Lpl Financial LLC Purchases in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.35M
+ 6.3%
$202.38 - $256.87 $274M - $348M
22.9M $5.82B
NVDA
Nvidia Corp

Technology
1.35M
+ 4.28%
$153.3 - $186.58 $206M - $251M
32.8M $6.12B
IVV
Ishares Core S&P 500 ETF

ETFs
781K
+ 8.38%
$620.67 - $670.08 $484M - $523M
10.1M $6.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
412K
+ 4.06%
$546.99 - $602.2 $225M - $248M
10.6M $6.34B
GOOGL
Alphabet Inc.

Communication Services
673K
+ 8.71%
$174.36 - $254.72 $117M - $171M
8.4M $2.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
312K
+ 3.24%
$617.65 - $666.84 $192M - $208M
9.94M $6.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.72M
+ 27.09%
$54.35 - $59.32 $474M - $517M
40.9M $2.42B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.73M
+ 8.33%
$72.65 - $78.68 $271M - $293M
48.5M $3.8B
CGDV
Capital Group Divid Value ETF

ETFs
9.73M
+ 22.69%
$39.59 - $42.21 $385M - $411M
52.6M $2.21B
SPYG
Spdr Portfolio

ETFs
1.32M
+ 3.49%
$94.33 - $105.31 $125M - $139M
39.2M $4.09B
MSFT
Microsoft Corp

Technology
546K
+ 6.09%
$491.09 - $535.64 $268M - $292M
9.51M $4.92B
GOOG
Alphabet Inc.

Communication Services
261K
+ 4.58%
$175.16 - $255.24 $45.8M - $66.7M
5.97M $1.45B
AVGO
Broadcom Inc.

Technology
345K
+ 6.02%
$264.74 - $369.57 $91.3M - $128M
6.07M $2B
TSLA
Tesla, Inc.

Consumer Cyclical
76K
+ 2.47%
$293.94 - $444.72 $22.3M - $33.8M
3.15M $1.4B
VTI
Vanguard Total Stock Market Et

ETFs
285K
+ 2.11%
$303.93 - $329.86 $86.5M - $93.9M
13.8M $4.53B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
971K
+ 11.05%
$225.11 - $247.9 $219M - $241M
9.77M $2.41B
OEF
Ishares S&P 100 ETF

ETFs
1.56M
+ 58.24%
N/A
4.24M $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
227K
+ 3.71%
$567.77 - $614.76 $129M - $140M
6.34M $3.88B
GLD
Spdr Gold Trust

ETFs
318K
+ 7.51%
$300.96 - $355.47 $95.7M - $113M
4.55M $1.62B
ITA
Ishares Tr

ETFs
1.34M
+ 89.58%
$184.73 - $209.26 $247M - $280M
2.83M $592M
IAU
Ishares Gold Trust

ETFs
2.64M
+ 24.2%
$61.62 - $72.77 $163M - $192M
13.5M $985M
IVW
Ishares S&P 500 Growth ETF

ETFs
830K
+ 4.46%
$108.97 - $121.65 $90.4M - $101M
19.5M $2.35B
VUG
Vanguard Growth ETF

ETFs
131K
+ 2.45%
$433.97 - $484.08 $56.8M - $63.4M
5.47M $2.62B
IWM
Ishares Russell 2000 ETF

ETFs
315K
+ 4.46%
$214.92 - $244.84 $67.6M - $77M
7.37M $1.78B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
389K
+ 2.85%
$148.97 - $165.88 $58M - $64.6M
14M $2.31B
JPM
Jpmorgan Chase & CO

Financial Services
418K
+ 8.7%
$282.78 - $316.06 $118M - $132M
5.22M $1.65B
PLTR
Palantir Technologies Inc.

Technology
134K
+ 2.72%
$130.68 - $186.97 $17.5M - $25M
5.04M $920M
IWF
Ishares Russell 1000 Gr ETF

ETFs
202K
+ 5.8%
$420.11 - $472.68 $85M - $95.6M
3.69M $1.73B
XLK
Technology Sector Spdr

ETFs
98.8K
+ 1.3%
$250.97 - $282.66 $24.8M - $27.9M
7.68M $2.16B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.27M
+ 32.06%
$98.52 - $103.93 $224M - $236M
9.37M $965M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.04M
+ 13.48%
$39.8 - $42.86 $161M - $173M
34.1M $1.46B
IEFA
Ishares Tr

ETFs
1.04M
+ 2.75%
$81.7 - $87.53 $85.3M - $91.4M
39M $3.4B
JNJ
Johnson & Johnson

Healthcare
453K
+ 9.98%
$155.17 - $185.42 $70.2M - $83.9M
4.99M $925M
RDVY
First Trust Rising Dividend Ac

ETFs
1.7M
+ 6.57%
$62.38 - $67.29 $106M - $114M
27.6M $1.86B
ABBV
Abb Vie Inc.

Healthcare
301K
+ 8.75%
$184.85 - $231.54 $55.6M - $69.6M
3.73M $864M
AMZN
Amazon Com Inc

Consumer Cyclical
1.01M
+ 6.82%
$211.65 - $238.24 $214M - $241M
15.9M $3.48B
IEMG
Ishares Inc

ETFs
4.11M
+ 9.58%
N/A
47M $2.52B
IVE
Ishares S&P 500 Value ETF

ETFs
635K
+ 8.02%
$194.44 - $206.51 $123M - $131M
8.55M $1.76B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
335K
+ 16.21%
$275.84 - $326.36 $92.5M - $109M
2.4M $785M
XLF
Financial Sector Spdr

ETFs
3.27M
+ 15.65%
$51.37 - $54.25 $168M - $177M
24.2M $1.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.3M
+ 2.88%
$52.12 - $55.33 $67.8M - $71.9M
46.4M $2.57B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.76M
+ 6.77%
$62.09 - $66.51 $109M - $117M
27.7M $1.81B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.85M
+ 13.81%
$28.92 - $32.19 $111M - $124M
31.7M $1.01B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.23M
+ 9.51%
$42.26 - $47.16 $94.1M - $105M
25.6M $1.19B
CGUS
Capital Group Core Equity ETF
3.72M
+ 23.0%
$36.89 - $39.72 $137M - $148M
19.9M $787M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
268K
+ 1.65%
$108.46 - $120.63 $29.1M - $32.3M
16.5M $1.96B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.1M
+ 20.59%
$110.74 - $122.12 $122M - $134M
6.44M $780M
MBB
Ishares Tr

ETFs
1.45M
+ 5.71%
$92.46 - $95.73 $134M - $139M
26.8M $2.55B
ORCL
Oracle Corp

Technology
115K
+ 5.39%
$218.96 - $328.33 $25.2M - $37.8M
2.26M $634M
Activity Summary
Buys All Purchases 3927 New Holdings 402 Increased Positions 3525 Sells All Sells 1569 Reductions 1569 Sold out 0 Options Calls 83 Puts 114
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