Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
501K
+ 15.11%
$49.98 - $50.26 $25.1M - $25.2M
3.82M $191M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
620K
+ 12.55%
$17.76 - $22.1 $11M - $13.7M
5.56M $123M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.4K
+ 9.69%
$4164.15 - $5789.24 $5.81M - $8.08M
15.8K $91.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
271K
+ 49.1%
$62.73 - $78.42 $17M - $21.2M
822K $63.7M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
169K
+ 18.45%
$91.62 - $109.97 $15.5M - $18.6M
1.09M $120M
MMM
3 M CO

Industrials
134K
+ 15.8%
$126.09 - $154.15 $16.8M - $20.6M
978K $149M
CRM
Salesforce, Inc.

Technology
70.8K
+ 5.52%
$236.26 - $291.15 $16.7M - $20.6M
1.35M $369M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.6K
+ 0.46%
$53.65 - $67.02 $890K - $1.11M
3.63M $243M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
668K
+ 35.38%
$21.8 - $27.71 $14.6M - $18.5M
2.55M $70.4M
VV
Vanguard Large Cap ETF

ETFs
6.9K
+ 0.86%
$228.25 - $285.3 $1.58M - $1.97M
807K $230M
VPU
Vanguard Utilities ETF

ETFs
117K
+ 19.02%
$158.36 - $178.82 $18.6M - $21M
735K $130M
BOND
Pimco Active Bond Exchange Tra

ETFs
268K
+ 14.81%
$89.87 - $92.93 $24.1M - $24.9M
2.08M $191M
HWM
Howmet Aerospace Inc.

Industrials
40.6K
+ 13.91%
$112.33 - $186.13 $4.56M - $7.55M
332K $61.8M
ABT
Abbott Laboratories

Healthcare
132K
+ 7.42%
$123.95 - $138.08 $16.3M - $18.2M
1.91M $260M
VCR
Vanguard Consumer Discretionar

ETFs
48.2K
+ 28.03%
$290.42 - $364.35 $14M - $17.5M
220K $79.7M
FXU
First Tr Exchange Traded Fd Ut

ETFs
525K
+ 49.3%
$37.86 - $43.29 $19.9M - $22.7M
1.59M $67.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
176K
+ 11.93%
$65.84 - $80.81 $11.6M - $14.2M
1.65M $132M
HDV
Ishares Core High Dividend ETF

ETFs
282K
+ 11.35%
$108.41 - $120.51 $30.5M - $33.9M
2.76M $324M
HCRB
Hartford Fds Exchange Traded T

ETFs
649K
+ 189.65%
$34.42 - $35.35 $22.3M - $22.9M
991K $34.7M
TT
Trane Technologies PLC

Industrials
2.06K
+ 0.95%
$315.21 - $437.41 $650K - $902K
218K $95.5M
FCX
Freeport Mcmoran Inc

Basic Materials
272K
+ 13.94%
$29.15 - $44.46 $7.92M - $12.1M
2.22M $96.2M
NRG
Nrg Energy, Inc.

Utilities
39.7K
+ 16.45%
$83.61 - $162.67 $3.32M - $6.46M
281K $45.2M
URA
Global X Uranium ETF

ETFs
156K
+ 15.7%
$20.26 - $38.81 $3.16M - $6.06M
1.15M $44.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
823K
+ 14.31%
$22.4 - $23.8 $18.4M - $19.6M
6.57M $156M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
421K
+ 15.54%
$50.52 - $50.92 $21.3M - $21.5M
3.13M $159M
VOX
Vanguard Communication Service

ETFs
92.1K
+ 36.28%
$133.12 - $171.03 $12.3M - $15.8M
346K $59.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
219K
+ 3.2%
$19.6 - $24.44 $4.29M - $5.34M
7.04M $172M
URI
United Rentals, Inc.

Industrials
4.27K
+ 2.98%
$551.94 - $753.4 $2.36M - $3.22M
148K $111M
JPIE
J P Morgan Exchange Traded Fd
459K
+ 1268.03%
$45.12 - $46.32 $20.7M - $21.3M
496K $23M
VBR
Vanguard Small Cap Value ETF

ETFs
47K
+ 3.38%
$162.76 - $195.77 $7.64M - $9.19M
1.44M $280M
BLOK
Amplify ETF Tr Trnsformational

ETFs
198K
+ 41.09%
$32.56 - $57.11 $6.46M - $11.3M
681K $38.9M
JCI
Johnson Controls International PLC

Industrials
66.4K
+ 12.34%
$71.14 - $105.62 $4.72M - $7.01M
604K $63.8M
SCHO
Schwab Short Term Us Treasury

ETFs
841K
+ 24.39%
$24.19 - $24.45 $20.4M - $20.6M
4.29M $105M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
249K
+ 39.48%
$54.98 - $67.95 $13.7M - $16.9M
879K $59.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
403K
+ 19.87%
$50.48 - $50.71 $20.3M - $20.4M
2.43M $123M
HYG
Ishares Tr

ETFs
208K
+ 10.69%
$75.75 - $80.65 $15.7M - $16.8M
2.15M $173M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
866K
+ 5.61%
$21.55 - $22.2 $18.7M - $19.2M
16.3M $360M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
159K
+ 3.09%
$67.03 - $80.35 $10.7M - $12.8M
5.31M $424M
EPI
Wisdomtree Tr India Earnings F

ETFs
294K
+ 19.15%
$41.3 - $47.52 $12.1M - $14M
1.83M $86.8M
TTD
Trade Desk, Inc.

Technology
57.3K
+ 6.36%
$45.27 - $79.4 $2.59M - $4.55M
958K $68.9M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
50.9K
+ 5.05%
$29.19 - $50.24 $1.48M - $2.56M
1.06M $53.2M
TFC
Truist Financial Corp

Financial Services
278K
+ 6.76%
$34.79 - $42.99 $9.67M - $11.9M
4.39M $189M
CASY
Caseys General Stores Inc

Consumer Cyclical
25.1K
+ 28.81%
$415.82 - $510.91 $10.4M - $12.8M
112K $57.2M
ARKW
Ark Next Generation Internet E

ETFs
33.7K
+ 12.4%
$82.77 - $147.9 $2.79M - $4.98M
305K $45.1M
STLG
Ishares Factors Us Growth Styl

ETFs
385K
+ 122.35%
N/A
699K $35.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
175K
+ 15.7%
$91.23 - $97.27 $16M - $17M
1.29M $125M
FE
Firstenergy Corp

Utilities
479K
+ 86.24%
$38.31 - $43.17 $18.4M - $20.7M
1.03M $41.7M
FXL
First Tr Exchange Traded Fd Fi

ETFs
42.4K
+ 8.55%
$115.28 - $157.36 $4.89M - $6.67M
538K $84.7M
JMEE
J P Morgan Exchange Traded Fd

ETFs
227K
+ 12.98%
$49.07 - $59.23 $11.1M - $13.5M
1.98M $117M
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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