Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-42.1K
- 13.76%
$18.53 - $29.07 $780K - $1.22M
264K $5.01M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-42.7K
- 17.72%
$55.12 - $62.6 $2.35M - $2.67M
198K $11.2M
WDC
Western Digital Corp

Technology
-8.11K
- 6.22%
$40.43 - $72.03 $328K - $584K
122K $4.94M
PCT
Pure Cycle Technologies, Inc.

Industrials
-125K
- 21.26%
$6.92 - $10.9 $866K - $1.36M
463K $3.21M
AR
Antero Resources Corp

Energy
-89.3K
- 56.68%
$33.64 - $41.42 $3M - $3.7M
68.2K $2.76M
SLF
Sun Life Financial Inc

Financial Services
-44.6K
- 47.5%
$54.05 - $59.19 $2.41M - $2.64M
49.3K $2.82M
RGA
Reinsurance Group Of America Inc

Financial Services
-4.71K
- 4.35%
$186.01 - $231.1 $875K - $1.09M
104K $20.4M
FCAL
First Tr Iii Calif Mun High In

ETFs
-43K
- 5.66%
$48.53 - $49.76 $2.09M - $2.14M
717K $34.8M
EDOW
First Tr Exchange Traded Fd

ETFs
-71K
- 6.2%
$35.58 - $38.24 $2.52M - $2.71M
1.07M $38.9M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-239K
- 24.8%
$12.04 - $13.32 $2.87M - $3.18M
723K $9.09M
FDM
First Trust Dow Jones Select M

ETFs
-26.5K
- 15.86%
$61.73 - $71.81 $1.64M - $1.9M
141K $8.74M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-13.3K
- 2.31%
$179.71 - $192.06 $2.4M - $2.56M
565K $104M
CRL
Charles River Laboratories International, Inc.

Healthcare
-6.87K
- 14.64%
$150.52 - $190.14 $1.03M - $1.31M
40.1K $6.03M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-105K
- 23.78%
$26.51 - $28.57 $2.78M - $3M
336K $9.21M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-131K
- 14.83%
$20.07 - $20.16 $2.63M - $2.64M
753K $15.1M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-6.27K
- 1.91%
$55.05 - $64.52 $345K - $404K
321K $18.1M
SMLR
Semler Scientific, Inc.

Healthcare
-17.5K
- 15.84%
$32.62 - $64.94 $572K - $1.14M
93.1K $3.37M
TBF
Proshares Trust Short 20+ Trea

ETFs
-103K
- 71.11%
$23.25 - $25.32 $2.4M - $2.62M
42K $991K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-12.6K
- 2.7%
$47.48 - $53.82 $597K - $676K
452K $21.5M
QABA
First Trust Nasdaq Aba Communi

ETFs
-39.9K
- 26.41%
$51.3 - $59.13 $2.05M - $2.36M
111K $5.82M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-115K
- 24.95%
$22.31 - $22.79 $2.58M - $2.63M
347K $7.84M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-35.3K
- 6.97%
$23.71 - $27.77 $837K - $980K
471K $11.2M
PNR
Pentair PLC

Industrials
-13K
- 12.59%
$84.0 - $105.35 $1.1M - $1.37M
90.5K $7.92M
LNC
Lincoln National Corp

Financial Services
-156K
- 21.07%
$30.06 - $39.23 $4.7M - $6.13M
585K $21M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-59.1K
- 19.92%
$34.83 - $38.02 $2.06M - $2.25M
238K $8.36M
VLUE
Ishares Msci Usa Value Factor

ETFs
-28.3K
- 5.34%
$104.89 - $113.56 $2.97M - $3.22M
502K $53.6M
SYY
Sysco Corp

Consumer Defensive
-23.2K
- 4.62%
$70.0 - $77.13 $1.62M - $1.79M
479K $35.9M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-34.5K
- 5.72%
$41.26 - $44.98 $1.42M - $1.55M
569K $23.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-76.4K
- 40.7%
$33.57 - $37.22 $2.57M - $2.84M
111K $4M
PPG
Ppg Industries Inc

Basic Materials
-2.19K
- 1.01%
$107.44 - $124.29 $235K - $272K
214K $23.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-70.8K
- 5.42%
$42.36 - $43.8 $3M - $3.1M
1.24M $53.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-15.2K
- 12.88%
$82.81 - $96.53 $1.26M - $1.46M
103K $8.61M
OXY
Occidental Petroleum Corp

Energy
-47.7K
- 8.04%
$45.45 - $52.7 $2.17M - $2.51M
546K $26.9M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-66.3K
- 3.94%
$12.94 - $14.29 $858K - $948K
1.62M $21.2M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-12.4K
- 0.84%
$50.93 - $57.24 $629K - $707K
1.45M $77M
AAON
Aaon, Inc.

Industrials
-8.15K
- 19.39%
$73.52 - $136.95 $599K - $1.12M
33.9K $2.65M
ETSY
Etsy Inc

Consumer Cyclical
-40.4K
- 58.86%
$44.4 - $57.29 $1.79M - $2.31M
28.2K $1.33M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-2.99K
- 1.43%
$103.96 - $122.36 $310K - $365K
205K $22M
RWO
Spdr Dow Jones Global Real Est

ETFs
-56.4K
- 23.46%
$41.41 - $45.24 $2.33M - $2.55M
184K $8.02M
BHP
Bhp Group LTD

Basic Materials
-45.5K
- 18.57%
$48.18 - $52.11 $2.19M - $2.37M
199K $9.68M
MOS
Mosaic CO

Basic Materials
-111K
- 37.22%
$23.08 - $28.8 $2.56M - $3.2M
187K $5.06M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-75.5K
- 17.39%
$26.9 - $27.93 $2.03M - $2.11M
359K $9.78M
CMF
Ishares California Muni Bond E

ETFs
-24.8K
- 3.0%
$55.93 - $57.47 $1.38M - $1.42M
801K $45.1M
EEMV
Ishares Msci Emerging Markets

ETFs
-41.5K
- 6.44%
$57.07 - $59.29 $2.37M - $2.46M
603K $35.2M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-22.3K
- 57.61%
$98.43 - $98.88 $2.2M - $2.21M
16.4K $1.62M
DKNG
Draft Kings Inc.

Consumer Cyclical
-18.5K
- 4.73%
$33.21 - $53.49 $616K - $992K
373K $12.4M
GEO
Geo Group Inc

Real Estate
-82.6K
- 43.27%
$22.92 - $35.35 $1.89M - $2.92M
108K $3.16M
IBND
Spdr Bloomberg International C

ETFs
-79.3K
- 48.84%
$27.72 - $29.79 $2.2M - $2.36M
83K $2.45M
FLR
Fluor Corp

Industrials
-14.3K
- 12.06%
$34.29 - $55.28 $490K - $791K
104K $3.74M
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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