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 | 3.62% |
| 2 | Financials | 2.74% |
| 3 | Healthcare | 2.2% |
| 4 | Industrials | 2.1% |
| 5 | Consumer Discretionary | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Invesco International BuyBack Achievers ETF
IPKW
$334M
| $12.9M | 0.03% |
415,208
-5,676
| -1% | -$176K |
|
452
Vodafone
VOD
$28.5B
| $12.8M | 0.03% |
644,924
+40,988
| +7% | +$816K |
|
453
General Dynamics
GD
$86.8B
| $12.8M | 0.03% |
70,008
+3,694
| +6% | +$675K |
|
454
Becton Dickinson
BDX
$55.1B
| $12.8M | 0.03% |
51,738
+1,838
| +4% | +$454K |
|
455
ALPS O'Shares US Quality Dividend ETF
OUSA
$828M
| $12.8M | 0.03% |
366,899
+84,935
| +30% | +$2.95M |
|
456
Xcel Energy
XEL
$43B
| $12.7M | 0.03% |
195,588
-9,215
| -4% | -$598K |
|
457
iShares Russell Top 200 ETF
IWL
$1.8B
| $12.7M | 0.03% |
183,856
-8,979
| -5% | -$619K |
|
|
WBA
458
DELISTED
Walgreens Boots Alliance
WBA
| $12.7M | 0.03% |
228,900
+13,830
| +6% | +$765K |
|
459
Travelers Companies
TRV
$62B
| $12.5M | 0.03% |
84,296
-211
| -0.2% | -$31.4K |
|
460
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $12.5M | 0.03% |
241,615
+408
| +0.2% | +$21.2K |
|
461
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
| $12.5M | 0.03% |
377,333
-47,312
| -11% | -$1.56M |
|
462
Elevance Health
ELV
$70.6B
| $12.4M | 0.03% |
51,834
+4,544
| +10% | +$1.09M |
|
463
United Rentals
URI
$62.7B
| $12.4M | 0.03% |
99,553
+16,508
| +20% | +$2.06M |
|
464
ARK Web x.0 ETF
ARKW
$2.33B
| $12.3M | 0.03% |
253,454
+15,653
| +7% | +$762K |
|
465
iShares US Consumer Discretionary ETF
IYC
$1.74B
| $12.2M | 0.02% |
225,380
+47,060
| +26% | +$2.56M |
|
466
Vanguard Industrials ETF
VIS
$6.11B
| $12.2M | 0.02% |
83,553
+46
| +0.1% | +$6.72K |
|
467
iShares Morningstar US Equity ETF
ILCB
$1.11B
| $12.2M | 0.02% |
289,412
-7,552
| -3% | -$317K |
|
468
AB InBev
BUD
$118B
| $12.1M | 0.02% |
127,170
-1,162
| -0.9% | -$111K |
|
469
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.62B
| $12.1M | 0.02% |
568,344
+192
| +0% | +$4.08K |
|
470
Truist Financial
TFC
$60B
| $12M | 0.02% |
225,538
-3,480
| -2% | -$186K |
|
471
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$872M
| $12M | 0.02% |
524,864
-12,352
| -2% | -$283K |
|
472
iShares US Home Construction ETF
ITB
$3.35B
| $12M | 0.02% |
276,058
+28,879
| +12% | +$1.25M |
|
473
L3Harris
LHX
$51B
| $11.9M | 0.02% |
57,261
+44,046
| +333% | +$9.19M |
|
474
iShares Expanded Tech Sector ETF
IGM
$8.79B
| $11.9M | 0.02% |
330,084
+66,282
| +25% | +$2.4M |
|
475
iShares Morningstar Mid-Cap ETF
IMCB
$1.18B
| $11.9M | 0.02% |
240,984
+18,812
| +8% | +$930K |
|