Lpl Financial LLC New Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
663K
New
$22.07 - $26.01 $14.6M - $17.3M
663K $17.3M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
125K
New
$40.66 - $41.98 $5.08M - $5.25M
125K $5.23M
TBUX
T Rowe Price Exchange Traded F

ETFs
73K
New
$49.52 - $49.9 $3.61M - $3.64M
73K $3.63M
EWZS
Ishares Msci Brazil Small Cap

ETFs
259K
New
$9.92 - $13.26 $2.57M - $3.44M
259K $3.44M
EWK
Ishares Inc Msci Belgium ETF

ETFs
149K
New
$18.27 - $22.45 $2.72M - $3.34M
149K $3.28M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
105K
New
$29.02 - $30.78 $3.04M - $3.22M
105K $3.17M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
34.2K
New
$52.86 - $67.09 $1.81M - $2.29M
34.2K $2.29M
GVLU
Tidal ETF Tr Gotham 1000 Value
87.9K
New
$20.0 - $24.09 $1.76M - $2.12M
87.9K $2.12M
UEVM
Usaa ETF Tr Msci Emerging Mkts

ETFs
36.7K
New
$41.63 - $52.42 $1.53M - $1.92M
36.7K $1.92M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
59K
New
$14.29 - $26.02 $843K - $1.54M
59K $1.47M
ESP
Espey Mfg & Electronics Corp

Industrials
24.8K
New
$25.0 - $46.22 $619K - $1.14M
24.8K $1.13M
ISSC
Innovative Solutions & Support Inc

Industrials
79.6K
New
$5.6 - $14.27 $446K - $1.14M
79.6K $1.11M
LFVN
Lifevantage Corp

Consumer Defensive
76.3K
New
$11.18 - $16.05 $853K - $1.22M
76.3K $998K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
33.8K
New
$22.56 - $29.85 $762K - $1.01M
33.8K $965K
USLM
United States Lime & Minerals Inc

Basic Materials
9.18K
New
$85.25 - $107.02 $782K - $982K
9.18K $915K
PFIX
Simplify ETF Simplify Int Rate

ETFs
16.8K
New
$45.32 - $62.42 $760K - $1.05M
16.8K $885K
FKU
First Trust United Kingdom Alp

ETFs
16.4K
New
$35.99 - $46.89 $592K - $771K
16.4K $770K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
15.7K
New
$37.38 - $47.11 $586K - $739K
15.7K $723K
BYRN
Byrna Technologies Inc.

Industrials
21.5K
New
$14.96 - $33.14 $321K - $712K
21.5K $663K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
20.9K
New
$28.4 - $31.77 $593K - $664K
20.9K $663K
MAN
Manpower Group Inc.

Industrials
16.4K
New
$38.37 - $58.77 $628K - $962K
16.4K $661K
EBR
Brazilian Electric Power CO

Utilities
85.8K
New
$6.8 - $7.75 $584K - $665K
85.8K $637K
GRPN
Groupon, Inc.

Communication Services
18.7K
New
$16.78 - $38.84 $313K - $725K
18.7K $624K
AVSE
American Centy ETF Tr Avantis

ETFs
10.4K
New
$45.56 - $58.63 $475K - $611K
10.4K $610K
BRY
Berry Corp (Bry)

Energy
218K
New
$2.17 - $3.3 $474K - $720K
218K $604K
LGND
Ligand Pharmaceuticals Inc

Healthcare
5.17K
New
$96.67 - $118.22 $499K - $611K
5.17K $587K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
17.7K
New
$26.27 - $28.07 $465K - $497K
17.7K $496K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
61.1K
New
$5.48 - $8.63 $335K - $528K
61.1K $488K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
3.51K
New
$122.45 - $132.19 $430K - $464K
3.51K $464K
CVGW
Calavo Growers Inc

Consumer Defensive
16.8K
New
$22.74 - $28.18 $382K - $474K
16.8K $446K
TIGO
Millicom International Cellular Sa

Communication Services
11.8K
New
$26.95 - $38.28 $317K - $450K
11.8K $440K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
7.01K
New
$38.28 - $61.65 $268K - $432K
7.01K $432K
FEIM
Frequency Electronics Inc

Technology
18K
New
$15.06 - $23.24 $271K - $418K
18K $408K
TAGG
T Rowe Price Exchange Traded F

ETFs
9.42K
New
$41.84 - $43.57 $394K - $410K
9.42K $402K
FORM
Formfactor Inc

Technology
11.7K
New
$23.18 - $35.26 $271K - $412K
11.7K $402K
BNO
United States Brent Oil Fund, LP

ETFs
13.7K
New
$25.49 - $33.12 $350K - $455K
13.7K $401K
RYI
Ryerson Holding Corp

Industrials
17.2K
New
$19.19 - $23.45 $330K - $403K
17.2K $370K
OPRX
Optimize Rx Corp

Healthcare
26.4K
New
$7.44 - $15.44 $196K - $407K
26.4K $356K
GREK
Global X Msci Greece ETF

ETFs
6.07K
New
$40.77 - $59.31 $248K - $360K
6.07K $352K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
31.1K
New
$10.82 - $11.98 $337K - $373K
31.1K $350K
FDIG
Fidelity Covington Tr Crypto I

ETFs
9.79K
New
$21.38 - $35.6 $209K - $349K
9.79K $348K
TUR
Ishares Msci Turkey ETF

ETFs
10.7K
New
$29.96 - $32.89 $319K - $351K
10.7K $344K
CADL
Candel Therapeutics, Inc.

Healthcare
67.9K
New
$4.39 - $6.04 $298K - $410K
67.9K $343K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
9.09K
New
$28.26 - $37.83 $257K - $344K
9.09K $343K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
12.4K
New
$19.44 - $27.77 $241K - $344K
12.4K $343K
JHX
James Hardie Industries PLC

Basic Materials
12.7K
New
$20.27 - $27.59 $257K - $350K
12.7K $341K
HYXU
Ishares Global Ex Usd High Yie

ETFs
6.14K
New
$48.2 - $54.92 $296K - $337K
6.14K $337K
ATRO
Astronics Corp

Industrials
9.72K
New
$20.03 - $35.81 $195K - $348K
9.72K $325K
CCB
Coastal Financial Corp

Financial Services
3.11K
New
$79.01 - $99.95 $246K - $311K
3.11K $301K
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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