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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, AAPL, VTI, and represent 10.10% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$713M), EFV (+$351M), IUSB (+$313M), SPLG (+$237M), AAPL (+$205M), MSFT (+$199M), QUAL (+$171M), SPYV (+$168M), AMZN (+$164M), IWM (+$145M).
Started 307 new stock positions in STXK, HURN, YDEC, EWUS, ELME, EBS, IDX, SMR.WS, NVBT, RMTI.
Reduced shares in these 10 stocks: XLE (-$88M), HEFA (-$81M), OMFL (-$81M), IEMG (-$52M), , IWR (-$46M), FVD (-$44M), DXJ (-$42M), TIP (-$39M), TIPX (-$39M).
Sold out of its positions in MITT, AMCX, FAX, ATGE, ASLE, ATSG, BIRD, ALTI, American Well Corp, ANNX.
LPL Financial was a net buyer of stock by $13B.
LPL Financial has $224B in assets under management (AUM), dropping by 11.73%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 5051 positions in its portfolio as reported in the September 2024 quarterly 13F filing

LPL Financial has 5051 total positions. Only the first 250 positions are shown.

Sign up to view all of the LPL Financial Sept. 30, 2024 positions
Download the LPL Financial September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.3	$5.2B		9.0M	576.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$5.0B	+2%	8.7M	573.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$4.5B	+2%	9.2M	488.07	View chart
Apple (AAPL)	1.9	$4.3B	+4%	19M	233.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.7B		13M	283.16	View chart
Microsoft Corporation (MSFT)	1.4	$3.2B	+6%	7.4M	430.30	View chart
NVIDIA Corporation (NVDA)	1.4	$3.1B	+3%	26M	121.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$2.8B	+4%	36M	78.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$2.6B	+6%	15M	179.30	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$2.6B	+4%	31M	82.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$2.6B	+2%	41M	62.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.1	$2.5B	+3%	108M	23.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$2.4B	+10%	36M	67.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.4B	+6%	4.5M	527.67	View chart
Amazon (AMZN)	1.0	$2.1B	+8%	11M	186.33	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$2.1B	+8%	39M	52.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.9	$2.0B		15M	131.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.9B		5.0M	383.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$1.9B	+20%	39M	47.12	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.8B	+6%	19M	95.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.6B	+4%	9.4M	174.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.6B	+5%	14M	116.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.6B		7.0M	225.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.5B	+10%	6.9M	220.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.5B		16M	95.75	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.3B	-3%	23M	57.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$1.3B	+9%	6.5M	200.85	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$1.3B	+3%	13M	95.49	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$1.2B	+4%	20M	59.21	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$1.2B	+7%	35M	33.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.2B	+4%	22M	52.81	View chart
Meta Platforms Cl A (META)	0.5	$1.2B	+6%	2.0M	572.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.2B	+5%	5.8M	198.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1B	+9%	2.5M	460.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.1B	+6%	20M	57.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.1B	+3%	3.0M	375.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.1B	+3%	15M	75.11	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$1.1B	+10%	37M	29.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.0B	+10%	6.7M	154.02	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.0B	-2%	27M	37.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.0B	+15%	34M	29.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$999M	+6%	6.0M	165.85	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$999M	+15%	20M	49.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$975M	+3%	12M	84.53	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$971M	+6%	11M	91.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$933M	+8%	11M	83.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$899M	+3%	11M	83.75	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$887M	+8%	20M	45.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$874M	+4%	4.4M	197.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$857M	+2%	3.6M	237.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$838M	+3%	13M	62.69	View chart
Eli Lilly & Co. (LLY)	0.4	$833M	+10%	940k	885.94	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$824M	+8%	7.6M	108.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$814M	+6%	3.3M	243.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$804M	+14%	7.9M	101.27	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$799M	-5%	18M	45.49	View chart
Broadcom (AVGO)	0.4	$787M	+969%	4.6M	172.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$785M	+5%	4.7M	167.19	View chart
JPMorgan Chase & Co. (JPM)	0.3	$783M	+6%	3.7M	210.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$764M	+8%	7.9M	96.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$762M	+2%	2.9M	263.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$753M	+2%	2.4M	314.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$735M	+91%	13M	57.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$733M	+9%	4.1M	179.16	View chart
Costco Wholesale Corporation (COST)	0.3	$726M	+7%	819k	886.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$697M	+2%	1.2M	586.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$692M	+3%	5.4M	128.20	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$686M	+14%	26M	26.14	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$682M	+9%	15M	45.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$676M	-4%	6.3M	107.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$670M	-2%	7.4M	90.80	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$667M		12M	54.68	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$654M	+17%	18M	36.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$648M		13M	50.22	View chart
