Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 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 $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.

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 $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.1T
$4.31 Billion 1.98% of portfolio
18,512,413
Q3 2024 Added 4.97%
$3.24T
$3.16 Billion 1.45% of portfolio
7,351,626
Q3 2024 Added 6.7%
$348B
$3.12 Billion 1.43% of portfolio
25,673,943
Q3 2024 Added 3.53%
$2.29T
$2.13 Billion 0.98% of portfolio
11,417,833
Q3 2024 Added 8.35%
$590B
$1.15 Billion 0.53% of portfolio
2,494,000
Q3 2024 Added 9.23%
$1.32T
$1.16 Billion 0.53% of portfolio
2,035,095
Q3 2024 Added 6.87%
$1.14T
$998 Million 0.46% of portfolio
6,017,937
Q3 2024 Added 6.57%
$757B
$831 Million 0.38% of portfolio
937,917
Q3 2024 Added 10.36%
$1.19T
$784 Million 0.36% of portfolio
4,689,666
Q3 2024 Added 5.65%
$94.1B
$786 Million 0.36% of portfolio
4,555,660
Q3 2024 Added 969.7%
$699B
$782 Million 0.36% of portfolio
3,711,324
Q3 2024 Added 6.66%
$420B
$726 Million 0.33% of portfolio
818,807
Q3 2024 Added 7.53%
$1.36T
$631 Million 0.29% of portfolio
2,410,178
Q3 2024 Added 2.3%
$519B
$641 Million 0.29% of portfolio
2,330,719
Q3 2024 Added 5.32%
$402B
$620 Million 0.28% of portfolio
1,529,906
Q3 2024 Added 6.37%
$380B
$602 Million 0.28% of portfolio
3,714,260
Q3 2024 Added 10.23%
$398B
$541 Million 0.25% of portfolio
3,127,615
Q3 2024 Added 3.18%
$315B
$525 Million 0.24% of portfolio
2,657,804
Q3 2024 Added 3.61%
$474B
$524 Million 0.24% of portfolio
895,944
Q3 2024 Added 7.82%
$245B
$509 Million 0.23% of portfolio
6,300,261
Q3 2024 Added 5.44%
$280B
$463 Million 0.21% of portfolio
3,147,686
Q3 2024 Added 5.75%
$505B
$396 Million 0.18% of portfolio
801,782
Q3 2024 Added 6.26%
$193B
$344 Million 0.16% of portfolio
879,638
Q3 2024 Added 5.21%
$214B
$357 Million 0.16% of portfolio
1,173,859
Q3 2024 Added 6.17%
$406B
$357 Million 0.16% of portfolio
503,852
Q3 2024 Added 6.05%
$127B
$333 Million 0.15% of portfolio
570,221
Q3 2024 Added 3.17%
$252B
$325 Million 0.15% of portfolio
2,858,482
Q3 2024 Added 4.1%
$168B
$336 Million 0.15% of portfolio
7,488,172
Q3 2024 Added 6.52%
$270B
$298 Million 0.14% of portfolio
4,148,867
Q3 2024 Added 7.1%
$208B
$314 Million 0.14% of portfolio
1,844,337
Q3 2024 Added 8.35%
$201B
$276 Million 0.13% of portfolio
1,681,325
Q3 2024 Added 12.78%
$199B
$274 Million 0.13% of portfolio
1,238,400
Q3 2024 Added 2.73%
$456B
$275 Million 0.13% of portfolio
1,612,950
Q3 2024 Added 7.98%
$150B
$289 Million 0.13% of portfolio
10,001,242
Q3 2024 Added 8.43%
$352B
$260 Million 0.12% of portfolio
6,561,826
Q3 2024 Added 4.66%
$142B
$251 Million 0.12% of portfolio
2,966,471
Q3 2024 Added 5.09%
$192B
$251 Million 0.12% of portfolio
2,067,129
Q3 2024 Added 1.95%
$171B
$262 Million 0.12% of portfolio
2,159,217
Q3 2024 Added 3.48%
$343B
$255 Million 0.12% of portfolio
932,159
Q3 2024 Added 2.46%
$140B
$264 Million 0.12% of portfolio
1,070,709
Q3 2024 Added 4.65%
$141B
$242 Million 0.11% of portfolio
751,945
Q3 2024 Added 0.67%
$242B
$230 Million 0.11% of portfolio
4,330,067
Q3 2024 Added 2.35%
$208B
$221 Million 0.1% of portfolio
426,883
Q3 2024 Added 0.34%
$154B
$220 Million 0.1% of portfolio
813,617
Q3 2024 Added 3.93%
$56.3B
$224 Million 0.1% of portfolio
655,853
Q3 2024 Added 14.15%
$178B
$219 Million 0.1% of portfolio
1,286,536
Q3 2024 Added 10.59%
$226B
$188 Million 0.09% of portfolio
532,534
Q3 2024 Added 8.73%
$163B
$207 Million 0.09% of portfolio
9,400,282
Q3 2024 Added 5.33%
$90.4B
$187 Million 0.09% of portfolio
2,072,170
Q3 2024 Reduced 3.15%

Summary

  • Portfolio
  • No. of Stocks 5,156
  • Current Value $218 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 307 stocks
  • Additional Purchases 3,004 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,665 stocks
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