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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 9.23% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: VTIP (+$658M), VONV (+$615M), IEMG (+$531M), IGF (+$442M), TLH (+$327M), IVE (+$324M), PDBC (+$293M), SLYV (+$285M), OEF (+$272M), CGDV (+$266M).
Started 267 new stock positions in SWTX, Sandisk Corp, ABEQ, AIV, BNDI, YJUN, PAVM, LTM, GRRR, Upstart Hldgs.
Reduced shares in these 10 stocks: IJH (-$1.0B), EFG (-$340M), IUSG (-$283M), GOVT (-$232M), IEFA (-$197M), VCIT (-$159M), TLT (-$151M), EFV (-$126M), EMXC (-$96M), ILCB (-$83M).
Sold out of its positions in RFFC, ANGI, ASPI, FCO, ACCD, ADAP, RAYE, AEON, AUGT, NVBT.
LPL Financial was a net buyer of stock by $18B.
LPL Financial has $257B in assets under management (AUM), dropping by 4.52%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 5209 positions in its portfolio as reported in the March 2025 quarterly 13F filing

LPL Financial has 5209 total positions. Only the first 250 positions are shown.

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Download the LPL Financial March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.3	$5.9B	+3%	11M	561.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$5.1B		9.2M	559.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$4.5B		9.7M	468.92	View chart
Apple (AAPL)	1.8	$4.5B	+3%	20M	222.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.6B		13M	274.84	View chart
Microsoft Corporation (MSFT)	1.2	$3.2B	+5%	8.4M	375.28	View chart
NVIDIA Corporation (NVDA)	1.2	$3.1B	+5%	29M	108.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$3.1B	+7%	18M	170.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.9B	+4%	5.7M	513.91	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$2.9B	+6%	36M	80.37	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$2.8B	+6%	42M	65.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$2.7B	-6%	36M	75.65	View chart
Amazon (AMZN)	1.0	$2.6B	+6%	13M	190.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$2.4B	-8%	103M	22.98	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$2.3B	+11%	24M	93.78	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$2.2B	+7%	48M	46.08	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$2.2B	+3%	43M	51.07	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.9B	+40%	34M	53.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.8B	-3%	5.0M	370.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.8B	+5%	19M	92.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.7B	+4%	10M	172.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.7B		16M	104.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.7B	-14%	13M	127.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.6B	+10%	2.9M	532.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.5B		7.4M	206.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.5B	-41%	25M	58.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$1.4B	+5%	7.5M	193.02	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$1.4B	+10%	42M	33.24	View chart
Meta Platforms Cl A (META)	0.5	$1.4B	+7%	2.4M	575.60	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.4B	+11%	24M	58.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.4B	+12%	28M	48.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.4B		6.9M	199.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.4B		27M	50.83	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.3B	+4%	14M	92.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.3B	+32%	7.0M	190.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.2B	+4%	6.3M	193.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.2B	+14%	41M	29.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.2B	+4%	3.3M	361.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.2B	+2%	21M	54.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.2B	+3%	16M	73.45	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$1.1B	+8%	13M	91.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1B	+13%	3.9M	288.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.1B	+9%	31M	36.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1B	+7%	7.1M	154.60	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$1.1B		38M	28.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.1B	+6%	39M	27.96	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1B	+9%	4.4M	245.30	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$1.0B	+33%	30M	35.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$1.0B	+11%	21M	49.81	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.0B	+3%	9.9M	105.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$1.0B	+6%	13M	79.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.0B	+2%	6.9M	146.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$984M	+7%	9.9M	98.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$970M	+6%	16M	61.78	View chart
Visa Com Cl A (V)	0.4	$929M	+5%	2.7M	349.79	View chart
Costco Wholesale Corporation (COST)	0.4	$923M	+6%	975k	945.78	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$914M	+6%	22M	40.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$911M	+20%	5.3M	173.23	View chart
Broadcom (AVGO)	0.3	$891M	+6%	5.3M	167.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$888M	-12%	15M	58.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$849M		3.8M	221.75	View chart
Eli Lilly & Co. (LLY)	0.3	$843M	+7%	1.0M	825.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$832M	+6%	5.3M	156.23	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$787M		18M	44.59	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$783M	+6%	23M	33.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$782M	+36%	23M	34.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$768M	-2%	3.0M	258.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$768M	+19%	15M	50.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$765M	-17%	9.4M	81.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$749M	+4%	5.3M	140.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$743M	+6%	3.9M	188.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$743M	+2%	5.8M	128.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$741M	+789%	15M	49.90	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$741M	+488%	9.0M	82.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$737M		2.4M	306.74	View chart
