Lpl Financial LLC Incresed Positions in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
112K
+ 6.82%
$27.0 - $31.7 $3.03M - $3.56M
1.76M $54.6M
BK
Bank Of New York Mellon Corp

Financial Services
74.9K
+ 16.69%
$75.42 - $88.95 $5.65M - $6.66M
524K $43.9M
MLPA
Global X Mlp ETF

ETFs
121K
+ 15.9%
$49.83 - $54.53 $6.05M - $6.62M
885K $47.1M
IRBO
Ishares Robotics & Artificial

ETFs
292K
+ 83.2%
N/A
644K $20.7M
HON
Honeywell International Inc

Industrials
91.2K
+ 12.57%
$202.75 - $226.52 $18.5M - $20.7M
817K $173M
EOG
Eog Resources Inc

Energy
50.1K
+ 10.77%
$120.54 - $138.05 $6.03M - $6.91M
515K $66M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
189K
+ 7.09%
$49.69 - $50.76 $9.37M - $9.58M
2.85M $142M
HOOD
Robinhood Markets, Inc.

Technology
183K
+ 62.28%
$35.63 - $65.28 $6.54M - $12M
478K $19.9M
PPL
Ppl Corp

Utilities
115K
+ 8.81%
$31.68 - $36.11 $3.64M - $4.15M
1.42M $51.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
34.9K
+ 3.16%
$106.22 - $111.09 $3.7M - $3.87M
1.14M $127M
STLG
Ishares Factors Us Growth Styl

ETFs
176K
+ 126.93%
N/A
314K $15.8M
IYF
Ishares Tr

ETFs
64.4K
+ 9.5%
$107.69 - $119.37 $6.94M - $7.69M
743K $83.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
153K
+ 5.27%
$38.99 - $40.37 $5.96M - $6.17M
3.06M $123M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
160K
+ 10.62%
$46.18 - $47.84 $7.41M - $7.67M
1.67M $79.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
284K
+ 27.45%
$25.69 - $26.89 $7.3M - $7.64M
1.32M $35.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
219K
+ 26.93%
$29.06 - $32.62 $6.35M - $7.13M
1.03M $32.4M
JBBB
Janus Detroit Str Tr Henderson

ETFs
188K
+ 18.1%
$48.34 - $49.66 $9.11M - $9.36M
1.23M $59.8M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
174K
+ 70.91%
$48.29 - $51.95 $8.41M - $9.05M
420K $20.8M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
25.6K
+ 490.46%
$272.79 - $355.88 $6.98M - $9.11M
30.8K $10.2M
SGOL
Abrdn Gold ETF Trust

ETFs
64K
+ 4.68%
$25.14 - $29.82 $1.61M - $1.91M
1.43M $42.7M
GL
Globe Life Inc.

Financial Services
19.3K
+ 6.63%
$111.2 - $131.72 $2.15M - $2.54M
311K $40.9M
IBHE
Ishares Ibonds 2025 Term High

ETFs
359K
+ 36.41%
$23.16 - $23.32 $8.31M - $8.36M
1.34M $31.2M
AFL
Aflac Inc

Financial Services
9.02K
+ 0.96%
$100.99 - $111.19 $911K - $1M
954K $106M
CBOE
Cboe Global Markets, Inc.

Financial Services
23K
+ 22.9%
$190.84 - $226.29 $4.4M - $5.21M
124K $28M
VDC
Vanguard Consumer Staples ETF

ETFs
14.1K
+ 2.0%
$206.54 - $226.16 $2.91M - $3.19M
718K $157M
WELL
Welltower Inc.

Real Estate
9.68K
+ 3.9%
$124.05 - $156.86 $1.2M - $1.52M
258K $39.5M
NVS
Novartis Ag

Healthcare
15.8K
+ 3.5%
$97.14 - $115.57 $1.53M - $1.82M
466K $51.9M
VICI
Vici Properties Inc.

Real Estate
142K
+ 13.97%
$28.21 - $32.68 $4.02M - $4.66M
1.16M $37.9M
PSLV
Sprott Physical Silver Trust

Financial Services
332K
+ 15.35%
$9.86 - $11.68 $3.27M - $3.88M
2.5M $29M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
391K
+ 42.72%
$21.04 - $21.64 $8.22M - $8.45M
1.31M $27.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
343K
+ 7.92%
$20.05 - $20.4 $6.88M - $7M
4.67M $95.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
334K
+ 14.58%
N/A
2.62M $62.3M
DOV
Dover Corp

Industrials
54.8K
+ 37.88%
$174.65 - $206.43 $9.57M - $11.3M
199K $35M
AIT
Applied Industrial Technologies Inc

Industrials
37K
+ 117.95%
$218.93 - $269.18 $8.09M - $9.95M
68.3K $15.4M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
94.1K
+ 79.33%
$85.06 - $87.69 $8M - $8.25M
213K $18.1M
IAK
Ishares Tr

ETFs
47.7K
+ 42.57%
$121.85 - $137.9 $5.81M - $6.58M
160K $22M
KWEB
Kraneshares Tr Csi China Inter

ETFs
131K
+ 22.83%
$27.29 - $38.29 $3.58M - $5.03M
706K $24.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
124K
+ 2.54%
$49.22 - $51.73 $6.12M - $6.44M
5.02M $254M
NUE
Nucor Corp

Basic Materials
57.4K
+ 23.37%
$114.48 - $142.52 $6.57M - $8.18M
303K $36.5M
ES
Eversource Energy

Utilities
106K
+ 40.54%
$55.63 - $63.8 $5.89M - $6.76M
367K $22.8M
ABC
Amerisourcebergen Corp

Healthcare
42.1K
+ 22.29%
N/A
231K $42.8M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
267K
+ 102.95%
$29.02 - $34.76 $7.75M - $9.29M
527K $16M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
151K
+ 109.93%
$39.44 - $47.66 $5.96M - $7.2M
289K $13.2M
LGOV
First Tr ETF Iv Long Duration

ETFs
269K
+ 9.18%
$20.41 - $21.7 $5.48M - $5.83M
3.19M $68.7M
MNST
Monster Beverage Corp

Consumer Defensive
37.3K
+ 4.04%
$46.16 - $58.58 $1.72M - $2.19M
962K $56.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
404K
+ 11.14%
N/A
4.03M $76.5M
SHW
Sherwin Williams CO

Basic Materials
16.4K
+ 8.13%
$330.16 - $365.55 $5.41M - $5.99M
218K $76.1M
EWP
Ishares Inc Msci Spain ETF

ETFs
149K
+ 55.31%
$30.96 - $38.87 $4.61M - $5.79M
418K $15.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
91.2K
+ 12.34%
$35.35 - $42.74 $3.23M - $3.9M
831K $34.4M
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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