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 | |
|---|---|---|---|---|---|---|
1076
Lincoln National
LNC
$7.99B
| $1.98M | 0.01% |
38,511
+7,193
| +23% | +$369K |
|
1077
Citizens Financial Group
CFG
$22.3B
| $1.98M | 0.01% |
66,435
+11,917
| +22% | +$354K |
|
|
RNDM
1078
DELISTED
First Trust Developed International Equity Select ETF
RNDM
| $1.97M | 0.01% |
43,653
+18,364
| +73% | +$828K |
|
1079
Cleveland-Cliffs
CLF
$5.83B
| $1.97M | 0.01% |
255,543
-55,169
| -18% | -$424K |
|
1080
SPDR Dow Jones International Real Estate ETF
RWX
$309M
| $1.96M | 0.01% |
55,583
-7,866
| -12% | -$278K |
|
1081
SPDR S&P Pharmaceuticals ETF
XPH
$188M
| $1.96M | 0.01% |
53,532
+34,732
| +185% | +$1.27M |
|
1082
AdvisorShares Ranger Equity Bear ETF
HDGE
$49.2M
| $1.96M | 0.01% |
23,239
+12,269
| +112% | +$1.03M |
|
1083
Acadia Pharmaceuticals
ACAD
$4.02B
| $1.96M | 0.01% |
121,105
-9,663
| -7% | -$156K |
|
1084
SEI Investments
SEIC
$10.7B
| $1.96M | 0.01% |
42,378
+1,682
| +4% | +$77.7K |
|
1085
Steel Dynamics
STLD
$19.5B
| $1.95M | 0.01% |
64,906
+9,006
| +16% | +$271K |
|
1086
Synchrony
SYF
$28.3B
| $1.94M | 0.01% |
82,864
-56,311
| -40% | -$1.32M |
|
1087
JPMorgan Diversified Return US Equity ETF
JPUS
$394M
| $1.94M | 0.01% |
29,908
-10,088
| -25% | -$654K |
|
1088
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $1.94M | 0.01% |
43,776
+25,487
| +139% | +$1.13M |
|
1089
Marsh & McLennan
MMC
$97.7B
| $1.93M | 0.01% |
24,152
+4,383
| +22% | +$350K |
|
1090
MSCI
MSCI
$43.6B
| $1.92M | 0.01% |
13,035
+1,200
| +10% | +$177K |
|
1091
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.4B
| $1.92M | 0.01% |
156,082
-25,312
| -14% | -$312K |
|
1092
Whirlpool
WHR
$5.24B
| $1.92M | 0.01% |
17,975
-149
| -0.8% | -$15.9K |
|
1093
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$402M
| $1.91M | 0.01% |
83,929
+3,586
| +4% | +$81.6K |
|
1094
Equifax
EFX
$30.3B
| $1.91M | 0.01% |
20,501
-10,389
| -34% | -$967K |
|
|
BSJN
1095
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| $1.91M | 0.01% |
77,453
+21,091
| +37% | +$520K |
|
1096
Apollo Global Management
APO
$78B
| $1.91M | 0.01% |
77,707
-4,395
| -5% | -$108K |
|
1097
Avery Dennison
AVY
$13.1B
| $1.91M | 0.01% |
21,226
+5,887
| +38% | +$529K |
|
1098
KraneShares CSI China Internet ETF
KWEB
$9.07B
| $1.91M | 0.01% |
50,826
-1,390
| -3% | -$52.1K |
|
1099
VanEck Agribusiness ETF
MOO
$630M
| $1.9M | 0.01% |
33,423
-180
| -0.5% | -$10.2K |
|
1100
United Airlines
UAL
$35.4B
| $1.9M | 0.01% |
22,716
+5,484
| +32% | +$459K |
|