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Schechter Investment Advisors’s LPL Financial LPLA Stock Holding History

Schechter Investment Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$706K Sell
2,159
-602
-22% -$210K 0.06% 291
2024
Q4 		$901K Buy
2,761
+1,655
+150% +$489K 0.07% 255
2024
Q3 		$257K Sell
1,106
-99
-8% -$22.3K 0.02% 525
2024
Q2 		$337K Buy
1,205
+167
+16% +$45.3K 0.03% 453
2024
Q1 		$274K Buy
+1,038
New +$262K 0.02% 514

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's LPLA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its LPL Financial (LPLA) stake by 22% in Q1 2025, selling an estimated $210K and leaving 2,159 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #291.

Schechter Investment Advisors first reported a position in LPLA in Q1 2024 and has held it in 5 quarters since. The position peaked at $901K in Q4 2024. 786 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Schechter Investment Advisors held 2,159 shares of LPL Financial worth $706K as of Q1 2025.
  • Schechter Investment Advisors sold 602 LPL Financial shares in Q1 2025, an estimated $210K.
  • LPL Financial made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #291 holding.
  • Schechter Investment Advisors first reported a position in LPL Financial in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's LPL Financial position peaked at $901K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.