Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IETC
Ishares U S ETF Tr

ETFs
42.6K
+ 73.12%
$67.28 - $94.0 $2.87M - $4.01M
101K $9.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
45.5K
+ 1.29%
$23.55 - $27.67 $1.07M - $1.26M
3.57M $98.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
166K
+ 46.78%
$32.56 - $35.71 $5.41M - $5.94M
522K $17.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
140K
+ 4.6%
$39.34 - $40.41 $5.53M - $5.68M
3.2M $128M
IYC
Ishares U.S. Consumer Discreti

ETFs
29.9K
+ 16.13%
$79.19 - $99.64 $2.37M - $2.98M
215K $21.4M
BSJR
Invesco Indx Tr

ETFs
211K
+ 24.05%
$21.81 - $22.71 $4.6M - $4.79M
1.09M $24.7M
D
Dominion Energy, Inc

Utilities
81.6K
+ 8.59%
$49.66 - $58.0 $4.05M - $4.73M
1.03M $58.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
32.4K
+ 8.68%
$31.67 - $42.89 $1.03M - $1.39M
406K $17.4M
AZN
Astrazeneca PLC

Healthcare
117K
+ 13.29%
$64.87 - $75.0 $7.61M - $8.8M
1M $69.9M
ATO
Atmos Energy Corp

Utilities
32.7K
+ 29.77%
$145.06 - $162.66 $4.74M - $5.32M
142K $22M
PEAK
Healthpeak Properties, Inc.

Real Estate
261K
+ 6.46%
N/A
4.29M $81.4M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
95K
+ 95.05%
$41.22 - $48.01 $3.92M - $4.56M
195K $9.36M
APG
A Pi Group Corp

Industrials
6.81K
+ 2.29%
$32.2 - $51.23 $219K - $349K
304K $15.5M
MNST
Monster Beverage Corp

Consumer Defensive
14.5K
+ 1.5%
$55.01 - $64.24 $795K - $929K
976K $61.1M
PGR
Progressive Corp

Financial Services
47.4K
+ 9.83%
$255.27 - $288.74 $12.1M - $13.7M
530K $141M
EPAM
Epam Systems, Inc.

Technology
26.2K
+ 98.12%
N/A
52.9K $9.82M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
35.8K
+ 11.59%
$59.98 - $74.92 $2.15M - $2.68M
344K $25.6M
FEP
First Trust Europe Alphadex Fu

ETFs
49.9K
+ 14.25%
$36.11 - $47.8 $1.8M - $2.39M
400K $19.1M
HSBC
Hsbc Holdings PLC

Financial Services
66.2K
+ 28.33%
$46.68 - $61.09 $3.09M - $4.04M
300K $18.2M
AGNC
Agnc Investment Corp.

Real Estate
580K
+ 41.63%
$8.12 - $9.49 $4.71M - $5.5M
1.97M $18.1M
YYY
Amplify ETF Tr High Income ETF

ETFs
349K
+ 15.28%
$10.18 - $11.74 $3.55M - $4.1M
2.63M $30.8M
WDC
Western Digital Corp

Technology
29.4K
+ 24.09%
$30.54 - $63.99 $899K - $1.88M
152K $9.7M
RKT
Rocket Companies, Inc.

Financial Services
184K
+ 17.95%
$11.11 - $15.4 $2.04M - $2.83M
1.21M $17.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
118K
+ 25.37%
$5.57 - $14.12 $655K - $1.66M
581K $7.96M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
191K
+ 13.62%
$22.7 - $23.33 $4.33M - $4.45M
1.59M $37.2M
WELL
Welltower Inc.

Real Estate
29.8K
+ 11.56%
$136.49 - $155.22 $4.07M - $4.63M
288K $44.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
6.16K
+ 5.03%
$160.22 - $209.35 $987K - $1.29M
129K $26.9M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
353K
+ 13.31%
$7.19 - $8.75 $2.54M - $3.09M
3M $26.3M
CM
Canadian Imperial Bank Of Commerce

Financial Services
384
+ 0.12%
$54.6 - $70.83 $21K - $27.2K
321K $22.8M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
11.6K
+ 3.67%
$76.98 - $98.31 $896K - $1.14M
329K $32.3M
RIO
Rio Tinto PLC

Basic Materials
89.1K
+ 28.91%
$52.32 - $62.75 $4.66M - $5.59M
397K $23.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
85.1K
+ 7.44%
$49.79 - $50.59 $4.24M - $4.3M
1.23M $62.1M
NUE
Nucor Corp

Basic Materials
14.4K
+ 4.76%
$103.22 - $131.43 $1.49M - $1.9M
318K $41.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
222K
+ 4.41%
$19.49 - $19.66 $4.32M - $4.36M
5.25M $103M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
26.1K
+ 15.43%
$157.93 - $175.89 $4.12M - $4.59M
195K $34.1M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
25.4K
+ 2.77%
$32.02 - $39.74 $813K - $1.01M
942K $37.3M
AFRM
Affirm Holdings, Inc.

Technology
38.5K
+ 47.21%
$35.75 - $69.14 $1.38M - $2.67M
120K $8.31M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
98.3K
+ 32.61%
$46.77 - $47.89 $4.6M - $4.71M
400K $19M
QBTS
D Wave Quantum Inc.

Technology
165K
+ 53.28%
$6.22 - $19.04 $1.02M - $3.14M
474K $6.94M
NTRA
Natera, Inc.

Healthcare
14.5K
+ 18.68%
$132.23 - $171.87 $1.91M - $2.49M
92K $15.5M
EMLP
First Tr Exchange Traded Iv

ETFs
121K
+ 5.42%
$33.62 - $37.89 $4.06M - $4.58M
2.35M $88.1M
TD
Toronto Dominion Bank

Financial Services
34.7K
+ 23.88%
$55.71 - $73.45 $1.93M - $2.55M
180K $13.2M
CBRE
Cbre Group, Inc.

Real Estate
26K
+ 28.29%
$113.94 - $140.12 $2.96M - $3.64M
118K $16.5M
AVIG
American Centy ETF Tr Avantis

ETFs
104K
+ 15.62%
$40.41 - $41.62 $4.19M - $4.32M
768K $31.9M
AVIV
American Centy ETF Tr Avantis
66.2K
+ 108.05%
$50.27 - $62.84 $3.33M - $4.16M
128K $7.94M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
192K
+ 35.34%
$22.57 - $23.23 $4.33M - $4.45M
734K $17M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
197K
+ 6.08%
$21.37 - $22.67 $4.21M - $4.47M
3.44M $77.7M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
58.3K
+ 173.85%
$78.57 - $89.09 $4.58M - $5.19M
91.8K $7.33M
QINT
American Centy ETF Tr Quality

ETFs
47.9K
+ 18.66%
$46.54 - $58.35 $2.23M - $2.8M
305K $17.8M
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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