Tesla Motors (TSLA)	0.3	$715M	+5%	2.8M	259.00	View chart
Johnson & Johnson (JNJ)	0.3	$713M	+8%	4.3M	165.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$701M	-2%	1.3M	542.38	View chart
Exxon Mobil Corporation (XOM)	0.3	$695M	+5%	5.8M	118.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$687M		7.7M	89.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$676M	+5%	15M	45.26	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$670M		13M	51.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$670M	-3%	1.6M	419.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$666M	+15%	10M	66.34	View chart
Home Depot (HD)	0.3	$666M	+7%	1.8M	366.49	View chart
Abbvie (ABBV)	0.3	$665M	+6%	3.2M	209.52	View chart
Gold Tr Ishares New (IAU)	0.3	$659M	+29%	11M	58.96	View chart
Wal-Mart Stores (WMT)	0.3	$656M	+9%	7.5M	87.79	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$644M		13M	50.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$641M	+3%	5.3M	122.01	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$637M	+4%	4.9M	131.07	View chart
Netflix (NFLX)	0.2	$634M	+13%	681k	931.39	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$629M	-6%	6.7M	93.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$616M	+11%	25M	25.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$615M	-4%	7.0M	88.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$613M	+19%	6.6M	92.79	View chart
Procter & Gamble Company (PG)	0.2	$605M	+7%	3.5M	170.42	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$598M	+40%	5.9M	100.67	View chart
Chevron Corporation (CVX)	0.2	$594M	+6%	3.6M	167.29	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$589M	-10%	23M	25.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$575M	-37%	5.7M	100.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$573M	-4%	17M	32.99	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$567M	+6%	6.9M	82.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$562M	+21%	11M	51.78	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$556M	+142%	5.4M	103.75	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$556M	-2%	8.2M	68.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$550M	+3%	5.9M	93.66	View chart
UnitedHealth (UNH)	0.2	$550M	+6%	1.1M	523.76	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$547M	+3%	9.1M	59.84	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$532M	+5%	5.5M	96.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$519M	+47%	10M	50.71	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$502M	+14%	9.6M	52.38	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$496M	+12%	9.9M	50.01	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$496M	+60%	15M	33.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$493M	-10%	6.3M	78.28	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$489M	+8%	11M	46.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$487M	+126%	1.8M	270.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$475M	-2%	5.2M	91.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$475M	-16%	8.6M	55.09	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$472M	+38%	9.5M	49.73	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$467M	+17%	11M	43.44	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$461M	+4%	5.8M	78.85	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$460M		2.2M	210.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$456M	+3%	831k	548.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$455M		9.2M	49.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$455M		9.3M	48.82	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$450M	+5323%	8.2M	54.67	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$422M	+2%	5.5M	76.90	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$422M	+6%	11M	39.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$417M	+18%	4.4M	95.37	View chart
McDonald's Corporation (MCD)	0.2	$410M	+5%	1.3M	312.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$409M	+2%	4.1M	99.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$407M		1.9M	211.47	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$404M	+238%	5.2M	78.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$399M	-27%	4.4M	91.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$396M		2.0M	202.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$382M	+5%	4.4M	87.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$375M	-3%	2.8M	135.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$371M	+10%	3.4M	108.69	View chart
Philip Morris International (PM)	0.1	$369M	+5%	2.3M	158.73	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$365M	+405%	27M	13.63	View chart
Verizon Communications (VZ)	0.1	$363M		8.0M	45.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$362M	+19%	4.3M	84.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$360M	+19%	3.6M	100.62	View chart
Coca-Cola Company (KO)	0.1	$352M	+13%	4.9M	71.62	View chart
International Business Machines (IBM)	0.1	$351M	+6%	1.4M	248.66	View chart
salesforce (CRM)	0.1	$345M	+20%	1.3M	267.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$345M	+6%	4.2M	81.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$344M		4.5M	76.57	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$340M	+16%	15M	22.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$334M	+13%	4.1M	81.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$333M	-6%	1.7M	197.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$331M	+64%	3.6M	92.53	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$326M	+21%	4.4M	73.79	View chart
Pepsi (PEP)	0.1	$323M	+7%	2.2M	149.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$323M		3.2M	102.18	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$322M	-12%	7.4M	43.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$319M		2.9M	110.08	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$319M	-4%	1.0M	308.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$317M	+18%	6.2M	50.66	View chart
Bank of America Corporation (BAC)	0.1	$316M	+7%	7.6M	41.73	View chart
Caterpillar (CAT)	0.1	$310M	+3%	940k	329.80	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$307M	+3%	12M	24.75	View chart
