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Asset Manager ← All Institutions

LPL Financial LLC

4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121 • 704-733-3300

Q1 2025 · Filed 2025-05-07
Market Value
$256.9B
+4.6%
Holdings
7,622
+176
New Purchases
176
Added To
3,339
Closed
2,415
Reduced
1,591
Top 10 Concentration
15.1%
Turnover
34.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTIP 0.29% 0.03% +0.26% $741M
VONV 0.29% 0.05% +0.24% $741M
IEMG 0.72% 0.52% +0.20% $1.9B
IGF 0.18% 0.00% +0.17% $450M
TLH 0.22% 0.09% +0.13% $556M
BRK-B 0.61% 0.49% +0.12% $1.6B
PDBC 0.14% 0.03% +0.11% $365M
IVE 0.52% 0.41% +0.11% $1.3B
SLYV 0.16% 0.05% +0.10% $404M
GLD 0.44% 0.34% +0.10% $1.1B
OEF 0.19% 0.09% +0.10% $487M
CGDV 0.41% 0.32% +0.09% $1.0B
IAU 0.26% 0.17% +0.08% $659M
MBB 0.89% 0.82% +0.07% $2.3B
HEFA 0.11% 0.05% +0.07% $289M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJH 0.57% 1.08% -0.51% $1.5B
NVDA 1.22% 1.50% -0.29% $3.1B
AAPL 1.76% 2.00% -0.24% $4.5B
QQQ 1.74% 1.97% -0.23% $4.5B
IUSG 0.65% 0.87% -0.22% $1.7B
SPY 1.97% 2.13% -0.16% $5.1B
TSLA 0.28% 0.43% -0.15% $712M
VUG 0.72% 0.86% -0.14% $1.8B
EFG 0.22% 0.36% -0.14% $575M
MSFT 1.22% 1.36% -0.14% $3.1B
GOVT 0.92% 1.06% -0.14% $2.4B
AMZN 0.99% 1.13% -0.13% $2.5B
VTI 1.39% 1.52% -0.13% $3.6B
IVV 2.32% 2.44% -0.13% $5.9B
AVGO 0.35% 0.47% -0.12% $891M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 87.6%
Healthcare 2.3%
Industrials 2.3%
Technology 1.7%
Consumer Cyclical 1.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $66.1B 25.7%
Large Cap 1,028 $130.4B 50.8%
Mid Cap 1,340 $38.7B 15.1%
Small Cap 1,893 $17.9B 7.0%
Micro Cap 1,489 $3.6B 1.4%

Portfolio Analytics

Avg Market Cap
$17.7B
Median Market Cap
$1.3B
Avg P/E
28.8
Median P/E
18.3
Avg Dividend Yield
0.04%
Avg Beta
1.88
# Stocks
3,303
# ETFs / Funds
2,540

