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LPL Financial

Latest statistics and disclosures from LPL Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, QQQ, NVDA, AAPL, and represent 9.28% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: IVV (+$523M), OEF (+$519M), DYNF (+$516M), BAI (+$419M), CGDV (+$409M), Blackrock Etf Trust (+$389M), CGGR (+$376M), AAPL (+$347M), SPLG (+$292M), MSFT (+$284M).
Started 402 new stock positions in SEMR, EPHE, VVPR, CNBS, EVIM, First Tr Exchng Traded Fd Vi, ZAUG, CIL, Oxford Lane Cap Corp, AGEM.
Reduced shares in these 10 stocks: EFG (-$391M), IYW (-$354M), QUAL (-$183M), EFV (-$134M), IUSB (-$126M), SCHD (-$80M), HEFA (-$73M), SPGP (-$72M), USFR (-$66M), COWZ (-$64M).
Sold out of its positions in ASGN, ATYR, ATEN, AKR, QPX, ATPC, DOMH, AKRO, ALRS, AMED.
LPL Financial was a net buyer of stock by $24B.
LPL Financial has $343B in assets under management (AUM), dropping by 14.44%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 5580 positions in its portfolio as reported in the September 2025 quarterly 13F filing

LPL Financial has 5580 total positions. Only the first 250 positions are shown.

