Lpl Financial LLC Incresed Positions in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
2.9M
+ 26.82%
$36.82 - $40.35 $107M - $117M
13.7M $554M
HD
Home Depot, Inc.

Consumer Cyclical
190K
+ 9.69%
$357.4 - $423.42 $67.9M - $80.4M
2.15M $872M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.74M
+ 15.32%
$70.77 - $73.59 $123M - $128M
13.1M $961M
META
Meta Platforms, Inc.

Communication Services
218K
+ 8.23%
$695.21 - $791.73 $152M - $173M
2.87M $2.11B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.17M
+ 18.66%
$42.67 - $46.91 $92.8M - $102M
13.8M $647M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
212K
+ 12.9%
$224.68 - $282.71 $47.7M - $60M
1.86M $519M
VTV
Vanguard Value ETF

ETFs
242K
+ 2.34%
$175.51 - $186.57 $42.4M - $45.1M
10.6M $1.97B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.34M
+ 12.86%
$97.75 - $100.75 $131M - $135M
11.8M $1.18B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
648K
+ 4.26%
$94.17 - $99.95 $61M - $64.7M
15.8M $1.58B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.48M
+ 5.18%
$22.64 - $23.22 $124M - $127M
111M $2.57B
ITOT
Ishares Core S&P Total U.S. St

ETFs
553K
+ 10.12%
$135.0 - $146.02 $74.6M - $80.7M
6.02M $877M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.71M
+ 42.18%
$69.02 - $73.57 $118M - $126M
5.76M $424M
VGT
Vanguard Information Technolog

ETFs
46.5K
+ 3.82%
$656.44 - $753.15 $30.5M - $35M
1.26M $943M
VONG
Vanguard Russell 1000 Growth E

ETFs
372K
+ 5.1%
$108.08 - $121.73 $40.3M - $45.3M
7.68M $925M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
337K
+ 14.65%
$236.25 - $257.69 $79.7M - $86.9M
2.64M $677M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
697K
+ 20.61%
$82.22 - $96.68 $57.3M - $67.4M
4.08M $394M
SLV
I Shares Silver Trust

ETFs
1.04M
+ 13.18%
$32.73 - $42.5 $33.9M - $44M
8.9M $377M
XLI
Industrial Sector Spdr

ETFs
556K
+ 13.07%
$147.94 - $154.99 $82.3M - $86.2M
4.81M $743M
IWY
Ishares Tr Russell 200 Growth

ETFs
191K
+ 8.72%
$243.93 - $275.62 $46.7M - $52.8M
2.39M $654M
CVX
Chevron Corp

Energy
436K
+ 11.89%
$145.57 - $161.83 $63.4M - $70.5M
4.1M $637M
DGRO
Ishares Core Dividend Growth E

ETFs
560K
+ 3.18%
$64.12 - $68.08 $35.9M - $38.1M
18.2M $1.24B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.33M
+ 8.16%
$72.57 - $74.72 $96.4M - $99.2M
17.6M $1.31B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.18M
+ 9.03%
$53.81 - $57.52 $63.7M - $68.1M
14.3M $822M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
108K
+ 3.41%
$459.11 - $506.91 $49.8M - $54.9M
3.29M $1.65B
FDVV
Fidelity High Dividend ETF

ETFs
1.75M
+ 63.33%
$52.42 - $55.71 $91.6M - $97.3M
4.5M $251M
APP
App Lovin Corp

Technology
23.6K
+ 9.68%
$335.1 - $718.54 $7.89M - $16.9M
267K $192M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
375K
+ 11.75%
$50.79 - $76.4 $19.1M - $28.7M
3.57M $273M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
604K
+ 63.26%
$105.16 - $140.03 $63.5M - $84.6M
1.56M $211M
VEA
Vanguard Ftse Developed Market

ETFs
366K
+ 1.3%
$56.02 - $60.3 $20.5M - $22.1M
28.5M $1.7B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.79M
+ 85.89%
$50.32 - $54.01 $90M - $96.6M
3.87M $209M
VO
Vanguard Mid Cap ETF

ETFs
201K
+ 6.78%
$279.83 - $293.74 $56.3M - $59.1M
3.17M $931M
XOM
Exxon Mobil Corp

Energy
611K
+ 9.71%
$105.83 - $117.22 $64.7M - $71.6M
6.91M $779M
CGCP
Capital Group Core Plus Income

ETFs
4.22M
+ 28.65%
$22.27 - $22.95 $94.1M - $96.9M
19M $431M
GE
General Electric CO

Industrials
163K
+ 14.35%
$244.75 - $305.63 $39.8M - $49.7M
1.3M $390M
CGXU
Capital Group Intl Focus Equit

ETFs
2.47M
+ 27.46%
$26.49 - $29.62 $65.5M - $73.3M
11.5M $340M
CGGO
Capital Group Global Growth Eq

ETFs
1.96M
+ 17.56%
$31.71 - $34.17 $62.1M - $66.9M
13.1M $448M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
309K
+ 5.01%
$132.9 - $142.03 $41.1M - $43.9M
6.47M $913M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.9M
+ 33.89%
$45.26 - $46.63 $85.9M - $88.5M
7.5M $347M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.92M
+ 6.61%
$28.38 - $29.05 $82.8M - $84.8M
47.1M $1.36B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
238K
+ 1.49%
$49.43 - $54.52 $11.8M - $13M
16.3M $880M
XLY
Select Sector Spdr Consumer Di

ETFs
211K
+ 14.26%
$216.09 - $242.18 $45.6M - $51.1M
1.69M $405M
WMT
Walmart Inc.

Consumer Defensive
409K
+ 5.28%
$94.4 - $104.27 $38.6M - $42.7M
8.16M $841M
VB
Vanguard Small Cap ETF

ETFs
41K
+ 1.04%
$237.58 - $259.17 $9.74M - $10.6M
3.97M $1.01B
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.87M
+ 4.18%
$33.26 - $34.01 $62.3M - $63.7M
46.7M $1.58B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.47M
+ 12.91%
$50.53 - $50.82 $74.3M - $74.7M
12.9M $653M
LQD
Ishares Iboxx $ Investment Gra

ETFs
616K
+ 18.49%
$107.66 - $112.36 $66.3M - $69.2M
3.95M $440M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
220K
+ 0.93%
$35.42 - $38.65 $7.79M - $8.5M
23.8M $903M
AIQ
Global X Funds Global X Artifi

ETFs
1.14M
+ 39.42%
$43.2 - $49.66 $49.3M - $56.6M
4.03M $199M
VONV
Vanguard Russell 1000 Value Et

ETFs
337K
+ 3.3%
$84.55 - $89.54 $28.5M - $30.1M
10.5M $941M
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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