Lpl Financial LLC
CIK Number: 0001403438
Main Sectors:
Top Industries:
Filing Date: May 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 652.24 | +0.83% | 10.58M | +3.89% | 5.95B | 392.25 | 2.31% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 649.00 | +0.82% | 9.05M | +1.12% | 5.06B | 358.14 | 1.97% | Share |
| 3 | AAPL | Apple Inc. | 239.78 | +0.55% | 20.39M | +3.94% | 4.53B | 110.43 | 1.76% | Share |
| 4 | QQQ | Invesco QQQ Tru... | 575.26 | +0.91% | 9.55M | +0.67% | 4.48B | 285.85 | 1.74% | Share |
| 5 | VTI | Vanguard Total ... | 320.20 | +0.90% | 13M | +0.70% | 3.57B | 167.04 | 1.39% | Share |
| 6 | MSFT | Microsoft Corpo... | 507.97 | +0.52% | 8.38M | +5.68% | 3.15B | 259.51 | 1.22% | Share |
| 7 | NVDA | NVIDIA Corporat... | 171.66 | +0.61% | 28.89M | +5.07% | 3.13B | 34.96 | 1.22% | Share |
| 8 | QUAL | iShares MSCI US... | 190.31 | +0.87% | 18.19M | +7.82% | 3.11B | 128.67 | 1.21% | Share |
| 9 | VOO | Vanguard S&P 50... | 596.61 | +0.83% | 5.67M | +4.31% | 2.91B | 374.23 | 1.13% | Share |
| 10 | SPYG | SPDR Portfolio ... | 100.53 | +0.93% | 36.07M | +6.02% | 2.9B | 61.6 | 1.13% | Share |
| 11 | SPLG | SPDR Portfolio ... | 76.36 | +0.83% | 41.96M | +6.72% | 2.76B | 54.01 | 1.07% | Share |
| 12 | IEFA | iShares Core MS... | 85.42 | +0.66% | 36.22M | -6.7% | 2.74B | 68.15 | 1.07% | Share |
| 13 | AMZN | Amazon.com, Inc... | 235.68 | +4.29% | 13.41M | +6.24% | 2.55B | 135.72 | 0.99% | Share |
| 14 | GOVT | iShares U.S. Tr... | 23.00 | +0.28% | 102.99M | -8.94% | 2.37B | 22.66 | 0.92% | Share |
| 15 | MBB | iShares MBS ETF | 94.43 | +0.51% | 24.26M | +11.00% | 2.28B | 95.66 | 0.88% | Share |
| 16 | IUSB | iShares Core To... | 46.43 | +0.39% | 48.05M | +7.62% | 2.21B | 47.6 | 0.86% | Share |
| 17 | SPYV | SPDR Portfolio ... | 54.70 | +0.70% | 42.79M | +3.35% | 2.19B | 41.36 | 0.85% | Share |
| 18 | IEMG | iShares Core MS... | 62.03 | -0.33% | 34.43M | +40.00% | 1.86B | 53.82 | 0.72% | Share |
| 19 | VUG | Vanguard Growth... | 463.99 | +0.88% | 4.96M | -3.21% | 1.84B | 205.2 | 0.72% | Share |
| 20 | IVW | iShares S&P 500... | 116.11 | +0.92% | 18.93M | +5.51% | 1.76B | 76.5 | 0.68% | Share |
| 21 | VTV | Vanguard Value ... | 183.10 | +0.72% | 9.99M | +4.64% | 1.72B | 125.98 | 0.67% | Share |
| 22 | IJR | iShares Core S&... | 118.78 | +1.51% | 15.9M | +1.61% | 1.66B | 95.04 | 0.65% | Share |
| 23 | IUSG | iShares Core S&... | 158.68 | +0.95% | 13.08M | -14.53% | 1.66B | 64.98 | 0.65% | Share |
| 24 | BRK-B | Berkshire Hatha... | 506.82 | +1.06% | 2.94M | +10.03% | 1.57B | 317.21 | 0.61% | Share |
