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 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.02B |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$340M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$282M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$232M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$197M |
Sector Composition
| 1 | Technology | 7.42% |
| 2 | Financials | 3.81% |
| 3 | Healthcare | 2.68% |
| 4 | Consumer Discretionary | 2.67% |
| 5 | Industrials | 2.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5351
SMX (Security Matters)
SMX
$2.65M
| – | – | -25,000 | Closed | -$14.7K |
|
5352
Sun Country Airlines
SNCY
$706M
| – | – | -58,030 | Closed | -$846K |
|
|
SOL
5353
Emeren Group
SOL
$93.4M
| – | – | -10,871 | Closed | -$22.1K |
|
5354
Sprout Social
SPT
$929M
| – | – | -7,532 | Closed | -$231K |
|
5355
STAAR Surgical
STAA
$1.36B
| – | – | -15,994 | Closed | -$388K |
|