Lpl Financial LLC Incresed Positions in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
122K
+ 5.39%
$133.81 - $152.16 $16.4M - $18.6M
2.39M $336M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.84M
+ 6.44%
$12.9 - $13.59 $23.7M - $25M
30.3M $408M
SPMD
Spdr Portfolio

ETFs
3.18K
+ 0.03%
$54.43 - $58.29 $173K - $186K
12.7M $725M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
355K
+ 10.82%
$99.12 - $99.52 $35.1M - $35.3M
3.63M $361M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
226K
+ 6.96%
$82.42 - $87.03 $18.6M - $19.7M
3.48M $302M
AVDE
American Centy ETF Tr Avantis

ETFs
326K
+ 16.49%
$73.24 - $79.04 $23.9M - $25.8M
2.3M $182M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
287K
+ 14.32%
$85.93 - $92.12 $24.7M - $26.5M
2.29M $209M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
770K
+ 57.04%
$39.39 - $42.09 $30.3M - $32.4M
2.12M $88.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
231K
+ 4.16%
$50.7 - $54.86 $11.7M - $12.7M
5.78M $317M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
61.8K
+ 2.06%
$121.46 - $130.92 $7.51M - $8.1M
3.07M $400M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
454K
+ 26.46%
$64.17 - $68.19 $29.1M - $31M
2.17M $148M
TMO
Thermo Fisher Scientific Inc.

Healthcare
24.2K
+ 8.59%
$404.94 - $499.99 $9.78M - $12.1M
305K $148M
DFAI
Dimensional ETF Tr

ETFs
830K
+ 38.95%
$34.05 - $36.55 $28.3M - $30.3M
2.96M $108M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
412K
+ 52.15%
$63.92 - $70.83 $26.3M - $29.2M
1.2M $84.8M
IBM
International Business Machines Corp

Technology
194K
+ 11.65%
$234.77 - $292.47 $45.6M - $56.8M
1.86M $525M
SOXX
Ishares Semiconductor ETF

ETFs
2.35K
+ 0.23%
$236.93 - $271.12 $556K - $636K
1.02M $277M
FDL
First Tr Morningstar Dividend

ETFs
355K
+ 3.0%
$41.96 - $44.59 $14.9M - $15.8M
12.2M $530M
NEM
Newmont Corp

Basic Materials
224K
+ 39.84%
$57.35 - $85.25 $12.9M - $19.1M
788K $66.4M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.72M
+ 1823.66%
$19.08 - $23.53 $32.9M - $40.5M
1.82M $35.6M
UNP
Union Pacific Corp

Industrials
109K
+ 8.98%
$214.91 - $237.16 $23.4M - $25.8M
1.32M $312M
QDPL
Pacer Fds Tr Metaurus Us Large
652K
+ 26.41%
$39.4 - $42.1 $25.7M - $27.4M
3.12M $131M
AMAT
Applied Materials Inc

Technology
78.4K
+ 10.0%
$156.25 - $204.95 $12.2M - $16.1M
862K $176M
FNDX
Schwab Fundamental U S Large C

ETFs
1.01M
+ 28.33%
$24.38 - $26.34 $24.5M - $26.5M
4.55M $120M
DHI
Horton D R Inc

Consumer Cyclical
141K
+ 66.09%
$129.82 - $184.04 $18.3M - $26M
355K $60.1M
TRV
Travelers Companies, Inc.

Financial Services
105K
+ 40.02%
$250.62 - $279.43 $26.4M - $29.5M
369K $103M
PEG
Public Service Enterprise Group Inc

Utilities
396K
+ 49.37%
$79.99 - $90.14 $31.7M - $35.7M
1.2M $100M
JIG
J P Morgan Exchange Traded Fd

ETFs
412K
+ 109.07%
$69.55 - $75.34 $28.7M - $31.1M
790K $59.5M
PPA
Invesco Exchange Traded Fd Tr

ETFs
66.3K
+ 4.14%
$139.82 - $155.45 $9.27M - $10.3M
1.67M $259M
AXP
American Express CO

Financial Services
66.1K
+ 8.59%
$294.27 - $342.31 $19.5M - $22.6M
837K $278M
PFE
Pfizer Inc

Healthcare
687K
+ 6.0%
$23.29 - $25.88 $16M - $17.8M
12.1M $309M
IOO
Ishares Tr Global 100 ETF

ETFs
170K
+ 18.59%
$107.55 - $120.01 $18.3M - $20.4M
1.08M $130M
NEE
Nextera Energy Inc

Utilities
119K
+ 3.22%
$69.77 - $77.54 $8.27M - $9.19M
3.8M $287M
HYG
Ishares Tr

ETFs
371K
+ 17.24%
$79.85 - $81.32 $29.6M - $30.1M
2.52M $205M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
140K
+ 13.44%
$134.94 - $145.86 $18.9M - $20.5M
1.18M $172M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.26M
+ 19.23%
$23.54 - $23.97 $29.7M - $30.3M
7.84M $188M
FIX
Comfort Systems Usa Inc

Industrials
28.6K
+ 109.75%
$521.66 - $825.18 $14.9M - $23.6M
54.7K $45.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
113K
+ 45.98%
$116.14 - $168.56 $13.1M - $19M
357K $60.2M
PLD
Prologis, Inc.

Real Estate
186K
+ 18.3%
$104.08 - $115.35 $19.4M - $21.5M
1.2M $138M
URA
Global X Uranium ETF

ETFs
432K
+ 37.56%
$36.45 - $50.4 $15.8M - $21.8M
1.58M $75.5M
PWB
Invesco Exchange Traded Fd Tr

ETFs
176K
+ 16.49%
$115.87 - $125.42 $20.4M - $22M
1.24M $156M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
233K
+ 3.69%
$92.18 - $95.14 $21.5M - $22.2M
6.55M $623M
LOW
Lowes Companies Inc

Consumer Cyclical
6.35K
+ 0.66%
$215.01 - $273.02 $1.37M - $1.73M
971K $244M
GRMN
Garmin LTD

Technology
106K
+ 108.08%
$211.13 - $246.22 $22.4M - $26.2M
205K $50.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
77.2K
+ 10.39%
$282.75 - $294.19 $21.8M - $22.7M
821K $241M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
480K
+ 21.3%
$49.55 - $52.25 $23.8M - $25.1M
2.74M $143M
IWR
Ishares Russell Mid Cap ETF

ETFs
157K
+ 5.16%
$92.26 - $97.51 $14.5M - $15.3M
3.21M $310M
TXN
Texas Instruments Inc

Technology
147K
+ 18.7%
N/A
931K $181M
KLAC
Kla Corp

Technology
5.4K
+ 4.38%
$843.9 - $1078.6 $4.55M - $5.82M
129K $139M
CORP
Pimco Investment Grade Corp Bd

ETFs
276K
+ 33.05%
$95.87 - $99.18 $26.5M - $27.4M
1.11M $110M
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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