Tyler-Stone Wealth Management’s LPL Financial LPLA Stock Holding History

Tyler-Stone 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 Q2	$344K	Buy	918 +41	+5%	+$14.4K	0.06%	243
2025 Q1	$287K	Sell	877 -199	-18%	-$69.3K	0.05%	267
2024 Q4	$351K	Buy	1,076 +38	+4%	+$11.2K	0.06%	234
2024 Q3	$241K	Buy	1,038 +520	+100%	+$117K	0.05%	286
2024 Q2	$145K	Hold	518	–	–	0.06%	235
2024 Q1	$137K	Hold	518	–	–	0.06%	237
2023 Q4	$118K	Sell	518 -50	-9%	-$11.2K	0.06%	244
2023 Q3	$135K	Hold	568	–	–	0.08%	207
2023 Q2	$124K	Buy	+568	New	+$114K	0.07%	223
2022 Q4	$96K	Buy	445 +27	+6%	+$6.31K	0.07%	236
2022 Q3	$91K	Buy	418 +13	+3%	+$2.77K	0.07%	231
2022 Q2	$75K	Hold	405	–	–	0.05%	267
2022 Q1	$74K	Buy	405 +14	+4%	+$2.44K	0.04%	293
2021 Q4	$63K	Buy	+391	New	+$64.5K	0.03%	328

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's LPLA Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its LPL Financial (LPLA) stake by 4.7% in Q2 2025, buying an estimated $14.4K and bringing the position to 918 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #243.

Tyler-Stone Wealth Management first reported a position in LPLA in Q4 2021 and has held it in 14 quarters since. The position peaked at $351K in Q4 2024. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

Tyler-Stone Wealth Management held 918 shares of LPL Financial worth $344K as of Q2 2025.
Tyler-Stone Wealth Management bought 41 LPL Financial shares in Q2 2025, an estimated $14.4K.
LPL Financial made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #243 holding.
Tyler-Stone Wealth Management first reported a position in LPL Financial in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's LPL Financial position peaked at $351K in Q4 2024.
800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.