Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
17.8K
+ 9.21%
$130.67 - $401.5 $2.32M - $7.13M
211K $68.2M
IXUS
Ishares Tr

ETFs
846K
+ 40.5%
$65.95 - $72.56 $55.8M - $61.4M
2.93M $194M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
678K
+ 536.56%
$61.21 - $68.19 $41.5M - $46.2M
804K $50.3M
IR
Ingersoll Rand Inc.

Industrials
474K
+ 203.97%
$90.46 - $105.35 $42.9M - $50M
707K $63.9M
HD
Home Depot, Inc.

Consumer Cyclical
166K
+ 10.86%
$385.02 - $431.37 $63.9M - $71.6M
1.7M $660M
VO
Vanguard Mid Cap ETF

ETFs
146K
+ 5.06%
$261.5 - $284.63 $38.2M - $41.6M
3.04M $802M
JNK
Spdr Bloomberg High Yield Bond

ETFs
435K
+ 42.39%
$94.77 - $97.36 $41.2M - $42.3M
1.46M $140M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
793K
+ 7.08%
$80.93 - $85.66 $64.2M - $67.9M
12M $971M
BX
Blackstone Inc.

Financial Services
117K
+ 12.35%
$148.45 - $199.05 $17.4M - $23.4M
1.07M $184M
DIS
Walt Disney CO

Communication Services
95.8K
+ 5.28%
$92.39 - $117.6 $8.85M - $11.3M
1.91M $213M
LQD
Ishares Iboxx $ Investment Gra

ETFs
503K
+ 19.36%
$106.56 - $113.11 $53.6M - $56.9M
3.1M $331M
CSCO
Cisco Systems, Inc.

Technology
197K
+ 4.56%
$52.45 - $60.02 $10.4M - $11.9M
4.53M $268M
SPMD
Spdr Portfolio

ETFs
679K
+ 5.56%
$54.13 - $59.56 $36.7M - $40.4M
12.9M $704M
SHOP
Shopify Inc.

Technology
108K
+ 11.02%
$78.14 - $119.49 $8.44M - $12.9M
1.09M $116M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.9M
+ 15.48%
$44.04 - $49.49 $83.6M - $94M
14.2M $624M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.53M
+ 143.82%
$24.42 - $25.06 $37.3M - $38.3M
2.59M $63.3M
KKR
Kkr & Co. Inc.

Financial Services
187K
+ 36.38%
$129.87 - $162.87 $24.3M - $30.5M
702K $104M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
354K
+ 10.62%
$58.39 - $67.04 $20.7M - $23.7M
3.69M $234M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
669K
+ 17.29%
$74.5 - $78.37 $49.8M - $52.4M
4.54M $339M
CRWD
Crowd Strike Holdings, Inc.

Technology
27.3K
+ 6.36%
$275.15 - $388.2 $7.51M - $10.6M
457K $156M
ICVT
Ishares Tr Convertible Bond Et

ETFs
412K
+ 77.36%
$83.09 - $89.28 $34.3M - $36.8M
945K $80.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.64M
+ 15.94%
$24.55 - $25.16 $40.4M - $41.4M
12M $295M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
170K
+ 9.77%
$238.25 - $261.28 $40.6M - $44.5M
1.91M $463M
WFC
Wells Fargo & Company

Financial Services
92.9K
+ 4.46%
$54.98 - $77.35 $5.11M - $7.18M
2.17M $153M
XAR
Spdr S&P Aerospace & Defense E

ETFs
158K
+ 15.27%
$153.8 - $176.52 $24.3M - $27.8M
1.19M $197M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
239K
+ 16.51%
$124.61 - $133.96 $29.8M - $32M
1.69M $217M
XSMO
Invesco S&P Smallcap Momentum

ETFs
524K
+ 41.29%
$65.08 - $73.72 $34.1M - $38.7M
1.79M $119M
BA
Boeing CO

Industrials
69.1K
+ 7.78%
$138.14 - $180.72 $9.55M - $12.5M
957K $169M
PULS
Pgim ETF Tr

ETFs
719K
+ 11.68%
$49.51 - $49.79 $35.6M - $35.8M
6.88M $341M
BMY
Bristol Myers Squibb CO

Healthcare
344K
+ 11.3%
$51.92 - $59.94 $17.9M - $20.6M
3.39M $192M
MRVL
Marvell Technology, Inc.

Technology
113K
+ 20.18%
$70.31 - $124.78 $7.97M - $14.1M
675K $74.6M
IGM
Ishares Expanded Tech Sector E

ETFs
265K
+ 29.59%
$94.19 - $106.95 $25M - $28.4M
1.16M $119M
FDN
First Tr Fd Dow Jones

ETFs
45.4K
+ 6.64%
$210.5 - $257.24 $9.55M - $11.7M
729K $177M
RSP
Invesco S&P 500 Equal Weight E

ETFs
276K
+ 6.74%
$174.22 - $187.62 $48.1M - $51.8M
4.37M $765M
AXP
American Express CO

Financial Services
53.4K
+ 8.36%
$267.35 - $305.57 $14.3M - $16.3M
693K $206M
CGXU
Capital Group Intl Focus Equit

ETFs
1.51M
+ 63.96%
$24.67 - $26.94 $37.2M - $40.6M
3.87M $95.4M
ORCL
Oracle Corp

Technology
226K
+ 14.02%
$165.41 - $192.43 $37.4M - $43.5M
1.84M $306M
USRT
Ishares Core U.S. Reit ETF

ETFs
562K
+ 256.5%
$55.97 - $62.75 $31.5M - $35.3M
781K $44.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.5M
+ 89.09%
$12.74 - $14.23 $31.8M - $35.5M
5.3M $68.8M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
324K
+ 14.41%
$99.0 - $99.5 $32.1M - $32.2M
2.57M $255M
HYG
Ishares Tr

ETFs
415K
+ 30.96%
$78.09 - $80.04 $32.4M - $33.3M
1.76M $138M
CGGO
Capital Group Global Growth Eq

ETFs
1.21M
+ 21.84%
$29.21 - $30.67 $35.3M - $37.1M
6.75M $197M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
867K
+ 16.73%
$45.17 - $47.23 $39.2M - $40.9M
6.05M $274M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
238K
+ 4.64%
$77.98 - $84.06 $18.5M - $20M
5.36M $433M
IFRA
Ishares Tr

ETFs
669K
+ 30.89%
$45.94 - $51.71 $30.8M - $34.6M
2.84M $131M
AVUV
American Centy ETF Tr Avantis

ETFs
281K
+ 7.27%
$94.37 - $106.41 $26.5M - $29.9M
4.14M $400M
OEF
Ishares S&P 100 ETF

ETFs
110K
+ 16.08%
N/A
795K $211M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.47M
+ 13.69%
$17.93 - $18.8 $26.4M - $27.7M
12.2M $223M
UITB
Usaa ETF Tr Core Intermediate

ETFs
652K
+ 108.25%
$45.83 - $48.07 $29.9M - $31.3M
1.25M $57.6M
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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