Visa Com Cl A (V)	0.3	$641M	+5%	2.3M	274.95	View chart
Tesla Motors (TSLA)	0.3	$631M	+2%	2.4M	261.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$627M	+2%	4.1M	151.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$625M		3.3M	189.80	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$623M	-12%	7.1M	87.80	View chart
Home Depot (HD)	0.3	$620M	+6%	1.5M	405.20	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$611M		8.7M	70.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$611M	-5%	1.4M	423.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$609M		18M	34.29	View chart
Johnson & Johnson (JNJ)	0.3	$602M	+10%	3.7M	162.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$596M		4.7M	125.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$589M	+26%	16M	36.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$587M	+3%	12M	47.85	View chart
Exxon Mobil Corporation (XOM)	0.3	$584M	+9%	5.0M	117.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$569M	+18%	5.8M	98.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$567M	+7%	11M	50.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$564M		4.2M	135.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$554M	+21%	6.7M	83.15	View chart
Procter & Gamble Company (PG)	0.2	$542M	+3%	3.1M	173.20	View chart
Abbvie (ABBV)	0.2	$525M	+3%	2.7M	197.48	View chart
UnitedHealth (UNH)	0.2	$524M	+7%	896k	584.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$521M		7.7M	67.27	View chart
Wal-Mart Stores (WMT)	0.2	$509M	+5%	6.3M	80.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$509M	+7%	5.0M	102.58	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$501M	-2%	8.4M	59.87	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$499M	+10%	5.2M	96.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$491M	+29%	8.0M	61.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$489M	+6%	5.4M	91.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$473M		6.0M	78.69	View chart
Chevron Corporation (CVX)	0.2	$464M	+5%	3.1M	147.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$454M	+14%	5.6M	80.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$447M	+12%	4.3M	104.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$442M	+11%	8.1M	54.93	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$433M	+24%	12M	34.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$428M	+6%	1.7M	245.45	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$427M	+6%	9.4M	45.24	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$424M	+3%	4.7M	90.40	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$423M	+12%	8.6M	49.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$414M		1.9M	220.05	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$404M		5.1M	78.81	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$403M	+5%	8.1M	50.04	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$398M	+5%	9.6M	41.28	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$398M	-4%	2.8M	142.04	View chart
Mastercard Incorporated Cl A (MA)	0.2	$396M	+6%	802k	493.80	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$379M	+10%	8.0M	47.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$379M	+2%	7.5M	50.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$371M	+13%	3.9M	95.95	View chart
Netflix (NFLX)	0.2	$359M	+5%	506k	709.27	View chart
McDonald's Corporation (MCD)	0.2	$358M	+6%	1.2M	304.51	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$355M	+7%	8.5M	41.95	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$353M	-7%	3.4M	104.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$347M	+2%	3.5M	98.12	View chart
Caterpillar (CAT)	0.2	$344M	+5%	880k	391.12	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$340M	+16%	3.5M	98.07	View chart
Verizon Communications (VZ)	0.1	$336M	+6%	7.5M	44.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$335M	+3%	573k	584.56	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$335M	+69%	6.3M	53.53	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$335M	+4%	3.1M	106.76	View chart
Merck & Co (MRK)	0.1	$325M	+4%	2.9M	113.56	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$322M	+2%	6.9M	46.52	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$320M	+12%	11M	29.07	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$318M		2.8M	112.94	View chart
Gold Tr Ishares New (IAU)	0.1	$317M		6.4M	49.70	View chart
Pepsi (PEP)	0.1	$314M	+8%	1.8M	170.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$309M		3.7M	83.63	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$307M		6.2M	49.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$305M	+4%	3.0M	100.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$304M		944k	321.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$303M	+3%	3.9M	78.37	View chart
Pfizer (PFE)	0.1	$299M	+10%	10M	28.94	View chart
Coca-Cola Company (KO)	0.1	$298M	+7%	4.1M	71.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$294M	+12%	2.6M	112.98	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$283M		5.6M	50.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$280M	+12%	3.4M	83.00	View chart
Advanced Micro Devices (AMD)	0.1	$276M	+12%	1.7M	164.08	View chart
International Business Machines (IBM)	0.1	$275M	+2%	1.2M	221.08	View chart
Oracle Corporation (ORCL)	0.1	$275M	+7%	1.6M	170.40	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$274M	+5%	4.6M	60.20	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$272M	+14%	12M	22.53	View chart
Union Pacific Corporation (UNP)	0.1	$264M	+4%	1.1M	246.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$263M	+13%	2.2M	117.62	View chart
Bank of America Corporation (BAC)	0.1	$263M	+4%	6.6M	39.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$262M	+3%	2.2M	121.16	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$260M	+38%	5.1M	50.88	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$259M	+27%	10M	25.13	View chart
salesforce (CRM)	0.1	$256M	+2%	935k	273.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$255M	+9%	5.0M	51.12	View chart
Nextera Energy (NEE)	0.1	$252M	+4%	3.0M	84.53	View chart
