Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.33M
+ 13.21%
$59.24 - $71.39 $78.6M - $94.7M
11.4M $810M
IBM
International Business Machines Corp

Technology
258K
+ 18.32%
$221.03 - $294.78 $57M - $76.1M
1.67M $491M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.79M
+ 21.83%
$50.28 - $50.47 $140M - $141M
15.6M $784M
COST
Costco Wholesale Corp

Consumer Defensive
97K
+ 9.95%
$908.13 - $1056.85 $88.1M - $103M
1.07M $1.06B
CRWD
Crowd Strike Holdings, Inc.

Technology
91.6K
+ 16.62%
$321.63 - $509.31 $29.5M - $46.7M
643K $328M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.28M
+ 79.71%
$102.02 - $103.5 $130M - $132M
2.88M $297M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
179K
+ 12.24%
$141.37 - $228.57 $25.4M - $41M
1.65M $373M
XLU
Utilities Sector Spdr

ETFs
1.37M
+ 23.39%
$73.09 - $82.77 $99.9M - $113M
7.21M $589M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.21M
+ 13.51%
$73.19 - $85.21 $88.8M - $103M
10.2M $868M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.26M
+ 21.2%
$100.35 - $100.71 $126M - $127M
7.2M $725M
NOW
Service Now, Inc.

Technology
65.4K
+ 31.32%
$721.65 - $1040.18 $47.2M - $68.1M
274K $282M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
367K
+ 2.31%
$90.56 - $109.49 $33.2M - $40.2M
16.3M $1.78B
AMD
Advanced Micro Devices Inc

Technology
194K
+ 9.08%
$78.21 - $143.81 $15.2M - $27.9M
2.33M $331M
ITA
Ishares Tr

ETFs
380K
+ 34.21%
$135.31 - $188.64 $51.4M - $71.7M
1.49M $281M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
712K
+ 17.17%
$57.46 - $75.58 $40.9M - $53.8M
4.86M $367M
EFA
Ishares Tr Msci Eafe ETF

ETFs
820K
+ 19.47%
$72.96 - $90.39 $59.8M - $74.1M
5.03M $450M
EFG
Msci Eafe Growth ETF

ETFs
325K
+ 5.66%
$89.8 - $112.0 $29.2M - $36.4M
6.07M $680M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
755K
+ 5.23%
$81.46 - $94.63 $61.5M - $71.5M
15.2M $1.44B
MBB
Ishares Tr

ETFs
1.09M
+ 4.49%
$91.41 - $94.22 $99.5M - $103M
25.4M $2.38B
WMT
Walmart Inc.

Consumer Defensive
296K
+ 3.97%
$81.79 - $99.98 $24.2M - $29.6M
7.76M $758M
VTV
Vanguard Value ETF

ETFs
356K
+ 3.57%
$153.67 - $176.74 $54.8M - $63M
10.3M $1.83B
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.64M
+ 6.25%
$32.62 - $33.58 $86M - $88.6M
44.9M $1.51B
CGUS
Capital Group Core Equity ETF
1.35M
+ 9.1%
$29.93 - $36.93 $40.4M - $49.9M
16.2M $598M
CGGO
Capital Group Global Growth Eq

ETFs
2.12M
+ 23.43%
$25.31 - $32.17 $53.6M - $68.1M
11.2M $357M
RECS
Columbia ETF Tr I

ETFs
1.83M
+ 20.41%
$29.4 - $36.79 $53.9M - $67.5M
10.8M $398M
ITOT
Ishares Core S&P Total U.S. St

ETFs
212K
+ 4.04%
$108.12 - $135.04 $23M - $28.7M
5.47M $738M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
930K
+ 37.15%
$72.61 - $88.75 $67.5M - $82.5M
3.43M $305M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46.6K
+ 1.94%
$272.36 - $339.57 $12.7M - $15.8M
2.45M $831M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.04M
+ 34.38%
$56.88 - $70.77 $58.9M - $73.3M
4.05M $287M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.75M
+ 11.8%
$49.57 - $50.27 $86.9M - $88.2M
16.6M $835M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.93M
+ 224.86%
$41.3 - $47.0 $79.8M - $90.8M
2.79M $131M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
2.23M
+ 70.72%
$40.39 - $41.46 $90.1M - $92.5M
5.39M $223M
RWL
Invesco Exchange Traded Fd Tr

ETFs
689K
+ 16.75%
$89.02 - $104.29 $61.3M - $71.8M
4.8M $501M
UBER
Uber Technologies, Inc

Technology
495K
+ 22.43%
$64.62 - $93.3 $32M - $46.2M
2.7M $252M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.76M
+ 11.58%
$50.36 - $50.68 $88.4M - $89M
16.9M $857M
IGF
Ishares Global Infrastructure

ETFs
811K
+ 9.85%
$50.55 - $59.83 $41M - $48.5M
9.04M $535M
SOXX
Ishares Semiconductor ETF

ETFs
176K
+ 20.9%
$154.86 - $239.07 $27.3M - $42.2M
1.02M $244M
MGK
Vanguard Mega Cap Growth ETF

ETFs
69.7K
+ 6.74%
$273.67 - $366.17 $19.1M - $25.5M
1.1M $404M
GS
Goldman Sachs Group Inc

Financial Services
25.8K
+ 6.32%
$462.22 - $707.75 $11.9M - $18.3M
434K $307M
MSTR
Microstrategy Inc

Technology
26K
+ 4.17%
$237.95 - $421.61 $6.2M - $11M
651K $263M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
968K
+ 4.32%
$35.35 - $42.68 $34.2M - $41.3M
23.4M $997M
VB
Vanguard Small Cap ETF

ETFs
98.9K
+ 2.58%
$193.73 - $237.37 $19.2M - $23.5M
3.93M $930M
GE
General Electric CO

Industrials
84.1K
+ 8.02%
$166.81 - $257.39 $14M - $21.7M
1.13M $292M
IWY
Ishares Tr Russell 200 Growth

ETFs
14K
+ 0.64%
$187.5 - $246.51 $2.62M - $3.45M
2.2M $542M
PANW
Palo Alto Networks Inc

Technology
137K
+ 9.01%
$152.44 - $204.64 $20.9M - $28.1M
1.66M $340M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.41M
+ 56.29%
$51.14 - $57.0 $72.1M - $80.4M
3.91M $223M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.09M
+ 28.22%
$56.84 - $65.5 $62.2M - $71.7M
4.97M $326M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
406K
+ 7.04%
$114.78 - $133.31 $46.6M - $54.1M
6.17M $822M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
947K
+ 8.85%
$34.72 - $42.74 $32.9M - $40.5M
11.7M $498M
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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