Lpl Financial LLC Reduced Holdings in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-25.2K
- 33.74%
$32.82 - $45.55 $827K - $1.15M
49.5K $1.65M
CHE
Chemed Corp

Healthcare
-1.33K
- 12.42%
$517.44 - $613.19 $686K - $812K
9.34K $4.95M
EZA
Ishares Msci South Africa ETF

ETFs
-25.9K
- 60.59%
$41.91 - $50.68 $1.09M - $1.31M
16.9K $706K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-65.5K
- 45.99%
N/A
77K $1.7M
GNR
Spdr S&P Global Natural Resour

ETFs
-3.45K
- 2.13%
$48.67 - $58.43 $168K - $201K
158K $7.87M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-26.6K
- 14.4%
$32.68 - $36.28 $869K - $965K
158K $5.17M
ING
Ing Groep Nv

Financial Services
-20.5K
- 4.59%
$15.1 - $17.73 $310K - $364K
427K $6.69M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-16.9K
- 8.26%
$33.93 - $38.37 $574K - $649K
188K $6.45M
FRPT
Freshpet, Inc.

Consumer Defensive
-14.5K
- 22.92%
$132.54 - $156.76 $1.93M - $2.28M
48.9K $7.24M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-37.9K
- 21.53%
$30.58 - $33.39 $1.16M - $1.27M
138K $4.33M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-17.2K
- 15.85%
$40.04 - $48.12 $688K - $827K
91.3K $3.66M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-62K
- 79.64%
$18.62 - $22.39 $1.15M - $1.39M
15.8K $299K
NEP
Nextera Energy Partners, LP

Utilities
-4.92K
- 3.75%
$15.87 - $26.96 $78.1K - $133K
126K $2.25M
VTC
Vanguard Scottsdale Fds Total

ETFs
-13K
- 11.93%
$75.59 - $79.31 $982K - $1.03M
95.9K $7.26M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-51.6K
- 9.69%
$19.99 - $20.7 $1.03M - $1.07M
481K $9.62M
HNDL
Strategy Shs

ETFs
-28.8K
- 3.52%
$21.25 - $22.4 $612K - $645K
790K $16.8M
FEP
First Trust Europe Alphadex Fu

ETFs
-15.4K
- 5.94%
$35.46 - $38.46 $547K - $593K
244K $8.74M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-7.59K
- 1.46%
$50.65 - $54.19 $384K - $411K
513K $26M
IMTB
Ishares Tr

ETFs
-26.5K
- 24.5%
$42.29 - $44.45 $1.12M - $1.18M
81.8K $3.47M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-52.9K
- 11.37%
$23.03 - $23.33 $1.22M - $1.23M
412K $9.54M
EL
Estee Lauder Companies Inc

Consumer Defensive
-675
- 1.29%
$62.74 - $97.24 $42.3K - $65.6K
51.7K $3.88M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-3.76K
- 1.38%
$154.42 - $163.91 $581K - $617K
270K $41.8M
ASX
Ase Technology Holding Co., Ltd.

Technology
-137K
- 75.23%
$9.49 - $10.74 $1.3M - $1.47M
45K $452K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-23.1K
- 39.14%
N/A
36K $2.05M
UBSI
United Bankshares Inc

Financial Services
-36.1K
- 34.45%
$35.53 - $43.29 $1.28M - $1.56M
68.8K $2.58M
LEG
Leggett & Platt Inc

Consumer Cyclical
-66.3K
- 41.15%
$9.5 - $13.67 $630K - $906K
94.8K $910K
RIG
Transocean Ltd.

Energy
-189K
- 16.74%
$3.47 - $4.67 $655K - $881K
938K $3.52M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-41.1K
- 9.12%
$18.47 - $19.96 $759K - $820K
409K $7.56M
VFC
V F Corp

Consumer Cyclical
-78K
- 28.09%
$16.7 - $22.59 $1.3M - $1.76M
200K $4.29M
TXT
Textron Inc

Industrials
-2.33K
- 2.66%
$75.82 - $90.32 $177K - $211K
85.5K $6.54M
VMC
Vulcan Materials CO

Basic Materials
-7.26K
- 8.08%
$237.95 - $292.31 $1.73M - $2.12M
82.6K $21.2M
GOGL
Golden Ocean Group LTD

Industrials
-78.2K
- 65.08%
$8.62 - $13.16 $674K - $1.03M
42K $375K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-22.9K
- 2.82%
$39.44 - $43.65 $902K - $998K
788K $31.3M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-55.3K
- 8.72%
$22.28 - $22.66 $1.23M - $1.25M
579K $13M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-11.4K
- 4.87%
$55.73 - $61.23 $633K - $695K
222K $12.5M
LNTH
Lantheus Holdings, Inc.

Healthcare
-1.75K
- 3.37%
$76.22 - $116.71 $134K - $205K
50.2K $4.49M
SUN
Sunoco LP

Energy
-15.1K
- 7.82%
$50.8 - $56.82 $767K - $858K
178K $9.15M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-44.6K
- 9.36%
$25.33 - $27.57 $1.13M - $1.23M
432K $11.2M
TER
Teradyne, Inc

Technology
-3.77K
- 4.12%
$102.58 - $133.62 $387K - $503K
87.6K $11M
XT
Ishares Tr Exponential Technol

ETFs
-6.25K
- 0.89%
$58.7 - $62.72 $367K - $392K
693K $41.4M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-33.8K
- 18.28%
$23.11 - $25.17 $782K - $852K
151K $3.49M
GSL
Global Ship Lease, Inc.

Industrials
-31K
- 28.88%
$21.21 - $26.31 $658K - $816K
76.4K $1.67M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-9.29K
- 11.0%
$64.91 - $73.47 $603K - $682K
75.1K $4.9M
LSAF
Two Rds Shared Tr

ETFs
-12.6K
- 1.61%
$40.52 - $44.24 $510K - $556K
771K $31.2M
BWX
Spdr Bloomberg International T

ETFs
-5.91K
- 1.11%
$21.39 - $23.3 $126K - $138K
528K $11.3M
CSWC
Capital Southwest Corp

Financial Services
-22.9K
- 11.95%
$20.85 - $25.85 $478K - $593K
169K $3.69M
DSL
Double Line Income Solutions Fund

Financial Services
-73.2K
- 12.48%
$12.32 - $13.0 $901K - $951K
513K $6.45M
CRUS
Cirrus Logic, Inc.

Technology
-6.47K
- 32.66%
$99.58 - $125.3 $644K - $810K
13.3K $1.33M
EXAS
Exact Sciences Corp

Healthcare
-3K
- 3.72%
$49.33 - $71.97 $148K - $216K
77.7K $4.37M
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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