Lpl Financial LLC Incresed Positions in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
275K
+ 12.36%
$56.17 - $59.71 $15.5M - $16.4M
2.5M $143M
FTHI
First Trust Exchange Traded Fd

ETFs
1.03M
+ 18.71%
$21.62 - $23.74 $22.4M - $24.5M
6.56M $143M
CMCSA
Comcast Corp

Communication Services
457K
+ 13.29%
$33.19 - $38.23 $15.2M - $17.5M
3.89M $144M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
762K
+ 25.51%
$18.18 - $18.58 $13.9M - $14.2M
3.75M $69.5M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.79M
+ 207.12%
$8.11 - $8.58 $14.5M - $15.3M
2.65M $21.6M
IYK
Ishares U.S. Consumer Staples

ETFs
142K
+ 19.86%
$63.29 - $71.8 $9M - $10.2M
858K $61.4M
BDX
Becton Dickinson & CO

Healthcare
60.3K
+ 20.2%
$222.79 - $249.08 $13.4M - $15M
359K $82.1M
O
Realty Income Corp

Real Estate
83.2K
+ 3.98%
$51.67 - $58.49 $4.3M - $4.87M
2.17M $126M
SHEL
Shell PLC

Energy
92.3K
+ 12.75%
$62.84 - $73.29 $5.8M - $6.76M
816K $59.8M
YLD
Principal Exchange Traded Fds

ETFs
761K
+ 120.51%
$19.03 - $19.51 $14.5M - $14.8M
1.39M $26.5M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
132K
+ 16.72%
$100.56 - $108.28 $13.2M - $14.2M
918K $94.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
24.6K
+ 1.62%
$56.12 - $68.15 $1.38M - $1.68M
1.55M $105M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
487K
+ 18.17%
$25.06 - $25.98 $12.2M - $12.7M
3.17M $82M
COP
Conocophillips

Energy
70.8K
+ 6.37%
$88.6 - $105.85 $6.27M - $7.49M
1.18M $124M
INTC
Intel Corp

Technology
329K
+ 13.55%
$19.1 - $27.39 $6.28M - $9.01M
2.76M $62.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
699K
+ 12.45%
$19.42 - $19.54 $13.6M - $13.7M
6.32M $123M
RING
Ishares Inc Msci Global Gold M

ETFs
232K
+ 48.02%
$28.64 - $38.36 $6.65M - $8.91M
716K $27.5M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
173K
+ 28.02%
$73.11 - $77.43 $12.7M - $13.4M
792K $60.2M
CCJ
Cameco Corp

Energy
397K
+ 161.38%
$40.64 - $56.86 $16.1M - $22.6M
643K $26.5M
CEG
Constellation Energy Corp

Utilities
93.6K
+ 42.91%
$201.63 - $347.44 $18.9M - $32.5M
312K $62.9M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
233K
+ 16.97%
$91.68 - $109.93 $21.4M - $25.7M
1.61M $151M
TXN
Texas Instruments Inc

Technology
69.5K
+ 11.02%
N/A
700K $136M
BSX
Boston Scientific Corp

Healthcare
4.99K
+ 0.45%
$89.38 - $106.18 $446K - $530K
1.12M $113M
DFIV
Dimensional ETF Tr

ETFs
179K
+ 10.84%
$35.33 - $40.77 $6.31M - $7.28M
1.83M $71.9M
EPD
Enterprise Products Partners L.P.

Energy
119K
+ 3.58%
$31.75 - $34.14 $3.78M - $4.07M
3.45M $118M
TSCO
Tractor Supply CO

Consumer Cyclical
204K
+ 20.97%
$51.66 - $57.94 $10.5M - $11.8M
1.18M $64.9M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
258K
+ 78.6%
$50.24 - $50.57 $12.9M - $13M
586K $29.6M
FTSD
Franklin ETF Tr Liberty Short

ETFs
143K
+ 128.36%
$90.09 - $90.89 $12.9M - $13M
255K $23.2M
ONOF
Global X Fds Adaptive U S Risk

ETFs
412K
+ 369.06%
$32.25 - $36.76 $13.3M - $15.1M
523K $17M
VNLA
Janus Henderson Short Duration

ETFs
254K
+ 11.38%
$48.89 - $49.21 $12.4M - $12.5M
2.48M $122M
BRO
Brown & Brown, Inc.

Financial Services
63.7K
+ 29.25%
$100.54 - $124.4 $6.41M - $7.93M
282K $35M
PWV
Invesco Exchange Traded Fd Tr

ETFs
168K
+ 16.0%
$56.58 - $60.89 $9.53M - $10.3M
1.22M $72.6M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
258K
+ 29.36%
$38.54 - $41.5 $9.95M - $10.7M
1.14M $46.2M
SNPS
Synopsys Inc

Technology
46.7K
+ 35.9%
$428.58 - $551.54 $20M - $25.7M
177K $75.7M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
263K
+ 25.43%
$48.25 - $52.09 $12.7M - $13.7M
1.3M $64M
EMHC
Spdr Bloomberg Emerging Market
511K
+ 84.17%
$23.72 - $24.56 $12.1M - $12.6M
1.12M $27M
LNT
Alliant Energy Corp

Utilities
156K
+ 32.32%
$56.66 - $66.04 $8.86M - $10.3M
640K $41.2M
USTB
Victory Portfolios Ii Victorys

ETFs
242K
+ 33.77%
$50.08 - $50.71 $12.1M - $12.3M
958K $48.5M
PLD
Prologis, Inc.

Real Estate
59.6K
+ 6.26%
$103.59 - $124.04 $6.17M - $7.39M
1.01M $113M
MTZ
Mastec Inc

Industrials
110K
+ 535.06%
$108.66 - $160.79 $11.9M - $17.7M
130K $15.2M
SCHW
Schwab Charles Corp

Financial Services
89.9K
+ 7.14%
$71.24 - $83.64 $6.4M - $7.52M
1.35M $106M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
453K
+ 3.78%
$24.5 - $24.95 $11.1M - $11.3M
12.4M $307M
EMLP
First Tr Exchange Traded Iv

ETFs
230K
+ 11.53%
$35.79 - $38.28 $8.24M - $8.82M
2.23M $83.5M
ETR
Entergy Corp

Utilities
50.6K
+ 6.17%
$75.26 - $87.89 $3.81M - $4.45M
871K $74.4M
VHT
Vanguard Health Care ETF

ETFs
15.3K
+ 2.05%
$254.06 - $273.83 $3.88M - $4.18M
759K $201M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
782K
+ 11.04%
$29.68 - $32.59 $23.2M - $25.5M
7.87M $235M
SE
Sea LTD

Consumer Cyclical
53.8K
+ 25.77%
$104.87 - $146.31 $5.64M - $7.87M
262K $34.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
49.8K
+ 1.26%
$36.91 - $41.03 $1.84M - $2.04M
3.99M $158M
FLMI
Franklin Dynamic Municipal Bon

ETFs
493K
+ 19.04%
$24.22 - $24.86 $11.9M - $12.3M
3.08M $75.4M
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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