| 25 | XLK | Technology Sele... | 262.63 | +0.49% | 7.39M | -1.09% | 1.53B | 133.59 | 0.59% | Share |
| 26 | IJH | iShares Core S&... | 65.72 | +1.43% | 25.09M | -41.03% | 1.46B | 43.07 | 0.57% | Share |
| 27 | QQQM | Invesco NASDAQ ... | 236.81 | +0.93% | 7.46M | +5.71% | 1.44B | 163.41 | 0.56% | Share |
| 28 | SPIB | SPDR Portfolio ... | 33.77 | +0.34% | 42.23M | +10.18% | 1.4B | 33.03 | 0.55% | Share |
| 29 | META | Meta Platforms,... | 748.65 | +1.57% | 2.43M | +7.31% | 1.4B | 336.41 | 0.54% | Share |
| 30 | RDVY | First Trust Ris... | 66.22 | +1.19% | 23.69M | +11.17% | 1.39B | 49.48 | 0.54% | Share |
| 31 | DYNF | BlackRock U.S. ... | 57.76 | +0.93% | 28.29M | +12.80% | 1.38B | 46.96 | 0.54% | Share |
| 32 | IWM | iShares Russell... | 236.59 | +1.25% | 6.9M | -1.68% | 1.38B | 183.85 | 0.54% | Share |
| 33 | VEA | Vanguard Develo... | 58.69 | +0.63% | 27.01M | -0.13% | 1.37B | 46.02 | 0.53% | Share |
| 34 | IUSV | iShares Core S&... | 98.99 | +0.78% | 14.43M | +4.43% | 1.33B | 63.67 | 0.52% | Share |
| 35 | IVE | iShares S&P 500... | 204.09 | +0.74% | 6.98M | +32.20% | 1.33B | 169.44 | 0.52% | Share |
| 36 | VIG | Vanguard Divide... | 211.73 | +0.69% | 6.29M | +4.47% | 1.22B | 125.1 | 0.47% | Share |
| 37 | BUFR | FT Vest Laddere... | 32.94 | +0.52% | 40.52M | +14.52% | 1.2B | 27.26 | 0.47% | Share |
| 38 | IWF | iShares Russell... | 449.99 | +0.87% | 3.28M | +4.25% | 1.18B | 178.61 | 0.46% | Share |
| 39 | COWZ | Pacer US Cash C... | 57.49 | +0.37% | 21.23M | +2.59% | 1.16B | 49.64 | 0.45% | Share |
| 40 | BND | Vanguard Total ... | 73.92 | +0.38% | 15.76M | +3.07% | 1.16B | 81.37 | 0.45% | Share |
| 41 | BIL | SPDR Bloomberg ... | 91.49 | +0.01% | 12.5M | +8.76% | 1.15B | 91.58 | 0.45% | Share |
| 42 | GLD | SPDR Gold Share... | 326.78 | -0.41% | 3.91M | +13.47% | 1.13B | 186.33 | 0.44% | Share |
| 43 | SPDW | SPDR Portfolio ... | 41.72 | +0.62% | 30.73M | +9.64% | 1.12B | 33.22 | 0.44% | Share |
| 44 | GOOGL | Alphabet Inc. | 232.30 | +0.71% | 7.07M | +7.42% | 1.09B | 113.46 | 0.43% | Share |
| 45 | SPTI | SPDR Portfolio ... | 28.89 | +0.23% | 38.25M | -0.37% | 1.09B | 28.91 | 0.43% | Share |
| 46 | SCHD | Schwab U.S. Div... | 27.69 | +0.33% | 38.79M | +6.80% | 1.08B | 23.85 | 0.42% | Share |
| 47 | JPM | JPMorgan Chase ... | 303.87 | +1.46% | 4.39M | +9.32% | 1.08B | 150.14 | 0.42% | Share |
| 48 | CGDV | Capital Group D... | 41.37 | +0.64% | 29.45M | +33.97% | 1.05B | 32.42 | 0.41% | Share |
| 49 | XLF | Financial Selec... | 54.04 | +1.01% | 21.07M | +11.05% | 1.05B | 39.39 | 0.41% | Share |
| 50 | MUB | iShares Nationa... | 104.55 | +0.31% | 9.94M | +3.11% | 1.05B | 108.46 | 0.41% | Share |
