Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

Lpl Financial LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 5274 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 $6B, Spdr S&P 500 ETF Trust with a value of $5.24B, Apple Inc. with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.85B, and Vanguard Total Stock Market Et with a value of $3.74B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $218B to 238B.

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 $238 Billion
ETFs: $171 Billion
Technology: $19.8 Billion
Financial Services: $9.77 Billion
Consumer Cyclical: $7.28 Billion
Healthcare: $5.91 Billion
Industrials: $5.79 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.24 Billion
Other: $6.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$16.6 Million 0.01% of portfolio
137,608
Q4 2024 Added 16.7%
$0
$19.9 Million 0.01% of portfolio
1,260,113
Q4 2024 Added 37.49%
$16.1B
$13.4 Million 0.01% of portfolio
109,191
Q4 2024 Added 23.92%
$337B
$29.3 Million 0.01% of portfolio
119,155
Q4 2024 Added 20.06%
$59.8B
$30.3 Million 0.01% of portfolio
790,906
Q4 2024 Reduced 3.96%
$76.5B
$22.1 Million 0.01% of portfolio
208,637
Q4 2024 Added 11.22%
$21.3B
$14.7 Million 0.01% of portfolio
169,918
Q4 2024 Added 6.85%
$0
$12.2 Million 0.01% of portfolio
573,859
Q4 2024 Added 7.13%
$18.2B
$25 Million 0.01% of portfolio
73,764
Q4 2024 Added 25.49%
$59.7B
$27.3 Million 0.01% of portfolio
176,646
Q4 2024 Added 37.74%
$13.5B
$24.7 Million 0.01% of portfolio
1,603,340
Q4 2024 Reduced 1.38%
$30.6B
$15.8 Million 0.01% of portfolio
745,474
Q4 2024 Added 487.03%
$1.79B
$24.9 Million 0.01% of portfolio
1,252,972
Q4 2024 Added 19.08%
$74.5B
$12.4 Million 0.01% of portfolio
135,849
Q4 2024 Added 7.92%
$17.9B
$25.9 Million 0.01% of portfolio
769,461
Q4 2024 Added 2.09%
$0
$13.6 Million 0.01% of portfolio
573,098
Q4 2024 Reduced 41.01%
$0
$20.9 Million 0.01% of portfolio
2,163,984
Q4 2024 Added 34.07%
$18.4B
$20.4 Million 0.01% of portfolio
160,522
Q4 2024 Added 47.62%
$36B
$18.6 Million 0.01% of portfolio
100,872
Q4 2024 Added 8.55%
$47.5B
$27.9 Million 0.01% of portfolio
156,563
Q4 2024 Added 41.58%
$23.3B
$13.2 Million 0.01% of portfolio
28,366
Q4 2024 Added 8.51%
$1.63B
$23.9 Million 0.01% of portfolio
600,987
Q4 2024 Reduced 8.31%
$10.9B
$14.9 Million 0.01% of portfolio
13,501
Q4 2024 Added 11.86%
$247B
$14.9 Million 0.01% of portfolio
76,449
Q4 2024 Added 17.51%
$72.8B
$27.2 Million 0.01% of portfolio
21,495
Q4 2024 Added 17.38%
$21.8B
$15.9 Million 0.01% of portfolio
146,657
Q4 2024 Reduced 1.82%
$16.7B
$12 Million 0.01% of portfolio
208,966
Q4 2024 Added 2.08%
$18.4B
$27.5 Million 0.01% of portfolio
63,343
Q4 2024 Reduced 18.56%
$33.8B
$16.4 Million 0.01% of portfolio
169,245
Q4 2024 Added 36.99%
$14.8B
$21.7 Million 0.01% of portfolio
297,229
Q4 2024 Added 5.27%
$32.2B
$27.6 Million 0.01% of portfolio
131,341
Q4 2024 Added 13.6%
$26.8B
$13.3 Million 0.01% of portfolio
226,381
Q4 2024 Added 5.48%
$46.4B
$29.8 Million 0.01% of portfolio
108,103
Q4 2024 Added 16.4%
$29.2B
$29.8 Million 0.01% of portfolio
1,020,112
Q4 2024 Reduced 3.65%
$36.3B
$21.2 Million 0.01% of portfolio
82,586
Q4 2024 Reduced 8.08%
$34.2B
$15 Million 0.01% of portfolio
78,920
Q4 2024 Added 9.19%
$17.6B
$13.1 Million 0.01% of portfolio
27,557
Q4 2024 Added 21.62%
$69.4B
$31.3 Million 0.01% of portfolio
248,374
Q4 2024 Added 14.89%
$15B
$21.5 Million 0.01% of portfolio
65,757
Q4 2024 Added 25.36%
$10B
$12.2 Million 0.01% of portfolio
146,303
Q4 2024 Added 7.53%
$21.6B
$16.1 Million 0.01% of portfolio
571,101
Q4 2024 Reduced 25.63%
$42.2B
$24.9 Million 0.01% of portfolio
185,676
Q4 2024 Reduced 13.43%
$17.1B
$13.1 Million 0.01% of portfolio
33,806
Q4 2024 Added 14.76%
$30.7B
$13.1 Million 0.01% of portfolio
72,743
Q4 2024 Added 5.22%
$1.15B
$484,000 0.0% of portfolio
33,771
Q4 2024 Added 26.21%
$1.64B
$569,000 0.0% of portfolio
9,758
Q4 2024 Added 1.13%
$46.9M
$7,000 0.0% of portfolio
10,992
Q3 2024 New
$591M
$1.41 Million 0.0% of portfolio
429,392
Q4 2024 Reduced 13.33%
$339M
$588,000 0.0% of portfolio
220,494
Q4 2024 Added 19.56%

Summary

  • Portfolio
  • No. of Stocks 5,274
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 326 stocks
  • Additional Purchases 3,301 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,454 stocks
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