SSWM
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Sheets Smith Wealth Management’s LPL Financial LPLA Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-1,820
Closed -$682K – 415
2025
Q2 		$682K Buy
+1,820
New +$638K 0.08% 230
2019
Q3 		– Sell
-9,486
Closed -$774K – 308
2019
Q2 		$774K Sell
9,486
-129
-1% -$10.2K 0.16% 148
2019
Q1 		$670K Buy
+9,615
New +$693K 0.15% 163
2018
Q4 		– Sell
-7,572
Closed -$488K – 300
2018
Q3 		$488K Buy
7,572
+90
+1% +$5.97K 0.1% 220
2018
Q2 		$490K Buy
7,482
+190
+3% +$12.5K 0.11% 193
2018
Q1 		$445K Buy
+7,292
New +$452K 0.11% 201

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return