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 | |
|---|---|---|---|---|---|---|
|
SHCR
4651
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $69.9K | ﹤0.01% |
91,100
+40,000
| +78% | +$30.7K |
|
|
VINC
4652
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
| $69.7K | ﹤0.01% |
+689
| New | +$69.7K |
|
4653
Evolution Petroleum
EPM
$174M
| $69.2K | ﹤0.01% |
11,274
-2,023
| -15% | -$12.4K |
|
4654
Clear Channel Outdoor Holdings
CCO
$656M
| $68.5K | ﹤0.01% |
41,500
| – | – |
|
4655
Wheels Up
UP
$1.4B
| $66.9K | ﹤0.01% |
23,303
+6,684
| +40% | +$19.2K |
|
4656
Aldeyra Therapeutics
ALDX
$334M
| $66.6K | ﹤0.01% |
20,378
+1,556
| +8% | +$5.09K |
|
|
URG
4657
Ur-Energy
URG
$536M
| $66.6K | ﹤0.01% |
+41,644
| New | +$66.6K |
|
4658
AST SpaceMobile
ASTS
$11.4B
| $66.6K | ﹤0.01% |
22,968
+7,809
| +52% | +$22.6K |
|
4659
Cipher Mining
CIFR
$2.96B
| $65.2K | ﹤0.01% |
12,653
+835
| +7% | +$4.3K |
|
|
OPI
4660
Office Properties Income Trust
OPI
$16.7M
| $64.7K | ﹤0.01% |
31,710
-8,260
| -21% | -$16.9K |
|
4661
Broadwind
BWEN
$47.2M
| $64.6K | ﹤0.01% |
27,150
+13,200
| +95% | +$31.4K |
|
4662
Marqeta
MQ
$2.76B
| $64.5K | ﹤0.01% |
+10,826
| New | +$64.5K |
|
|
MOMO
4663
Hello Group
MOMO
$1.37B
| $63.9K | ﹤0.01% |
+10,291
| New | +$63.9K |
|
4664
Veru
VERU
$49.4M
| $63.7K | ﹤0.01% |
9,094
-236
| -3% | -$1.65K |
|
4665
Microvision
MVIS
$334M
| $62.2K | ﹤0.01% |
33,822
+1,700
| +5% | +$3.13K |
|
4666
Lineage Cell Therapeutics
LCTX
$279M
| $61.4K | ﹤0.01% |
41,515
-39,499
| -49% | -$58.5K |
|
4667
Full House Resorts
FLL
$123M
| $61.1K | ﹤0.01% |
10,971
+890
| +9% | +$4.96K |
|
4668
Angi Inc
ANGI
$811M
| $60.9K | ﹤0.01% |
2,326
-262
| -10% | -$6.87K |
|
4669
BlackSky Technology
BKSY
$575M
| $60.9K | ﹤0.01% |
5,595
+3,375
| +152% | +$36.7K |
|
4670
NextCure
NXTC
$13M
| $60.2K | ﹤0.01% |
2,250
+997
| +80% | +$26.7K |
|
4671
Rail Vision
RVSN
$22M
| $59.9K | ﹤0.01% |
+28,000
| New | +$59.9K |
|
4672
iQIYI
IQ
$2.61B
| $58.7K | ﹤0.01% |
13,883
-400
| -3% | -$1.69K |
|
4673
Relmada Therapeutics
RLMD
$54.8M
| $58.1K | ﹤0.01% |
12,495
-1,190
| -9% | -$5.53K |
|
4674
Stem
STEM
$117M
| $58.1K | ﹤0.01% |
1,326
-246
| -16% | -$10.8K |
|
4675
Quantum Computing Inc
QUBT
$2.42B
| $57.1K | ﹤0.01% |
+57,650
| New | +$57.1K |
|