| 51 | DGRW | WisdomTree U.S.... | 87.78 | +0.75% | 12.79M | +6.61% | 1.02B | 64.59 | 0.40% | Share |
| 52 | XLV | Health Care Sel... | 137.44 | +0.38% | 6.94M | +2.85% | 1.01B | 122.37 | 0.39% | Share |
| 53 | AGG | iShares Core U.... | 99.62 | +0.40% | 9.95M | +7.30% | 984.12M | 101.54 | 0.38% | Share |
| 54 | DGRO | iShares Core Di... | 66.98 | +0.67% | 15.7M | +6.38% | 969.8M | 48.65 | 0.38% | Share |
| 55 | V | Visa Inc. | 350.54 | -0.09% | 2.65M | +5.62% | 926M | 196.51 | 0.36% | Share |
| 56 | COST | Costco Wholesal... | 955.90 | +0.64% | 975.38K | +6.75% | 922.49M | 533.31 | 0.36% | Share |
| 57 | SPSM | SPDR Portfolio ... | 46.29 | +1.45% | 22.43M | +6.69% | 914.38M | 39.2 | 0.36% | Share |
| 58 | RSP | Invesco S&P 500... | 188.22 | +0.74% | 5.26M | +20.48% | 911.33M | 147.73 | 0.35% | Share |
| 59 | AVGO | Broadcom Inc. | 306.10 | +1.23% | 5.32M | +6.81% | 890.66M | 85.99 | 0.35% | Share |
| 60 | EFV | iShares MSCI EA... | 66.89 | +0.84% | 15.06M | -12.43% | 887.52M | 53.09 | 0.35% | Share |
| 61 | VB | Vanguard Small ... | 253.78 | +1.23% | 3.83M | +0.97% | 848.47M | 183.24 | 0.33% | Share |
| 62 | LLY | Eli Lilly and C... | 742.77 | +0.67% | 1.02M | +7.45% | 842.5M | 496.03 | 0.33% | Share |
| 63 | GOOG | Alphabet Inc. | 232.66 | +0.68% | 5.31M | +6.22% | 830.2M | 105 | 0.32% | Share |
| 64 | FVD | First Trust Val... | 46.28 | +0.51% | 17.66M | +0.20% | 787.38M | 33.77 | 0.31% | Share |
| 65 | SDVY | First Trust SMI... | 38.39 | +1.66% | 23.37M | +6.56% | 783.03M | 32.54 | 0.30% | Share |
| 66 | CGGR | Capital Group G... | 42.64 | +1.07% | 22.83M | +36.12% | 782.09M | 31.61 | 0.30% | Share |
| 67 | VO | Vanguard Mid Ca... | 289.77 | +0.73% | 2.97M | -2.13% | 768.22M | 198.87 | 0.30% | Share |
| 68 | JPST | JPMorgan Ultra-... | 50.59 | +0.04% | 15.16M | +19.41% | 767.51M | 50.34 | 0.30% | Share |
| 69 | VCIT | Vanguard Interm... | 83.66 | +0.55% | 9.35M | -17.18% | 764.67M | 86.9 | 0.30% | Share |
| 70 | IYW | iShares U.S. Te... | 182.84 | +0.56% | 5.34M | +4.39% | 749.35M | 107.38 | 0.29% | Share |
| 71 | IWD | iShares Russell... | 202.07 | +0.81% | 3.95M | +6.16% | 743.12M | 150.4 | 0.29% | Share |
| 72 | VYM | Vanguard High D... | 139.27 | +0.73% | 5.76M | +2.07% | 742.85M | 92.81 | 0.29% | Share |
| 73 | VTIP | Vanguard Short-... | 50.64 | +0.02% | 14.86M | +789.90% | 741.36M | 49.97 | 0.29% | Share |
| 74 | VONV | Vanguard Russel... | 88.72 | +0.86% | 8.98M | +488.27% | 741.02M | 80.27 | 0.29% | Share |
| 75 | IWB | iShares Russell... | 356.74 | +0.81% | 2.4M | -0.68% | 736.52M | 221.5 | 0.29% | Share |
