Lpl Financial LLC Incresed Positions in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
159K
+ 124.64%
$74.34 - $81.0 $11.8M - $12.9M
287K $21.8M
MCHI
Ishares Msci China ETF

ETFs
25.2K
+ 1.8%
$43.71 - $58.65 $1.1M - $1.48M
1.43M $77.6M
ELV
Elevance Health, Inc.

Healthcare
702
+ 0.4%
$365.9 - $436.25 $257K - $306K
178K $77.4M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
121K
+ 47.13%
$94.87 - $96.11 $11.5M - $11.7M
379K $36.3M
DFAE
Dimensional ETF Tr

ETFs
449K
+ 120.87%
$24.64 - $26.86 $11.1M - $12.1M
820K $21.2M
FXI
Ishares Tr

ETFs
254K
+ 50.61%
$28.65 - $38.55 $7.28M - $9.79M
756K $27.1M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
1.97M
+ 251.61%
$5.28 - $5.77 $10.4M - $11.4M
2.76M $15.9M
NGG
National Grid PLC

Utilities
102K
+ 13.1%
$56.13 - $65.61 $5.75M - $6.72M
884K $58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
65.7K
+ 4.27%
$100.59 - $103.47 $6.61M - $6.8M
1.6M $166M
CMS
Cms Energy Corp

Utilities
119K
+ 46.22%
$64.99 - $75.11 $7.72M - $8.93M
376K $28.2M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
237K
+ 46.42%
$47.03 - $47.8 $11.2M - $11.3M
749K $35.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
31.4K
+ 9.11%
$283.24 - $338.07 $8.89M - $10.6M
376K $111M
SIL
Global X Silver Miners ETF

ETFs
164K
+ 28.22%
$31.91 - $40.68 $5.24M - $6.68M
746K $29.4M
NEAR
Blackrock Short Maturity Bond

ETFs
198K
+ 9.05%
$50.4 - $50.89 $10M - $10.1M
2.39M $122M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
531K
+ 11.79%
$19.43 - $19.62 $10.3M - $10.4M
5.03M $98.5M
USMC
Principal ETF U S Mega Cap

ETFs
221K
+ 38.7%
$55.72 - $63.13 $12.3M - $13.9M
792K $44.9M
D
Dominion Energy, Inc

Utilities
158K
+ 20.0%
$52.85 - $57.43 $8.36M - $9.09M
950K $53.2M
FNDF
Schwab Fundamental Intl Large

ETFs
167K
+ 10.67%
$32.9 - $37.45 $5.49M - $6.25M
1.73M $62.6M
FISV
Fiserv Inc

Technology
84.7K
+ 16.79%
N/A
589K $73.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
603K
+ 29.12%
$21.23 - $23.75 $12.8M - $14.3M
2.67M $57.6M
ET
Energy Transfer LP

Energy
840K
+ 16.4%
$17.26 - $21.08 $14.5M - $17.7M
5.96M $111M
PDP
Invesco Exchange Traded Fd Tr

ETFs
122K
+ 52.68%
$96.95 - $116.13 $11.8M - $14.2M
354K $35.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
269K
+ 62.21%
$26.05 - $30.88 $7M - $8.3M
701K $21.7M
FPX
First Trust Us Equity Opportun

ETFs
113K
+ 40.59%
$106.21 - $143.53 $12M - $16.2M
390K $43.6M
CHKP
Check Point Software Technologies LTD

Technology
15.4K
+ 9.31%
$179.88 - $231.31 $2.77M - $3.56M
181K $41.2M
BR
Broadridge Financial Solutions, Inc.

Technology
23.7K
+ 8.47%
$221.46 - $244.83 $5.24M - $5.79M
303K $73.5M
IGRO
Ishares Tr International Divid

ETFs
93.5K
+ 11.82%
$66.91 - $73.87 $6.25M - $6.9M
884K $64M
CTA
Simplify Exch Traded Fds Simpl

ETFs
324K
+ 76.98%
$27.81 - $30.21 $9M - $9.78M
744K $22M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
224K
+ 20.58%
$38.89 - $41.6 $8.7M - $9.31M
1.31M $53.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
134K
+ 21.99%
$59.28 - $66.1 $7.94M - $8.85M
743K $47.2M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
242K
+ 39.18%
$43.63 - $46.01 $10.6M - $11.1M
859K $37.9M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
481K
+ 8.57%
$20.64 - $20.73 $9.92M - $9.97M
6.09M $126M
PFFA
Etfis Ser Tr I

ETFs
539K
+ 26.85%
$21.21 - $22.3 $11.4M - $12M
2.55M $54.1M
FTNT
Fortinet, Inc.

Technology
99.1K
+ 35.25%
$92.49 - $114.57 $9.16M - $11.4M
380K $36.6M
CTAS
Cintas Corp

Industrials
13.4K
+ 4.18%
$182.09 - $208.14 $2.43M - $2.78M
333K $68.4M
TJX
Tjx Companies Inc

Consumer Cyclical
73.6K
+ 7.29%
$112.81 - $126.16 $8.3M - $9.28M
1.08M $132M
VNQ
Vanguard Specialized Funds Van

ETFs
83.2K
+ 5.04%
$85.55 - $94.34 $7.12M - $7.85M
1.73M $157M
AVEM
American Centy ETF Tr Avantis

ETFs
134K
+ 10.01%
$57.11 - $62.4 $7.65M - $8.35M
1.47M $88.5M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
277K
+ 17.23%
$21.95 - $24.74 $6.09M - $6.86M
1.89M $45.7M
EWG
Ishares Msci Germany ETF

ETFs
237K
+ 120.69%
$31.57 - $39.31 $7.47M - $9.3M
433K $16M
TTWO
Take Two Interactive Software Inc

Communication Services
35.9K
+ 35.57%
$178.61 - $217.95 $6.41M - $7.82M
137K $28.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
235K
+ 14.88%
$31.09 - $34.34 $7.29M - $8.05M
1.81M $60.1M
LRN
Stride, Inc.

Consumer Defensive
68K
+ 132.21%
$106.34 - $142.28 $7.23M - $9.67M
119K $15.1M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1.24M
+ 136.6%
$8.46 - $9.3 $10.5M - $11.5M
2.14M $18.1M
FSMD
Fidelity Covington Tr Small Mi

ETFs
265K
+ 74.63%
$38.04 - $43.22 $10.1M - $11.5M
621K $24.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
169K
+ 14.59%
$49.67 - $51.43 $8.41M - $8.71M
1.33M $67.9M
ECL
Ecolab Inc.

Basic Materials
22.2K
+ 10.81%
$229.72 - $269.82 $5.1M - $5.99M
228K $57.7M
BXSL
Blackstone Secured Lending Fund

Financial Services
294K
+ 50.83%
$31.3 - $34.5 $9.22M - $10.2M
874K $28.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
186K
+ 1.48%
$50.29 - $50.5 $9.38M - $9.42M
12.8M $644M
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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