Cisco Systems (CSCO)	0.1	$306M	+9%	5.0M	61.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$306M		2.7M	113.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$303M		2.3M	132.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$301M	+4%	2.5M	121.12	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$299M	+11%	9.0M	33.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$296M	+10%	6.0M	49.62	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$291M	+2%	11M	27.26	View chart
At&t (T)	0.1	$291M		10M	28.28	View chart
Merck & Co (MRK)	0.1	$291M		3.2M	89.76	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$289M	+145%	8.0M	36.29	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$286M	+11%	2.9M	99.49	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$284M	+22%	8.8M	32.28	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$283M	+17%	2.8M	100.89	View chart
Amgen (AMGN)	0.1	$282M	+9%	904k	311.55	View chart
Oracle Corporation (ORCL)	0.1	$281M	+9%	2.0M	139.81	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$279M	+45%	12M	22.45	View chart
Lockheed Martin Corporation (LMT)	0.1	$278M		622k	446.71	View chart
Union Pacific Corporation (UNP)	0.1	$277M	+4%	1.2M	235.85	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$275M	+16%	3.5M	79.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$274M	-2%	5.9M	46.31	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$270M	+6%	2.3M	117.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$268M	+19%	3.6M	74.72	View chart
Pfizer (PFE)	0.1	$268M	+3%	11M	25.34	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$262M	+85%	7.6M	34.28	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$261M	+12%	4.1M	63.00	View chart
Palo Alto Networks (PANW)	0.1	$260M		1.5M	170.19	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$260M	+2%	6.0M	43.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$259M	+7%	1.4M	186.29	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$259M		6.9M	37.73	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$256M	+33%	9.0M	28.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$256M	+6%	3.2M	78.94	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$255M	-20%	2.6M	99.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$255M	+13%	3.0M	85.07	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$254M	+2%	5.0M	50.52	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$253M	+10%	14M	17.59	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$252M	+12%	6.2M	40.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$250M	-3%	8.1M	30.73	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$248M	+38%	4.8M	51.45	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$248M	+17%	4.4M	56.47	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$247M	+77%	9.4M	26.28	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$246M	+36%	3.9M	63.54	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$245M		4.5M	54.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$243M	+13%	1.5M	165.55	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$243M	+12%	7.8M	30.99	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$242M	+101%	4.5M	53.52	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$242M	-7%	4.2M	57.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$241M	+33%	486k	494.49	View chart
Nextera Energy (NEE)	0.1	$239M	+7%	3.4M	70.89	View chart
Qualcomm (QCOM)	0.1	$236M	+11%	1.5M	153.61	View chart
Abbott Laboratories (ABT)	0.1	$236M	+10%	1.8M	132.65	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$235M	+11%	2.1M	110.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$235M	+11%	7.9M	29.86	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$229M	+26%	3.4M	68.21	View chart
Morgan Stanley Com New (MS)	0.1	$226M	+2%	1.9M	116.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$224M	+8%	1.9M	118.14	View chart
Goldman Sachs (GS)	0.1	$224M	+14%	409k	546.29	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$223M	+50%	8.2M	27.30	View chart
Lowe's Companies (LOW)	0.1	$222M	+8%	953k	233.23	View chart
Advanced Micro Devices (AMD)	0.1	$220M	+17%	2.1M	102.74	View chart
Duke Energy Corp Com New (DUK)	0.1	$220M	+9%	1.8M	121.97	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$220M	+4%	4.3M	50.77	View chart
Starbucks Corporation (SBUX)	0.1	$220M	+7%	2.2M	97.95	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$219M	+16%	7.5M	29.24	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$218M	+49%	3.6M	60.48	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$218M	-11%	6.1M	35.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$218M	+6%	3.1M	69.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$218M	+19%	4.3M	51.05	View chart
Southern Company (SO)	0.1	$217M	+7%	2.4M	91.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$217M		1.6M	134.29	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$212M	+4%	13M	16.63	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$212M	+24%	7.0M	30.10	View chart
Ge Aerospace Com New (GE)	0.1	$210M	+14%	1.0M	200.15	View chart
Altria (MO)	0.1	$210M	+11%	3.5M	60.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$208M	+10%	828k	251.77	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$208M	+10%	2.5M	83.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$207M	+57%	6.4M	32.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$206M	+2%	800k	257.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$205M	+3%	7.8M	26.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$205M	+11%	659k	311.49	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$204M	+29%	2.2M	90.59	View chart
Vanguard World Health Car Etf (VHT)	0.1	$201M	+2%	759k	264.73	View chart
Bristol Myers Squibb (BMY)	0.1	$200M	-3%	3.3M	60.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$199M	+51%	2.1M	92.38	View chart
Walt Disney Company (DIS)	0.1	$199M	+5%	2.0M	98.70	View chart
Automatic Data Processing (ADP)	0.1	$197M	+7%	645k	305.53	View chart
Waste Management (WM)	0.1	$196M	-3%	848k	231.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$196M	+25%	7.8M	24.95	View chart

Past Filings by LPL Financial

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

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
LPL Financial 2021 Q2 filed Aug. 13, 2021
LPL Financial 2021 Q1 filed May 14, 2021

View all past filings

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