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 Small-Cap ETF
IJR
|
+$60.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$41M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$35.3M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$33.9M |
| 5 |
iShares MSCI Germany ETF
EWG
|
+$33M |
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Financials | 2.74% |
| 3 | Healthcare | 2.44% |
| 4 | Industrials | 2.02% |
| 5 | Communication Services | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
International Paper
IP
$24.8B
| $7.44M | 0.02% |
194,556
+12,256
| +7% | +$468K |
|
552
Vanguard Global ex-US Real Estate ETF
VNQI
$3.59B
| $7.43M | 0.02% |
141,774
+28,294
| +25% | +$1.48M |
|
|
RHT
553
DELISTED
Red Hat Inc
RHT
| $7.42M | 0.02% |
42,264
-16,404
| -28% | -$2.88M |
|
554
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.25B
| $7.42M | 0.02% |
280,856
-31,191
| -10% | -$824K |
|
555
Energy Transfer Partners
ET
$59.6B
| $7.4M | 0.02% |
560,008
+494,302
| +752% | +$6.53M |
|
556
MetLife
MET
$52.8B
| $7.38M | 0.02% |
179,650
-12,343
| -6% | -$507K |
|
557
British American Tobacco
BTI
$122B
| $7.34M | 0.02% |
230,256
+34,030
| +17% | +$1.08M |
|
|
KNOW
558
DELISTED
Direxion All Cap Insider Sentiment Shares
KNOW
| $7.32M | 0.02% |
217,517
-18,487
| -8% | -$622K |
|
559
McCormick & Company Non-Voting
MKC
$18.2B
| $7.25M | 0.02% |
104,168
-4,090
| -4% | -$285K |
|
560
Vertex Pharmaceuticals
VRTX
$101B
| $7.21M | 0.02% |
43,481
-765
| -2% | -$127K |
|
561
Calamos Strategic Total Return Fund
CSQ
$3.03B
| $7.19M | 0.02% |
678,869
-1,927
| -0.3% | -$20.4K |
|
562
Davis Select Worldwide ETF
DWLD
$460M
| $7.18M | 0.02% |
367,404
-3,483
| -0.9% | -$68.1K |
|
563
Schwab US REIT ETF
SCHH
$8.36B
| $7.18M | 0.02% |
372,966
+252,670
| +210% | +$4.86M |
|
564
Micron Technology
MU
$159B
| $7.15M | 0.02% |
225,379
-60,461
| -21% | -$1.92M |
|
565
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
| $7.15M | 0.02% |
219,582
-36,110
| -14% | -$1.18M |
|
566
Morgan Stanley
MS
$245B
| $7.07M | 0.02% |
178,419
-38,515
| -18% | -$1.53M |
|
567
Aflac
AFL
$57B
| $7.06M | 0.02% |
155,034
-15,896
| -9% | -$724K |
|
568
ProShares Russell 2000 Dividend Growers ETF
SMDV
$654M
| $7M | 0.02% |
129,961
+24,097
| +23% | +$1.3M |
|
569
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.87B
| $6.93M | 0.02% |
414,190
-71,100
| -15% | -$1.19M |
|
570
Marathon Petroleum
MPC
$54.5B
| $6.92M | 0.02% |
117,209
+14,096
| +14% | +$832K |
|
571
Baidu
BIDU
$37.1B
| $6.87M | 0.02% |
43,286
-3,737
| -8% | -$593K |
|
572
iShares MSCI EAFE Growth ETF
EFG
$13.4B
| $6.86M | 0.02% |
99,309
+13,174
| +15% | +$910K |
|
573
Yum China
YUMC
$16.2B
| $6.85M | 0.02% |
204,307
+7,513
| +4% | +$252K |
|
574
Zoetis
ZTS
$66.4B
| $6.83M | 0.02% |
79,875
+4,521
| +6% | +$387K |
|
575
Dollar General
DG
$23.2B
| $6.83M | 0.02% |
63,197
+13,710
| +28% | +$1.48M |
|