Philip Morris International (PM)	0.1	$251M		2.1M	121.40	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$249M	-24%	4.7M	52.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$247M	+6%	1.2M	200.78	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$247M	+15%	4.5M	54.48	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$245M	+3%	5.2M	47.21	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$244M	+3%	1.2M	200.37	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$244M		4.2M	58.27	View chart
Amgen (AMGN)	0.1	$242M		752k	322.21	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$241M	-3%	6.6M	36.17	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$238M	+9%	7.2M	33.23	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$236M	+3%	2.3M	100.69	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$232M	-4%	5.1M	45.70	View chart
Cisco Systems (CSCO)	0.1	$231M	+2%	4.3M	53.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$230M	-16%	2.6M	88.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$230M		5.6M	41.16	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$230M	+31%	2.2M	103.58	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$229M	+35%	6.7M	34.28	View chart
Palo Alto Networks (PANW)	0.1	$224M	+14%	656k	341.80	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$224M	+14%	2.2M	99.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$221M		427k	517.78	View chart
Lowe's Companies (LOW)	0.1	$220M	+3%	814k	270.85	View chart
Qualcomm (QCOM)	0.1	$219M	+10%	1.3M	170.05	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$216M	+2%	2.3M	93.11	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$215M	+9%	12M	18.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$214M	+4%	2.7M	79.42	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$214M	+23%	1.8M	119.61	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$213M	-7%	2.7M	78.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$213M	+11%	1.8M	117.29	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$211M	+16%	2.9M	71.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$210M	+19%	1.7M	120.33	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$209M	+4%	4.0M	51.84	View chart
At&t (T)	0.1	$207M	+5%	9.4M	22.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$204M		774k	263.29	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$203M	+51%	6.0M	33.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$202M		7.5M	27.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$201M	+18%	6.6M	30.35	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$200M	+16%	3.5M	56.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$200M	+17%	1.1M	173.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$199M	+6%	1.8M	109.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$198M	+4%	1.5M	135.07	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$198M		1.8M	110.63	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$197M	+5%	3.3M	59.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$197M	+6%	4.8M	41.19	View chart
Vanguard World Health Car Etf (VHT)	0.1	$196M	-2%	695k	282.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$196M	+18%	2.5M	76.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$194M	+6%	11M	18.04	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$194M	+38%	4.3M	44.67	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$191M	+6%	2.5M	75.17	View chart
Starbucks Corporation (SBUX)	0.1	$190M	+4%	1.9M	97.49	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$190M	+3%	685k	276.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$188M	+8%	533k	353.48	View chart
Southern Company (SO)	0.1	$187M	-3%	2.1M	90.18	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$187M	-3%	6.4M	29.41	View chart
United Parcel Service CL B (UPS)	0.1	$184M	+6%	1.4M	136.34	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$183M	+21%	2.8M	66.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$183M		1.4M	126.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$183M		683k	267.37	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$182M	+6%	2.3M	80.30	View chart
Duke Energy Corp Com New (DUK)	0.1	$181M	-3%	1.6M	115.30	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$177M		765k	230.59	View chart
Walt Disney Company (DIS)	0.1	$175M		1.8M	96.19	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$174M	-2%	3.4M	51.04	View chart
American Express Company (AXP)	0.1	$174M	+6%	640k	271.20	View chart
Morgan Stanley Com New (MS)	0.1	$173M	+17%	1.7M	104.24	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$170M		493k	345.29	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$170M	+6%	3.2M	52.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$170M		2.6M	64.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$169M	+23%	1.0M	166.82	View chart
Waste Management (WM)	0.1	$168M	+5%	809k	207.60	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$167M	+15%	5.5M	30.15	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$167M		3.7M	45.65	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$166M	+2%	2.6M	64.07	View chart
Abbott Laboratories (ABT)	0.1	$165M	+3%	1.4M	114.01	View chart
Bristol Myers Squibb (BMY)	0.1	$164M		3.2M	51.74	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$163M	+7%	5.4M	30.28	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$163M	-3%	1.0M	157.34	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$162M	+7%	5.7M	28.41	View chart
Novo-nordisk A S Adr (NVO)	0.1	$162M	+3%	1.4M	119.07	View chart
Intuitive Surgical Com New (ISRG)	0.1	$162M	+11%	330k	491.27	View chart
Eaton Corp SHS (ETN)	0.1	$162M	+2%	488k	331.44	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$160M		1.4M	114.97	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$160M		4.0M	39.82	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$160M	+42%	4.8M	33.25	View chart
Ge Aerospace Com New (GE)	0.1	$159M	+5%	842k	188.58	View chart
Automatic Data Processing (ADP)	0.1	$158M	+3%	572k	276.73	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$158M	-5%	13M	12.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$158M	+2%	942k	167.67	View chart
Servicenow (NOW)	0.1	$157M		176k	894.39	View chart

Past Filings by LPL Financial

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

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
LPL Financial 2021 Q2 filed Aug. 13, 2021
LPL Financial 2021 Q1 filed May 14, 2021
LPL Financial 2020 Q4 filed Feb. 12, 2021
LPL Financial 2020 Q3 filed Nov. 9, 2020

View all past filings

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