Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $183 Billion
  • Q1 2024

Lpl Financial LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $183 Billion distributed in 4909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $4.77B, Spdr S&P 500 ETF Trust with a value of $4.26B, Invesco Qqq Trust, Series 1 with a value of $3.77B, Vanguard Total Stock Market Et with a value of $3.25B, and Apple Inc. with a value of $2.82B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $163B to 183B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $183 Billion
ETFs: $134 Billion
Technology: $13.2 Billion
Financial Services: $6.99 Billion
Healthcare: $5.2 Billion
Consumer Cyclical: $4.92 Billion
Industrials: $4.57 Billion
Communication Services: $3.59 Billion
Consumer Defensive: $3.23 Billion
Other: $5.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.77 Billion 2.62% of portfolio
9,081,445
Q1 2024 Reduced 7.33%
$0
$4.26 Billion 2.33% of portfolio
8,138,006
Q1 2024 Added 4.39%
$0
$3.77 Billion 2.06% of portfolio
8,487,601
Q1 2024 Added 4.09%
$0
$3.25 Billion 1.78% of portfolio
12,508,265
Q1 2024 Reduced 10.92%
$3.36T
$2.82 Billion 1.54% of portfolio
16,427,715
Q1 2024 Added 3.17%
$3.36T
$2.68 Billion 1.47% of portfolio
6,376,804
Q1 2024 Added 4.61%
$0
$2.47 Billion 1.35% of portfolio
33,240,329
Q1 2024 Reduced 3.64%
$0
$2.34 Billion 1.28% of portfolio
38,539,361
Q1 2024 Added 382.48%
$0
$2.23 Billion 1.22% of portfolio
97,794,306
Q1 2024 Added 1,764.57%
$0
$2.14 Billion 1.17% of portfolio
13,047,207
Q1 2024 Added 1.98%
$314B
$2.12 Billion 1.16% of portfolio
2,343,539
Q1 2024 Added 1.21%
$0
$2.05 Billion 1.12% of portfolio
28,035,262
Q1 2024 Added 5.9%
$0
$1.9 Billion 1.04% of portfolio
3,947,444
Q1 2024 Added 1.21%
$0
$1.83 Billion 1.0% of portfolio
29,738,616
Q1 2024 Added 8.39%
$1.9T
$1.75 Billion 0.96% of portfolio
9,707,419
Q1 2024 Added 6.41%
$0
$1.68 Billion 0.92% of portfolio
33,438,085
Q1 2024 Added 6.84%
$0
$1.63 Billion 0.89% of portfolio
4,728,522
Q1 2024 Added 2.51%
$0
$1.56 Billion 0.86% of portfolio
16,893,562
Q1 2024 Reduced 1.82%
$0
$1.46 Billion 0.8% of portfolio
31,992,838
Q1 2024 Added 38.89%
$0
$1.44 Billion 0.79% of portfolio
12,992,538
Q1 2024 Added 10.81%
$0
$1.43 Billion 0.78% of portfolio
6,864,519
Q1 2024 Added 8.98%
$0
$1.41 Billion 0.77% of portfolio
8,642,393
Q1 2024 Added 0.21%
$0
$1.25 Billion 0.68% of portfolio
5,936,698
Q1 2024 Added 6.55%
$0
$1.11 Billion 0.61% of portfolio
12,296,872
Q1 2024 Added 1.0%
$0
$1.08 Billion 0.59% of portfolio
14,894,131
Q1 2024 Reduced 56.45%
$0
$1.05 Billion 0.58% of portfolio
18,685,624
Q1 2024 Added 11.08%
$0
$1.05 Billion 0.58% of portfolio
20,398,756
Q1 2024 Reduced 8.51%
$0
$1.04 Billion 0.57% of portfolio
5,707,972
Q1 2024 Added 14.01%
$0
$1.03 Billion 0.56% of portfolio
20,447,230
Q1 2024 Added 2.51%
$0
$965 Million 0.53% of portfolio
2,864,325
Q1 2024 Reduced 0.11%
$0
$964 Million 0.53% of portfolio
11,411,899
Q1 2024 Added 44.31%
$0
$959 Million 0.53% of portfolio
29,320,914
Q1 2024 Added 134.39%
$0
$971 Million 0.53% of portfolio
5,315,166
Q1 2024 Added 0.33%
$0
$956 Million 0.52% of portfolio
16,450,178
Q1 2024 Added 9.37%
$0
$958 Million 0.52% of portfolio
6,482,938
Q1 2024 Added 5.35%
$0
$918 Million 0.5% of portfolio
25,602,228
Q1 2024 Added 2.77%
$0
$907 Million 0.5% of portfolio
32,168,877
Q1 2024 Added 14.87%
$535B
$893 Million 0.49% of portfolio
2,123,191
Q1 2024 Added 5.4%
$0
$874 Million 0.48% of portfolio
10,841,262
Q1 2024 Reduced 5.49%
$0
$861 Million 0.47% of portfolio
9,375,167
Q1 2024 Added 1.55%
$0
$844 Million 0.46% of portfolio
19,990,171
Q1 2024 Reduced 6.32%
$0
$829 Million 0.45% of portfolio
10,294,630
Q1 2024 Reduced 3.49%
$1.15T
$812 Million 0.44% of portfolio
1,671,590
Q1 2024 Added 4.61%
$1.1T
$761 Million 0.42% of portfolio
5,040,766
Q1 2024 Added 4.17%
$0
$758 Million 0.42% of portfolio
4,058,190
Q1 2024 Added 103.98%
$0
$776 Million 0.42% of portfolio
3,393,553
Q1 2024 Added 4.51%
$0
$748 Million 0.41% of portfolio
17,383,043
Q1 2024 Added 5.38%
$0
$755 Million 0.41% of portfolio
3,021,843
Q1 2024 Added 2.98%
$0
$733 Million 0.4% of portfolio
9,617,671
Q1 2024 Added 14.75%

Summary

  • Portfolio
  • No. of Stocks 4,909
  • Current Value $183 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 284 stocks
  • Additional Purchases 2,841 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,639 stocks
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email