Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.18M
+ 13.07%
$570.51 - $610.59 $672M - $719M
10.2M $6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.2M
+ 10.53%
$180.88 - $232.93 $218M - $280M
12.6M $2.77B
AAPL
Apple Inc.

Technology
1.1M
+ 5.96%
$221.69 - $259.02 $245M - $286M
19.6M $4.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
982K
+ 22.05%
$521.84 - $558.82 $513M - $549M
5.44M $2.93B
NVDA
Nvidia Corp

Technology
1.82M
+ 7.1%
$117.0 - $148.88 $213M - $271M
27.5M $3.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
475K
+ 5.28%
$481.22 - $538.17 $229M - $256M
9.48M $4.85B
TSLA
Tesla, Inc.

Consumer Cyclical
213K
+ 8.85%
$213.65 - $479.86 $45.6M - $102M
2.62M $1.06B
SPYG
Spdr Portfolio

ETFs
2.62M
+ 8.34%
$81.74 - $91.38 $214M - $239M
34M $2.99B
AVGO
Broadcom Inc.

Technology
425K
+ 9.32%
$159.67 - $250.0 $67.8M - $106M
4.98M $1.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.14M
+ 14.55%
$176.42 - $186.91 $378M - $400M
16.9M $3B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.26M
+ 14.39%
$94.43 - $105.47 $213M - $238M
17.9M $1.82B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.69M
+ 10.35%
$66.77 - $71.52 $246M - $264M
39.3M $2.71B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.89M
+ 24.22%
$49.03 - $53.35 $240M - $261M
25.1M $1.29B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.33M
+ 215.37%
$201.32 - $217.44 $269M - $290M
1.95M $404M
GOOGL
Alphabet Inc.

Communication Services
568K
+ 9.43%
$161.86 - $196.66 $91.9M - $112M
6.59M $1.25B
XLF
Financial Sector Spdr

ETFs
3.94M
+ 26.17%
$44.89 - $51.34 $177M - $202M
19M $917M
EFG
Msci Eafe Growth ETF

ETFs
2.87M
+ 45.71%
$96.83 - $106.88 $278M - $307M
9.15M $886M
MUB
Ishares National Muni Bond ETF

ETFs
2.05M
+ 27.08%
$105.78 - $108.7 $217M - $223M
9.64M $1.03B
CGGR
Capital Group Growth ETF Shs C

ETFs
4.34M
+ 34.87%
$34.49 - $39.24 $150M - $170M
16.8M $624M
VUG
Vanguard Growth ETF

ETFs
142K
+ 2.85%
$378.79 - $428.11 $53.9M - $60.9M
5.13M $2.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
604K
+ 9.36%
$198.04 - $221.51 $120M - $134M
7.05M $1.48B
IYW
Ishares Dj Us Tech ETF

ETFs
978K
+ 23.66%
$148.14 - $166.23 $145M - $163M
5.11M $815M
CGDV
Capital Group Divid Value ETF

ETFs
5.81M
+ 35.96%
$35.16 - $37.12 $204M - $216M
22M $775M
MSFT
Microsoft Corp

Technology
583K
+ 7.93%
$406.35 - $454.46 $237M - $265M
7.93M $3.34B
JPM
Jpmorgan Chase & CO

Financial Services
306K
+ 8.24%
$205.18 - $250.29 $62.8M - $76.6M
4.02M $963M
NFLX
Netflix Inc

Communication Services
92.9K
+ 18.44%
$687.65 - $936.56 $63.9M - $87M
597K $532M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
425K
+ 2.86%
$129.96 - $144.97 $55.3M - $61.6M
15.3M $2.13B
GOOG
Alphabet Inc.

Communication Services
313K
+ 6.67%
$163.08 - $198.16 $51M - $62M
5M $953M
META
Meta Platforms, Inc.

Communication Services
226K
+ 11.08%
$554.08 - $632.68 $125M - $143M
2.26M $1.33B
EFV
Msci Eafe Value ETF

ETFs
4.42M
+ 34.62%
$51.78 - $57.15 $229M - $253M
17.2M $902M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.8M
+ 413.67%
$25.93 - $105.3 $461M - $1.87B
22.1M $615M
MBB
Ishares Tr

ETFs
2.67M
+ 13.9%
$91.26 - $95.82 $244M - $256M
21.9M $2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.32M
+ 13.52%
$45.07 - $47.1 $240M - $250M
44.6M $2.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.64M
+ 11.71%
$113.92 - $127.38 $187M - $209M
15.6M $1.8B
XLY
Select Sector Spdr Consumer Di

ETFs
578K
+ 47.43%
$194.8 - $239.43 $113M - $138M
1.8M $403M
XLK
Technology Sector Spdr

ETFs
476K
+ 6.81%
$220.26 - $241.44 $105M - $115M
7.47M $1.74B
PLTR
Palantir Technologies Inc.

Technology
480K
+ 15.47%
$36.46 - $82.38 $17.5M - $39.5M
3.58M $271M
V
Visa Inc.

Financial Services
176K
+ 7.54%
$273.87 - $320.91 $48.1M - $56.4M
2.51M $792M
IVE
Ishares S&P 500 Value ETF

ETFs
848K
+ 19.14%
$189.5 - $206.17 $161M - $175M
5.28M $1.01B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.95M
+ 21.95%
$35.45 - $40.33 $140M - $159M
21.9M $786M
VGT
Vanguard Information Technolog

ETFs
137K
+ 11.54%
$571.78 - $647.97 $78.4M - $88.9M
1.33M $824M
IWF
Ishares Russell 1000 Gr ETF

ETFs
119K
+ 3.94%
$370.24 - $418.94 $44.1M - $49.9M
3.15M $1.26B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
935K
+ 53.56%
$119.61 - $136.3 $112M - $127M
2.68M $331M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.21M
+ 40.02%
$100.16 - $100.7 $121M - $122M
4.24M $425M
VEA
Vanguard Ftse Developed Market

ETFs
4.76M
+ 21.35%
$47.57 - $52.44 $226M - $249M
27M $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
94.9K
+ 11.59%
$873.59 - $994.69 $82.9M - $94.4M
914K $837M
IAU
Ishares Gold Trust

ETFs
2.25M
+ 35.33%
$48.37 - $52.65 $109M - $119M
8.63M $427M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.8M
+ 22.5%
$46.94 - $51.62 $84.3M - $92.7M
9.78M $488M
IWY
Ishares Tr Russell 200 Growth

ETFs
330K
+ 17.51%
$216.72 - $244.71 $71.4M - $80.7M
2.21M $521M
Activity Summary
Buys All Purchases 3627 New Holdings 326 Increased Positions 3301 Sells All Sells 1454 Reductions 1454 Sold out 0 Options Calls 55 Puts 65
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