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
$1.19B
$471,000 0.0% of portfolio
17,698
Q3 2024 Added 14.37%
$1.42B
$408,000 0.0% of portfolio
16,592
Q3 2024 Added 12.06%
$393M
$340,000 0.0% of portfolio
16,364
Q3 2024 Added 38.34%
$1.92B
$272,000 0.0% of portfolio
23,497
Q3 2024 Reduced 37.78%
$5.75B
$984,000 0.0% of portfolio
4,126
Q3 2024 Added 14.42%
$7.59B
$391,000 0.0% of portfolio
2,622
Q3 2024 Reduced 8.77%
$20.8B
$1.77 Million 0.0% of portfolio
181,610
Q3 2024 Reduced 19.32%
$4.6B
$1.56 Million 0.0% of portfolio
16,787
Q3 2024 Added 15.32%
$309M
$8,000 0.0% of portfolio
11,475
Q3 2024 Reduced 17.71%
$4.23B
$2.46 Million 0.0% of portfolio
28,258
Q3 2024 Added 7.79%
$599M
$611,000 0.0% of portfolio
22,063
Q3 2024 Added 10.57%
$16.1B
$7.16 Million 0.0% of portfolio
29,992
Q3 2024 Added 13.74%
$48.2M
$34,000 0.0% of portfolio
29,555
Q3 2024 Reduced 3.52%
$4.01B
$364,000 0.0% of portfolio
16,912
Q3 2024 Reduced 12.03%
$12.1B
$1.89 Million 0.0% of portfolio
9,531
Q3 2024 Added 12.77%
$5.78B
$2.88 Million 0.0% of portfolio
36,158
Q3 2024 Reduced 4.62%
$197M
$256,000 0.0% of portfolio
28,321
Q3 2024 Reduced 38.1%
$295M
$15,000 0.0% of portfolio
13,687
Q3 2024 Added 3.79%
$285M
$129,000 0.0% of portfolio
38,515
Q3 2024 Added 7.24%
$7.82B
$3.35 Million 0.0% of portfolio
50,135
Q3 2024 Added 5.19%
$3.9B
$803,000 0.0% of portfolio
9,482
Q3 2024 Reduced 60.78%
$3.17B
$2.92 Million 0.0% of portfolio
77,405
Q3 2024 Added 2.68%
$2.53B
$1.02 Million 0.0% of portfolio
46,426
Q3 2024 Reduced 0.11%
$21.2B
$10.3 Million 0.0% of portfolio
74,284
Q3 2024 Added 6.67%
$146M
$83,000 0.0% of portfolio
31,881
Q3 2024 Reduced 6.95%
$165M
$69,000 0.0% of portfolio
45,406
Q3 2024 Reduced 0.24%
$1.68B
$305,000 0.0% of portfolio
10,881
Q3 2024 Added 10.95%
$1.26B
$280,000 0.0% of portfolio
38,273
Q3 2024 Added 5.78%
$4.68B
$521,000 0.0% of portfolio
88,123
Q3 2024 Added 138.51%
$8.61B
$883,000 0.0% of portfolio
9,463
Q3 2024 Reduced 16.85%
$302M
$130,000 0.0% of portfolio
35,875
Q3 2024 Added 6.82%
$8.87B
$4.41 Million 0.0% of portfolio
24,633
Q3 2024 Added 6.65%
$14B
$1.14 Million 0.0% of portfolio
31,869
Q3 2024 Reduced 1.57%
$891M
$393,000 0.0% of portfolio
16,376
Q3 2024 Added 1.87%
$14.2B
$2.86 Million 0.0% of portfolio
110,688
Q3 2024 Added 31.19%
$3.27B
$123,000 0.0% of portfolio
10,535
Q3 2024 New
$763M
$1.26 Million 0.0% of portfolio
110,608
Q3 2024 Added 22.68%
$2.24B
$205,000 0.0% of portfolio
4,473
Q3 2024 New
$4.66B
$737,000 0.0% of portfolio
14,660
Q3 2024 Reduced 31.57%
$135M
$46,000 0.0% of portfolio
42,210
Q3 2024 Added 10.47%
$5.24B
$674,000 0.0% of portfolio
7,704
Q3 2024 Reduced 23.24%
$2.82B
$1.07 Million 0.0% of portfolio
27,538
Q3 2024 Reduced 2.69%
$5.09B
$2.19 Million 0.0% of portfolio
40,268
Q3 2024 Reduced 36.26%
$8.93B
$2.04 Million 0.0% of portfolio
56,393
Q3 2024 Added 35.92%
$2.45B
$4.68 Million 0.0% of portfolio
44,682
Q3 2024 Added 23.34%
$7.88B
$4.94 Million 0.0% of portfolio
62,035
Q3 2024 Added 76.33%
$3.49B
$217,000 0.0% of portfolio
3,127
Q3 2024 Reduced 28.95%
$4.97B
$1.52 Million 0.0% of portfolio
24,122
Q3 2024 Reduced 7.72%
$4.21B
$1.47 Million 0.0% of portfolio
16,372
Q3 2024 Added 10.02%

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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