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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, VTI, AAPL, QQQ, and represent 10.80% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: SPY (+$211M), SPTI (+$190M), QQQM (+$163M), QQQ (+$147M), VONG (+$140M), SPLG (+$139M), BUFR (+$121M), SMH (+$111M), SPSM (+$105M), MOAT (+$102M).
Started 263 new stock positions in NXE, Rb Global, SCHJ, BUFG, VRME, ATOS, Knife River Corp, TUG, LQDI, Ab Active Etfs.
Reduced shares in these 10 stocks: XLE (-$137M), , VB (-$126M), IWM (-$92M), ESGU (-$75M), SPLV (-$67M), XLV (-$46M), VOO (-$42M), FTSM (-$41M), VLUE (-$34M).
Sold out of its positions in ABBNY, Ati Physical Therapy, ACIW, Agile Therapeutics, AGL, JULT, OCTT, AKBA, AAT, IDVO.
LPL Financial was a net buyer of stock by $5.7B.
LPL Financial has $140B in assets under management (AUM), dropping by 8.94%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 4530 positions in its portfolio as reported in the June 2023 quarterly 13F filing

LPL Financial has 4530 total positions. Only the first 250 positions are shown.

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Download the LPL Financial June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.6	$3.6B		8.1M	445.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.0B	+7%	6.8M	443.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$2.9B		13M	220.28	View chart
Apple (AAPL)	2.1	$2.9B		15M	193.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$2.7B	+5%	7.3M	369.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$2.3B	+2%	31M	72.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$2.2B	+2%	32M	67.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.0B		7.5M	261.48	View chart
Microsoft Corporation (MSFT)	1.3	$1.8B	+3%	5.2M	340.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$1.7B	+2%	13M	134.87	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$1.5B	+2%	17M	93.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.5B	-2%	3.6M	407.28	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.0	$1.3B	+5%	22M	61.01	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.9	$1.3B		14M	97.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.2B	+4%	4.3M	282.96	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$1.1B		25M	45.47	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$1.1B	+3%	26M	43.20	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.1B		23M	49.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.1B	+4%	7.8M	142.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.1B		11M	99.65	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$1.1B	+14%	21M	52.11	View chart
Amazon (AMZN)	0.8	$1.1B	+3%	8.2M	130.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$967M	-8%	5.2M	187.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$965M	+8%	5.6M	173.86	View chart
First Tr Value Line Divid In SHS (FVD)	0.7	$926M		23M	40.09	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$892M		11M	78.26	View chart
NVIDIA Corporation (NVDA)	0.6	$872M	-2%	2.1M	423.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$833M	+3%	18M	46.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$823M		5.1M	162.43	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$820M	-5%	6.2M	132.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$795M	+2%	10M	79.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$782M	+6%	11M	72.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$744M		2.7M	275.18	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$727M		15M	47.10	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$711M	+36%	25M	28.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$671M	+17%	21M	32.54	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$656M	+3%	8.7M	75.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$649M	+5%	6.8M	95.41	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$636M		6.9M	91.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$625M	+5%	1.8M	341.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$605M	-2%	8.1M	74.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$596M	+21%	15M	38.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$586M	+14%	2.7M	220.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$584M	-17%	2.9M	198.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$574M	+2%	12M	47.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$558M	-2%	5.7M	97.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$546M	-20%	6.7M	81.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$539M		2.2M	243.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$539M	+6%	3.0M	178.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$525M	+44%	3.5M	151.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$521M	-3%	10M	51.53	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$519M	+11%	4.9M	106.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$515M		4.9M	106.07	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$512M	+19%	20M	25.37	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$507M	-7%	8.5M	59.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$501M		6.2M	81.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$499M	+6%	4.2M	119.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$489M	+10%	9.7M	50.32	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$485M	+6%	18M	27.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$479M		9.8M	48.94	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$472M	+10%	10M	45.89	View chart
Johnson & Johnson (JNJ)	0.3	$471M	+3%	2.8M	165.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$467M		20M	22.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$466M		9.3M	50.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$465M	-13%	4.8M	97.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$462M	-4%	3.1M	149.64	View chart
Tesla Motors (TSLA)	0.3	$458M	+5%	1.7M	261.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$450M	+19%	6.7M	66.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$442M	+2%	3.7M	120.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$434M	-2%	4.0M	108.87	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$432M	-4%	977k	442.16	View chart
Visa Com Cl A (V)	0.3	$426M	+4%	1.8M	237.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$424M	+4%	1.2M	343.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$413M	+2%	5.5M	75.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$410M		2.6M	157.83	View chart
