Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JHMD
John Hancock ETF Tr Multifacto

ETFs
-693K
- 51.26%
$31.74 - $36.18 $22M - $25.1M
659K $23M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-439K
- 77.58%
$42.86 - $45.92 $18.8M - $20.1M
127K $5.5M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-553K
- 14.92%
$39.88 - $41.33 $22.1M - $22.9M
3.15M $130M
FV
First Trust Dorsey Wright Focu

ETFs
-178
- -0.0%
$53.91 - $63.03 $9.6K - $11.2K
4.46M $245M
SQ
Block, Inc.

Technology
-29.6K
- 5.18%
$54.04 - $92.95 $1.6M - $2.75M
542K $31M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16.6K
- 1.03%
$408.78 - $448.82 $6.77M - $7.43M
1.6M $670M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-595K
- 16.45%
$28.27 - $29.28 $16.8M - $17.4M
3.02M $87.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
-316K
- 3.74%
$30.73 - $32.26 $9.7M - $10.2M
8.14M $250M
IXC
Ishares Tr Global Energy ETF

ETFs
-442K
- 57.31%
$38.48 - $42.16 $17M - $18.6M
329K $13.8M
JHSC
John Hancock ETF Tr Multifacto

ETFs
-362K
- 45.92%
$36.26 - $41.89 $13.1M - $15.2M
426K $15.9M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-105K
- 11.98%
$77.67 - $90.15 $8.12M - $9.43M
768K $60.1M
EFV
Msci Eafe Value ETF

ETFs
-2.14M
- 12.43%
$51.88 - $60.73 $111M - $130M
15.1M $888M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-270K
- 35.83%
$36.88 - $49.3 $9.95M - $13.3M
483K $17.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-8.5K
- 0.85%
$149.27 - $169.4 $1.27M - $1.44M
986K $149M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-58.9K
- 5.25%
$62.43 - $84.12 $3.67M - $4.95M
1.06M $69.2M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-111K
- 27.89%
$95.53 - $112.45 $10.6M - $12.4M
286K $27.7M
HXL
Hexcel Corp

Industrials
-216K
- 90.29%
$54.76 - $70.69 $11.8M - $15.3M
23.2K $1.27M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-91.9K
- 45.26%
$134.68 - $159.3 $12.4M - $14.6M
111K $15.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-449K
- 10.23%
$39.18 - $43.52 $17.6M - $19.6M
3.94M $165M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.28K
- 0.2%
$90.67 - $108.46 $207K - $248K
1.16M $105M
USRT
Ishares Core U.S. Reit ETF

ETFs
-236K
- 30.17%
$55.14 - $60.29 $13M - $14.2M
546K $31.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-286K
- 20.19%
$46.82 - $47.8 $13.4M - $13.7M
1.13M $53.2M
KRE
Spdr S&P Regional Banking ETF

ETFs
-137K
- 9.3%
$55.11 - $65.5 $7.53M - $8.95M
1.33M $75.8M
EEMA
Ishares Msci Emerging Markets

ETFs
-176K
- 50.65%
$69.51 - $77.24 $12.3M - $13.6M
172K $12.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-187K
- 2.67%
$21.75 - $24.28 $4.07M - $4.55M
6.83M $151M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-21.1K
- 3.85%
$173.56 - $210.67 $3.66M - $4.45M
527K $91.5M
FSIG
First Tr ETF Iv LTD Duration I
-643K
- 8.95%
$18.74 - $19.04 $12M - $12.2M
6.54M $124M
ROST
Ross Stores, Inc.

Consumer Cyclical
-46.1K
- 18.96%
$123.3 - $154.95 $5.69M - $7.15M
197K $25.2M
DAL
Delta Air Lines, Inc.

Industrials
-37K
- 6.33%
$43.6 - $69.06 $1.61M - $2.55M
547K $23.9M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-176K
- 76.75%
$50.35 - $66.84 $8.86M - $11.8M
53.3K $2.68M
INTU
Intuit Inc

Technology
-13.4K
- 6.56%
$555.63 - $630.23 $7.43M - $8.43M
190K $117M
VCR
Vanguard Consumer Discretionar

ETFs
-6.62K
- 3.71%
$318.51 - $391.75 $2.11M - $2.59M
172K $55.9M
JEF
Jefferies Financial Group Inc.

Financial Services
-28.6K
- 7.63%
$52.22 - $81.31 $1.5M - $2.33M
347K $18.6M
FLEX
Flex Ltd.

Technology
-128K
- 10.29%
$32.92 - $44.46 $4.21M - $5.68M
1.11M $36.8M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-156K
- 12.56%
$37.35 - $43.35 $5.82M - $6.75M
1.08M $41M
PID
Invesco Exchange Traded Fd Tr

ETFs
-589K
- 32.49%
N/A
1.22M $21.8M
AXON
Axon Enterprise, Inc.

Industrials
-6.76K
- 6.67%
$496.65 - $710.01 $3.36M - $4.8M
94.7K $49.8M
FXR
First Trust Industrials/Produc

ETFs
-87.2K
- 11.46%
$68.3 - $79.81 $5.95M - $6.96M
673K $46.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6.99K
- 4.23%
$522.96 - $601.18 $3.65M - $4.2M
158K $84.3M
UL
Unilever PLC

Consumer Defensive
-210K
- 21.2%
$54.72 - $60.29 $11.5M - $12.7M
780K $46.4M
CLH
Clean Harbors Inc

Industrials
-38.2K
- 64.13%
$188.14 - $246.1 $7.2M - $9.41M
21.4K $4.22M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-27.4K
- 20.72%
$238.2 - $273.85 $6.52M - $7.5M
105K $25.2M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-4.81K
- 0.77%
$56.97 - $77.14 $274K - $371K
622K $36.7M
MCHP
Microchip Technology Inc

Technology
-77.4K
- 14.28%
$48.41 - $64.3 $3.75M - $4.98M
465K $22.5M
ALC
Alcon Inc

Healthcare
-128K
- 35.57%
$82.73 - $96.8 $10.6M - $12.4M
232K $22M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-34.2K
- 18.09%
$191.06 - $228.87 $6.53M - $7.82M
155K $29.7M
MAR
Marriott International Inc

Consumer Cyclical
-5.05K
- 2.86%
$237.01 - $304.45 $1.2M - $1.54M
172K $40.9M
BSY
Bentley Systems Inc

Technology
-151K
- 45.5%
$39.34 - $47.7 $5.92M - $7.18M
180K $7.1M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-18.5K
- 1.99%
$105.28 - $121.93 $1.95M - $2.26M
912K $99.4M
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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