Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
128K
+ 11.67%
$55.73 - $66.16 $7.13M - $8.46M
1.22M $73.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
455K
+ 24.26%
$23.25 - $23.37 $10.6M - $10.6M
2.33M $54.3M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
384K
+ 675.79%
$25.22 - $28.15 $9.69M - $10.8M
441K $11.8M
TTE
Total Energies Se

Energy
151K
+ 14.93%
N/A
1.16M $79.9M
PG
Procter & Gamble CO

Consumer Defensive
164K
+ 5.23%
$161.05 - $179.7 $26.3M - $29.4M
3.29M $552M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
47.6K
+ 33.72%
$194.9 - $214.12 $9.28M - $10.2M
189K $38.1M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
468K
+ 29.61%
$23.42 - $24.25 $11M - $11.3M
2.05M $48.3M
AVUS
American Centy ETF Tr Avantis

ETFs
80.3K
+ 5.98%
$94.36 - $102.06 $7.57M - $8.19M
1.42M $138M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
236K
+ 16.48%
$48.33 - $49.08 $11.4M - $11.6M
1.67M $80.8M
PH
Parker Hannifin Corp

Industrials
15.2K
+ 14.71%
$621.74 - $709.46 $9.48M - $10.8M
119K $75.6M
GII
Spdr S&P Global Infrasture ETF

ETFs
178K
+ 107.68%
$57.64 - $63.28 $10.3M - $11.3M
344K $20.3M
DAL
Delta Air Lines, Inc.

Industrials
86.9K
+ 17.47%
$47.46 - $65.77 $4.12M - $5.72M
584K $35.3M
FXO
First Tr Exchange Traded Fd Fi

ETFs
111K
+ 8.17%
$50.63 - $59.0 $5.6M - $6.53M
1.47M $79.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
31.9K
+ 1.13%
$111.85 - $120.71 $3.57M - $3.86M
2.85M $328M
PEAK
Healthpeak Properties, Inc.

Real Estate
526K
+ 16.95%
N/A
3.63M $68.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.76M
+ 211.68%
$22.4 - $68.28 $107M - $325M
7.01M $163M
IYE
Ishares Tr

ETFs
224K
+ 53.35%
$43.93 - $51.37 $9.82M - $11.5M
642K $29.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
69.7K
+ 13.71%
$184.21 - $199.29 $12.8M - $13.9M
578K $107M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
306K
+ 67.04%
$34.83 - $38.05 $10.7M - $11.6M
762K $26.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
268K
+ 20.54%
$46.33 - $48.6 $12.4M - $13M
1.57M $73.1M
XEL
Xcel Energy Inc

Utilities
99.4K
+ 7.73%
$62.16 - $72.92 $6.18M - $7.25M
1.38M $93.5M
FSMD
Fidelity Covington Tr Small Mi

ETFs
232K
+ 188.87%
$40.75 - $44.85 $9.47M - $10.4M
355K $14.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
32.5K
+ 36.78%
$229.83 - $258.46 $7.47M - $8.41M
121K $29.9M
FSK
Fs Kkr Capital Corp

Financial Services
120K
+ 3.45%
$19.71 - $22.22 $2.36M - $2.66M
3.58M $77.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
56.3K
+ 23.6%
$209.89 - $233.24 $11.8M - $13.1M
295K $62.6M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
531K
+ 13.38%
$19.42 - $19.76 $10.3M - $10.5M
4.5M $87.6M
ROK
Rockwell Automation, Inc

Industrials
25.2K
+ 19.98%
$264.65 - $302.92 $6.68M - $7.65M
152K $43.3M
UAL
United Airlines Holdings, Inc.

Industrials
45.7K
+ 36.99%
$55.62 - $102.44 $2.54M - $4.68M
169K $16.4M
FTNT
Fortinet, Inc.

Technology
58.9K
+ 26.52%
$76.49 - $99.21 $4.51M - $5.85M
281K $26.6M
APH
Amphenol Corp

Technology
97.5K
+ 16.7%
$62.07 - $75.35 $6.05M - $7.35M
682K $47.3M
APG
A Pi Group Corp

Industrials
253K
+ 555.2%
$31.48 - $39.26 $7.97M - $9.93M
299K $10.7M
WM
Waste Management Inc

Industrials
68.8K
+ 8.53%
$201.79 - $228.46 $13.9M - $15.7M
876K $177M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
232K
+ 35.9%
$37.46 - $43.08 $8.7M - $10M
879K $33.5M
USMC
Principal ETF U S Mega Cap

ETFs
129K
+ 29.15%
$56.37 - $61.98 $7.26M - $7.99M
571K $34.3M
GTO
Invesco Actively Managed ETF T

ETFs
312K
+ 10.82%
$46.33 - $48.41 $14.5M - $15.1M
3.2M $148M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
193K
+ 6.62%
$44.2 - $49.46 $8.52M - $9.53M
3.1M $142M
FENY
Fidelity Covington Tr Msci Ene

ETFs
379K
+ 113.42%
$23.14 - $26.91 $8.78M - $10.2M
714K $17M
PTF
Invesco Exchange Traded Fd Tr

ETFs
50.5K
+ 8.75%
$62.32 - $80.47 $3.14M - $4.06M
627K $45.5M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
80.3K
+ 62.73%
$115.64 - $129.74 $9.29M - $10.4M
208K $24.2M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
129K
+ 191.08%
$61.63 - $71.89 $7.93M - $9.25M
196K $13.1M
BOTZ
Global X Fds

ETFs
290K
+ 15.92%
$31.11 - $34.18 $9.01M - $9.9M
2.11M $67.4M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
111K
+ 47.39%
$57.27 - $71.33 $6.38M - $7.95M
347K $22.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
112K
+ 20.7%
$55.58 - $62.6 $6.23M - $7.02M
654K $39.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
354K
+ 13.87%
$39.3 - $41.34 $13.9M - $14.6M
2.9M $114M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
188K
+ 43.97%
$43.97 - $45.33 $8.29M - $8.54M
617K $27.7M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
121K
+ 116.1%
$63.19 - $73.31 $7.63M - $8.85M
225K $15.4M
DDOG
Datadog, Inc.

Technology
38.9K
+ 34.36%
$113.98 - $168.65 $4.44M - $6.57M
152K $21.8M
KCE
Spdr S&P Capital Markets ETF

ETFs
51K
+ 39.57%
$124.2 - $148.51 $6.33M - $7.57M
180K $24.8M
DBAW
Xtrackers Msci All World Ex Us

ETFs
263K
+ 84.76%
$33.55 - $35.42 $8.83M - $9.33M
574K $19.5M
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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