| 76 | JNJ | Johnson & Johns... | 178.71 | +0.40% | 4.3M | +8.48% | 712.93M | 151.85 | 0.28% | Share |
| 77 | TSLA | Tesla, Inc. | 338.53 | +1.33% | 2.75M | +4.86% | 712.48M | 179.04 | 0.28% | Share |
| 78 | VGT | Vanguard Inform... | 697.42 | +0.65% | 1.29M | -2.51% | 701.06M | 323.78 | 0.27% | Share |
| 79 | XOM | Exxon Mobil Cor... | 112.42 | +0.46% | 5.84M | +5.64% | 694.82M | 89.03 | 0.27% | Share |
| 80 | FTCS | First Trust Cap... | 93.44 | +0.63% | 7.66M | +1.61% | 687.04M | 63.95 | 0.27% | Share |
| 81 | VWO | Vanguard Emergi... | 51.38 | -0.43% | 14.93M | +5.34% | 675.57M | 44.9 | 0.26% | Share |
| 82 | SPMD | SPDR Portfolio ... | 57.59 | +1.43% | 13.1M | +1.68% | 670.31M | 42.71 | 0.26% | Share |
| 83 | DIA | SPDR Dow Jones ... | 457.03 | +0.83% | 1.6M | -1.03% | 669.91M | 303.88 | 0.26% | Share |
| 84 | SPHQ | Invesco S&P 500... | 72.39 | +0.67% | 10.04M | +15.21% | 666.34M | 52.45 | 0.26% | Share |
| 85 | HD | The Home Depot,... | 411.86 | +1.02% | 1.82M | +7.08% | 665.57M | 282 | 0.26% | Share |
| 86 | ABBV | AbbVie Inc. | 213.01 | +0.54% | 3.17M | +7.33% | 664.65M | 125.43 | 0.26% | Share |
| 87 | IAU | iShares Gold Tr... | 66.90 | -0.45% | 11.18M | +29.57% | 659.34M | 43.03 | 0.26% | Share |
| 88 | WMT | Walmart Inc. | 100.91 | +1.48% | 7.46M | +9.60% | 654.86M | 52.37 | 0.25% | Share |
| 89 | USFR | WisdomTree Floa... | 50.30 | -0.02% | 12.79M | +1.48% | 643.94M | 50.3 | 0.25% | Share |
| 90 | ITOT | iShares Core S&... | 142.19 | +0.89% | 5.25M | +3.13% | 641M | 90.27 | 0.25% | Share |
| 91 | XLI | Industrial Sele... | 151.46 | +1.11% | 4.86M | +4.11% | 637.36M | 100.03 | 0.25% | Share |
| 92 | NFLX | Netflix, Inc. | 1257.48 | +2.55% | 679.66K | +13.89% | 633.03M | 549.33 | 0.25% | Share |
| 93 | XLE | Energy Select S... | 89.06 | +0.65% | 6.73M | -6.35% | 628.99M | 70.69 | 0.24% | Share |
| 94 | SCHG | Schwab U.S. Lar... | 30.82 | +0.88% | 24.61M | +11.58% | 616.16M | 19.9 | 0.24% | Share |
| 95 | MOAT | VanEck Mornings... | 97.80 | +0.30% | 6.99M | -4.11% | 614.78M | 76.01 | 0.24% | Share |
| 96 | VONG | Vanguard Russel... | 115.75 | +0.89% | 6.6M | +19.49% | 612.65M | 71.49 | 0.24% | Share |
| 97 | PG | The Procter & G... | 159.21 | +0.65% | 3.55M | +7.85% | 604.92M | 132.21 | 0.24% | Share |
| 98 | SGOV | iShares 0-3 Mon... | 100.42 | +0.02% | 5.94M | +40.31% | 598.35M | 100.49 | 0.23% | Share |
| 99 | CVX | Chevron Corpora... | 157.73 | -0.21% | 3.55M | +6.45% | 594.45M | 133.95 | 0.23% | Share |
| 100 | SPAB | SPDR Portfolio ... | 25.70 | +0.41% | 23.04M | -10.28% | 588.52M | 26.84 | 0.23% | Share |
