Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.5M
- 41.03%
$57.21 - $65.8 $999M - $1.15B
25.1M $1.46B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.22M
- 14.53%
$126.86 - $146.45 $282M - $326M
13.1M $1.66B
EFG
Msci Eafe Growth ETF

ETFs
-3.4M
- 37.18%
$96.1 - $106.37 $327M - $362M
5.75M $575M
VUG
Vanguard Growth ETF

ETFs
-164K
- 3.21%
$369.1 - $427.61 $60.7M - $70.3M
4.96M $1.84B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-10.1M
- 8.94%
$22.25 - $23.0 $225M - $233M
103M $2.37B
XLK
Technology Sector Spdr

ETFs
-81.4K
- 1.09%
$206.38 - $242.18 $16.8M - $19.7M
7.39M $1.53B
IWM
Ishares Russell 2000 ETF

ETFs
-118K
- 1.68%
$198.1 - $229.79 $23.3M - $27.1M
6.9M $1.38B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.94M
- 17.18%
$79.17 - $82.04 $154M - $159M
9.35M $765M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.66M
- 27.46%
$85.29 - $92.57 $141M - $153M
4.38M $399M
VGT
Vanguard Information Technolog

ETFs
-33.3K
- 2.51%
$542.38 - $646.34 $18.1M - $21.5M
1.29M $701M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.51M
- 23.65%
$36.64 - $45.76 $55.5M - $69.3M
4.89M $183M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-637K
- 37.73%
$120.24 - $134.3 $76.6M - $85.5M
1.05M $128M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.07M
- 85.05%
$76.17 - $85.05 $81.7M - $91.2M
189K $14.6M
IFRA
Ishares Tr

ETFs
-1.74M
- 61.2%
$44.8 - $49.25 $77.8M - $85.5M
1.1M $49.6M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-656K
- 20.41%
$96.88 - $111.25 $63.5M - $73M
2.56M $255M
XLY
Select Sector Spdr Consumer Di

ETFs
-112K
- 6.22%
$192.6 - $233.2 $21.5M - $26M
1.68M $333M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-10.3K
- 0.54%
$211.47 - $267.17 $2.19M - $2.76M
1.9M $402M
IWY
Ishares Tr Russell 200 Growth

ETFs
-30K
- 1.35%
$210.19 - $243.33 $6.3M - $7.29M
2.18M $460M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-804K
- 4.43%
$32.42 - $36.13 $26.1M - $29.1M
17.4M $573M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.64M
- 10.28%
$24.73 - $25.62 $65.3M - $67.7M
23M $589M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-757K
- 10.73%
$76.94 - $78.28 $58.3M - $59.3M
6.3M $493M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-47.8K
- 4.42%
$307.43 - $357.48 $14.7M - $17.1M
1.03M $319M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.53M
- 30.8%
$19.04 - $20.15 $48.1M - $50.9M
5.68M $108M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-149K
- 2.79%
$89.18 - $104.04 $13.3M - $15.5M
5.19M $475M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-231K
- 2.75%
$67.03 - $74.61 $15.5M - $17.2M
8.17M $556M
ADBE
Adobe Inc.

Technology
-42K
- 9.44%
$377.84 - $464.11 $15.9M - $19.5M
403K $155M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-16.5K
- 0.68%
$302.31 - $337.54 $5M - $5.59M
2.4M $737M
OMFL
Invesco Exchange Traded Self I

ETFs
-704K
- 19.94%
$52.19 - $57.45 $36.7M - $40.4M
2.82M $151M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.1M
- 12.98%
$42.4 - $44.11 $46.5M - $48.4M
7.35M $322M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-605K
- 75.26%
$58.11 - $65.29 $35.2M - $39.5M
199K $11.9M
TGT
Target Corp

Consumer Defensive
-137K
- 18.54%
$103.65 - $142.5 $14.2M - $19.5M
602K $62.8M
URA
Global X Uranium ETF

ETFs
-1.11M
- 52.85%
$22.92 - $30.98 $25.5M - $34.5M
995K $22.8M
VO
Vanguard Mid Cap ETF

ETFs
-64.8K
- 2.13%
$251.87 - $277.95 $16.3M - $18M
2.97M $768M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-347K
- 23.76%
$94.86 - $97.12 $32.9M - $33.7M
1.11M $106M
JHMM
John Hancock Multifactor Mid C

ETFs
-342K
- 7.48%
$55.69 - $63.12 $19M - $21.6M
4.22M $242M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-454K
- 26.98%
$49.34 - $55.91 $22.4M - $25.4M
1.23M $61.7M
KKR
Kkr & Co. Inc.

Financial Services
-45.6K
- 6.49%
$108.17 - $167.07 $4.93M - $7.61M
657K $75.9M
APP
App Lovin Corp

Technology
-52.1K
- 24.72%
$238.08 - $510.13 $12.4M - $26.6M
158K $42M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-266K
- 91.02%
$88.44 - $101.55 $23.5M - $27M
26.2K $2.36M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-300K
- 4.11%
N/A
6.99M $600M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-618K
- 27.69%
$31.63 - $35.22 $19.5M - $21.8M
1.61M $51.6M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-766K
- 11.12%
N/A
6.12M $193M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-55.8K
- 20.59%
$200.77 - $270.08 $11.2M - $15.1M
215K $43.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-93.5K
- 4.45%
$47.25 - $67.02 $4.42M - $6.27M
2.01M $95.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-38.4K
- 3.79%
$65.15 - $91.81 $2.5M - $3.52M
975K $63.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-17.2K
- 3.35%
$333.37 - $384.99 $5.73M - $6.61M
495K $166M
FICO
Fair Isaac Corp

Technology
-9.94K
- 42.01%
$1695.35 - $2030.47 $16.9M - $20.2M
13.7K $25.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-394K
- 12.58%
$66.9 - $71.57 $26.4M - $28.2M
2.74M $193M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-14.7K
- 2.74%
$254.58 - $302.92 $3.74M - $4.45M
521K $133M
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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