Lpl Financial LLC Incresed Positions in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
2.32M
+ 57.01%
$30.53 - $32.85 $70.9M - $76.3M
6.4M $207M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.33M
+ 15.21%
$65.27 - $71.18 $86.5M - $94.4M
10M $666M
KO
Coca Cola CO

Consumer Defensive
575K
+ 13.26%
$60.81 - $72.32 $35M - $41.6M
4.92M $352M
CGXU
Capital Group Intl Focus Equit

ETFs
3.28M
+ 84.82%
$24.48 - $26.59 $80.3M - $87.2M
7.15M $175M
IEF
Ishares Barclays

ETFs
674K
+ 18.19%
$91.17 - $95.39 $61.4M - $64.3M
4.38M $417M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.39M
+ 3.35%
$49.78 - $53.19 $69.1M - $73.8M
42.8M $2.19B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.05M
+ 36.96%
$61.9 - $66.89 $64.8M - $70M
3.88M $246M
AMGN
Amgen Inc

Healthcare
76.5K
+ 9.25%
$258.59 - $327.36 $19.8M - $25.1M
904K $282M
META
Meta Platforms, Inc.

Communication Services
165K
+ 7.31%
$576.36 - $736.67 $95.2M - $122M
2.43M $1.4B
DGRO
Ishares Core Dividend Growth E

ETFs
941K
+ 6.38%
$60.46 - $64.42 $56.9M - $60.6M
15.7M $970M
SLV
I Shares Silver Trust

ETFs
963K
+ 14.01%
$26.93 - $31.32 $25.9M - $30.2M
7.83M $243M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.33M
+ 38.21%
$50.25 - $55.9 $66.9M - $74.5M
4.82M $248M
IBM
International Business Machines Corp

Technology
92.9K
+ 7.06%
$217.4 - $264.74 $20.2M - $24.6M
1.41M $350M
AVUS
American Centy ETF Tr Avantis

ETFs
727K
+ 51.12%
$90.7 - $101.57 $66M - $73.9M
2.15M $199M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
590K
+ 19.75%
$100.32 - $100.76 $59.2M - $59.5M
3.58M $360M
T
At&T Inc.

Communication Services
123K
+ 1.22%
$21.56 - $28.28 $2.66M - $3.49M
10.3M $291M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.94M
+ 21.73%
$51.45 - $58.51 $99.6M - $113M
10.9M $562M
CGGO
Capital Group Global Growth Eq

ETFs
2.29M
+ 33.94%
$28.33 - $30.84 $64.9M - $70.6M
9.04M $256M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
593K
+ 19.83%
$68.32 - $75.06 $40.5M - $44.5M
3.58M $268M
BND
Vanguard Bd Index Fd Inc Total

ETFs
470K
+ 3.07%
$71.17 - $73.66 $33.4M - $34.6M
15.8M $1.16B
GE
General Electric CO

Industrials
131K
+ 14.22%
$168.59 - $212.13 $22M - $27.7M
1.05M $210M
IWD
Ishares Russell 1000 Val ETF

ETFs
229K
+ 6.16%
$182.82 - $196.21 $41.9M - $45M
3.95M $743M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.15M
+ 16.23%
$21.23 - $22.14 $45.7M - $47.7M
15.4M $340M
GLDM
World Gold Trust

ETFs
519K
+ 23.61%
$52.19 - $61.89 $27.1M - $32.1M
2.72M $168M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
822K
+ 69.07%
$69.69 - $79.99 $57.3M - $65.7M
2.01M $144M
PG
Procter & Gamble CO

Consumer Defensive
258K
+ 7.85%
$158.56 - $176.26 $41M - $45.6M
3.55M $605M
ABT
Abbott Laboratories

Healthcare
162K
+ 10.05%
$111.1 - $140.22 $18M - $22.8M
1.78M $236M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
613K
+ 4.43%
$90.0 - $96.32 $55.1M - $59M
14.4M $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
757K
+ 5.34%
$42.5 - $46.71 $32.2M - $35.4M
14.9M $676M
UNH
Unitedhealth Group Inc

Healthcare
63.9K
+ 6.49%
$461.52 - $548.18 $29.5M - $35.1M
1.05M $550M
ISRG
Intuitive Surgical Inc

Healthcare
122K
+ 33.57%
$476.63 - $610.45 $58.3M - $74.6M
486K $241M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
630K
+ 75.95%
$79.96 - $87.71 $50.4M - $55.3M
1.46M $120M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
793K
+ 6.61%
$78.0 - $84.37 $61.8M - $66.9M
12.8M $1.02B
TFLO
Ishares Treasury Floating Rate

ETFs
975K
+ 18.49%
$50.48 - $50.68 $49.2M - $49.4M
6.25M $317M
VIG
Vanguard Dividend Appreciation

ETFs
269K
+ 4.47%
N/A
6.29M $1.14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.64M
+ 6.72%
$64.88 - $72.1 $172M - $191M
42M $2.76B
EMB
Ishares Tr

ETFs
509K
+ 29.26%
$88.64 - $92.03 $45.1M - $46.8M
2.25M $204M
MCD
Mcdonalds Corp

Consumer Cyclical
64.6K
+ 5.18%
$279.74 - $321.29 $18.1M - $20.8M
1.31M $410M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
724K
+ 113.83%
$53.69 - $62.68 $38.9M - $45.4M
1.36M $81.8M
VZ
Verizon Communications Inc

Communication Services
98.4K
+ 1.25%
$37.81 - $46.49 $3.72M - $4.58M
7.99M $363M
MO
Altria Group, Inc.

Consumer Defensive
368K
+ 11.76%
$50.81 - $60.02 $18.7M - $22.1M
3.5M $210M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
80.8K
+ 2.3%
$34.58 - $45.97 $2.79M - $3.71M
3.59M $165M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
191K
+ 3.35%
$87.68 - $94.52 $16.7M - $18M
5.88M $550M
EFA
Ishares Tr Msci Eafe ETF

ETFs
256K
+ 6.48%
$74.85 - $84.89 $19.2M - $21.8M
4.21M $344M
IWX
Ishares Tr Russell 200 Value E

ETFs
544K
+ 672.44%
$78.54 - $84.86 $42.7M - $46.2M
625K $51.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
495K
+ 16.71%
$76.77 - $82.22 $38M - $40.7M
3.46M $275M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.38M
+ 24.34%
$29.82 - $30.1 $41.1M - $41.5M
7.04M $212M
UBER
Uber Technologies, Inc

Technology
248K
+ 12.64%
$63.17 - $81.49 $15.7M - $20.2M
2.21M $161M
DUK
Duke Energy Corp

Utilities
151K
+ 9.12%
$105.87 - $121.97 $16M - $18.4M
1.8M $220M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email