JPMorgan Chase & Co. (JPM)	0.3	$409M	+4%	2.8M	145.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$407M	+5%	10M	40.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$406M	+33%	5.1M	79.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$402M	+15%	5.7M	70.48	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$401M	-3%	3.3M	122.58	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$399M	-6%	12M	33.71	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.3	$396M	+2%	3.7M	107.32	View chart
Meta Platforms Cl A (META)	0.3	$387M	+2%	1.3M	286.98	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$385M		7.1M	54.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$377M	+5%	3.5M	107.25	View chart
Procter & Gamble Company (PG)	0.3	$371M	+4%	2.4M	151.74	View chart
Home Depot (HD)	0.3	$360M	+2%	1.2M	310.64	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$360M	+9%	11M	32.11	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$347M	-3%	10M	34.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$336M	+71%	4.7M	70.76	View chart
Chevron Corporation (CVX)	0.2	$323M	+9%	2.1M	157.35	View chart
UnitedHealth (UNH)	0.2	$321M		668k	480.64	View chart
Costco Wholesale Corporation (COST)	0.2	$319M	+5%	592k	538.38	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$318M	-8%	11M	28.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$316M	+2%	3.2M	97.84	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$315M	+9%	6.6M	47.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$309M		1.9M	161.19	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$308M	+16%	9.0M	34.38	View chart
Abbvie (ABBV)	0.2	$307M		2.3M	134.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$303M	+5%	6.2M	48.88	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$297M	-4%	4.0M	74.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$296M	+4%	3.9M	75.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$278M	+6%	5.5M	50.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$272M	+38%	5.6M	48.98	View chart
Broadcom (AVGO)	0.2	$271M	+3%	313k	867.43	View chart
Merck & Co (MRK)	0.2	$266M	+3%	2.3M	115.39	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$265M	+19%	8.9M	29.90	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$262M	+2%	4.0M	65.44	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$261M	+24%	5.9M	44.17	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$261M	+3%	2.8M	94.28	View chart
Gold Tr Ishares New (IAU)	0.2	$256M	+4%	7.0M	36.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$254M	+22%	5.0M	50.45	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$253M	-3%	2.9M	87.30	View chart
Pepsi (PEP)	0.2	$249M	+5%	1.3M	185.22	View chart
McDonald's Corporation (MCD)	0.2	$248M	+6%	831k	298.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$245M	+6%	3.4M	72.50	View chart
Wal-Mart Stores (WMT)	0.2	$243M	+6%	1.5M	157.18	View chart
Verizon Communications (VZ)	0.2	$242M	+4%	6.5M	37.19	View chart
Pfizer (PFE)	0.2	$241M	+7%	6.6M	36.68	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$235M	-2%	3.9M	60.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$234M	+13%	2.3M	102.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$233M	+2%	592k	393.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$231M	-22%	3.7M	62.81	View chart
Eli Lilly & Co. (LLY)	0.2	$231M	+15%	493k	468.98	View chart
Cisco Systems (CSCO)	0.2	$215M		4.2M	51.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$211M		458k	460.38	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$196M		4.7M	41.57	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$193M	+24%	4.1M	46.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$192M	+2%	2.6M	73.03	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$192M	+26%	1.1M	169.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$189M	+5%	2.5M	74.92	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$187M	+6%	3.8M	49.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$186M	-3%	2.5M	75.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$185M	+5%	4.0M	45.99	View chart
Boeing Company (BA)	0.1	$184M		872k	211.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$183M	+4%	1.9M	96.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$181M		1.1M	165.40	View chart
United Parcel Service CL B (UPS)	0.1	$179M	+3%	999k	179.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$179M	+3%	1.7M	108.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$178M	+8%	2.4M	74.95	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$178M	+10%	2.8M	63.60	View chart
Caterpillar (CAT)	0.1	$178M	+5%	723k	246.05	View chart
Coca-Cola Company (KO)	0.1	$177M	+4%	2.9M	60.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$174M	+28%	1.7M	100.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$174M		1.7M	100.79	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$174M	+11%	1.1M	158.56	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$173M	+2%	3.7M	46.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$173M	+10%	11M	15.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$171M	-13%	1.5M	113.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$169M		1.7M	97.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$169M	+6%	718k	235.32	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$168M	-10%	1.6M	107.62	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$168M	-7%	5.9M	28.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$166M	+203%	1.1M	152.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$164M		7.0M	23.31	View chart
Netflix (NFLX)	0.1	$164M	+8%	372k	440.49	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$162M	+9%	1.8M	90.78	View chart
Adobe Systems Incorporated (ADBE)	0.1	$161M		329k	488.99	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$160M	+9%	2.8M	56.46	View chart
Philip Morris International (PM)	0.1	$158M	+6%	1.6M	97.62	View chart
Amgen (AMGN)	0.1	$157M	+13%	706k	222.02	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$156M		3.5M	44.14	View chart
Bank of America Corporation (BAC)	0.1	$155M	+11%	5.4M	28.69	View chart
