Double maintains 8 strategies that include LPLA - LPL Financial Holdings, Inc.
Finnhub
LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending Mike's deep expertise in financial solutions and his proven track record in...
Finnhub
LPL Financial Holdings Inc. dropped from Russell 1000 Growth-Defensive Index...
Finnhub
LPL Financial LLC appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company?s banking and lending initiatives to drive growth and...
Finnhub
LPL Financial Holdings Inc. dropped from Russell 1000 Defensive Index...
SeekingAlpha
Discover Lone Pine Capital's Q1 2025 investment strategy: new stakes, major increases, and reductions.
Yahoo
SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services in
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
IAI | 66.96% | $1.36B | 0.4% |
KCE | 65.91% | $491.62M | 0.35% |
QDVO | 64.43% | $80.30M | 0.55% |
FXO | 64.43% | $2.13B | 0.62% |
IYG | 63.95% | $1.79B | 0.39% |
IYF | 63.86% | $3.63B | 0.39% |
KBWB | 63.28% | $4.46B | 0.35% |
FNCL | 62.77% | $2.25B | 0.084% |
VFH | 62.34% | $12.36B | 0.09% |
XLF | 61.18% | $49.25B | 0.09% |
RSPF | 61.05% | $309.68M | 0.4% |
AVUS | 60.28% | $8.65B | 0.15% |
QGRO | 60.25% | $1.72B | 0.29% |
AVLV | 60.09% | $7.54B | 0.15% |
PKW | 60.01% | $1.31B | 0.61% |
PAUG | 59.80% | $781.09M | 0.79% |
EPS | 59.68% | $1.13B | 0.08% |
IWP | 59.62% | $22.01B | 0.23% |
JMOM | 59.61% | $1.70B | 0.12% |
PNOV | 59.61% | $664.40M | 0.79% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
WEAT | -0.02% | $117.15M | 0.28% |
ASHR | -0.05% | $1.91B | 0.65% |
KCCA | -0.07% | $104.88M | 0.87% |
JUCY | 0.20% | $271.76M | 0.6% |
VCLT | -0.22% | $9.96B | 0.04% |
LEMB | -0.27% | $342.42M | 0.3% |
BILZ | 0.34% | $827.49M | 0.14% |
EMLC | -0.38% | $3.33B | 0.3% |
SPSK | 0.45% | $316.15M | 0.5% |
KBA | 0.46% | $176.19M | 0.56% |
JPIB | 0.52% | $885.17M | 0.5% |
MSOS | -0.53% | $302.96M | 0.77% |
SPLB | -0.55% | $1.17B | 0.04% |
IGLB | -0.57% | $2.36B | 0.04% |
PTBD | -0.61% | $137.92M | 0.6% |
CTA | -0.64% | $1.06B | 0.76% |
GLTR | -0.89% | $1.45B | 0.6% |
IYK | 0.99% | $1.44B | 0.4% |
FXC | -1.20% | $92.55M | 0.4% |
CNYA | 1.28% | $206.04M | 0.6% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -63.21% | $99.76M | 0.59% |
VIXY | -47.07% | $165.69M | 0.85% |
SPTS | -43.48% | $5.78B | 0.03% |
BTAL | -42.03% | $296.79M | 1.43% |
UTWO | -41.99% | $379.36M | 0.15% |
VGSH | -40.78% | $22.80B | 0.03% |
IVOL | -40.56% | $351.30M | 1.02% |
IBTI | -39.97% | $1.06B | 0.07% |
SCHO | -39.62% | $11.46B | 0.03% |
IBTJ | -38.79% | $685.71M | 0.07% |
IBTH | -37.62% | $1.60B | 0.07% |
IBTG | -37.15% | $1.92B | 0.07% |
XONE | -36.96% | $585.86M | 0.03% |
IEI | -36.76% | $15.37B | 0.15% |
IBTK | -36.40% | $442.63M | 0.07% |
FXY | -35.48% | $815.67M | 0.4% |
SPTI | -35.47% | $8.78B | 0.03% |
VGIT | -35.35% | $31.83B | 0.04% |
