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
|
$399M |
| 2 |
Invesco QQQ Trust
QQQ
|
$259M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$258M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$254M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$217M |
Top Sells
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Financials | 3.18% |
| 3 | Healthcare | 2.78% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Industrials | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Full House Resorts
FLL
$123M
| $54.1K | ﹤0.01% |
10,081
-4,347
| -30% | -$23.3K |
|
4577
ADMA Biologics
ADMA
$4.03B
| $54K | ﹤0.01% |
11,944
+71
| +0.6% | +$321 |
|
4578
Microvast
MVST
$829M
| $53.5K | ﹤0.01% |
38,196
+4,772
| +14% | +$6.68K |
|
4579
Ardagh Metal Packaging
AMBP
$2.14B
| $52.5K | ﹤0.01% |
13,680
+104
| +0.8% | +$399 |
|
4580
Acurx Pharmaceuticals
ACXP
$6.47M
| $52.4K | ﹤0.01% |
+684
| New | +$52.4K |
|
4581
Enel Chile
ENIC
$5.12B
| $51.4K | ﹤0.01% |
15,867
+3,235
| +26% | +$10.5K |
|
4582
Accuray
ARAY
$170M
| $50.1K | ﹤0.01% |
17,710
+975
| +6% | +$2.76K |
|
4583
Assertio
ASRT
$76.8M
| $49.1K | ﹤0.01% |
45,924
+5,741
| +14% | +$6.14K |
|
4584
Cipher Mining
CIFR
$2.96B
| $48.8K | ﹤0.01% |
11,818
+1,100
| +10% | +$4.54K |
|
4585
Conduent
CNDT
$447M
| $48.4K | ﹤0.01% |
+13,247
| New | +$48.4K |
|
4586
Heron Therapeutics
HRTX
$201M
| $48.2K | ﹤0.01% |
28,353
-4,342
| -13% | -$7.38K |
|
4587
Wallbox
WBX
$67.2M
| $47.4K | ﹤0.01% |
1,355
+115
| +9% | +$4.03K |
|
4588
Puma Biotechnology
PBYI
$253M
| $47.3K | ﹤0.01% |
+10,923
| New | +$47.3K |
|
4589
Organogenesis Holdings
ORGO
$634M
| $47.2K | ﹤0.01% |
11,546
-4,997
| -30% | -$20.4K |
|
4590
Lucid Diagnostics
LUCD
$140M
| $46K | ﹤0.01% |
32,630
+4,230
| +15% | +$5.96K |
|
4591
Compass
COMP
$5.07B
| $45.6K | ﹤0.01% |
12,139
-159
| -1% | -$598 |
|
4592
Comstock
LODE
$117M
| $45.5K | ﹤0.01% |
8,295
-18
| -0.2% | -$99 |
|
4593
Nine Energy Service
NINE
$28.5M
| $44.4K | ﹤0.01% |
16,570
+2,360
| +17% | +$6.33K |
|
|
MOND
4594
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
| $44.2K | ﹤0.01% |
+16,000
| New | +$44.2K |
|
4595
Citius Pharmaceuticals
CTXR
$20.9M
| $44.1K | ﹤0.01% |
+2,334
| New | +$44.1K |
|
|
LL
4596
DELISTED
LL Flooring Holdings, Inc.
LL
| $44K | ﹤0.01% |
11,293
+915
| +9% | +$3.57K |
|
4597
Rigel Pharmaceuticals
RIGL
$742M
| $43.8K | ﹤0.01% |
3,019
+301
| +11% | +$4.37K |
|
4598
Diana Shipping
DSX
$193M
| $43.1K | ﹤0.01% |
14,523
-5,746
| -28% | -$17.1K |
|
4599
Citizens
CIA
$262M
| $43.1K | ﹤0.01% |
16,027
+108
| +0.7% | +$291 |
|
4600
Ondas Holdings
ONDS
$1.55B
| $42.7K | ﹤0.01% |
27,898
-200
| -0.7% | -$306 |
|