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 |
Vanguard Total Stock Market ETF
VTI
|
$767M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$684M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$520M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$295M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$183M |
Top Sells
Sector Composition
| 1 | Technology | 6.36% |
| 2 | Financials | 3.13% |
| 3 | Consumer Discretionary | 2.91% |
| 4 | Healthcare | 2.88% |
| 5 | Industrials | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4451
SPDR Gold MiniShares Trust
GLDM
$17B
| – | – | -1,273,659 | Closed | -$23.2M |
|
|
GOOS
4452
Canada Goose Holdings
GOOS
$1.26B
| – | – | -5,716 | Closed | -$212K |
|
4453
Goosehead Insurance
GSHD
$2.15B
| – | – | -3,165 | Closed | -$412K |
|
|
GTY
4454
Getty Realty Corp
GTY
$1.62B
| – | – | -28,893 | Closed | -$927K |
|
4455
GXO Logistics
GXO
$6.03B
| – | – | -173,178 | Closed | -$15.7M |
|
4456
AdvisorShares Ranger Equity Bear ETF
HDGE
$49.5M
| – | – | -12,141 | Closed | -$299K |
|
4457
Franklin Genomic Advancements ETF
HELX
$14.9M
| – | – | -4,903 | Closed | -$238K |
|
|
HEPS
4458
D-Market Electronic Services & Trading
HEPS
$900M
| – | – | -24,940 | Closed | -$48K |
|