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 |
iShares Core S&P 500 ETF
IVV
|
+$693M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$529M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$381M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$278M |
| 5 |
Apple
AAPL
|
+$276M |
Top Sells
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Financials | 3.61% |
| 3 | Consumer Discretionary | 2.98% |
| 4 | Healthcare | 2.45% |
| 5 | Industrials | 2.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
EPAM Systems
EPAM
$8.68B
| $7.51M | ﹤0.01% |
32,107
+7,711
| +32% | +$1.8M |
|
1752
AdvisorShares Focused Equity ETF
CWS
$189M
| $7.5M | ﹤0.01% |
115,772
-3,061
| -3% | -$198K |
|
1753
ALPS Equal Sector Weight ETF
EQL
$557M
| $7.5M | ﹤0.01% |
179,538
+15,927
| +10% | +$665K |
|
1754
FT Vest US Equity Moderate Buffer ETF March
GMAR
$414M
| $7.49M | ﹤0.01% |
199,969
+174,169
| +675% | +$6.52M |
|
1755
AST SpaceMobile
ASTS
$11.2B
| $7.48M | ﹤0.01% |
354,700
-51,835
| -13% | -$1.09M |
|
1756
Waste Connections
WCN
$45.1B
| $7.47M | ﹤0.01% |
43,564
+9,240
| +27% | +$1.59M |
|
1757
Cambria Global Asset Allocation ETF
GAA
$59.4M
| $7.45M | ﹤0.01% |
260,406
-2,667
| -1% | -$76.3K |
|
1758
Amplify Etho Climate Leadership US ETF
ETHO
$165M
| $7.45M | ﹤0.01% |
124,704
-4,284
| -3% | -$256K |
|
1759
Putnam Focused Large Cap Growth ETF
PGRO
$60.7M
| $7.43M | ﹤0.01% |
191,670
-11,287
| -6% | -$438K |
|
1760
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
| $7.42M | ﹤0.01% |
161,741
+10,784
| +7% | +$495K |
|
1761
Universal Display
OLED
$6.66B
| $7.41M | ﹤0.01% |
50,671
+9,325
| +23% | +$1.36M |
|
|
THQ
1762
abrdn Healthcare Opportunities Fund
THQ
$709M
| $7.4M | ﹤0.01% |
392,000
+65,646
| +20% | +$1.24M |
|
1763
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.09B
| $7.39M | ﹤0.01% |
346,148
+84,106
| +32% | +$1.8M |
|
1764
HDFC Bank
HDB
$182B
| $7.39M | ﹤0.01% |
115,776
+17,173
| +17% | +$1.1M |
|
1765
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$410M
| $7.39M | ﹤0.01% |
214,332
+6,219
| +3% | +$214K |
|
1766
Freshpet
FRPT
$2.54B
| $7.38M | ﹤0.01% |
48,858
-14,529
| -23% | -$2.19M |
|
1767
Nu Holdings
NU
$77.3B
| $7.35M | ﹤0.01% |
709,287
+244,879
| +53% | +$2.54M |
|
1768
Innovator US Equity Power Buffer ETF September
PSEP
$892M
| $7.35M | ﹤0.01% |
187,937
+1,110
| +0.6% | +$43.4K |
|
1769
Steris
STE
$24.7B
| $7.34M | ﹤0.01% |
35,704
-69,976
| -66% | -$14.4M |
|
1770
CDW
CDW
$21.3B
| $7.33M | ﹤0.01% |
42,132
+2,503
| +6% | +$436K |
|
1771
The Mosaic Company
MOS
$10.9B
| $7.33M | ﹤0.01% |
298,207
+23,855
| +9% | +$586K |
|
1772
US Foods
USFD
$17.6B
| $7.33M | ﹤0.01% |
108,598
+11,735
| +12% | +$792K |
|
1773
Global X SuperDividend REIT ETF
SRET
$201M
| $7.28M | ﹤0.01% |
364,064
-30,151
| -8% | -$603K |
|
1774
SEI Investments
SEIC
$10.7B
| $7.27M | ﹤0.01% |
88,164
+9,607
| +12% | +$792K |
|
1775
Vanguard Total Corporate Bond ETF
VTC
$1.26B
| $7.26M | ﹤0.01% |
95,893
-12,995
| -12% | -$984K |
|