Lpl Financial LLC Purchases in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.4M
+ 36.7%
$50.08 - $50.37 $70.2M - $70.6M
5.22M $262M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
696K
+ 9.66%
$100.37 - $100.74 $69.8M - $70.1M
7.9M $795M
MU
Micron Technology Inc

Technology
151K
+ 14.98%
$104.88 - $168.89 $15.9M - $25.5M
1.16M $194M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
759K
+ 15.26%
$64.75 - $69.05 $49.1M - $52.4M
5.73M $395M
IGM
Ishares Expanded Tech Sector E

ETFs
415K
+ 34.71%
$110.96 - $127.67 $46M - $52.9M
1.61M $203M
VIG
Vanguard Dividend Appreciation

ETFs
368K
+ 5.66%
N/A
6.88M $1.25B
RTX
Raytheon Technologies Corp

Industrials
91.5K
+ 3.79%
$144.19 - $167.33 $13.2M - $15.3M
2.51M $420M
MGK
Vanguard Mega Cap Growth ETF

ETFs
66K
+ 5.98%
$362.31 - $405.74 $23.9M - $26.8M
1.17M $470M
AMD
Advanced Micro Devices Inc

Technology
119K
+ 5.09%
$134.8 - $184.42 $16M - $21.9M
2.45M $396M
EFA
Ishares Tr Msci Eafe ETF

ETFs
486K
+ 9.66%
$87.29 - $93.61 $42.4M - $45.5M
5.52M $515M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
522K
+ 47.97%
$108.47 - $114.7 $56.6M - $59.8M
1.61M $184M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25M
+ 7.37%
$50.47 - $50.74 $62.9M - $63.3M
18.2M $921M
AVEM
American Centy ETF Tr Avantis

ETFs
676K
+ 33.71%
$68.33 - $75.41 $46.2M - $50.9M
2.68M $201M
GS
Goldman Sachs Group Inc

Financial Services
31.8K
+ 7.33%
$696.56 - $806.32 $22.2M - $25.7M
466K $371M
AVUV
American Centy ETF Tr Avantis

ETFs
227K
+ 4.64%
$90.37 - $102.12 $20.5M - $23.2M
5.11M $509M
IWB
Ishares Tr Russell 1000 ETF

ETFs
19
+ 0.0%
$339.37 - $366.46 $6.45K - $6.96K
2.45M $895M
VZ
Verizon Communications Inc

Communication Services
1.3M
+ 14.93%
$40.84 - $45.06 $53.3M - $58.8M
10M $441M
SECT
Sector 10, Inc.

ETFs
771K
+ 26.05%
$57.95 - $63.16 $44.7M - $48.7M
3.73M $235M
HOOD
Robinhood Markets, Inc.

Technology
157K
+ 20.02%
$91.27 - $143.18 $14.4M - $22.5M
944K $135M
VCIT
Vanguard Intermediate Term Cor

ETFs
592K
+ 6.1%
$81.75 - $84.54 $48.4M - $50M
10.3M $866M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.09M
+ 16.96%
$48.5 - $50.19 $52.7M - $54.6M
7.5M $375M
LIT
Global X Fds Global X Lithium

ETFs
975K
+ 369.96%
$38.41 - $56.85 $37.4M - $55.4M
1.24M $70.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
308K
+ 10.98%
$128.6 - $136.01 $39.6M - $41.9M
3.12M $422M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
615K
+ 18.06%
$68.24 - $73.73 $42M - $45.4M
4.02M $296M
MCD
Mcdonalds Corp

Consumer Cyclical
143K
+ 10.46%
$291.67 - $316.99 $41.7M - $45.3M
1.51M $459M
CMI
Cummins Inc

Industrials
58.7K
+ 16.36%
$327.85 - $426.39 $19.3M - $25M
418K $176M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.07M
+ 10.13%
$49.05 - $49.99 $52.4M - $53.4M
11.6M $578M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
148K
+ 1.82%
$74.93 - $80.73 $11.1M - $11.9M
8.27M $667M
GLDM
World Gold Trust

ETFs
369K
+ 13.92%
$64.73 - $76.45 $23.9M - $28.2M
3.02M $231M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
415K
+ 24.06%
$107.5 - $115.86 $44.7M - $48.1M
2.14M $245M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
301K
+ 33.6%
$138.08 - $151.2 $41.5M - $45.5M
1.2M $181M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.07M
+ 13.23%
$50.85 - $51.35 $54.5M - $55M
9.17M $470M
BAC
Bank Of America Corp

Financial Services
406K
+ 4.97%
$44.92 - $52.42 $18.3M - $21.3M
8.58M $443M
RWL
Invesco Exchange Traded Fd Tr

ETFs
227K
+ 4.73%
$102.17 - $110.66 $23.2M - $25.1M
5.03M $556M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
388K
+ 11.31%
$87.69 - $96.0 $34M - $37.3M
3.82M $360M
UNH
Unitedhealth Group Inc

Healthcare
38.6K
+ 3.06%
$237.77 - $353.61 $9.17M - $13.6M
1.3M $449M
C
Citigroup Inc

Financial Services
238K
+ 12.75%
$85.57 - $103.49 $20.4M - $24.7M
2.11M $214M
FLEX
Flex Ltd.

Technology
832K
+ 123.76%
$48.49 - $59.33 $40.4M - $49.4M
1.51M $87.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1M
+ 64.2%
$50.73 - $52.47 $50.7M - $52.5M
2.56M $134M
XLU
Utilities Sector Spdr

ETFs
153K
+ 2.12%
$81.14 - $87.32 $12.4M - $13.4M
7.36M $642M
ITB
Ishares Tr

ETFs
455K
+ 148.98%
$94.18 - $117.14 $42.9M - $53.3M
761K $81.6M
SHOP
Shopify Inc.

Technology
70.6K
+ 5.6%
$112.11 - $157.12 $7.92M - $11.1M
1.33M $198M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
775K
+ 396.51%
$61.83 - $67.07 $47.9M - $52M
970K $63.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
609K
+ 13.27%
$59.61 - $63.09 $36.3M - $38.4M
5.2M $327M
LMT
Lockheed Martin Corp

Industrials
55K
+ 8.32%
$410.74 - $499.21 $22.6M - $27.5M
716K $358M
RSP
Invesco S&P 500 Equal Weight E

ETFs
54.7K
+ 1.08%
$181.56 - $190.33 $9.93M - $10.4M
5.12M $972M
CSCO
Cisco Systems, Inc.

Technology
811K
+ 15.11%
$66.2 - $71.79 $53.7M - $58.2M
6.18M $423M
DUK
Duke Energy Corp

Utilities
314K
+ 15.89%
$116.31 - $125.93 $36.5M - $39.5M
2.29M $283M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
63.6K
+ 0.36%
$36.04 - $38.78 $2.29M - $2.47M
17.5M $675M
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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