Lpl Financial LLC Incresed Positions in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.2M
+ 789.9%
$48.43 - $49.9 $639M - $658M
14.9M $741M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.45M
+ 488.27%
$80.21 - $86.14 $598M - $642M
8.98M $741M
IEMG
Ishares Inc

ETFs
9.84M
+ 40.0%
N/A
34.4M $1.85B
IGF
Ishares Global Infrastructure

ETFs
8.08M
+ 5323.56%
$51.96 - $54.84 $420M - $443M
8.23M $450M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
268K
+ 10.03%
$442.66 - $534.52 $119M - $143M
2.94M $1.57B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.15M
+ 142.6%
$97.25 - $104.79 $307M - $330M
5.36M $556M
IVE
Ishares S&P 500 Value ETF

ETFs
1.7M
+ 32.2%
$185.78 - $198.58 $316M - $337M
6.98M $1.33B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
21.5M
+ 405.44%
$13.05 - $13.97 $280M - $300M
26.8M $365M
GLD
Spdr Gold Trust

ETFs
464K
+ 13.47%
$243.19 - $288.14 $113M - $134M
3.91M $1.13B
CGDV
Capital Group Divid Value ETF

ETFs
7.47M
+ 33.97%
$34.95 - $37.36 $261M - $279M
29.5M $1.05B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.63M
+ 238.62%
$77.33 - $90.16 $281M - $327M
5.15M $404M
OEF
Ishares S&P 100 ETF

ETFs
1M
+ 126.27%
N/A
1.8M $479M
IAU
Ishares Gold Trust

ETFs
2.55M
+ 29.57%
$49.74 - $58.96 $127M - $150M
11.2M $659M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.4M
+ 7.62%
$44.72 - $46.25 $152M - $157M
48M $2.21B
HEFA
Ishares Currency Hedged Msci E

ETFs
4.73M
+ 145.79%
$34.83 - $37.52 $165M - $177M
7.97M $289M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.71M
+ 40.31%
$100.34 - $100.68 $171M - $172M
5.94M $598M
CGUS
Capital Group Core Equity ETF
5.61M
+ 60.83%
$33.08 - $36.62 $186M - $206M
14.8M $496M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.29M
+ 47.45%
$50.48 - $51.04 $166M - $168M
10.2M $519M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.7M
+ 9.64%
$33.84 - $37.77 $91.4M - $102M
30.7M $1.12B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.06M
+ 36.12%
$33.98 - $39.84 $206M - $241M
22.8M $782M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.9M
+ 10.18%
$32.5 - $33.3 $127M - $130M
42.2M $1.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
894K
+ 20.48%
$169.43 - $182.84 $152M - $164M
5.26M $911M
JNJ
Johnson & Johnson

Healthcare
336K
+ 8.48%
$142.06 - $167.7 $47.7M - $56.4M
4.3M $713M
ABBV
Abb Vie Inc.

Healthcare
217K
+ 7.33%
$169.2 - $216.66 $36.7M - $47M
3.17M $665M
V
Visa Inc.

Financial Services
141K
+ 5.62%
$306.92 - $362.71 $43.3M - $51.1M
2.65M $928M
XLF
Financial Sector Spdr

ETFs
2.1M
+ 11.05%
$47.32 - $52.19 $99.2M - $109M
21.1M $1.05B
PULS
Pgim ETF Tr

ETFs
2.62M
+ 38.09%
$49.56 - $49.78 $130M - $130M
9.49M $472M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.46M
+ 19.41%
$50.39 - $50.66 $124M - $125M
15.2M $768M
RDVY
First Trust Rising Dividend Ac

ETFs
2.38M
+ 11.17%
$57.22 - $63.39 $136M - $151M
23.7M $1.39B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.14M
+ 14.52%
$29.34 - $31.31 $151M - $161M
40.5M $1.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.4M
+ 64.28%
$91.76 - $103.26 $129M - $145M
3.58M $331M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.62M
+ 1580.36%
$24.88 - $26.85 $115M - $124M
4.91M $124M
JPM
Jpmorgan Chase & CO

Financial Services
374K
+ 9.32%
$225.19 - $279.95 $84.3M - $105M
4.39M $1.08B
CVX
Chevron Corp

Energy
215K
+ 6.45%
$146.71 - $167.97 $31.6M - $36.2M
3.55M $594M
LLY
Eli Lilly & CO

Healthcare
70.8K
+ 7.45%
$725.72 - $929.72 $51.4M - $65.8M
1.02M $843M
VTV
Vanguard Value ETF

ETFs
442K
+ 4.64%
$167.73 - $179.21 $74.2M - $79.3M
9.99M $1.72B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.32M
+ 7.82%
$168.16 - $186.21 $222M - $246M
18.2M $3.11B
PM
Philip Morris International Inc.

Consumer Defensive
113K
+ 5.11%
$117.15 - $158.79 $13.3M - $18M
2.33M $369M
NFLX
Netflix Inc

Communication Services
82.9K
+ 13.89%
$828.4 - $1058.6 $68.7M - $87.7M
680K $634M
XOM
Exxon Mobil Corp

Energy
312K
+ 5.64%
$105.44 - $118.93 $32.9M - $37.1M
5.84M $695M
FDL
First Tr Morningstar Dividend

ETFs
1.63M
+ 17.88%
$39.69 - $43.83 $64.7M - $71.4M
10.7M $467M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.01M
+ 8.76%
$91.45 - $91.75 $92.1M - $92.4M
12.5M $1.15B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.21M
+ 12.8%
$48.06 - $53.73 $154M - $173M
28.3M $1.38B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.47M
+ 6.8%
$27.01 - $28.54 $66.7M - $70.5M
38.8M $1.08B
CGCP
Capital Group Core Plus Income

ETFs
3.88M
+ 45.58%
$21.94 - $22.64 $85.2M - $87.9M
12.4M $278M
PLTR
Palantir Technologies Inc.

Technology
677K
+ 18.91%
$64.98 - $124.62 $44M - $84.4M
4.26M $359M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
677K
+ 7.3%
$95.85 - $99.25 $64.9M - $67.2M
9.95M $984M
COST
Costco Wholesale Corp

Consumer Defensive
61.6K
+ 6.74%
$890.62 - $1076.86 $54.9M - $66.4M
975K $922M
XLV
Select Sector Spdr Fund Health

ETFs
192K
+ 2.85%
$137.61 - $149.68 $26.4M - $28.7M
6.94M $1.01B
Activity Summary
Buys All Purchases 3515 New Holdings 265 Increased Positions 3250 Sells All Sells 1591 Reductions 1591 Sold out 0 Options Calls 52 Puts 76
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