Lpl Financial LLC Sells in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
-1.03M
- 56.0%
$52.64 - $58.16 $54.4M - $60.2M
813K $42.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-981K
- 10.4%
$42.84 - $45.38 $42M - $44.5M
8.45M $363M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.16M
- 24.82%
$52.49 - $56.58 $61.1M - $65.9M
3.53M $191M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-592K
- 7.51%
N/A
7.29M $625M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-622K
- 5.65%
$26.05 - $29.17 $16.2M - $18.2M
10.4M $272M
NVO
Novo Nordisk A S

Healthcare
-6.72K
- 0.49%
$85.0 - $120.04 $571K - $806K
1.36M $117M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-887K
- 40.21%
$44.21 - $46.46 $39.2M - $41.2M
1.32M $58.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-540K
- 2.06%
$24.94 - $26.14 $13.5M - $14.1M
25.7M $642M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-509K
- 7.36%
$43.84 - $48.76 $22.3M - $24.8M
6.4M $282M
EWJ
Ishares Msci Japan ETF

ETFs
-504K
- 40.35%
$66.18 - $71.84 $33.3M - $36.2M
744K $49.9M
BCE
Bce Inc

Communication Services
-925K
- 77.87%
$22.53 - $34.84 $20.8M - $32.2M
263K $6.09M
CE
Celanese Corp

Basic Materials
-226K
- 82.79%
$67.03 - $136.68 $15.1M - $30.8M
46.9K $3.24M
IBB
Ishares Biotechnology ETF

ETFs
-193K
- 31.49%
$131.21 - $148.85 $25.3M - $28.7M
420K $55.5M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-248K
- 22.35%
$68.62 - $82.57 $17M - $20.5M
863K $59.2M
ELV
Elevance Health, Inc.

Healthcare
-10.9K
- 5.78%
$365.96 - $514.62 $3.98M - $5.59M
177K $65.5M
XLU
Utilities Sector Spdr

ETFs
-37K
- 0.66%
$74.89 - $82.93 $2.77M - $3.07M
5.59M $423M
CVS
Cvs Health Corp

Healthcare
-190K
- 14.98%
$43.78 - $67.46 $8.32M - $12.8M
1.08M $48.4M
YOU
Clear Secure, Inc.

Technology
-894K
- 96.27%
$25.61 - $38.45 $22.9M - $34.4M
34.6K $922K
IWX
Ishares Tr Russell 200 Value E

ETFs
-361K
- 81.68%
$78.25 - $85.17 $28.2M - $30.7M
80.9K $6.39M
DOW
Dow Inc.

Basic Materials
-273K
- 21.83%
$39.1 - $55.34 $10.7M - $15.1M
976K $39.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-221K
- 3.32%
$81.68 - $82.93 $18.1M - $18.3M
6.44M $528M
EPI
Wisdomtree Tr India Earnings F

ETFs
-353K
- 18.53%
$45.09 - $50.08 $15.9M - $17.7M
1.55M $70.3M
PFE
Pfizer Inc

Healthcare
-24.2K
- 0.24%
$24.8 - $30.19 $601K - $732K
9.98M $265M
INTC
Intel Corp

Technology
-659K
- 21.34%
$19.07 - $26.23 $12.6M - $17.3M
2.43M $48.7M
XLB
Select Sector Spdr Fd Material

ETFs
-141K
- 14.96%
$83.8 - $97.58 $11.8M - $13.8M
803K $67.6M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-406K
- 16.18%
$50.62 - $52.07 $20.5M - $21.1M
2.1M $107M
ROST
Ross Stores, Inc.

Consumer Cyclical
-150K
- 38.12%
$138.59 - $156.61 $20.8M - $23.5M
243K $36.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-440K
- 21.6%
$45.72 - $48.2 $20.1M - $21.2M
1.6M $73.2M
PINK
Simplify Exchange Traded Fds S

ETFs
-599K
- 85.05%
$29.45 - $32.77 $17.6M - $19.6M
105K $3.12M
FRI
First Tr S&P Reit Index Fd

ETFs
-586K
- 42.71%
$26.74 - $30.19 $15.7M - $17.7M
786K $21.5M
D
Dominion Energy, Inc

Utilities
-277K
- 25.91%
$52.63 - $60.92 $14.6M - $16.9M
791K $42.6M
STE
Steris PLC

Healthcare
-70K
- 66.21%
$204.34 - $235.7 $14.3M - $16.5M
35.7K $7.34M
VLUE
Ishares Msci Usa Value Factor

ETFs
-145K
- 21.45%
$104.01 - $115.38 $15.1M - $16.7M
531K $56.1M
PARA
Paramount Global

Communication Services
-1.65M
- 73.83%
$10.27 - $11.57 $16.9M - $19M
584K $6.09M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-524K
- 16.36%
$25.26 - $26.59 $13.2M - $13.9M
2.68M $68M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-329K
- 13.65%
$50.53 - $55.55 $16.6M - $18.3M
2.08M $106M
TFLO
Ishares Treasury Floating Rate

ETFs
-316K
- 5.65%
$50.37 - $50.63 $15.9M - $16M
5.27M $266M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-161K
- 4.78%
$103.6 - $112.52 $16.7M - $18.2M
3.21M $337M
SMIN
Ishares Msci India Small Cap I

ETFs
-170K
- 55.92%
$75.68 - $86.0 $12.8M - $14.6M
134K $10.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-488K
- 21.32%
$30.67 - $30.84 $15M - $15.1M
1.8M $55.4M
OMFS
Invesco Exchange Traded Self I

ETFs
-376K
- 41.11%
$38.83 - $43.9 $14.6M - $16.5M
539K $21.3M
NUE
Nucor Corp

Basic Materials
-43.6K
- 15.07%
$115.78 - $167.74 $5.05M - $7.31M
246K $28.7M
NKE
Nike, Inc.

Consumer Cyclical
-21.4K
- 2.08%
$73.36 - $89.13 $1.57M - $1.91M
1.01M $76.2M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-1.16M
- 73.98%
$9.86 - $11.9 $11.4M - $13.8M
408K $4.03M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-384K
- 34.17%
$34.25 - $37.94 $13.1M - $14.6M
739K $26.9M
BAX
Baxter International Inc

Healthcare
-327K
- 68.42%
$28.63 - $37.84 $9.37M - $12.4M
151K $4.4M
LEN
Lennar Corp

Consumer Cyclical
-33.9K
- 19.22%
$136.2 - $188.96 $4.62M - $6.4M
142K $19.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
-295K
- 2.29%
$50.23 - $50.46 $14.8M - $14.9M
12.6M $634M
HYLS
First Tr Tactical High Yield L

ETFs
-278K
- 8.74%
$41.29 - $42.03 $11.5M - $11.7M
2.9M $120M
Activity Summary
Buys All Purchases 3627 New Holdings 326 Increased Positions 3301 Sells All Sells 1454 Reductions 1454 Sold out 0 Options Calls 55 Puts 65
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email