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 | |
|---|---|---|---|---|---|---|
851
Humana
HUM
$32.9B
| $12.5M | 0.01% |
26,711
+8,161
| +44% | +$3.82M |
|
852
VICI Properties
VICI
$35.6B
| $12.5M | 0.01% |
418,307
+196,562
| +89% | +$5.86M |
|
853
Dimensional US Targeted Value ETF
DFAT
$11.8B
| $12.5M | 0.01% |
+309,608
| New | +$12.5M |
|
854
Invesco Bloomberg Pricing Power ETF
POWA
$188M
| $12.5M | 0.01% |
195,570
-3,074
| -2% | -$196K |
|
855
Schlumberger
SLB
$54.2B
| $12.4M | 0.01% |
348,057
+29,332
| +9% | +$1.05M |
|
856
iShares MSCI Australia ETF
EWA
$1.55B
| $12.4M | 0.01% |
584,631
-240,151
| -29% | -$5.1M |
|
857
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.89B
| $12.4M | 0.01% |
610,005
-25,603
| -4% | -$520K |
|
858
BHP
BHP
$136B
| $12.4M | 0.01% |
220,451
+13,337
| +6% | +$749K |
|
859
VanEck Junior Gold Miners ETF
GDXJ
$7.45B
| $12.4M | 0.01% |
386,958
-36,250
| -9% | -$1.16M |
|
860
XPO
XPO
$15.7B
| $12.4M | 0.01% |
432,263
+384,905
| +813% | +$11M |
|
|
FSGS
861
First Trust Exchange-Traded Fund VI First Trust SMID Growth Strength ETF
FSGS
$29.9M
| $12.3M | 0.01% |
493,451
+126,102
| +34% | +$3.15M |
|
862
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $12.3M | 0.01% |
555,470
+4,051
| +0.7% | +$89.9K |
|
863
Centene
CNC
$17.1B
| $12.3M | 0.01% |
145,298
+38,221
| +36% | +$3.23M |
|
864
Canadian Imperial Bank of Commerce
CM
$73.8B
| $12.3M | 0.01% |
252,711
-25,261
| -9% | -$1.23M |
|
865
AES
AES
$9.22B
| $12.2M | 0.01% |
581,744
+95,962
| +20% | +$2.02M |
|
866
PIMCO Corporate & Income Opportunity Fund
PTY
$2.68B
| $12.2M | 0.01% |
973,785
-255,895
| -21% | -$3.2M |
|
867
iShares Russell Top 200 ETF
IWL
$1.82B
| $12.1M | 0.01% |
135,111
+5,209
| +4% | +$468K |
|
868
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $12.1M | 0.01% |
477,972
+89,565
| +23% | +$2.27M |
|
869
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.07B
| $12M | 0.01% |
303,565
+41,051
| +16% | +$1.63M |
|
870
Invesco International Dividend Achievers ETF
PID
$868M
| $12M | 0.01% |
698,947
+70,363
| +11% | +$1.2M |
|
871
Atlassian
TEAM
$46B
| $11.9M | 0.01% |
62,802
+3,038
| +5% | +$577K |
|
872
Pacer Industrial Real Estate ETF
INDS
$125M
| $11.9M | 0.01% |
290,773
+7,272
| +3% | +$297K |
|
873
Dimensional US Small Cap ETF
DFAS
$11.3B
| $11.9M | 0.01% |
+247,249
| New | +$11.9M |
|
874
LPL Financial
LPLA
$27.5B
| $11.8M | 0.01% |
64,228
+8,538
| +15% | +$1.58M |
|
875
Amplify Transformational Data Sharing ETF
BLOK
$1.25B
| $11.8M | 0.01% |
652,214
-56,424
| -8% | -$1.02M |
|