Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
876K
+ 3.53%
$98.91 - $134.91 $86.6M - $118M
25.7M $3.12B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
476K
+ 5.2%
$36.02 - $41.68 $17.2M - $19.9M
9.64M $398M
RTX
Raytheon Technologies Corp

Industrials
72.5K
+ 3.48%
$99.55 - $123.34 $7.22M - $8.95M
2.16M $262M
KO
Coca Cola CO

Consumer Defensive
275K
+ 7.1%
$62.69 - $73.01 $17.2M - $20.1M
4.15M $298M
PLTR
Palantir Technologies Inc.

Technology
576K
+ 22.81%
$24.09 - $37.95 $13.9M - $21.9M
3.1M $115M
NEE
Nextera Energy Inc

Utilities
144K
+ 5.09%
$69.9 - $84.97 $10M - $12.2M
2.97M $251M
HDV
Ishares Core High Dividend ETF

ETFs
269K
+ 13.67%
$107.62 - $118.76 $28.9M - $31.9M
2.24M $263M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
610K
+ 15.58%
$50.02 - $54.5 $30.5M - $33.3M
4.53M $247M
XLG
Invesco Exchange Traded Fd Tr

ETFs
742K
+ 10.25%
$42.54 - $47.97 $31.6M - $35.6M
7.98M $379M
LOW
Lowes Companies Inc

Consumer Cyclical
30.7K
+ 3.93%
$213.3 - $270.78 $6.56M - $8.32M
814K $220M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
616K
+ 6.99%
$42.87 - $45.76 $26.4M - $28.2M
9.43M $427M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
614K
+ 8.45%
$85.84 - $85.84 $52.7M - $52.7M
7.88M $676M
LQD
Ishares Iboxx $ Investment Gra

ETFs
296K
+ 12.87%
$106.11 - $113.72 $31.4M - $33.7M
2.6M $294M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
410K
+ 16.25%
$64.57 - $71.76 $26.5M - $29.4M
2.94M $211M
VZ
Verizon Communications Inc

Communication Services
458K
+ 6.52%
$38.89 - $45.0 $17.8M - $20.6M
7.49M $336M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
334K
+ 23.02%
$114.73 - $120.23 $38.3M - $40.2M
1.79M $214M
PM
Philip Morris International Inc.

Consumer Defensive
39.6K
+ 1.95%
$101.25 - $127.45 $4.01M - $5.04M
2.07M $251M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
124K
+ 4.13%
$95.1 - $106.76 $11.8M - $13.3M
3.14M $335M
SBUX
Starbucks Corp

Consumer Cyclical
85.3K
+ 4.58%
$72.51 - $98.6 $6.18M - $8.41M
1.95M $190M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.52M
+ 14.36%
$21.35 - $22.73 $32.4M - $34.5M
12.1M $272M
IWN
Ishares Russell2000 Val ETF

ETFs
192K
+ 23.45%
$150.05 - $171.34 $28.9M - $33M
1.01M $169M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
282K
+ 19.29%
$110.22 - $120.89 $31.1M - $34.1M
1.74M $210M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
789K
+ 7.6%
$50.25 - $50.74 $39.6M - $40M
11.2M $567M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
458K
+ 70.16%
$72.41 - $86.76 $33.2M - $39.8M
1.11M $91.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
837K
+ 11.6%
$49.7 - $56.11 $41.6M - $47M
8.05M $442M
PG
Procter & Gamble CO

Consumer Defensive
96.3K
+ 3.18%
$160.76 - $177.82 $15.5M - $17.1M
3.13M $541M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
492K
+ 21.54%
$60.25 - $66.85 $29.6M - $32.9M
2.78M $183M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
510K
+ 16.85%
$51.29 - $56.57 $26.2M - $28.9M
3.54M $200M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
770K
+ 129.17%
$43.97 - $48.45 $33.9M - $37.3M
1.37M $66.2M
ACN
Accenture PLC

Technology
42.8K
+ 8.73%
$295.44 - $355.81 $12.6M - $15.2M
533K $188M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
88.9K
+ 0.5%
$31.05 - $34.29 $2.76M - $3.05M
17.7M $608M
TFC
Truist Financial Corp

Financial Services
625K
+ 20.77%
$38.22 - $44.94 $23.9M - $28.1M
3.63M $155M
BOND
Pimco Active Bond Exchange Tra

ETFs
368K
+ 40.69%
$90.01 - $95.32 $33.2M - $35.1M
1.27M $121M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
142K
+ 1.86%
$61.47 - $67.36 $8.71M - $9.54M
7.74M $521M
IAU
Ishares Gold Trust

ETFs
18K
+ 0.28%
$44.06 - $50.5 $792K - $908K
6.38M $317M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
528K
+ 28.67%
$50.64 - $55.7 $26.7M - $29.4M
2.37M $132M
VBR
Vanguard Small Cap Value ETF

ETFs
80.3K
+ 6.98%
$179.99 - $201.6 $14.4M - $16.2M
1.23M $247M
JHMM
John Hancock Multifactor Mid C

ETFs
244K
+ 5.65%
$54.25 - $60.2 $13.2M - $14.7M
4.56M $274M
NFLX
Netflix Inc

Communication Services
28.7K
+ 6.05%
$598.55 - $722.26 $17.2M - $20.8M
504K $357M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
99.4K
+ 25.51%
$256.4 - $289.78 $25.5M - $28.8M
489K $139M
T
At&T Inc.

Communication Services
476K
+ 5.33%
$18.21 - $22.28 $8.66M - $10.6M
9.4M $207M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.04M
+ 18.69%
$28.09 - $30.4 $29.3M - $31.7M
6.63M $201M
MS
Morgan Stanley

Financial Services
247K
+ 17.54%
$92.07 - $106.96 $22.8M - $26.4M
1.66M $173M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.64M
+ 55.67%
$19.92 - $20.67 $32.7M - $34M
4.6M $94.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
344K
+ 22.68%
$66.56 - $75.11 $22.9M - $25.8M
1.86M $139M
XLC
Select Sector Spdr Tr Communic

ETFs
152K
+ 3.34%
$82.16 - $90.4 $12.5M - $13.7M
4.69M $424M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
528K
+ 28.07%
$46.17 - $51.13 $24.4M - $27M
2.41M $123M
BMY
Bristol Myers Squibb CO

Healthcare
80.4K
+ 2.71%
$39.66 - $51.75 $3.19M - $4.16M
3.05M $158M
AMD
Advanced Micro Devices Inc

Technology
191K
+ 12.78%
$128.67 - $183.96 $24.5M - $35.1M
1.68M $276M
Activity Summary
Buys All Purchases 3311 New Holdings 307 Increased Positions 3004 Sells All Sells 1665 Reductions 1665 Sold out 0 Options Calls 33 Puts 63
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