6M
| $43.3K | ﹤0.01% |
65
| – | – |
|
4287
CEMIG Preferred Shares
CIG
$5.86B
| $43K | ﹤0.01% |
24,938
-1,325
| -5% | -$2.28K |
|
4288
Bioventus
BVS
$488M
| $42.8K | ﹤0.01% |
40,023
+30,000
| +299% | +$32.1K |
|
4289
Porch Group
PRCH
$1.9B
| $42.5K | ﹤0.01% |
29,723
+1,361
| +5% | +$1.95K |
|
4290
loanDepot
LDI
$551M
| $42.3K | ﹤0.01% |
26,297
| – | – |
|
|
TTCF
4291
DELISTED
Tattooed Chef, Inc Class A Common Stock
TTCF
| $42.3K | ﹤0.01% |
29,760
-1,230
| -4% | -$1.75K |
|
4292
Gevo
GEVO
$394M
| $42.2K | ﹤0.01% |
27,384
-19,020
| -41% | -$29.3K |
|
4293
Skillz
SKLZ
$116M
| $42K | ﹤0.01% |
3,540
-428
| -11% | -$5.08K |
|
4294
Workhorse Group
WKHS
$19.2M
| $41.7K | ﹤0.01% |
126
+13
| +12% | +$4.31K |
|
4295
Evogene
EVGN
$10.5M
| $41.6K | ﹤0.01% |
6,609
+200
| +3% | +$1.26K |
|
4296
SGHC Ltd
SGHC
$6.01B
| $41.5K | ﹤0.01% |
10,307
-1,100
| -10% | -$4.43K |
|
4297
Cognyte Software
CGNT
$641M
| $41.3K | ﹤0.01% |
12,176
+360
| +3% | +$1.22K |
|
|
THRD
4298
DELISTED
Third Harmonic Bio
THRD
| $41.2K | ﹤0.01% |
10,000
| – | – |
|
|
SDC
4299
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $40.9K | ﹤0.01% |
95,166
+10,049
| +12% | +$4.32K |
|
4300
Alto Ingredients
ALTO
$90.6M
| $40.8K | ﹤0.01% |
27,182
-17,000
| -38% | -$25.5K |
|