SCHR | -35.11% | $11.12B | 0.03% |
IBTL | -34.84% | $380.68M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SRRK | 0.02% | $3.40B | +329.89% | 0.00% |
PTGX | 0.03% | $3.45B | +60.72% | 0.00% |
SOHU | 0.05% | $392.95M | -6.11% | 0.00% |
WEC | 0.05% | $32.91B | +31.44% | 3.35% |
RGR | 0.07% | $591.51M | -14.21% | 2.01% |
CWT | 0.07% | $2.71B | -6.14% | 2.55% |
BMY | -0.09% | $94.33B | +11.61% | 5.26% |
LEN | 0.09% | $29.07B | -23.47% | 1.81% |
NXTC | -0.13% | $12.62M | -71.70% | 0.00% |
KEP | -0.18% | $18.18B | +99.72% | 0.52% |
ENSG | -0.21% | $8.82B | +23.98% | 0.16% |
PGNY | 0.21% | $1.88B | -23.42% | 0.00% |
CARV | -0.21% | $8.52M | +19.23% | 0.00% |
IMDX | -0.22% | $91.52M | +8.47% | 0.00% |
RLX | -0.25% | $2.02B | +20.65% | 0.45% |
MOMO | -0.35% | $1.03B | +47.55% | 0.00% |
ACHC | 0.37% | $2.02B | -67.57% | 0.00% |
POST | -0.38% | $6.06B | +4.39% | 0.00% |
CVM | -0.39% | $12.32M | -93.10% | 0.00% |
AMWL | -0.40% | $125.53M | +22.23% | 0.00% |
Current Value
$367.731 Year Return
Current Value
$367.731 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MKTX | -22.02% | $8.23B | +9.48% | 1.37% |
AMT | -21.86% | $101.95B | +12.04% | 3.05% |
AWK | -21.14% | $26.90B | +6.78% | 2.27% |
ED | -19.07% | $35.36B | +9.76% | 3.39% |
BGS | -16.77% | $350.31M | -45.67% | 18.11% |
SBAC | -15.92% | $24.80B | +17.58% | 1.81% |
CL | -15.59% | $71.89B | -8.58% | 2.28% |
CBOE | -14.80% | $23.98B | +34.66% | 1.10% |
ASPS | -14.77% | $95.51M | -23.85% | 0.00% |
DG | -14.07% | $25.19B | -13.45% | 2.07% |
TU | -13.77% | $24.14B | +4.56% | 7.30% |
AEP | -13.28% | $54.73B | +16.78% | 3.58% |
BCE | -13.13% | $20.10B | -32.65% | 11.25% |
FTS | -13.00% | $23.66B | +21.42% | 3.69% |
MSEX | -12.86% | $976.83M | +4.31% | 2.48% |
EVRI | -12.44% | $1.24B | +69.40% | 0.00% |
MDLZ | -12.23% | $87.76B | +3.58% | 2.73% |
KO | -11.76% | $302.72B | +10.49% | 2.83% |
GIS | -11.71% | $27.66B | -20.14% | 4.74% |
CCI | -11.58% | $43.83B | +3.02% | 5.73% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMP | 75.70% | $50.28B | +23.61% | 1.14% |
RJF | 73.42% | $30.91B | +23.96% | 1.24% |
SF | 69.95% | $10.65B | +23.21% | 1.69% |
MS | 66.80% | $225.71B | +44.76% | 2.62% |
GS | 65.02% | $211.97B | +52.73% | 1.69% |
SCHW | 65.01% | $163.49B | +22.11% | 1.15% |
EQH | 64.91% | $17.01B | +36.96% | 1.75% |
LNC | 64.43% | $5.90B | +11.16% | 5.18% |
IBKR | 64.30% | $23.52B | +76.05% | 1.95% |
KKR | 63.36% | $119.60B | +27.60% | 0.52% |
CRBG | 63.17% | $19.70B | +23.04% | 2.63% |
EVR | 61.38% | $10.40B | +29.02% | 1.19% |
APO | 61.35% | $81.68B | +21.05% | 1.31% |
ARES | 61.06% | $37.83B | +29.94% | 2.35% |
JPM | 60.86% | $797.90B | +41.95% | 1.74% |
JHG | 60.57% | $6.10B | +14.92% | 4.02% |
SYF | 60.49% | $25.20B | +40.26% | 1.58% |
AXP | 60.29% | $222.22B | +36.99% | 0.92% |
OWL | 60.27% | $12.17B | +9.58% | 3.91% |
C | 60.23% | $157.60B | +32.97% | 2.64% |