Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RODM
Hartford Multifactor Developed

ETFs
-23K
- 2.9%
$28.07 - $31.56 $646K - $726K
770K $23.9M
GTO
Invesco Actively Managed ETF T

ETFs
-3.29K
- 0.1%
$45.9 - $47.37 $151K - $156K
3.2M $150M
ING
Ing Groep Nv

Financial Services
-2.36K
- 0.55%
$15.51 - $20.74 $36.6K - $49K
425K $8.32M
UGI
Ugi Corp

Utilities
-8.03K
- 2.01%
$28.0 - $34.16 $225K - $274K
391K $12.9M
SAP
Sap Se

Technology
-3.61K
- 3.03%
$241.4 - $293.69 $870K - $1.06M
116K $31M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-4.15K
- 1.13%
$45.85 - $53.59 $190K - $222K
361K $18.7M
GOLD
Barrick Gold Corp

Basic Materials
-23.6K
- 3.59%
$15.45 - $19.56 $364K - $461K
633K $12.3M
ROL
Rollins Inc

Consumer Cyclical
-6.29K
- 1.95%
$45.65 - $54.03 $287K - $340K
316K $17.1M
EWI
Ishares Inc Msci Italy ETF

ETFs
-1.81K
- 0.52%
$35.58 - $43.99 $64.5K - $79.8K
349K $14.8M
DVN
Devon Energy Corp

Energy
-47K
- 5.49%
$33.15 - $38.55 $1.56M - $1.81M
809K $30.2M
AON
Aon PLC

Financial Services
-532
- 0.78%
$348.44 - $409.32 $185K - $218K
67.9K $27.1M
SIVR
Abrdn Silver ETF Trust

ETFs
-53.3K
- 5.89%
$28.07 - $32.82 $1.5M - $1.75M
851K $27.7M
SONY
Sony Group Corp

Technology
-17.7K
- 2.38%
$19.88 - $25.64 $353K - $455K
728K $18.5M
DTE
Dte Energy CO

Utilities
-4.08K
- 2.15%
$117.6 - $138.27 $480K - $564K
186K $25.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-93.3K
- 3.58%
$56.51 - $62.98 $5.27M - $5.88M
2.52M $153M
CCI
Crown Castle International Corp

Real Estate
-27.7K
- 5.85%
$84.33 - $106.39 $2.33M - $2.95M
445K $46.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-19.7K
- 0.21%
$48.31 - $49.23 $950K - $968K
9.25M $455M
EEM
Ishares Msci Emerging Markets

ETFs
-20.4K
- 0.84%
$40.81 - $45.34 $833K - $926K
2.41M $105M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-44.8K
- 1.4%
$97.38 - $104.52 $4.37M - $4.69M
3.16M $323M
KMI
Kinder Morgan, Inc.

Energy
-16.3K
- 0.42%
$26.1 - $31.22 $427K - $510K
3.86M $110M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.7K
- 1.83%
$55.75 - $77.63 $206K - $287K
198K $15.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-19.8K
- 3.17%
$124.46 - $147.4 $2.46M - $2.92M
605K $86.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.94K
- 0.3%
$107.24 - $116.37 $208K - $226K
652K $75.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
-17.7K
- 8.27%
$79.66 - $108.41 $1.41M - $1.92M
196K $21.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-7.48K
- 0.95%
$47.66 - $57.45 $357K - $430K
784K $42.6M
WPC
W. P. Carey Inc.

Real Estate
-19.1K
- 2.73%
$53.5 - $65.05 $1.02M - $1.24M
681K $43M
AZO
Autozone Inc

Consumer Cyclical
-607
- 5.11%
$3193.96 - $3828.11 $1.94M - $2.32M
11.3K $42.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-42.7K
- 0.94%
$73.78 - $76.59 $3.15M - $3.27M
4.49M $344M
NEM
Newmont Corp

Basic Materials
-9.98K
- 1.91%
$37.79 - $48.39 $377K - $483K
513K $24.7M
BMY
Bristol Myers Squibb CO

Healthcare
-123K
- 3.62%
$53.9 - $63.11 $6.62M - $7.75M
3.27M $199M
ITA
Ishares Tr

ETFs
-2.66K
- 0.24%
$144.84 - $159.5 $385K - $424K
1.11M $170M
GILD
Gilead Sciences, Inc.

Healthcare
-125K
- 10.36%
$89.14 - $117.41 $11.1M - $14.7M
1.08M $121M
WMB
Williams Companies, Inc.

Energy
-35.4K
- 1.66%
$54.02 - $61.09 $1.91M - $2.16M
2.1M $126M
IEFA
Ishares Tr

ETFs
-2.6M
- 6.7%
$69.57 - $78.65 $181M - $205M
36.2M $2.74B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-48.7K
- 1.59%
$58.04 - $65.84 $2.83M - $3.21M
3.01M $192M
XLE
Energy Sector Spdr

ETFs
-457K
- 6.35%
$85.7 - $93.96 $39.1M - $42.9M
6.73M $629M
ED
Consolidated Edison Inc

Utilities
-5.4K
- 0.79%
$88.0 - $110.59 $475K - $597K
678K $75M
WM
Waste Management Inc

Industrials
-29.3K
- 3.35%
$200.54 - $233.78 $5.88M - $6.86M
846K $196M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-143K
- 0.37%
$27.64 - $28.58 $3.95M - $4.09M
38.2M $1.09B
VEA
Vanguard Ftse Developed Market

ETFs
-34.2K
- 0.13%
$47.4 - $52.99 $1.62M - $1.81M
27M $1.37B
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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