| 101 | EFG | iShares MSCI EA... | 110.97 | +0.64% | 5.75M | -37.18% | 574.92M | 95.16 | 0.22% | Share |
| 102 | DFAC | Dimensional U.S... | 38.00 | +0.96% | 17.36M | -4.43% | 572.7M | 24.15 | 0.22% | Share |
| 103 | SHY | iShares 1-3 Yea... | 82.80 | +0.07% | 6.86M | +6.49% | 567.15M | 82.84 | 0.22% | Share |
| 104 | JEPQ | JPMorgan Nasdaq... | 55.66 | +0.74% | 10.85M | +21.73% | 561.87M | 50.53 | 0.22% | Share |
| 105 | TLH | iShares 10-20 Y... | 101.32 | +0.61% | 5.36M | +142.60% | 556.33M | 106.11 | 0.22% | Share |
| 106 | SPTM | SPDR Portfolio ... | 78.74 | +0.87% | 8.17M | -2.75% | 555.65M | 48.03 | 0.22% | Share |
| 107 | USMV | iShares MSCI US... | 94.19 | +0.14% | 5.88M | +3.35% | 550.4M | 65.44 | 0.21% | Share |
| 108 | UNH | UnitedHealth Gr... | 310.31 | +0.79% | 1.05M | +6.49% | 549.77M | 409.91 | 0.21% | Share |
| 109 | FTSM | First Trust Enh... | 59.95 | +0.03% | 9.14M | +3.19% | 547.06M | 59.56 | 0.21% | Share |
| 110 | XLC | Communication S... | 114.07 | +0.89% | 5.52M | +5.42% | 532.04M | 74.46 | 0.21% | Share |
| 111 | JAAA | Janus Henderson... | 50.63 | -0.02% | 10.23M | +47.45% | 518.97M | 50.61 | 0.20% | Share |
| 112 | BINC | Blackrock Etf T... | 52.99 | +0.23% | 9.57M | +14.11% | 501.47M | 52.49 | 0.20% | Share |
| 113 | TBIL | US Treasury 3 M... | 49.87 | +0.02% | 9.92M | +12.59% | 496.26M | 49.98 | 0.19% | Share |
| 114 | CGUS | Capital Group C... | 38.79 | +0.94% | 14.84M | +60.83% | 495.55M | 31.68 | 0.19% | Share |
| 115 | BSV | Vanguard Short-... | 78.83 | +0.13% | 6.3M | -10.73% | 493.36M | 79.56 | 0.19% | Share |
| 116 | XLG | Invesco S&P 500... | 55.55 | +0.89% | 10.62M | +8.67% | 488.83M | 39.12 | 0.19% | Share |
| 117 | OEF | iShares S&P 100... | 322.87 | +0.80% | 1.8M | +126.27% | 487.2M | 248.78 | 0.19% | Share |
| 118 | XMHQ | Invesco S&P Mid... | 105.89 | +1.48% | 5.19M | -2.79% | 475.26M | 89.54 | 0.18% | Share |
| 119 | EMXC | iShares MSCI Em... | 63.84 | +0.27% | 8.62M | -16.79% | 475.02M | 57.2 | 0.18% | Share |
| 120 | PULS | PGIM Ultra Shor... | 49.66 | +0.01% | 9.49M | +38.09% | 472.18M | 49.46 | 0.18% | Share |
| 121 | FDL | First Trust Mor... | 44.16 | +0.26% | 10.74M | +17.88% | 466.57M | 36.45 | 0.18% | Share |
| 122 | XLU | Utilities Selec... | 83.72 | -0.13% | 5.84M | +4.54% | 460.6M | 67.49 | 0.18% | Share |
| 123 | IWY | iShares Russell... | 261.07 | +0.88% | 2.18M | -1.35% | 460.42M | 167.95 | 0.18% | Share |
| 124 | MA | Mastercard Inco... | 595.48 | +0.37% | 830.95K | +3.54% | 455.46M | 313.48 | 0.18% | Share |
| 125 | LMBS | First Trust Low... | 49.71 | +0.20% | 9.25M | -0.21% | 454.71M | 49.82 | 0.18% | Share |
