Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
-5.12K
- 1.6%
$55.13 - $75.25 $282K - $386K
315K $21.6M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-95.1K
- 18.12%
$27.51 - $32.95 $2.62M - $3.13M
430K $14.1M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-41.3K
- 51.33%
$52.26 - $53.83 $2.16M - $2.23M
39.2K $2.09M
AVY
Avery Dennison Corp

Industrials
-12K
- 21.71%
$159.58 - $183.97 $1.91M - $2.2M
43.1K $7.57M
MOH
Molina Healthcare, Inc.

Healthcare
-4.19K
- 13.74%
$290.25 - $353.24 $1.21M - $1.48M
26.3K $7.83M
AQN
Algonquin Power & Utilities Corp.

Utilities
-430K
- 91.8%
$4.56 - $6.22 $1.96M - $2.68M
38.4K $220K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-37.2K
- 0.54%
$82.21 - $83.12 $3.05M - $3.09M
6.82M $565M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-26.9K
- 9.41%
$86.79 - $101.21 $2.34M - $2.73M
259K $25.5M
SCJ
Ishares Msci Japan Small Cap E

ETFs
-28.7K
- 81.15%
$69.55 - $84.98 $2M - $2.44M
6.67K $566K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-30.7K
- 24.05%
$81.84 - $93.53 $2.52M - $2.88M
97.1K $9M
INTC
Intel Corp

Technology
-56.2K
- 2.04%
$18.13 - $22.69 $1.02M - $1.28M
2.7M $60.5M
GNR
Spdr S&P Global Natural Resour

ETFs
-42.3K
- 20.85%
$45.66 - $55.03 $1.93M - $2.33M
161K $8.71M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-52.9K
- 7.48%
$41.9 - $50.31 $2.21M - $2.66M
654K $31.5M
NFE
New Fortress Energy Inc.

Utilities
-175K
- 57.94%
$2.04 - $8.57 $356K - $1.5M
127K $421K
UNFI
United Natural Foods Inc

Consumer Defensive
-63.2K
- 43.29%
$21.3 - $31.55 $1.35M - $1.99M
82.8K $1.93M
DOCU
Docusign, Inc.

Technology
-17.8K
- 9.22%
$70.35 - $93.84 $1.25M - $1.67M
175K $13.7M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-236K
- 17.94%
$9.25 - $10.26 $2.18M - $2.42M
1.08M $11.1M
PHYL
Pgim ETF Tr

ETFs
-65.9K
- 15.27%
$33.41 - $35.49 $2.2M - $2.34M
365K $13M
KOMP
Spdr S&P Kensho New Economies

ETFs
-65.1K
- 33.76%
$40.86 - $54.38 $2.66M - $3.54M
128K $6.94M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-14.8K
- 1.88%
$20.83 - $25.75 $309K - $382K
774K $18.2M
LUV
Southwest Airlines CO

Industrials
-34.3K
- 4.41%
$24.04 - $34.36 $825K - $1.18M
744K $24.1M
FITB
Fifth Third Bancorp

Financial Services
-80.8K
- 11.76%
$33.32 - $41.51 $2.69M - $3.35M
606K $24.9M
HPQ
Hp Inc

Technology
-26K
- 6.22%
$21.88 - $29.32 $570K - $763K
393K $9.61M
IHF
Ishares Tr

ETFs
-18.1K
- 6.78%
$46.2 - $54.6 $836K - $988K
249K $12.1M
HELE
Helen Of Troy LTD

Consumer Defensive
-955
- 1.23%
$24.48 - $53.26 $23.4K - $50.9K
76.6K $2.17M
AEE
Ameren Corp

Utilities
-12.6K
- 7.71%
$94.23 - $101.68 $1.19M - $1.29M
151K $14.5M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-149K
- 15.5%
$10.78 - $11.57 $1.61M - $1.72M
812K $9.17M
PCAR
Paccar Inc

Industrials
-13.2K
- 4.67%
$86.4 - $99.09 $1.14M - $1.3M
268K $25.5M
FXD
First Tr Exchange Traded Fd

ETFs
-54.4K
- 19.29%
$50.42 - $63.44 $2.75M - $3.45M
228K $14.5M
CPRI
Capri Holdings LTD

Consumer Cyclical
-93.7K
- 88.46%
$12.48 - $19.63 $1.17M - $1.84M
12.2K $216K
IXJ
Ishares Global Healthcare ETF

ETFs
-13.1K
- 9.11%
$82.3 - $90.02 $1.08M - $1.18M
130K $11.2M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-32.8K
- 24.01%
$47.13 - $52.52 $1.55M - $1.72M
104K $5.24M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-136K
- 20.08%
$11.34 - $12.35 $1.54M - $1.67M
539K $6.43M
STOT
Spdr Doubleline Short Duration

ETFs
-38.6K
- 7.17%
$46.87 - $47.35 $1.81M - $1.83M
499K $23.6M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-84.4K
- 17.66%
$36.23 - $44.97 $3.06M - $3.79M
393K $17.7M
SCI
Service Corp International

Consumer Cyclical
-23.5K
- 17.74%
$73.58 - $81.65 $1.73M - $1.92M
109K $8.88M
IEO
Ishares Tr

ETFs
-12.1K
- 10.63%
$74.87 - $95.92 $903K - $1.16M
101K $8.99M
CSM
Proshares Large Cap Core Plus

ETFs
-58K
- 16.71%
$56.33 - $70.47 $3.27M - $4.09M
289K $20.4M
EXP
Eagle Materials Inc

Basic Materials
-2K
- 2.96%
$193.68 - $241.95 $388K - $484K
65.6K $13.2M
OTIS
Otis Worldwide Corp

Industrials
-7.55K
- 3.2%
$90.88 - $104.3 $687K - $788K
228K $22.6M
BALL
Ball Corp

Consumer Cyclical
-49.4K
- 19.11%
$44.94 - $56.99 $2.22M - $2.82M
209K $11.7M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-65.9K
- 20.94%
$29.8 - $35.39 $1.96M - $2.33M
249K $8.8M
RELX
Relx PLC

Communication Services
-49.9K
- 19.75%
$45.31 - $55.66 $2.26M - $2.78M
203K $11M
CCI
Crown Castle International Corp

Real Estate
-10.2K
- 2.29%
$94.83 - $107.06 $967K - $1.09M
435K $44.7M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-38.3K
- 29.27%
$42.02 - $50.36 $1.61M - $1.93M
92.7K $4.62M
IRT
Independence Realty Trust, Inc.

Real Estate
-19.8K
- 5.22%
$17.41 - $21.38 $344K - $422K
358K $6.34M
RPM
Rpm International Inc

Basic Materials
-9K
- 7.5%
$96.97 - $117.58 $872K - $1.06M
111K $12.2M
AZEK
Azek CO Inc.

Industrials
-34.9K
- 85.42%
$43.39 - $54.86 $1.51M - $1.91M
5.96K $323K
CRL
Charles River Laboratories International, Inc.

Healthcare
-11.3K
- 28.08%
$99.75 - $151.89 $1.12M - $1.71M
28.8K $4.37M
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
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