Lpl Financial LLC Purchases in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.98M
+ 12.17%
$21.77 - $22.57 $43.1M - $44.7M
18.3M $410M
HON
Honeywell International Inc

Industrials
329K
+ 38.3%
$207.7 - $240.4 $68.3M - $79.1M
1.19M $250M
UBER
Uber Technologies, Inc

Technology
380K
+ 14.03%
$86.91 - $99.57 $33M - $37.8M
3.08M $302M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
75.1K
+ 13.63%
$103.83 - $179.9 $7.8M - $13.5M
626K $112M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
840K
+ 5.06%
$49.78 - $50.75 $41.8M - $42.6M
17.5M $884M
SHV
Ishares Tr

ETFs
430K
+ 19.99%
$110.06 - $110.49 $47.4M - $47.6M
2.58M $286M
AVDV
American Centy ETF Tr Avantis

ETFs
440K
+ 51.28%
$79.24 - $89.03 $34.9M - $39.2M
1.3M $116M
VEU
Vanguard Ftse All World Ex Us

ETFs
497K
+ 17.43%
$66.38 - $71.68 $33M - $35.6M
3.35M $239M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
437K
+ 15.14%
$102.4 - $103.88 $44.7M - $45.4M
3.32M $343M
IWD
Ishares Russell 1000 Val ETF

ETFs
36.6K
+ 0.88%
$192.76 - $203.86 $7.05M - $7.45M
4.2M $855M
BX
Blackstone Inc.

Financial Services
123K
+ 10.33%
$152.77 - $188.68 $18.8M - $23.2M
1.31M $224M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20K
+ 1.26%
$435.72 - $463.74 $8.72M - $9.28M
1.61M $747M
PULS
Pgim ETF Tr

ETFs
901K
+ 9.61%
$49.58 - $49.83 $44.7M - $44.9M
10.3M $512M
SIL
Global X Silver Miners ETF

ETFs
390K
+ 53.88%
$47.34 - $71.63 $18.5M - $27.9M
1.11M $79.8M
ASML
Asml Holding Nv

Technology
12.2K
+ 6.13%
$689.63 - $968.09 $8.4M - $11.8M
211K $204M
CG
Carlyle Group Inc.

Financial Services
687K
+ 431.38%
$52.82 - $69.35 $36.3M - $47.7M
846K $53.1M
SO
Southern CO

Utilities
394K
+ 15.96%
$90.83 - $96.0 $35.8M - $37.8M
2.86M $271M
BBUS
J P Morgan Exchg Traded Fd

ETFs
165K
+ 5.89%
$111.77 - $121.28 $18.5M - $20M
2.97M $358M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.18M
+ 16.69%
$24.46 - $26.5 $28.8M - $31.2M
8.22M $217M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.26M
+ 15.64%
$26.52 - $27.64 $33.5M - $34.9M
9.33M $258M
IGF
Ishares Global Infrastructure

ETFs
422K
+ 4.67%
$58.29 - $61.43 $24.6M - $25.9M
9.47M $579M
NOC
Northrop Grumman Corp

Industrials
17.5K
+ 5.91%
$498.9 - $609.32 $8.73M - $10.7M
313K $191M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
802K
+ 26.48%
$49.09 - $50.58 $39.4M - $40.6M
3.83M $193M
AMGN
Amgen Inc

Healthcare
141K
+ 14.1%
$271.18 - $309.22 $38.3M - $43.6M
1.14M $322M
TJX
Tjx Companies Inc

Consumer Cyclical
125K
+ 10.65%
$121.35 - $144.54 $15.1M - $18M
1.3M $187M
BK
Bank Of New York Mellon Corp

Financial Services
288K
+ 47.0%
$90.65 - $109.75 $26.1M - $31.6M
902K $98.3M
PAVE
Global X Fds Us Infrastructure

ETFs
290K
+ 4.15%
$44.02 - $47.63 $12.8M - $13.8M
7.29M $347M
PH
Parker Hannifin Corp

Industrials
45.1K
+ 35.42%
$697.13 - $769.67 $31.4M - $34.7M
172K $131M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
519K
+ 10.69%
$70.85 - $76.96 $36.8M - $40M
5.38M $409M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
48.9K
+ 9.45%
$393.18 - $439.39 $19.2M - $21.5M
567K $247M
GD
General Dynamics Corp

Industrials
45.8K
+ 8.82%
$293.92 - $341.0 $13.5M - $15.6M
565K $193M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.33M
+ 41.8%
$28.95 - $29.73 $38.6M - $39.7M
4.53M $135M
TDIV
First Trust Nasdaq Technology

ETFs
191K
+ 7.35%
$89.27 - $100.33 $17.1M - $19.2M
2.79M $275M
ILDR
First Tr Exchange Traded Fd Vi
1.25M
New
$28.95 - $33.25 $36.1M - $41.5M
1.25M $40.4M
MO
Altria Group, Inc.

Consumer Defensive
212K
+ 5.97%
$57.75 - $67.68 $12.2M - $14.3M
3.76M $248M
LVHI
Franklin International Low Vol

ETFs
656K
+ 8.27%
$32.69 - $35.19 $21.4M - $23.1M
8.58M $298M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
330K
+ 17.58%
$117.65 - $120.08 $38.8M - $39.6M
2.2M $263M
MDT
Medtronic PLC

Healthcare
301K
+ 21.62%
$87.67 - $95.74 $26.4M - $28.8M
1.69M $161M
IXUS
Ishares Tr

ETFs
257K
+ 7.4%
$76.35 - $82.58 $19.6M - $21.2M
3.73M $308M
EEM
Ishares Msci Emerging Markets

ETFs
475K
+ 17.4%
$48.07 - $53.4 $22.8M - $25.4M
3.21M $171M
MA
Mastercard Inc

Financial Services
57.9K
+ 6.43%
$550.18 - $598.96 $31.9M - $34.7M
959K $546M
APH
Amphenol Corp

Technology
128K
+ 13.86%
$97.39 - $125.4 $12.5M - $16.1M
1.05M $130M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
54.2K
+ 2.55%
$68.94 - $86.3 $3.73M - $4.67M
2.18M $188M
URI
United Rentals, Inc.

Industrials
8.89K
+ 6.03%
$774.14 - $975.23 $6.89M - $8.67M
156K $149M
BNDX
Vanguard Total International B

ETFs
762K
+ 7.51%
$49.0 - $49.51 $37.3M - $37.7M
10.9M $539M
ENB
Enbridge Inc

Energy
398K
+ 12.03%
$43.79 - $50.46 $17.4M - $20.1M
3.7M $187M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
348K
+ 21.11%
$79.76 - $85.78 $27.8M - $29.9M
2M $169M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
526K
+ 7.93%
$42.39 - $44.63 $22.3M - $23.5M
7.15M $319M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
35.5K
+ 0.72%
$98.53 - $107.1 $3.5M - $3.8M
4.95M $520M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email