Top Holdings (7,622 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 2.32% 10,584,897 $5.9B $561.90 -$50M +396,624 +3.9%
2 SPY 1.97% 9,047,948 $5.1B $559.39 -$183M +100,234 +1.1%
3 AAPL 1.76% 20,389,500 $4.5B $222.00 -$385M +773,208 +3.9%
4 QQQ 1.74% 9,545,155 $4.5B $468.92 -$371M +63,805 +0.7%
5 VTI 1.39% 12,996,720 $3.6B $274.84 -$168M +90,381 +0.7%
6 MSFT 1.22% 8,384,908 $3.1B $375.28 -$198M +450,323 +5.7%
7 NVDA 1.22% 28,890,061 $3.1B $108.30 -$564M +1,394,386 +5.1%
8 QUAL 1.21% 18,186,643 $3.1B $170.89 $104M +1,318,823 +7.8%
9 VOO 1.13% 5,670,710 $2.9B $513.91 -$15M +234,107 +4.3%
10 SPYG 1.13% 36,070,856 $2.9B $80.37 -$92M +2,047,648 +6.0%
11 SPLG 1.07% 41,960,691 $2.8B $65.76 $49M +2,643,842 +6.7%
12 IEFA 1.07% 36,222,496 $2.7B $75.65 $12M -2,602,060 -6.7%
13 AMZN 0.99% 13,407,443 $2.5B $190.13 -$220M +787,023 +6.2%
14 GOVT 0.92% 102,991,608 $2.4B $22.98 -$232M -10,112,800 -8.9%
15 MBB 0.89% 24,262,602 $2.3B $93.78 $271M +2,404,586 +11.0%
16 IUSB 0.86% 48,049,515 $2.2B $46.08 $196M +3,402,819 +7.6%
17 SPYV 0.85% 42,792,448 $2.2B $51.07 $68M +1,387,832 +3.4%
18 IEMG 0.72% 34,433,455 $1.9B $53.97 $574M +9,838,872 +40.0%
19 VUG 0.72% 4,964,202 $1.8B $370.82 -$264M -164,412 -3.2%
20 IVW 0.68% 18,929,345 $1.8B $92.83 -$64M +988,955 +5.5%
21 VTV 0.67% 9,985,009 $1.7B $172.74 $109M +442,395 +4.6%
22 IJR 0.65% 15,897,788 $1.7B $104.57 -$140M +251,169 +1.6%
23 IUSG 0.65% 13,079,412 $1.7B $127.08 -$470M -2,222,950 -14.5%
24 BRK-B 0.61% 2,943,391 $1.6B $532.58 $355M +268,311 +10.0%
25 XLK 0.59% 7,392,315 $1.5B $206.48 -$211M -81,372 -1.1%
26 IJH 0.57% 25,091,712 $1.5B $58.35 -$1.2B -17,458,599 -41.0%
27 QQQM 0.56% 7,457,233 $1.4B $193.02 -$45M +402,719 +5.7%
28 SPIB 0.55% 42,232,183 $1.4B $33.24 $148M +3,902,141 +10.2%
29 META 0.54% 2,425,822 $1.4B $575.60 $72M +165,224 +7.3%
30 RDVY 0.54% 23,686,574 $1.4B $58.54 $127M +2,379,430 +11.2%
31 DYNF 0.54% 28,291,120 $1.4B $48.76 $94M +3,210,527 +12.8%
32 IWM 0.54% 6,896,876 $1.4B $199.49 -$174M -117,811 -1.7%
33 VEA 0.53% 27,006,416 $1.4B $50.83 $80M -34,183 -0.1%
34 IUSV 0.52% 14,434,118 $1.3B $92.29 $52M +612,628 +4.4%
35 IVE 0.52% 6,977,283 $1.3B $190.58 $322M +1,699,340 +32.2%
36 VIG 0.47% 6,285,425 $1.2B $193.99 $41M +269,131 +4.5%
37 BUFR 0.47% 40,522,599 $1.2B $29.69 $125M +5,137,595 +14.5%
38 IWF 0.46% 3,280,071 $1.2B $361.09 -$79M +133,621 +4.2%
39 COWZ 0.45% 21,229,420 $1.2B $54.76 -$6M +535,597 +2.6%
40 BND 0.45% 15,761,081 $1.2B $73.45 $58M +469,511 +3.1%
41 BIL 0.45% 12,500,373 $1.1B $91.73 $96M +1,006,657 +8.8%
42 GLD 0.44% 3,912,435 $1.1B $288.14 $292M +464,369 +13.5%
43 SPDW 0.44% 30,733,565 $1.1B $36.41 $162M +2,701,493 +9.6%
44 GOOGL 0.43% 7,074,160 $1.1B $154.60 -$153M +488,528 +7.4%
45 SPTI 0.43% 38,247,130 $1.1B $28.58 $23M -143,074 -0.4%
46 SCHD 0.42% 38,785,482 $1.1B $27.96 $92M +2,470,706 +6.8%
47 JPM 0.42% 4,391,622 $1.1B $245.30 $114M +374,330 +9.3%
48 CGDV 0.41% 29,452,035 $1.0B $35.64 $275M +7,468,408 +34.0%
49 XLF 0.41% 21,067,825 $1.0B $49.81 $133M +2,097,141 +11.1%
50 MUB 0.41% 9,936,130 $1.0B $105.44 $21M +299,520 +3.1%
51 DGRW 0.40% 12,792,685 $1.0B $79.86 $50M +792,918 +6.6%
52 XLV 0.39% 6,935,385 $1.0B $146.01 $85M +191,919 +2.8%
53 AGG 0.38% 9,948,608 $984M $98.92 $86M +677,193 +7.3%
54 DGRO 0.38% 15,697,592 $970M $61.78 $65M +941,311 +6.4%
55 V 0.36% 2,647,278 $926M $349.79 $134M +140,920 +5.6%
56 COST 0.36% 975,377 $922M $945.78 $85M +61,632 +6.7%
57 SPSM 0.36% 22,433,333 $914M $40.76 -$30M +1,407,446 +6.7%
58 RSP 0.35% 5,260,788 $911M $173.23 $146M +894,245 +20.5%
59 AVGO 0.35% 5,319,616 $891M $167.43 -$264M +339,317 +6.8%
60 EFV 0.35% 15,058,000 $888M $58.94 -$15M -2,137,268 -12.4%
61 VB 0.33% 3,826,253 $848M $221.75 -$62M +36,930 +1.0%
62 LLY 0.33% 1,020,851 $842M $825.29 $109M +70,802 +7.5%
63 GOOG 0.32% 5,313,955 $830M $156.23 -$123M +311,289 +6.2%
64 FVD 0.31% 17,658,134 $787M $44.59 $18M +35,918 +0.2%
65 SDVY 0.30% 23,374,014 $783M $33.50 -$3M +1,438,128 +6.6%
66 CGGR 0.30% 22,834,860 $782M $34.25 $159M +6,059,534 +36.1%
67 VO 0.30% 2,970,441 $768M $258.62 -$33M -64,787 -2.1%
68 JPST 0.30% 15,159,206 $768M $50.63 $128M +2,464,430 +19.4%
69 VCIT 0.30% 9,352,667 $765M $81.76 -$142M -1,939,597 -17.2%
70 IYW 0.29% 5,335,760 $749M $140.44 -$66M +224,438 +4.4%
71 IWD 0.29% 3,949,393 $743M $188.16 $54M +229,198 +6.2%
72 VYM 0.29% 5,760,304 $743M $128.96 $23M +117,074 +2.1%
73 VTIP 0.29% 14,856,970 $741M $49.90 $661M +13,187,463 +789.9%
74 VONV 0.29% 8,977,710 $741M $82.54 $617M +7,451,591 +488.3%
75 IWB 0.29% 2,401,110 $737M $306.74 -$42M -16,547 -0.7%
76 JNJ 0.28% 4,298,916 $713M $165.84 $140M +336,055 +8.5%
77 TSLA 0.28% 2,750,951 $712M $259.00 -$347M +127,383 +4.9%
78 VGT 0.27% 1,292,568 $701M $542.38 -$123M -33,308 -2.5%
79 XOM 0.27% 5,842,283 $695M $118.93 $100M +311,697 +5.6%
80 FTCS 0.27% 7,664,395 $687M $89.64 $25M +121,726 +1.6%
81 VWO 0.26% 14,926,353 $676M $45.26 $52M +757,008 +5.3%
82 SPMD 0.26% 13,097,106 $670M $51.18 -$34M +216,594 +1.7%
83 DIA 0.26% 1,595,471 $670M $419.88 -$16M -16,553 -1.0%
84 SPHQ 0.26% 10,044,254 $666M $66.34 $82M +1,325,931 +15.2%
85 HD 0.26% 1,816,074 $666M $366.49 $6M +120,076 +7.1%
86 ABBV 0.26% 3,172,248 $665M $209.52 $139M +216,704 +7.3%
87 IAU 0.26% 11,182,842 $659M $58.96 $232M +2,552,405 +29.6%
88 WMT 0.25% 7,459,426 $655M $87.79 $40M +653,190 +9.6%
89 USFR 0.25% 12,794,277 $644M $50.33 $10M +186,485 +1.5%
90 ITOT 0.25% 5,253,679 $641M $122.01 -$14M +159,669 +3.1%
91 XLI 0.25% 4,862,738 $637M $131.07 $22M +192,093 +4.1%
92 NFLX 0.25% 679,661 $633M $931.39 $102M +82,876 +13.9%
93 XLE 0.24% 6,730,761 $629M $93.45 $13M -456,564 -6.4%
94 SCHG 0.24% 24,607,170 $616M $25.04 $2M +2,554,009 +11.6%
95 MOAT 0.24% 6,986,164 $615M $88.00 -$61M -299,611 -4.1%
96 VONG 0.24% 6,602,552 $613M $92.79 $42M +1,077,100 +19.5%
97 PG 0.24% 3,549,612 $605M $170.42 $53M +258,452 +7.9%
98 SGOV 0.23% 5,943,668 $598M $100.67 $173M +1,707,474 +40.3%
99 CVX 0.23% 3,553,406 $594M $167.29 $111M +215,298 +6.4%
100 SPAB 0.23% 23,043,191 $589M $25.54 -$53M -2,640,999 -10.3%