Sign up to view all of the LPL Financial Sept. 30, 2025 positions
Download the LPL Financial September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.0	$6.8B	+8%	10M	669.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$6.7B	+3%	10M	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$6.4B	+2%	11M	600.37	View chart
NVIDIA Corporation (NVDA)	1.8	$6.1B	+4%	33M	186.58	View chart
Apple (AAPL)	1.7	$5.8B	+6%	23M	254.63	View chart
Microsoft Corporation (MSFT)	1.4	$4.9B	+6%	9.5M	517.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$4.5B	+2%	14M	328.17	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.2	$4.1B	+3%	39M	104.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.9B	+3%	6.3M	612.38	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$3.8B	+8%	49M	78.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$3.6B	-4%	19M	194.50	View chart
Amazon (AMZN)	1.0	$3.5B	+6%	16M	219.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.4B	+2%	39M	87.31	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$3.1B	+9%	47M	65.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.6B	+2%	5.5M	479.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$2.6B	+5%	111M	23.12	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.7	$2.6B	+2%	47M	55.33	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.5B	+5%	27M	95.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$2.4B	+27%	41M	59.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.4B	+11%	9.8M	247.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.3B	+4%	20M	120.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$2.3B	+2%	14M	164.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$2.2B	+22%	53M	42.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$2.2B	+3%	7.8M	281.86	View chart
Meta Platforms Cl A (META)	0.6	$2.1B	+8%	2.9M	734.38	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$2.1B	-5%	45M	46.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.0B	+8%	8.4M	243.10	View chart
Broadcom (AVGO)	0.6	$2.0B	+6%	6.1M	329.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.0B	+2%	11M	186.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.0B		17M	118.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.9B	+9%	7.8M	241.96	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.9B	+6%	28M	67.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.8B	+6%	28M	65.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.8B	+8%	8.5M	206.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.7B	+5%	3.7M	468.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.7B		29M	59.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$1.7B	+28%	39M	43.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7B	+3%	3.3M	502.74	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.6B	+8%	5.2M	315.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.6B	+7%	4.6M	355.47	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.5	$1.6B	+4%	47M	33.89	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.6B	+4%	16M	99.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.5B	+5%	6.9M	215.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.5B	+13%	34M	42.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5B	+4%	6.0M	243.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.4B	+58%	4.2M	332.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.4B	-8%	21M	67.83	View chart
Tesla Motors (TSLA)	0.4	$1.4B	+2%	3.2M	444.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.4B	+5%	42M	33.42	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.4	$1.4B	+6%	47M	28.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.3B	+8%	18M	74.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$1.3B	+15%	24M	53.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.2B	+3%	18M	68.08	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$1.2B		13M	91.75	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$1.2B	+9%	26M	46.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.2B	+12%	12M	100.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.2B	-5%	21M	57.47	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.1B		11M	106.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$1.1B		12M	88.96	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0B		1.1M	925.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.0B	+13%	32M	31.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.0B		4.0M	254.28	View chart
Visa Com Cl A (V)	0.3	$996M	+3%	2.9M	341.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$991M	-7%	36M	27.30	View chart
Gold Tr Ishares New (IAU)	0.3	$985M	+24%	14M	72.77	View chart
Netflix (NFLX)	0.3	$978M	+4%	815k	1198.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$972M		5.1M	189.70	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$965M	+32%	9.4M	102.99	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$961M	+15%	13M	73.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$943M	+3%	1.3M	746.63	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$941M	+3%	11M	89.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$931M	+6%	3.2M	293.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$925M	+5%	7.7M	120.50	View chart
Johnson & Johnson (JNJ)	0.3	$925M	+9%	5.0M	185.42	View chart
Palantir Technologies Cl A (PLTR)	0.3	$923M	+2%	5.1M	182.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$921M	+7%	18M	50.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$913M	+5%	6.5M	140.95	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$903M		24M	38.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$896M	-5%	6.4M	139.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$895M		2.4M	365.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$884M	+5%	18M	50.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$880M		16M	54.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$877M	+10%	6.0M	145.65	View chart
Home Depot (HD)	0.3	$872M	+9%	2.2M	405.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$866M	+6%	10M	84.11	View chart
Abbvie (ABBV)	0.3	$864M	+8%	3.7M	231.54	View chart
Eli Lilly & Co. (LLY)	0.2	$857M	+3%	1.1M	763.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$855M		4.2M	203.59	View chart
Wal-Mart Stores (WMT)	0.2	$843M	+5%	8.2M	103.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$822M	+9%	14M	57.52	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$818M		18M	46.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$796M	+9%	7.9M	100.70	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$787M	+22%	20M	39.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$785M	+16%	2.4M	326.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$780M	+20%	6.4M	121.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$779M	+9%	6.9M	112.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$756M		8.1M	93.64	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$749M	+31%	14M	53.24	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$748M		1.6M	463.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$745M	+13%	4.8M	154.23	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$725M		13M	57.19	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$721M	-5%	6.1M	118.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$718M	-8%	14M	50.27	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$706M	-33%	3.6M	195.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$701M	+18%	19M	37.86	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$679M	+161%	20M	34.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$677M	+14%	2.6M	256.45	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$675M		18M	38.57	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$667M		8.3M	80.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$654M	+8%	2.4M	273.65	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$653M	+12%	13M	50.78	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$647M	+18%	14M	46.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$642M	+2%	7.4M	87.21	View chart
Chevron Corporation (CVX)	0.2	$637M	+11%	4.1M	155.29	View chart
Oracle Corporation (ORCL)	0.2	$636M	+5%	2.3M	281.24	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$635M	-2%	6.4M	99.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$623M	+3%	6.5M	95.14	View chart
Procter & Gamble Company (PG)	0.2	$616M	+7%	4.0M	153.65	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$615M		11M	57.52	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$592M	+89%	2.8M	209.26	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$579M	+4%	9.5M	61.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$578M	+10%	12M	49.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$576M	-2%	6.4M	89.34	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$568M		22M	25.85	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$566M	+9%	6.0M	93.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$562M	+3%	9.4M	59.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$556M	+4%	5.0M	110.66	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$554M	+26%	14M	40.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$549M	-2%	6.6M	82.96	View chart