Advanced Micro Devices (AMD)	0.1	$154M	+3%	1.4M	113.91	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$154M		4.9M	31.35	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$154M	+6%	8.7M	17.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$152M	+65%	5.6M	27.04	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$152M	+73%	2.3M	65.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$151M	-10%	3.0M	50.82	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$150M	+29%	6.9M	21.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$150M	+22%	4.8M	31.43	View chart
At&t (T)	0.1	$150M	+12%	9.4M	15.95	View chart
Nextera Energy (NEE)	0.1	$149M	+5%	2.0M	74.20	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$149M		608k	244.82	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$148M	+42%	13M	11.37	View chart
salesforce (CRM)	0.1	$147M	+5%	696k	211.26	View chart
Walt Disney Company (DIS)	0.1	$146M		1.6M	89.28	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$145M	+13%	1.3M	110.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$145M	+7%	1.5M	96.63	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$144M	+3%	1.3M	110.45	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$143M	-5%	4.6M	30.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$140M	-3%	1.8M	77.61	View chart
Lowe's Companies (LOW)	0.1	$140M	+6%	621k	225.70	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$140M	+74%	2.0M	69.21	View chart
Southern Company (SO)	0.1	$139M	+5%	2.0M	70.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$138M	+6%	994k	138.38	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$136M	-8%	3.6M	37.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$135M	+9%	3.7M	36.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$133M	+43%	2.8M	48.37	View chart
International Business Machines (IBM)	0.1	$131M	+5%	979k	133.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$131M	+10%	1.5M	89.74	View chart
Deere & Company (DE)	0.1	$131M	+9%	323k	405.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$130M		1.3M	99.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$129M	+9%	563k	229.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$129M	-5%	1.3M	97.60	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$128M	-5%	5.3M	24.17	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$128M	+37%	367k	349.73	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.1	$128M	-20%	6.9M	18.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$128M	+19%	620k	205.77	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$127M	+7%	2.6M	49.41	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$127M	-2%	1.6M	77.19	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$126M	+2391%	5.0M	25.04	View chart
Bristol Myers Squibb (BMY)	0.1	$126M	+8%	2.0M	63.95	View chart
Starbucks Corporation (SBUX)	0.1	$125M		1.3M	99.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$125M	-3%	1.1M	115.26	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$124M		1.6M	76.96	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$123M	+2%	4.2M	29.44	View chart
Oracle Corporation (ORCL)	0.1	$123M	+8%	1.0M	119.09	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$123M	-3%	1.2M	100.07	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$122M	-8%	3.3M	37.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$122M	+2%	2.2M	54.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$120M		2.1M	56.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$120M	-7%	1.4M	83.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$120M	-2%	591k	202.72	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$119M		1.2M	99.46	View chart
Comcast Corp Cl A (CMCSA)	0.1	$119M	+3%	2.9M	41.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$119M	+17%	1.1M	104.04	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$118M	+11%	2.5M	46.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$118M		2.6M	45.41	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$117M	+4%	419k	280.25	View chart
Abbott Laboratories (ABT)	0.1	$116M	+4%	1.1M	109.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$116M	+2%	713k	162.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$116M	+8%	2.3M	50.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$115M		2.2M	52.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$114M	+7%	2.0M	57.73	View chart
Thermo Fisher Scientific (TMO)	0.1	$114M	+5%	218k	521.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$114M	+9%	973k	116.67	View chart
CVS Caremark Corporation (CVS)	0.1	$112M	+6%	1.6M	69.13	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$112M	+11%	362k	308.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$112M		1.4M	80.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$111M		437k	254.48	View chart
Qualcomm (QCOM)	0.1	$108M	+11%	908k	119.04	View chart
Waste Management (WM)	0.1	$108M		622k	173.42	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$108M	+3%	1.3M	82.87	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$108M	+44%	1.8M	58.66	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$107M	-5%	2.8M	38.23	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$105M	-18%	4.6M	22.77	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$105M	+26%	5.6M	18.62	View chart
Union Pacific Corporation (UNP)	0.1	$104M	+6%	510k	204.62	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$104M	-2%	408k	254.09	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$103M	+16%	1.3M	80.71	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$103M	+9%	2.5M	40.55	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$103M	+2%	2.0M	50.68	View chart
Kimberly-Clark Corporation (KMB)	0.1	$102M	-2%	742k	138.06	View chart
Medtronic SHS (MDT)	0.1	$102M	+14%	1.2M	88.10	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$102M	+4%	1.0M	101.29	View chart
Honeywell International (HON)	0.1	$102M	+2%	490k	207.50	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$101M		517k	194.45	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$101M	+24%	887k	113.41	View chart
Air Products & Chemicals (APD)	0.1	$100M	+9%	334k	299.53	View chart

Past Filings by LPL Financial

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

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
LPL Financial 2020 Q2 filed Aug. 13, 2020
LPL Financial 2020 Q1 filed May 14, 2020
LPL Financial 2019 Q4 filed Feb. 14, 2020
LPL Financial 2019 Q3 filed Nov. 13, 2019

View all past filings

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