Lpl Financial LLC Reduced Holdings in Q1 2025

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-57.1K
- 75.54%
$29.14 - $32.97 $1.67M - $1.88M
18.5K $591K
CBT
Cabot Corp

Basic Materials
-16.6K
- 53.37%
$81.12 - $92.51 $1.35M - $1.53M
14.5K $1.2M
RLY
Ssga Active ETF Tr

ETFs
-81K
- 18.11%
$27.21 - $28.6 $2.2M - $2.32M
366K $10.4M
RH
Rh

Consumer Cyclical
-745
- 8.15%
$216.63 - $454.52 $161K - $339K
8.4K $1.97M
FUL
Fuller H B CO

Basic Materials
-18.5K
- 36.22%
$52.88 - $64.28 $978K - $1.19M
32.6K $1.83M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-8.73K
- 20.26%
$109.48 - $136.56 $956K - $1.19M
34.4K $3.77M
IGE
Ishares Tr North Amern Nat Res

ETFs
-55K
- 16.94%
$42.6 - $46.27 $2.34M - $2.55M
270K $12.3M
FRT
Federal Realty Investment Trust

Real Estate
-4.43K
- 5.32%
$94.7 - $111.82 $420K - $496K
78.9K $7.71M
FYT
First Trust Small Cap

ETFs
-8.02K
- 3.51%
$48.74 - $56.7 $391K - $455K
221K $11M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-82.3K
- 6.24%
$19.8 - $19.97 $1.63M - $1.64M
1.24M $24.6M
UNFI
United Natural Foods Inc

Consumer Defensive
-58.5K
- 28.6%
$24.57 - $34.37 $1.44M - $2.01M
146K $4M
NICE
Nice Ltd.

Technology
-7.52K
- 27.7%
$139.18 - $178.5 $1.05M - $1.34M
19.6K $3.02M
BWX
Spdr Bloomberg International T

ETFs
-83.5K
- 15.83%
$20.94 - $22.04 $1.75M - $1.84M
444K $9.71M
BE
Bloom Energy Corp

Industrials
-56.8K
- 31.87%
$19.66 - $29.81 $1.12M - $1.69M
121K $2.38M
CNQ
Canadian Natural Resources LTD

Energy
-50.2K
- 23.71%
$26.72 - $32.74 $1.34M - $1.65M
162K $4.98M
FEM
First Trust Emerging Markets A

ETFs
-111K
- 9.35%
$21.28 - $23.9 $2.37M - $2.66M
1.08M $24.7M
CSF
Victory Portf Ii Shs Us Disc E

ETFs
-24.4K
- 28.51%
$50.27 - $57.35 $1.23M - $1.4M
61.2K $3.15M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-22K
- 77.99%
$81.78 - $131.92 $1.8M - $2.91M
6.22K $820K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-34.5K
- 25.42%
$33.5 - $39.69 $1.16M - $1.37M
101K $3.53M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-24.2K
- 65.31%
$64.35 - $73.03 $1.56M - $1.77M
12.9K $898K
FLIN
Franklin Templeton ETF Tr

ETFs
-35.1K
- 18.67%
$34.0 - $38.4 $1.19M - $1.35M
153K $5.63M
ROBO
Robo Global Robotics And Autom

ETFs
-2.04K
- 0.7%
$51.5 - $60.89 $105K - $124K
289K $14.9M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-62.1K
- 45.52%
$25.34 - $26.96 $1.57M - $1.67M
74.3K $1.97M
TREX
Trex CO Inc

Industrials
-1.43K
- 1.12%
$54.0 - $74.44 $77.2K - $106K
126K $7.32M
SNSR
Global X Fds Internet Of Thing

ETFs
-35.4K
- 22.39%
$32.89 - $38.12 $1.16M - $1.35M
123K $4.04M
GBCI
Glacier Bancorp, Inc.

Financial Services
-18K
- 16.2%
$43.81 - $52.23 $788K - $940K
93.1K $4.11M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-56.1K
- 5.28%
$43.53 - $45.42 $2.44M - $2.55M
1M $45.4M
ACLS
Axcelis Technologies Inc

Technology
-4.4K
- 7.23%
$49.67 - $74.45 $218K - $328K
56.4K $2.8M
VFC
V F Corp

Consumer Cyclical
-16.6K
- 8.33%
$15.52 - $26.93 $258K - $448K
183K $2.84M
FXG
First Tr Exchange Traded First

ETFs
-28.3K
- 8.94%
$62.56 - $65.85 $1.77M - $1.86M
288K $18.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-33.2K
- 5.59%
$32.39 - $34.01 $1.08M - $1.13M
561K $18.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-275K
- 30.84%
$9.19 - $12.93 $2.53M - $3.56M
617K $6.89M
BFH
Bread Financial Holdings, Inc.

Financial Services
-19.8K
- 50.42%
$46.51 - $65.07 $919K - $1.29M
19.4K $973K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-35.7K
- 70.4%
$40.27 - $42.11 $1.44M - $1.5M
15K $632K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-79.7K
- 7.99%
$24.05 - $24.86 $1.92M - $1.98M
918K $22.8M
INGR
Ingredion Inc

Consumer Defensive
-9.67K
- 22.08%
$125.6 - $137.36 $1.22M - $1.33M
34.1K $4.61M
PSR
Invesco Actively

ETFs
-16K
- 39.65%
$86.57 - $95.84 $1.39M - $1.54M
24.4K $2.26M
BWXT
Bwx Technologies, Inc.

Industrials
-6.92K
- 12.69%
$96.59 - $128.46 $669K - $889K
47.6K $4.7M
PAR
Par Technology Corp

Technology
-5.89K
- 6.62%
$58.73 - $76.0 $346K - $448K
83.1K $5.1M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-22.1K
- 29.46%
$60.44 - $69.57 $1.34M - $1.54M
53K $3.53M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-147K
- 36.13%
$9.44 - $10.68 $1.39M - $1.57M
261K $2.68M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-30.9K
- 20.53%
$46.26 - $47.48 $1.43M - $1.47M
120K $5.67M
INDY
Ishares India 50 ETF

ETFs
-26K
- 14.63%
$47.15 - $51.6 $1.23M - $1.34M
152K $7.7M
BCE
Bce Inc

Communication Services
-55.4K
- 21.08%
$22.14 - $25.18 $1.23M - $1.39M
207K $4.76M
GLBE
Global E Online Ltd.

Consumer Cyclical
-10.2K
- 19.96%
$35.65 - $62.84 $364K - $641K
40.9K $1.46M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-37.4K
- 45.39%
$32.86 - $38.05 $1.23M - $1.42M
45K $1.49M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-222K
- 36.01%
$2.52 - $4.08 $560K - $906K
395K $1.03M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-7.13K
- 2.25%
$55.29 - $61.72 $394K - $440K
309K $17.3M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-22.1K
- 19.18%
$32.02 - $41.58 $707K - $918K
93K $3.02M
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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