Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMTL
Spdr Doubleline Emerging Marke

ETFs
-707
- 3.41%
$41.99 - $43.17 $29.7K - $30.5K
20K $864K
BEAT
Heart Beam, Inc.

Healthcare
-8.13K
- 33.7%
$1.25 - $2.0 $10.2K - $16.3K
16K $20K
SITE
Site One Landscape Supply, Inc.

Industrials
-115
- 0.39%
$104.79 - $127.3 $12.1K - $14.6K
29.7K $3.6M
AHCO
Adapt Health Corp.

Healthcare
-707
- 4.85%
$7.33 - $10.82 $5.18K - $7.65K
13.9K $130K
CRNC
Cerence Inc.

Technology
-16K
- 27.12%
$6.88 - $10.21 $110K - $163K
42.9K $437K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-27.7K
- 12.84%
$24.46 - $33.16 $679K - $920K
188K $6.16M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-8.05K
- 1.81%
$3.84 - $4.48 $30.9K - $36.1K
436K $1.92M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-1.08K
- 3.56%
$44.47 - $47.0 $48.1K - $50.8K
29.3K $1.38M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-1.09K
- 3.53%
$13.57 - $16.83 $14.8K - $18.4K
29.9K $466K
KBR
Kbr, Inc.

Industrials
-28
- 0.22%
$46.2 - $56.12 $1.29K - $1.57K
12.6K $605K
SGU
Star Group, L.P.

Energy
-475
- 3.52%
$11.53 - $13.39 $5.48K - $6.36K
13K $152K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-742
- 8.8%
$34.98 - $53.05 $26K - $39.4K
7.69K $367K
KSS
Kohls Corp

Consumer Cyclical
-4.16K
- 11.17%
$6.13 - $9.4 $25.5K - $39.1K
33.1K $280K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-3.01K
- 20.32%
$8.76 - $9.82 $26.4K - $29.6K
11.8K $116K
CCNE
Cnb Financial Corp

Financial Services
-1.29K
- 10.74%
$20.27 - $23.32 $26.1K - $30.1K
10.7K $244K
WRE
Washington Real Estate Investment Trust
-1.27K
- 9.37%
N/A
12.3K $217K
OVLY
Oak Valley Bancorp

Financial Services
-1.78K
- 15.92%
$23.19 - $27.76 $41.4K - $49.5K
9.42K $256K
VSH
Vishay Intertechnology Inc

Technology
-1.41K
- 8.76%
$10.57 - $15.97 $14.9K - $22.5K
14.7K $233K
WFH
Direxion Shs ETF Tr Work From

Technology
-1.02K
- 25.59%
$50.51 - $69.17 $51.3K - $70.2K
2.95K $204K
CRUS
Cirrus Logic, Inc.

Technology
-906
- 5.65%
$77.43 - $107.58 $70.2K - $97.5K
15.1K $1.58M
COMB
Graniteshares ETF Tr Bloomber

ETFs
-232
- 1.03%
$19.77 - $22.01 $4.59K - $5.11K
22.2K $466K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
-1.66K
- 7.86%
$17.65 - $22.19 $29.2K - $36.7K
19.4K $426K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-2.37K
- 4.1%
$37.31 - $43.82 $88.5K - $104K
55.6K $2.43M
TLTE
Flexshares Tr Morningstar Emer

ETFs
-1.21K
- 14.65%
$46.89 - $58.63 $56.5K - $70.7K
7.02K $411K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
-2.83K
- 9.92%
$39.84 - $49.59 $113K - $140K
25.7K $1.27M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-1.28K
- 3.71%
$8.86 - $9.45 $11.4K - $12.1K
33.3K $302K
ORGN
Origin Materials, Inc.

Basic Materials
-8.96K
- 10.56%
$0.42 - $0.85 $3.76K - $7.61K
75.9K $36K
RINF
Proshares Trust Inflation Expe

ETFs
-554
- 1.03%
$31.77 - $33.31 $17.6K - $18.5K
53.4K $1.75M
FMNB
Farmers National Banc Corp

Financial Services
-9K
- 6.29%
$11.92 - $13.89 $107K - $125K
134K $1.85M
ZWS
Zurn Water Solutions Corp

Industrials
-10.1K
- 10.32%
$28.5 - $37.54 $289K - $380K
88.1K $3.22M
DTST
Data Storage Corp

Technology
-3.5K
- 13.72%
$2.98 - $4.09 $10.4K - $14.3K
22K $75K
DYAI
Dyadic International Inc

Healthcare
-334
- 0.74%
$0.92 - $1.4 $307 - $468
44.9K $44K
XBAP
Innovator ETF Tr Us Equity Acc
-1.14K
- 8.34%
$32.27 - $36.74 $36.7K - $41.7K
12.5K $458K
PGC
Peapack Gladstone Financial Corp

Financial Services
-495
- 2.7%
$24.64 - $29.4 $12.2K - $14.6K
17.9K $504K
CWEN
Clearway Energy, Inc.

Utilities
-6.75K
- 5.85%
$26.74 - $32.22 $180K - $217K
109K $3.47M
DHT
Dht Holdings, Inc.

Energy
-3.84K
- 4.6%
$9.45 - $12.15 $36.3K - $46.7K
79.6K $860K
NORW
Global X Msci Norway ETF

ETFs
-1.17K
- 13.82%
$23.08 - $30.73 $27.1K - $36.1K
7.32K $214K
XYLG
Global X Fds S&P 500 Covered C

ETFs
-5.1K
- 4.41%
$23.63 - $27.55 $120K - $140K
111K $3.04M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-719
- 6.06%
$14.31 - $22.19 $10.3K - $16K
11.2K $203K
SACH
Sachem Capital Corp.

Real Estate
-15.1K
- 38.31%
$0.85 - $1.23 $12.8K - $18.6K
24.3K $29K
RGR
Sturm Ruger & CO Inc

Industrials
-398
- 3.17%
N/A
12.2K $503K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-800
- 4.36%
$13.19 - $15.44 $10.6K - $12.4K
17.5K $266K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-12.6K
- 8.21%
$37.07 - $46.35 $469K - $586K
141K $6.47M
TDW
Tidewater Inc

Energy
-898
- 13.33%
$32.27 - $48.26 $29K - $43.3K
5.84K $269K
ALIT
Alight, Inc.

Technology
-1.13K
- 3.94%
$4.69 - $5.89 $5.3K - $6.66K
27.6K $156K
DMA
Destra Multi Alternative Fund

Financial Services
-3.3K
- 5.82%
$7.35 - $9.04 $24.3K - $29.8K
53.4K $466K
IAUX
I 80 Gold Corp.
-40.4K
- 8.0%
$0.49 - $0.72 $19.8K - $29.1K
464K $278K
BHC
Bausch Health Companies Inc.

Healthcare
-2.64K
- 9.59%
$4.32 - $6.66 $11.4K - $17.6K
24.9K $165K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
-99
- 0.68%
$27.28 - $31.13 $2.7K - $3.08K
14.5K $434K
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