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 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$348M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$247M |
| 3 |
iShares Gold Trust
IAU
|
+$219M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$217M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$168M |
Top Sells
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Healthcare | 3.17% |
| 3 | Financials | 3.02% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Industrials | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Vanguard Communication Services ETF
VOX
$5.87B
| $22.1M | 0.02% |
235,442
+126,909
| +117% | +$11.9M |
|
602
Cigna
CI
$80.6B
| $22.1M | 0.02% |
83,799
+13,105
| +19% | +$3.45M |
|
603
Occidental Petroleum
OXY
$44.4B
| $22.1M | 0.02% |
374,775
+119,779
| +47% | +$7.05M |
|
604
Invesco Solar ETF
TAN
$729M
| $22M | 0.02% |
308,758
-87,878
| -22% | -$6.27M |
|
605
GSK
GSK
$82.1B
| $22M | 0.02% |
404,569
+54,443
| +16% | +$2.96M |
|
606
VanEck BDC Income ETF
BIZD
$1.67B
| $22M | 0.02% |
1,453,940
+68,962
| +5% | +$1.04M |
|
607
Global X US Preferred ETF
PFFD
$2.36B
| $21.9M | 0.02% |
1,030,175
-208,727
| -17% | -$4.43M |
|
608
Nuveen ESG Large-Cap Value ETF
NULV
$1.79B
| $21.8M | 0.02% |
653,650
+150,368
| +30% | +$5.02M |
|
609
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$505M
| $21.6M | 0.02% |
239,678
+2,793
| +1% | +$252K |
|
610
Allstate
ALL
$52.7B
| $21.6M | 0.02% |
170,431
+11,112
| +7% | +$1.41M |
|
611
Southwest Airlines
LUV
$16.3B
| $21.6M | 0.02% |
597,287
+41,295
| +7% | +$1.49M |
|
612
TC Energy
TRP
$53.9B
| $21.4M | 0.02% |
412,696
+67,105
| +19% | +$3.48M |
|
613
iShares MSCI Taiwan ETF
EWT
$6.4B
| $21.4M | 0.02% |
423,664
+332,754
| +366% | +$16.8M |
|
614
Pacer Lunt Large Cap Alternator ETF
ALTL
$108M
| $21.4M | 0.02% |
521,824
+131,027
| +34% | +$5.36M |
|
615
Fidelity MSCI Information Technology Index ETF
FTEC
$15.3B
| $21.3M | 0.02% |
220,803
+13,542
| +7% | +$1.31M |
|
616
Tractor Supply
TSCO
$31.3B
| $21.3M | 0.02% |
548,015
+32,010
| +6% | +$1.24M |
|
617
TJX Companies
TJX
$156B
| $21.2M | 0.02% |
379,811
-23,373
| -6% | -$1.31M |
|
618
Invesco MSCI USA ETF
PBUS
$8.53B
| $21.2M | 0.02% |
562,036
+121,002
| +27% | +$4.56M |
|
619
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.57B
| $21.1M | 0.02% |
663,881
+286
| +0% | +$9.1K |
|
620
Corteva
CTVA
$49.2B
| $20.9M | 0.02% |
386,381
+101,583
| +36% | +$5.5M |
|
621
Fidelity MSCI Health Care Index ETF
FHLC
$2.49B
| $20.9M | 0.02% |
344,719
+32,906
| +11% | +$2M |
|
622
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $20.9M | 0.02% |
219,901
+38,130
| +21% | +$3.63M |
|
623
Alcon
ALC
$39B
| $20.9M | 0.02% |
297,939
+19,185
| +7% | +$1.34M |
|
624
Pacer Global Cash Cows Dividend ETF
GCOW
$2.46B
| $20.9M | 0.02% |
677,270
+446,371
| +193% | +$13.7M |
|
625
NXP Semiconductors
NXPI
$56.4B
| $20.9M | 0.02% |
140,860
+890
| +0.6% | +$132K |
|