Lpl Financial LLC Reduced Holdings in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-3.44M
- 56.59%
$106.99 - $114.46 $368M - $393M
2.64M $300M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.81M
- 33.5%
$171.38 - $197.01 $311M - $357M
3.6M $705M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.7M
- 5.71%
$45.6 - $46.92 $123M - $126M
44.5M $2.08B
ISRG
Intuitive Surgical Inc

Healthcare
-51.2K
- 10.6%
$433.66 - $544.47 $22.2M - $27.9M
432K $193M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.31M
- 8.42%
$50.23 - $50.48 $65.9M - $66.2M
14.3M $718M
ACN
Accenture PLC

Technology
-113K
- 16.17%
$232.56 - $304.78 $26.3M - $34.5M
587K $145M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.84M
- 33.96%
$37.2 - $39.61 $68.4M - $72.8M
3.57M $142M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-635K
- 28.31%
$107.27 - $113.94 $68.1M - $72.3M
1.61M $183M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-2.23M
- 53.04%
$25.39 - $26.21 $56.7M - $58.6M
1.98M $51.6M
MSTR
Microstrategy Inc

Technology
-7.65K
- 1.17%
$300.7 - $455.9 $2.3M - $3.49M
644K $207M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.07M
- 38.31%
$46.97 - $48.89 $50.2M - $52.3M
1.72M $84.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-687K
- 18.7%
$67.48 - $71.55 $46.4M - $49.2M
2.99M $212M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-632K
- 14.86%
$72.01 - $74.44 $45.5M - $47M
3.62M $266M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-604K
- 68.77%
$65.91 - $70.63 $39.8M - $42.7M
274K $19.2M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-570K
- 27.19%
$59.29 - $62.87 $33.8M - $35.9M
1.53M $91.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-757K
- 26.62%
$62.54 - $68.42 $47.3M - $51.8M
2.09M $141M
BEN
Franklin Resources Inc

Financial Services
-1.47M
- 74.6%
$23.13 - $26.03 $34.1M - $38.3M
501K $11.6M
EFV
Msci Eafe Value ETF

ETFs
-1.97M
- 8.69%
$62.79 - $68.42 $124M - $135M
20.7M $1.41B
ON
On Semiconductor Corp

Technology
-639K
- 73.73%
$46.98 - $62.45 $30M - $39.9M
227K $11.2M
IGV
Ishares Expanded Tech Software

ETFs
-375K
- 16.78%
$105.96 - $117.79 $39.8M - $44.2M
1.86M $214M
UPS
United Parcel Service Inc

Industrials
-15.4K
- 0.91%
$82.58 - $105.54 $1.27M - $1.62M
1.67M $140M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-1.39M
- 40.39%
$21.99 - $23.38 $30.6M - $32.5M
2.05M $47.4M
IHDG
Wisdomtree Tr

ETFs
-701K
- 13.39%
$43.81 - $46.31 $30.7M - $32.4M
4.53M $209M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.07M
- 24.83%
$24.23 - $24.42 $25.8M - $26M
3.23M $78.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-26.5K
- 1.81%
$38.58 - $58.24 $1.02M - $1.54M
1.44M $56.4M
XLV
Select Sector Spdr Fund Health

ETFs
-399K
- 5.83%
$129.01 - $139.72 $51.4M - $55.7M
6.44M $896M
NVO
Novo Nordisk A S

Healthcare
-86.9K
- 5.85%
$45.38 - $71.7 $3.94M - $6.23M
1.4M $77.7M
TTD
Trade Desk, Inc.

Technology
-59K
- 6.16%
$43.93 - $89.76 $2.59M - $5.29M
899K $44M
CSGP
Costar Group, Inc.

Real Estate
-311K
- 67.56%
$81.42 - $96.83 $25.3M - $30.1M
149K $12.6M
WDAY
Workday, Inc.

Technology
-99K
- 49.16%
$213.69 - $247.69 $21.2M - $24.5M
102K $24.7M
ELV
Elevance Health, Inc.

Healthcare
-27.7K
- 13.48%
$274.66 - $395.76 $7.62M - $11M
178K $57.5M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-416K
- 28.53%
$57.15 - $62.12 $23.8M - $25.8M
1.04M $64.7M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-284K
- 82.53%
$71.6 - $76.11 $20.4M - $21.6M
60.2K $4.56M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-471K
- 17.93%
$68.95 - $75.02 $32.5M - $35.4M
2.16M $162M
CRWD
Crowd Strike Holdings, Inc.

Technology
-13.5K
- 2.1%
$412.46 - $514.1 $5.57M - $6.94M
630K $309M
FCX
Freeport Mcmoran Inc

Basic Materials
-218K
- 9.84%
$35.34 - $47.21 $7.72M - $10.3M
2M $78.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-202K
- 2.96%
$82.38 - $83.0 $16.6M - $16.7M
6.62M $549M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-233K
- 72.62%
$71.11 - $81.68 $16.6M - $19.1M
88K $7.03M
RWR
Spdr Dow Jones Reit ETF

ETFs
-168K
- 34.51%
$95.17 - $101.62 $16M - $17.1M
319K $32M
CL
Colgate Palmolive CO

Consumer Defensive
-71.8K
- 8.69%
$79.36 - $93.33 $5.7M - $6.71M
755K $60.3M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-269K
- 61.83%
$57.58 - $64.29 $15.5M - $17.3M
166K $10.6M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-240K
- 39.49%
$63.74 - $68.36 $15.3M - $16.4M
367K $24.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-26K
- 13.12%
$108.8 - $169.61 $2.83M - $4.41M
172K $18.7M
IYR
Ishares Tr

ETFs
-154K
- 30.81%
$94.16 - $98.46 $14.5M - $15.2M
347K $33.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-158K
- 2.41%
N/A
6.4M $550M
HTAB
Hartford Fds Exchange Traded

ETFs
-745K
- 33.62%
$18.37 - $19.19 $13.7M - $14.3M
1.47M $28.1M
BLDR
Builders First Source, Inc.

Industrials
-122K
- 35.51%
$116.91 - $149.21 $14.2M - $18.1M
221K $26.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.12M
- 5.17%
$55.15 - $58.11 $61.5M - $64.8M
20.5M $1.18B
IAK
Ishares Tr

ETFs
-94.9K
- 51.26%
$126.37 - $134.46 $12M - $12.8M
90.3K $12.1M
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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