Mastercard Incorporated Cl A (MA)	0.2	$546M	+6%	960k	568.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$545M	+2%	6.9M	78.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$539M	+7%	11M	49.46	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$530M	+2%	12M	43.41	View chart
International Business Machines (IBM)	0.2	$527M	+11%	1.9M	282.16	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$521M		5.6M	92.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$520M		5.0M	104.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$519M	+12%	1.9M	279.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$516M	+9%	5.5M	93.37	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$512M	+9%	10M	49.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$509M	+4%	5.1M	99.53	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$489M	+3%	5.5M	88.65	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$489M	+20%	13M	37.70	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$479M	-4%	9.6M	50.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$470M	+5%	1.2M	402.42	View chart
Caterpillar (CAT)	0.1	$470M		985k	477.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$470M	+13%	9.2M	51.23	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$461M	+19%	8.5M	54.16	View chart
McDonald's Corporation (MCD)	0.1	$459M	+10%	1.5M	303.89	View chart
UnitedHealth (UNH)	0.1	$455M	+4%	1.3M	345.30	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$454M	+38%	17M	26.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$449M	+3%	4.7M	96.46	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$448M	+17%	13M	34.17	View chart
Bank of America Corporation (BAC)	0.1	$445M	+4%	8.6M	51.59	View chart
Verizon Communications (VZ)	0.1	$441M	+14%	10M	43.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$440M	+18%	3.9M	111.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$431M	+2%	4.8M	89.37	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$431M	+28%	19M	22.72	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$425M		3.0M	140.05	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$424M	+42%	5.8M	73.54	View chart
Cisco Systems (CSCO)	0.1	$423M	+15%	6.2M	68.42	View chart
Philip Morris International (PM)	0.1	$423M	+11%	2.6M	162.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$422M	+10%	3.1M	135.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$420M	+3%	2.5M	167.33	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$414M	+17%	11M	37.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$410M	+6%	4.1M	100.69	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.1	$410M	+12%	18M	22.44	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$409M	+10%	5.4M	76.01	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$408M	+6%	30M	13.43	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$405M	+14%	1.7M	239.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$400M	+2%	3.1M	130.28	View chart
Advanced Micro Devices (AMD)	0.1	$399M	+5%	2.5M	161.79	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$395M	+15%	5.7M	68.96	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$394M	+20%	4.1M	96.68	View chart
Ge Aerospace Com New (GE)	0.1	$390M	+14%	1.3M	300.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$390M	+3%	5.0M	78.09	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$389M	NEW	15M	25.31	View chart
Coca-Cola Company (KO)	0.1	$383M	+12%	5.8M	66.32	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$378M	+13%	8.9M	42.37	View chart
Palo Alto Networks (PANW)	0.1	$377M	+11%	1.9M	203.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$375M	+16%	7.5M	50.07	View chart
Goldman Sachs (GS)	0.1	$371M	+7%	466k	796.35	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.1	$361M	+10%	3.6M	99.52	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$360M	+11%	3.8M	94.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$358M	+8%	718k	499.21	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$358M	+5%	3.0M	120.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$350M	+3%	2.5M	142.41	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$347M	+4%	7.3M	47.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$347M	+33%	7.5M	46.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$345M	+2%	2.8M	122.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$343M	+15%	3.3M	103.36	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$342M	+32%	9.8M	34.72	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$340M	+27%	12M	29.62	View chart
Pepsi (PEP)	0.1	$336M	+5%	2.4M	140.44	View chart
salesforce (CRM)	0.1	$332M	+2%	1.4M	237.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$330M		3.2M	103.07	View chart
At&t (T)	0.1	$329M	+4%	12M	28.24	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$327M	+13%	5.2M	62.91	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$326M	+18%	12M	27.75	View chart
Amgen (AMGN)	0.1	$322M	+14%	1.1M	282.20	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$320M	+4%	6.3M	50.59	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$319M	-2%	4.1M	78.37	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$319M	+7%	7.2M	44.57	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$317M	+4%	5.8M	54.76	View chart
Union Pacific Corporation (UNP)	0.1	$313M	+8%	1.3M	236.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$312M		637k	490.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$310M	+5%	3.2M	96.55	View chart
Pfizer (PFE)	0.1	$310M	+5%	12M	25.48	View chart
Morgan Stanley Com New (MS)	0.1	$309M	-3%	1.9M	158.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$308M	+7%	3.7M	82.58	View chart
Uber Technologies (UBER)	0.1	$303M	+14%	3.1M	97.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$303M	+6%	3.5M	87.03	View chart
Servicenow (NOW)	0.1	$301M	+18%	327k	920.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$300M	-56%	2.6M	113.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$299M		1.4M	208.71	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$298M	+8%	8.6M	34.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$297M	+5%	6.0M	49.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$296M	+18%	4.0M	73.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$291M	+24%	11M	26.84	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$289M		6.2M	46.96	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$287M		6.5M	44.42	View chart
Nextera Energy (NEE)	0.1	$287M	+3%	3.8M	75.49	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$286M	+7%	1.2M	234.96	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$286M	+19%	2.6M	110.49	View chart
Duke Energy Corp Com New (DUK)	0.1	$283M	+15%	2.3M	123.75	View chart
Merck & Co (MRK)	0.1	$283M		3.4M	83.93	View chart
American Express Company (AXP)	0.1	$278M	+8%	838k	332.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$278M		1.0M	271.12	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$277M		4.5M	61.92	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$276M	+7%	2.8M	98.59	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$275M		4.6M	59.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$274M	-6%	7.9M	34.84	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$273M	+11%	3.6M	76.40	View chart
Walt Disney Company (DIS)	0.1	$273M	+10%	2.4M	114.50	View chart
Boeing Company (BA)	0.1	$272M	+5%	1.3M	215.83	View chart
Southern Company (SO)	0.1	$272M	+15%	2.9M	94.77	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$271M		4.2M	64.69	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$268M	-4%	11M	25.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$268M	+3%	900k	297.62	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$268M	+38%	7.7M	34.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$267M		3.3M	79.93	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$267M	+5%	9.9M	26.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$266M	-14%	3.6M	73.48	View chart
Abbott Laboratories (ABT)	0.1	$265M	+3%	2.0M	133.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$263M	+17%	2.2M	119.51	View chart
Eaton Corp SHS (ETN)	0.1	$262M	+6%	701k	374.25	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$262M	+36%	5.2M	50.23	View chart
Qualcomm (QCOM)	0.1	$261M		1.6M	166.36	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$259M	+4%	1.7M	155.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$259M	+2%	14M	18.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$258M	+15%	9.3M	27.64	View chart

Past Filings by LPL Financial

SEC 13F filings are viewable for LPL Financial going back to 2011

LPL Financial 2025 Q3 filed Nov. 12, 2025
LPL Financial 2025 Q2 filed Aug. 12, 2025
LPL Financial 2025 Q1 filed May 7, 2025
LPL Financial 2024 Q4 filed Feb. 11, 2025
LPL Financial 2024 Q3 filed Nov. 8, 2024
LPL Financial 2024 Q2 filed Aug. 7, 2024
LPL Financial 2024 Q1 filed May 10, 2024
LPL Financial 2023 Q3 filed Nov. 13, 2023
LPL Financial 2023 Q2 filed July 31, 2023
LPL Financial 2023 Q1 filed May 10, 2023
LPL Financial 2022 Q4 filed Feb. 7, 2023
LPL Financial 2022 Q3 filed Nov. 14, 2022
LPL Financial 2022 Q2 filed Aug. 12, 2022
LPL Financial 2022 Q1 filed May 16, 2022
LPL Financial 2021 Q4 filed Feb. 14, 2022
LPL Financial 2021 Q3 filed Nov. 15, 2021

View all past filings

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