Options Breakdown

151 Calls $44M Call Value 179 Puts $208M Put Value 4.71 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 17,400 $10M
NVDA 39,000 $4M
SMH 19,500 $4M
QQQ 4,800 $2M
JCI 21,000 $2M NEW
V 4,500 $2M
TSLA 6,000 $2M
AMZN 6,500 $1M
PFE 44,500 $1M
BABA 6,500 $859K

Top Puts

SymbolSharesValueStatus
QQQ 142,300 $67M
SPY 98,900 $55M
AAPL 37,800 $8M
LNC 161,100 $6M
MSFT 12,100 $5M
C 47,300 $3M
BTU 244,800 $3M
AMZN 16,500 $3M
HAL 123,600 $3M
USB 63,600 $3M

New Positions

SymbolValue% Port
HIMU $86M 0.03%
THRO $54M 0.02%
CERY $33M 0.01%
GGUS $23M 0.01%
CPLS $16M 0.01%
RSPA $9M —%
QQA $8M —%
EFAA $8M —%
BAI $7M —%
CGIC $6M —%
VG $6M —%
TOPT $5M —%
CGHM $5M —%
DCO $5M —%
KHPI $5M —%

Sold Out Positions

SymbolValue% Port
NXRT —%
ASIX —%
PRA —%
EAF —%
CATY —%
FOSL —%
CSIQ —%
JCTC —%
ADV —%
CAC —%
INTZ —%
MLKN —%
ARHS —%
FLGT —%
CTRN —%
View SEC EDGAR Filings for LPL Financial LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms