Lpl Financial LLC Purchases in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
25.5K
+ 2.58%
$193.58 - $213.07 $4.93M - $5.43M
1.01M $212M
FYC
First Trust Small Cap Growth A

ETFs
156K
+ 23.27%
$77.98 - $92.23 $12.2M - $14.4M
828K $75.1M
DELL
Dell Technologies Inc.

Technology
56.5K
+ 7.99%
$120.96 - $141.77 $6.84M - $8.01M
764K $108M
HDV
Ishares Core High Dividend ETF

ETFs
56.8K
+ 2.06%
$118.16 - $123.66 $6.71M - $7.02M
2.82M $345M
BA
Boeing CO

Industrials
64.8K
+ 5.44%
$209.79 - $237.38 $13.6M - $15.4M
1.26M $271M
ICVT
Ishares Tr Convertible Bond Et

ETFs
143K
+ 19.88%
$89.29 - $100.17 $12.7M - $14.3M
861K $86.1M
SCHW
Schwab Charles Corp

Financial Services
154K
+ 9.91%
$91.03 - $98.69 $14.1M - $15.2M
1.71M $164M
SGOL
Abrdn Gold ETF Trust

ETFs
377K
+ 27.29%
$31.18 - $36.81 $11.8M - $13.9M
1.76M $64.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
86.2K
+ 3.64%
$137.51 - $145.26 $11.8M - $12.5M
2.46M $350M
MGV
Vanguard Mega Cap Value

ETFs
107K
+ 10.89%
$129.46 - $137.85 $13.8M - $14.7M
1.09M $149M
SBUX
Starbucks Corp

Consumer Cyclical
450K
+ 18.45%
$81.9 - $96.86 $36.9M - $43.6M
2.89M $245M
MRK
Merck & Co., Inc.

Healthcare
59.9K
+ 1.81%
$77.6 - $87.37 $4.65M - $5.24M
3.37M $283M
BTI
British American Tobacco P.L.C.

Consumer Defensive
194K
+ 10.83%
$46.69 - $59.27 $9.05M - $11.5M
1.98M $105M
PRU
Prudential Financial Inc

Financial Services
216K
+ 39.11%
$100.68 - $109.89 $21.8M - $23.8M
769K $79.8M
IWN
Ishares Russell2000 Val ETF

ETFs
6.2K
+ 0.62%
$157.1 - $178.94 $974K - $1.11M
1.01M $179M
ACWI
Ishares Msci Acwi ETF

ETFs
124K
+ 40.2%
$128.32 - $138.41 $15.9M - $17.1M
431K $59.6M
GBIL
Goldman Sachs Access Treasury

ETFs
199K
+ 14.15%
$99.82 - $100.23 $19.8M - $19.9M
1.6M $161M
JEPI
J P Morgan Exchange Traded Fd

ETFs
333K
+ 8.51%
$55.61 - $57.37 $18.5M - $19.1M
4.25M $243M
HSY
Hershey CO

Consumer Defensive
56.9K
+ 12.98%
$161.95 - $193.45 $9.22M - $11M
496K $92.7M
SWKS
Skyworks Solutions, Inc.

Technology
256K
+ 322.07%
$67.52 - $82.97 $17.3M - $21.2M
335K $25.8M
XYL
Xylem Inc.

Industrials
84.9K
+ 21.11%
$129.67 - $147.5 $11M - $12.5M
487K $71.9M
TRFM
ETF Ser Solutions Aam Transfor
297K
+ 28.97%
$42.56 - $49.21 $12.6M - $14.6M
1.32M $64.1M
AEP
American Electric Power CO Inc

Utilities
77.8K
+ 6.18%
$103.26 - $115.0 $8.04M - $8.95M
1.34M $150M
VLO
Valero Energy Corp

Energy
14.2K
+ 2.95%
$131.77 - $175.63 $1.87M - $2.49M
496K $84.4M
VCR
Vanguard Consumer Discretionar

ETFs
30.9K
+ 14.04%
$359.61 - $401.35 $11.1M - $12.4M
251K $99.4M
IDV
Ishares Tr

ETFs
421K
+ 19.94%
$34.54 - $37.28 $14.5M - $15.7M
2.53M $92.5M
COP
Conocophillips

Energy
145K
+ 11.77%
$91.0 - $98.99 $13.2M - $14.3M
1.38M $130M
PG
Procter & Gamble CO

Consumer Defensive
266K
+ 7.1%
$150.47 - $161.22 $40M - $42.9M
4.01M $616M
DVY
Ishares Tr

ETFs
26K
+ 1.53%
$133.88 - $142.57 $3.48M - $3.71M
1.72M $245M
JPIB
Jpmorgan International Bond Op

ETFs
392K
+ 91.92%
$48.32 - $49.13 $18.9M - $19.2M
818K $40.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
956K
+ 18.21%
$19.61 - $19.79 $18.7M - $18.9M
6.21M $122M
VST
Vistra Corp.

Utilities
92.8K
+ 22.51%
$182.0 - $217.92 $16.9M - $20.2M
505K $98.9M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
17.4K
+ 8.09%
$256.21 - $323.54 $4.46M - $5.63M
232K $74.2M
HPQ
Hp Inc

Technology
658K
+ 167.54%
$24.45 - $29.35 $16.1M - $19.3M
1.05M $28.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
39.7K
+ 5.23%
$185.88 - $207.44 $7.37M - $8.23M
798K $160M
KHC
Kraft Heinz CO

Consumer Defensive
719K
+ 91.89%
$25.63 - $28.94 $18.4M - $20.8M
1.5M $39.1M
EME
Emcor Group, Inc.

Industrials
16.8K
+ 24.2%
$530.88 - $655.83 $8.92M - $11M
86.2K $56M
CEG
Constellation Energy Corp

Utilities
51K
+ 15.51%
$298.82 - $354.89 $15.2M - $18.1M
380K $125M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.09M
+ 47.45%
$16.67 - $17.03 $18.2M - $18.6M
3.39M $57.4M
EMB
Ishares Tr

ETFs
134K
+ 5.73%
$91.52 - $95.59 $12.2M - $12.8M
2.47M $235M
USB
Us Bancorp \De\

Financial Services
215K
+ 8.01%
$43.94 - $50.41 $9.46M - $10.9M
2.9M $140M
IWV
Ishares Russell 3000 ETF

ETFs
12.3K
+ 2.46%
$351.04 - $379.81 $4.33M - $4.68M
513K $194M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
55.1K
+ 7.7%
$89.32 - $107.82 $4.92M - $5.94M
771K $83.1M
IXN
Ishares Global Information Tec

ETFs
94K
+ 11.5%
$91.28 - $103.32 $8.58M - $9.71M
911K $94M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
757K
+ 35.89%
$24.14 - $24.34 $18.3M - $18.4M
2.87M $69.7M
KO
Coca Cola CO

Consumer Defensive
624K
+ 12.12%
$65.67 - $71.67 $41M - $44.7M
5.77M $383M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
799K
+ 162.97%
$22.68 - $23.2 $18.1M - $18.5M
1.29M $29.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
94.2K
+ 10.96%
$86.92 - $99.32 $8.19M - $9.36M
954K $93.3M
PDI
Pimco Dynamic Income Fund

Financial Services
745K
+ 17.82%
$18.85 - $20.07 $14M - $14.9M
4.92M $97.5M
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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