Lpl Financial LLC Incresed Positions in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
145K
+ 6.91%
$88.47 - $93.24 $12.8M - $13.5M
2.24M $205M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
77K
+ 12.73%
$83.08 - $100.2 $6.4M - $7.72M
682K $68.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
155K
+ 7.26%
$79.89 - $83.25 $12.4M - $12.9M
2.29M $189M
HII
Huntington Ingalls Industries, Inc.

Industrials
39.1K
+ 26.52%
$246.31 - $287.91 $9.63M - $11.3M
187K $53.7M
DFAX
Dimensional ETF Tr
62.5K
+ 0.78%
$29.25 - $31.56 $1.83M - $1.97M
8.09M $254M
HYLS
First Tr Tactical High Yield L

ETFs
409K
+ 12.82%
$41.62 - $42.32 $17M - $17.3M
3.6M $151M
VOX
Vanguard Communication Service

ETFs
64.9K
+ 18.74%
$169.0 - $192.17 $11M - $12.5M
411K $77.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
855K
+ 20.5%
$20.84 - $21.03 $17.8M - $18M
5.03M $105M
DSI
Ishares Msci Kld 400 Social Et

ETFs
50.9K
+ 4.38%
$115.96 - $125.95 $5.91M - $6.42M
1.21M $153M
LGOV
First Tr ETF Iv Long Duration

ETFs
776K
+ 28.64%
$20.98 - $22.03 $16.3M - $17.1M
3.49M $75.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
523K
+ 5.58%
$25.67 - $27.21 $13.4M - $14.2M
9.91M $267M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
341K
+ 20.32%
$47.11 - $48.77 $16M - $16.6M
2.02M $97.7M
VDE
Vanguard Energy ETF

ETFs
102K
+ 14.55%
$118.37 - $129.65 $12M - $13.2M
801K $101M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
69.5K
+ 7.87%
$131.47 - $143.64 $9.13M - $9.98M
952K $135M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
283K
+ 3.11%
$59.81 - $60.11 $16.9M - $17M
9.37M $562M
PWR
Quanta Services, Inc.

Industrials
20.2K
+ 8.24%
$372.29 - $421.68 $7.5M - $8.5M
265K $110M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
100K
+ 29.13%
$133.48 - $144.38 $13.4M - $14.5M
445K $63.4M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
321K
+ 5.63%
$48.72 - $50.73 $15.6M - $16.3M
6.03M $297M
RGTI
Rigetti Computing, Inc.

Technology
245K
+ 45.05%
$11.33 - $32.1 $2.77M - $7.85M
788K $23.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
141K
+ 12.33%
$109.11 - $111.88 $15.4M - $15.8M
1.28M $143M
MCK
Mckesson Corp

Healthcare
12.5K
+ 6.75%
$659.01 - $772.54 $8.21M - $9.62M
197K $152M
VIS
Vanguard Industrial ETF

ETFs
44K
+ 18.33%
$281.0 - $296.29 $12.4M - $13M
284K $84.1M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
718K
+ 97.88%
$23.09 - $23.43 $16.6M - $16.8M
1.45M $34M
RAAX
Vaneck ETF Trust Inflation All

ETFs
414K
+ 53.31%
$31.5 - $34.46 $13M - $14.3M
1.19M $41M
HGER
Harbor ETF Tr All Weather Infl
647K
+ 479.66%
$24.26 - $25.91 $15.7M - $16.8M
782K $20.2M
MCHI
Ishares Msci China ETF

ETFs
39.4K
+ 2.98%
$54.58 - $65.85 $2.15M - $2.6M
1.36M $89.9M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
476K
+ 18.65%
$27.49 - $29.67 $13.1M - $14.1M
3.03M $87.1M
COF
Capital One Financial Corp

Financial Services
79.2K
+ 16.91%
$207.29 - $229.74 $16.4M - $18.2M
548K $116M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
168K
+ 3.48%
$76.16 - $78.59 $12.8M - $13.2M
4.99M $390M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.44K
+ 0.27%
$64.22 - $99.03 $92.3K - $142K
526K $52.1M
VFH
Vanguard Financial ETF

ETFs
100K
+ 11.49%
$125.23 - $132.78 $12.5M - $13.3M
971K $127M
CAH
Cardinal Health Inc

Healthcare
126K
+ 42.28%
$146.04 - $167.63 $18.4M - $21.1M
424K $66.5M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
355K
+ 122.58%
$40.49 - $44.91 $14.4M - $16M
645K $28.3M
AMCR
Amcor PLC

Consumer Cyclical
2.29M
+ 99.16%
$7.97 - $9.94 $18.2M - $22.7M
4.6M $37.6M
VT
Vanguard Total World Stk Index

ETFs
52.6K
+ 5.36%
$128.41 - $138.03 $6.76M - $7.26M
1.03M $143M
IETC
Ishares U S ETF Tr

ETFs
152K
+ 150.6%
$92.7 - $103.65 $14.1M - $15.7M
253K $25.8M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
358K
+ 403.86%
$44.84 - $45.49 $16M - $16.3M
446K $20.3M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
118K
+ 45.54%
$100.4 - $119.58 $11.8M - $14.1M
377K $41.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
363K
+ 11.37%
$39.58 - $40.74 $14.4M - $14.8M
3.56M $144M
CDNS
Cadence Design Systems Inc

Technology
7.23K
+ 2.28%
$309.46 - $373.37 $2.24M - $2.7M
324K $114M
EMR
Emerson Electric CO

Industrials
141K
+ 13.36%
$128.6 - $149.63 $18.1M - $21M
1.19M $156M
BSCV
Invesco ETF Self Indexed Fd Tr
937K
+ 36.06%
$16.39 - $16.83 $15.4M - $15.8M
3.53M $59M
COIN
Coinbase Global, Inc.

Technology
56.9K
+ 23.18%
$297.99 - $419.78 $17M - $23.9M
302K $102M
STLG
Ishares Factors Us Growth Styl

ETFs
317K
+ 45.41%
N/A
1.02M $51.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20.4K
+ 0.68%
$136.48 - $142.97 $2.79M - $2.92M
3.03M $425M
CLOI
Vaneck ETF Tr

ETFs
295K
+ 22.45%
$52.8 - $53.1 $15.6M - $15.7M
1.61M $85.4M
RBLX
Roblox Corp

Communication Services
73.4K
+ 43.48%
$100.65 - $141.56 $7.39M - $10.4M
242K $33.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
82.1K
+ 44.81%
$43.07 - $91.37 $3.54M - $7.51M
265K $24.3M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
666K
+ 44.19%
$23.27 - $23.51 $15.5M - $15.7M
2.17M $50.9M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email