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 | |
|---|---|---|---|---|---|---|
1251
Fidelity Corporate Bond ETF
FCOR
$290M
| $6.12M | 0.01% |
131,845
+27,284
| +26% | +$1.27M |
|
1252
Best Buy
BBY
$15.9B
| $6.12M | 0.01% |
93,803
-902
| -1% | -$58.8K |
|
1253
Amplify Etho Climate Leadership US ETF
ETHO
$162M
| $6.1M | 0.01% |
128,305
+10,018
| +8% | +$476K |
|
1254
Amphenol
APH
$145B
| $6.1M | 0.01% |
189,510
-6,114
| -3% | -$197K |
|
1255
Copart
CPRT
$46.8B
| $6.1M | 0.01% |
224,428
+25,872
| +13% | +$703K |
|
1256
Brookfield Infrastructure Partners
BIP
$14.2B
| $6.08M | 0.01% |
159,026
-1,074
| -0.7% | -$41K |
|
1257
Global X Cloud Computing ETF
CLOU
$309M
| $6.07M | 0.01% |
368,372
-99,840
| -21% | -$1.65M |
|
1258
Arista Networks
ANET
$175B
| $6.05M | 0.01% |
258,204
-6,368
| -2% | -$149K |
|
1259
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $6.05M | 0.01% |
375,817
+29,084
| +8% | +$468K |
|
1260
Lennar Class A
LEN
$35.6B
| $6.04M | 0.01% |
88,437
-20,007
| -18% | -$1.37M |
|
1261
Hormel Foods
HRL
$13.8B
| $6.04M | 0.01% |
127,534
+16,076
| +14% | +$761K |
|
1262
FMC
FMC
$4.79B
| $6.03M | 0.01% |
56,329
-10,891
| -16% | -$1.17M |
|
|
CHI
1263
Calamos Convertible Opportunities and Income Fund
CHI
$831M
| $6.02M | 0.01% |
561,476
+105,978
| +23% | +$1.14M |
|
1264
Canadian National Railway
CNI
$58.3B
| $6.01M | 0.01% |
53,430
+386
| +0.7% | +$43.4K |
|
1265
JPMorgan US Quality Factor ETF
JQUA
$7.27B
| $6.01M | 0.01% |
161,337
+18,603
| +13% | +$693K |
|
1266
iShares Global Comm Services ETF
IXP
$622M
| $6M | 0.01% |
98,084
+59,039
| +151% | +$3.61M |
|
1267
iShares MSCI Poland ETF
EPOL
$454M
| $5.98M | 0.01% |
408,799
-172,258
| -30% | -$2.52M |
|
1268
Invesco Global Listed Private Equity ETF
PSP
$334M
| $5.98M | 0.01% |
121,716
-26,396
| -18% | -$1.3M |
|
1269
Franklin Dynamic Municipal Bond ETF
FLMI
$908M
| $5.97M | 0.01% |
252,237
+148,818
| +144% | +$3.52M |
|
1270
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$134M
| $5.96M | 0.01% |
216,487
+53,259
| +33% | +$1.47M |
|
1271
VanEck CEF Muni Income ETF
XMPT
$177M
| $5.96M | 0.01% |
258,892
-33,911
| -12% | -$781K |
|
1272
Manulife Financial
MFC
$54.2B
| $5.96M | 0.01% |
343,835
+32,248
| +10% | +$559K |
|
1273
Southern Copper
SCCO
$86.2B
| $5.94M | 0.01% |
125,274
-199,765
| -61% | -$9.48M |
|
1274
Cognizant
CTSH
$33.8B
| $5.92M | 0.01% |
87,755
+7,576
| +9% | +$511K |
|
1275
Philips
PHG
$26.8B
| $5.92M | 0.01% |
309,661
+18,132
| +6% | +$347K |
|