Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
1.24M
+ 22.11%
$26.33 - $31.74 $32.8M - $39.5M
6.87M $181M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
390K
+ 21.4%
$99.04 - $109.59 $38.6M - $42.7M
2.21M $220M
MO
Altria Group, Inc.

Consumer Defensive
332K
+ 11.86%
$49.06 - $57.74 $16.3M - $19.2M
3.13M $164M
COIN
Coinbase Global, Inc.

Technology
46.6K
+ 36.2%
$163.17 - $343.62 $7.61M - $16M
175K $43.5M
CSGP
Costar Group, Inc.

Real Estate
295K
+ 214.5%
$69.7 - $81.97 $20.6M - $24.2M
433K $31M
HON
Honeywell International Inc

Industrials
32K
+ 4.61%
$202.84 - $236.0 $6.49M - $7.55M
726K $164M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22.1K
+ 20.65%
$260.53 - $404.79 $5.75M - $8.94M
129K $49.3M
ACN
Accenture PLC

Technology
60K
+ 11.26%
$343.9 - $376.86 $20.6M - $22.6M
593K $208M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.14M
+ 61.91%
$18.28 - $18.87 $20.9M - $21.6M
2.99M $54.8M
CVX
Chevron Corp

Energy
190K
+ 6.05%
$141.15 - $162.53 $26.9M - $30.9M
3.34M $483M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
403K
+ 20.91%
$50.67 - $50.9 $20.4M - $20.5M
2.33M $118M
SOUN
Soundhound Ai, Inc.

Technology
201K
+ 19.08%
$4.51 - $24.23 $905K - $4.86M
1.25M $24.9M
VST
Vistra Corp.

Utilities
116K
+ 58.34%
$115.74 - $166.61 $13.5M - $19.4M
315K $43.5M
FV
First Trust Dorsey Wright Focu

ETFs
277K
+ 6.62%
$57.47 - $62.82 $15.9M - $17.4M
4.47M $264M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
773K
+ 33.58%
$25.35 - $25.53 $19.6M - $19.7M
3.07M $78.3M
FTHI
First Trust Exchange Traded Fd

ETFs
772K
+ 16.24%
$22.89 - $24.02 $17.7M - $18.5M
5.53M $129M
APO
Apollo Global Management, Inc.

Financial Services
63.7K
+ 29.91%
$131.36 - $178.61 $8.37M - $11.4M
277K $45.7M
MLPX
Global X Mlp & Energy Infrastr

ETFs
230K
+ 26.57%
$54.89 - $64.32 $12.6M - $14.8M
1.1M $66.2M
TJX
Tjx Companies Inc

Consumer Cyclical
134K
+ 15.33%
$112.15 - $127.2 $15M - $17.1M
1.01M $122M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
70.1K
+ 34.89%
$225.16 - $265.16 $15.8M - $18.6M
271K $67.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
499K
+ 16.62%
$40.97 - $42.66 $20.4M - $21.3M
3.5M $145M
VRIG
Invesco Actively Managed ETF F

ETFs
733K
+ 28.66%
$25.06 - $25.2 $18.4M - $18.5M
3.29M $82.6M
SUB
Ishares Short Term National Mu

ETFs
178K
+ 23.89%
$104.94 - $106.2 $18.7M - $18.9M
922K $97.2M
URA
Global X Uranium ETF

ETFs
761K
+ 56.48%
$26.78 - $33.46 $20.4M - $25.5M
2.11M $56.5M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
203K
+ 20.58%
$72.18 - $81.41 $14.7M - $16.5M
1.19M $89.8M
ETN
Eaton Corp PLC

Industrials
52.5K
+ 10.76%
$326.96 - $377.52 $17.2M - $19.8M
541K $179M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
254K
+ 9.37%
$77.23 - $82.11 $19.6M - $20.9M
2.96M $231M
ADP
Automatic Data Processing Inc

Industrials
29.1K
+ 5.08%
$280.08 - $307.97 $8.14M - $8.95M
601K $176M
FTSL
First Trust Senior Ln Fund

ETFs
369K
+ 23.8%
$45.9 - $46.48 $16.9M - $17.2M
1.92M $88.8M
USTB
Victory Portfolios Ii Victorys

ETFs
354K
+ 97.81%
$50.06 - $50.85 $17.7M - $18M
716K $36M
FEX
First Tr Large Cap Core Alphde

ETFs
166K
+ 21.03%
$103.29 - $112.88 $17.2M - $18.8M
957K $99.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.8M
+ 214.92%
$26.93 - $84.95 $667M - $2.11B
36.3M $992M
ABT
Abbott Laboratories

Healthcare
165K
+ 11.38%
$111.93 - $119.39 $18.5M - $19.7M
1.61M $183M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
19.3K
+ 3.92%
$340.59 - $380.5 $6.58M - $7.35M
512K $187M
COF
Capital One Financial Corp

Financial Services
65.5K
+ 34.11%
$145.19 - $192.01 $9.51M - $12.6M
257K $45.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
381K
+ 7.68%
$98.47 - $109.35 $37.5M - $41.7M
5.34M $526M
XLP
Consumer Staples Sector Spdr

ETFs
225K
+ 6.68%
N/A
3.6M $273M
CWB
Spdr Bloomberg Convertible Sec

ETFs
202K
+ 19.93%
$76.21 - $82.24 $15.4M - $16.6M
1.22M $94.9M
VFH
Vanguard Financial ETF

ETFs
99.1K
+ 15.04%
$108.87 - $126.2 $10.8M - $12.5M
758K $89.5M
BSX
Boston Scientific Corp

Healthcare
129K
+ 13.03%
$83.62 - $91.5 $10.8M - $11.8M
1.12M $100M
EPD
Enterprise Products Partners L.P.

Energy
321K
+ 10.69%
$28.66 - $34.43 $9.2M - $11.1M
3.33M $104M
FTLS
First Tr Long/Short Equity ETF

ETFs
195K
+ 11.36%
$63.1 - $67.29 $12.3M - $13.1M
1.91M $126M
EMR
Emerson Electric CO

Industrials
36.7K
+ 4.41%
$108.13 - $134.33 $3.97M - $4.93M
870K $108M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
366K
+ 183.21%
$43.61 - $45.3 $15.9M - $16.6M
565K $25.2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
360K
+ 11.2%
$40.86 - $43.42 $14.7M - $15.6M
3.57M $150M
HEFA
Ishares Currency Hedged Msci E

ETFs
519K
+ 19.08%
$34.42 - $35.88 $17.9M - $18.6M
3.24M $113M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
249K
+ 7.7%
$52.0 - $55.66 $13M - $13.9M
3.49M $186M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
422K
+ 8.45%
$49.79 - $51.14 $21M - $21.6M
5.41M $271M
ITA
Ishares Tr

ETFs
140K
+ 14.39%
$144.31 - $157.31 $20.2M - $22M
1.11M $162M
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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