Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JETS
ETF Ser Solutions U S Global J

ETFs
-8.13K
- 1.93%
$20.77 - $26.81 $169K - $218K
414K $8.6M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-46.4K
- 28.64%
$47.59 - $50.79 $2.21M - $2.36M
116K $5.78M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-72.4K
- 47.93%
$14.59 - $23.31 $1.06M - $1.69M
78.6K $1.15M
TGLS
Tecnoglass Inc.

Basic Materials
-23.4K
- 43.39%
$64.71 - $86.26 $1.51M - $2.01M
30.5K $2.18M
POWL
Powell Industries Inc

Industrials
-1.09K
- 2.96%
$155.56 - $311.38 $170K - $339K
35.7K $6.08M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-30.7K
- 8.8%
$46.77 - $52.97 $1.44M - $1.63M
318K $14.9M
FCN
Fti Consulting, Inc

Industrials
-10.3K
- 74.86%
$160.54 - $198.75 $1.65M - $2.05M
3.46K $567K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-44.4K
- 75.0%
$46.45 - $47.26 $2.06M - $2.1M
14.8K $698K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-52.5K
- 32.43%
$36.16 - $38.77 $1.9M - $2.04M
109K $3.99M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.62K
- 2.46%
$250.16 - $278.79 $656K - $732K
104K $26.4M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-21.8K
- 35.01%
$91.66 - $99.33 $2M - $2.17M
40.5K $3.8M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-32.2K
- 56.37%
$58.09 - $67.05 $1.87M - $2.16M
24.9K $1.5M
OEC
Orion Engineered Carbons S.A.

Basic Materials
-117K
- 72.38%
$12.74 - $15.33 $1.49M - $1.79M
44.5K $576K
GWRE
Guidewire Software, Inc.

Technology
-15.6K
- 30.68%
$166.74 - $218.22 $2.59M - $3.4M
35.1K $6.58M
EVRI
Everi Holdings Inc.

Consumer Cyclical
-146K
- 55.65%
$13.51 - $13.81 $1.98M - $2.02M
117K $1.59M
OGN
Organon & Co.

Healthcare
-130K
- 28.49%
$14.29 - $16.41 $1.86M - $2.14M
327K $4.87M
FTV
Fortive Corp

Technology
-23.1K
- 16.42%
$71.82 - $82.98 $1.66M - $1.92M
118K $8.62M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-58.6K
- 17.1%
$28.22 - $30.06 $1.65M - $1.76M
284K $8.12M
RFV
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 10.01%
$111.51 - $128.61 $1.15M - $1.32M
92.6K $10.6M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-61.5K
- 9.05%
$61.46 - $66.32 $3.78M - $4.08M
617K $40.6M
WAL
Western Alliance Bancorporation

Financial Services
-12K
- 8.19%
$72.65 - $94.0 $871K - $1.13M
134K $10.3M
PII
Polaris Inc.

Consumer Cyclical
-18.1K
- 26.0%
$40.9 - $58.36 $738K - $1.05M
51.4K $2.1M
RZV
Invesco Fd Tr

ETFs
-6.21K
- 6.07%
$96.48 - $115.16 $599K - $715K
96.1K $9.5M
CRK
Comstock Resources Inc

Energy
-124K
- 41.82%
$16.92 - $21.52 $2.1M - $2.67M
173K $3.51M
WING
Wingstop Inc.

Consumer Cyclical
-3.85K
- 22.72%
$207.0 - $311.93 $798K - $1.2M
13.1K $2.96M
ABR
Arbor Realty Trust Inc

Real Estate
-51.5K
- 8.63%
$11.68 - $13.98 $601K - $720K
545K $6.41M
FCG
First Tr Exchange Traded Fd

ETFs
-79.1K
- 14.88%
$22.37 - $27.09 $1.77M - $2.14M
452K $11.2M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-14.2K
- 22.92%
$73.28 - $92.15 $1.04M - $1.31M
47.8K $3.53M
FANG
Diamondback Energy, Inc.

Energy
-6.94K
- 3.82%
$139.9 - $180.18 $971K - $1.25M
175K $27.9M
ALK
Alaska Air Group, Inc.

Industrials
-10.2K
- 12.02%
$49.22 - $76.6 $501K - $780K
74.5K $3.67M
ADM
Archer Daniels Midland CO

Consumer Defensive
-19.2K
- 5.45%
$45.22 - $52.17 $869K - $1M
334K $16M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-43.2K
- 6.93%
$38.15 - $41.62 $1.65M - $1.8M
580K $23.3M
DRIV
Global X Fds Global X Autonomo

ETFs
-55.3K
- 16.39%
$21.14 - $24.23 $1.17M - $1.34M
282K $5.96M
EPP
Ishares Inc

ETFs
-41K
- 36.71%
$43.24 - $46.56 $1.77M - $1.91M
70.7K $3.12M
RE
Everest Re Group LTD

Financial Services
-4.78K
- 14.94%
N/A
27.2K $10.1M
NTRA
Natera, Inc.

Healthcare
-2.85K
- 3.55%
$132.63 - $177.0 $379K - $505K
77.5K $11M
RRX
Regal Rexnord Corp

Industrials
-3.69K
- 11.52%
$113.85 - $167.1 $420K - $616K
28.3K $3.22M
SNAP
Snap Inc

Communication Services
-123K
- 38.25%
$8.37 - $12.57 $1.03M - $1.54M
198K $1.72M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-12.1K
- 2.49%
$45.21 - $50.33 $546K - $607K
473K $21.6M
HNDL
Strategy Shs

ETFs
-72.4K
- 9.16%
$20.7 - $21.8 $1.5M - $1.58M
717K $15.1M
CNHI
Cnh Industrial N.V.

Industrials
-164K
- 41.9%
N/A
227K $2.37M
CWS
Advisorshares Tr Advisorshares

ETFs
-27.3K
- 23.55%
$63.1 - $68.75 $1.72M - $1.87M
88.5K $5.79M
AVY
Avery Dennison Corp

Industrials
-6.39K
- 10.4%
$174.58 - $195.91 $1.12M - $1.25M
55.1K $9.81M
KEY
Keycorp

Financial Services
-39.2K
- 4.2%
$15.15 - $18.3 $593K - $717K
893K $14.3M
NEP
Nextera Energy Partners, LP

Utilities
-64.7K
- 51.32%
$8.38 - $18.87 $542K - $1.22M
61.4K $555K
CROX
Crocs, Inc.

Consumer Cyclical
-13.4K
- 16.73%
$88.83 - $112.59 $1.19M - $1.5M
66.5K $7.06M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-406
- 0.6%
$185.73 - $221.19 $75.4K - $89.8K
66.9K $12.5M
LITE
Lumentum Holdings Inc.

Technology
-9.61K
- 19.39%
$57.41 - $100.38 $552K - $965K
40K $2.49M
EXAS
Exact Sciences Corp

Healthcare
-15.3K
- 19.72%
$43.04 - $58.51 $660K - $897K
62.4K $2.7M
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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