Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
164K
+ 15.99%
$136.59 - $217.51 $22.4M - $35.7M
1.19M $250M
XLG
Invesco Exchange Traded Fd Tr

ETFs
181K
+ 1.71%
$40.94 - $52.1 $7.42M - $9.44M
10.8M $563M
BAC
Bank Of America Corp

Financial Services
656K
+ 8.72%
$34.39 - $47.46 $22.6M - $31.1M
8.17M $387M
CAT
Caterpillar Inc

Industrials
46K
+ 4.9%
$273.94 - $388.21 $12.6M - $17.9M
986K $383M
SECT
Sector 10, Inc.

ETFs
988K
+ 50.16%
$45.25 - $58.07 $44.7M - $57.4M
2.96M $172M
ETN
Eaton Corp PLC

Industrials
50.7K
+ 8.33%
$246.52 - $356.99 $12.5M - $18.1M
660K $236M
CGXU
Capital Group Intl Focus Equit

ETFs
1.86M
+ 26.08%
$21.44 - $27.35 $40M - $51M
9.01M $244M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
238K
+ 4.33%
$68.32 - $85.57 $16.3M - $20.4M
5.73M $490M
DIS
Walt Disney CO

Communication Services
133K
+ 6.63%
$81.72 - $124.01 $10.9M - $16.5M
2.14M $266M
CSCO
Cisco Systems, Inc.

Technology
420K
+ 8.48%
$53.19 - $69.38 $22.3M - $29.1M
5.37M $373M
IWD
Ishares Russell 1000 Val ETF

ETFs
216K
+ 5.46%
$166.82 - $194.23 $36M - $41.9M
4.17M $809M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.15M
+ 122.9%
$39.69 - $51.24 $45.6M - $58.8M
2.08M $107M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.29M
+ 13.98%
$48.5 - $49.35 $62.7M - $63.8M
10.5M $519M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.37M
+ 32.29%
$44.68 - $45.96 $61.1M - $62.8M
5.6M $256M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
934K
+ 34.08%
$66.5 - $71.25 $62.1M - $66.6M
3.68M $256M
AVUV
American Centy ETF Tr Avantis

ETFs
497K
+ 11.32%
$75.17 - $91.21 $37.3M - $45.3M
4.88M $445M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.73M
+ 2.65%
$22.54 - $23.17 $61.5M - $63.2M
106M $2.43B
IGV
Ishares Expanded Tech Software

ETFs
165K
+ 7.97%
$80.15 - $109.5 $13.2M - $18.1M
2.24M $245M
TDIV
First Trust Nasdaq Technology

ETFs
236K
+ 9.99%
$64.41 - $90.17 $15.2M - $21.3M
2.6M $235M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.16M
+ 11.36%
$49.79 - $50.75 $57.9M - $59M
11.4M $578M
INTU
Intuit Inc

Technology
33.3K
+ 17.5%
$544.07 - $787.63 $18.1M - $26.2M
224K $176M
MS
Morgan Stanley

Financial Services
87.5K
+ 4.54%
$99.83 - $140.86 $8.74M - $12.3M
2.02M $284M
BSX
Boston Scientific Corp

Healthcare
480K
+ 42.74%
$89.7 - $107.41 $43.1M - $51.6M
1.6M $172M
PM
Philip Morris International Inc.

Consumer Defensive
23.1K
+ 0.99%
$149.23 - $184.95 $3.45M - $4.28M
2.35M $428M
IWP
Ishares Russell Mid Cap Growth

ETFs
70.3K
+ 3.06%
$104.34 - $138.68 $7.33M - $9.74M
2.37M $329M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
637K
+ 5.09%
$91.43 - $91.74 $58.2M - $58.4M
13.1M $1.21B
PPA
Invesco Exchange Traded Fd Tr

ETFs
150K
+ 10.32%
$105.2 - $141.69 $15.8M - $21.2M
1.6M $227M
MUB
Ishares National Muni Bond ETF

ETFs
639K
+ 6.43%
$102.31 - $105.8 $65.3M - $67.6M
10.6M $1.1B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
124K
+ 4.61%
$101.93 - $128.63 $12.6M - $15.9M
2.81M $361M
HOOD
Robinhood Markets, Inc.

Technology
308K
+ 64.49%
$34.17 - $93.63 $10.5M - $28.9M
786K $73.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
113K
+ 5.61%
$40.51 - $71.03 $4.57M - $8.01M
2.12M $149M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
548K
+ 37.52%
$72.32 - $86.4 $39.6M - $47.3M
2.01M $173M
HD
Home Depot, Inc.

Consumer Cyclical
145K
+ 7.98%
$335.24 - $380.78 $48.6M - $55.2M
1.96M $719M
AXP
American Express CO

Financial Services
55.1K
+ 7.71%
$231.39 - $318.98 $12.8M - $17.6M
770K $246M
CGCP
Capital Group Core Plus Income

ETFs
2.34M
+ 18.83%
$21.92 - $22.56 $51.2M - $52.7M
14.7M $332M
FTCS
First Trust Capital Strength E

ETFs
475K
+ 6.2%
$81.6 - $92.39 $38.8M - $43.9M
8.14M $740M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
76.1K
+ 0.44%
$29.12 - $35.84 $2.22M - $2.73M
17.4M $625M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
490K
+ 4.92%
$96.84 - $99.46 $47.4M - $48.7M
10.4M $1.04B
MA
Mastercard Inc

Financial Services
70.5K
+ 8.48%
$479.92 - $590.74 $33.8M - $41.6M
901K $507M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
201K
+ 26.66%
$66.89 - $111.18 $13.4M - $22.3M
955K $106M
LVHI
Franklin International Low Vol

ETFs
1.53M
+ 23.87%
$28.91 - $33.28 $44.1M - $50.8M
7.92M $258M
IXUS
Ishares Tr

ETFs
354K
+ 11.33%
$62.37 - $77.63 $22.1M - $27.4M
3.47M $269M
COIN
Coinbase Global, Inc.

Technology
38.8K
+ 18.78%
$151.47 - $375.07 $5.88M - $14.6M
245K $86M
RTX
Raytheon Technologies Corp

Industrials
133K
+ 5.83%
$113.75 - $148.48 $15.1M - $19.8M
2.42M $353M
BTI
British American Tobacco P.L.C.

Consumer Defensive
958K
+ 115.35%
$39.43 - $49.34 $37.8M - $47.3M
1.79M $84.7M
COF
Capital One Financial Corp

Financial Services
189K
+ 67.36%
$150.57 - $212.76 $28.4M - $40.1M
468K $99.7M
AVEM
American Centy ETF Tr Avantis

ETFs
532K
+ 36.17%
$53.08 - $68.54 $28.3M - $36.5M
2M $137M
EWW
Ishares Inc Msci Mexico ETF

ETFs
851K
+ 2995.58%
N/A
879K $50.1M
MELI
Mercadolibre Inc

Consumer Cyclical
7.01K
+ 15.64%
$1794.73 - $2613.63 $12.6M - $18.3M
51.9K $136M
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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