| 126 | BNDX | Vanguard Total ... | 49.25 | +0.22% | 9.31M | -0.86% | 454.51M | 52.79 | 0.18% | Share |
| 127 | IGF | iShares Global ... | 59.83 | +0.34% | 8.23M | +5.32K% | 450.13M | 54.52 | 0.17% | Share |
| 128 | GSUS | Goldman Sachs M... | 89.84 | +0.81% | 5.49M | +2.49% | 422.45M | 59.3 | 0.16% | Share |
| 129 | SPEM | SPDR Portfolio ... | 44.28 | -0.37% | 10.71M | +6.15% | 421.51M | 36.78 | 0.16% | Share |
| 130 | IEF | iShares 7-10 Ye... | 96.31 | +0.45% | 4.38M | +18.19% | 417.4M | 100.7 | 0.16% | Share |
| 131 | MCD | McDonald's Corp... | 317.04 | +0.21% | 1.31M | +5.18% | 409.82M | 241.43 | 0.16% | Share |
| 132 | RWL | Invesco S&P 500... | 108.66 | +0.80% | 4.11M | +2.85% | 408.47M | 82.29 | 0.16% | Share |
| 133 | SLYV | SPDR S&P 600 Sm... | 88.60 | +1.76% | 5.15M | +238.62% | 403.99M | 77.15 | 0.16% | Share |
| 134 | SMH | VanEck Semicond... | 289.86 | +1.20% | 1.9M | -0.54% | 402.48M | 174.95 | 0.16% | Share |
| 135 | TLT | iShares 20+ Yea... | 87.22 | +0.75% | 4.38M | -27.46% | 398.52M | 99.39 | 0.15% | Share |
| 136 | MTUM | iShares MSCI US... | 245.02 | +0.97% | 1.96M | +0.28% | 396.2M | 185.35 | 0.15% | Share |
| 137 | AVUV | Avantis U.S. Sm... | 100.89 | +1.79% | 4.39M | +5.85% | 382.37M | 83.07 | 0.15% | Share |
| 138 | SDY | SPDR S&P Divide... | 141.00 | +0.64% | 2.76M | -3.48% | 374.75M | 107.94 | 0.15% | Share |
| 139 | LQD | iShares iBoxx $... | 110.44 | +0.68% | 3.41M | +10.07% | 371.15M | 112.34 | 0.14% | Share |
| 140 | PM | Philip Morris I... | 161.15 | -1.27% | 2.33M | +5.11% | 369.28M | 101.07 | 0.14% | Share |
| 141 | PDBC | Invesco Optimum... | 13.24 | -0.68% | 26.77M | +405.44% | 364.87M | 13.9 | 0.14% | Share |
| 142 | VZ | Verizon Communi... | 44.16 | +0.95% | 7.99M | +1.25% | 362.63M | 47.15 | 0.14% | Share |
| 143 | MINT | PIMCO Enhanced ... | 100.34 | +0.01% | 3.58M | +19.75% | 360.27M | 100.45 | 0.14% | Share |
| 144 | PLTR | Palantir Techno... | 156.14 | +0.80% | 4.26M | +18.91% | 359.32M | 38.79 | 0.14% | Share |
| 145 | KO | The Coca-Cola C... | 68.25 | -1.07% | 4.92M | +13.26% | 352.09M | 57.25 | 0.14% | Share |
| 146 | IBM | International B... | 247.30 | +1.31% | 1.41M | +7.06% | 350.15M | 150.95 | 0.14% | Share |
| 147 | EFA | iShares MSCI EA... | 91.38 | +0.73% | 4.21M | +6.48% | 344.3M | 71.75 | 0.13% | Share |
| 148 | BIV | Vanguard Interm... | 77.93 | +0.44% | 4.49M | -0.94% | 344.12M | 82.65 | 0.13% | Share |
| 149 | CRM | Salesforce, Inc... | 244.06 | -4.83% | 1.28M | +20.14% | 343.52M | 230.34 | 0.13% | Share |
| 150 | SPMB | SPDR Portfolio ... | 22.25 | +0.47% | 15.42M | +16.23% | 339.94M | 22.79 | 0.13% | Share |