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
$541M
$231,000 0.0% of portfolio
39,572
Q3 2024 Reduced 10.66%
$7.34B
$309,000 0.0% of portfolio
13,252
Q3 2024 New
$9.53B
$3.5 Million 0.0% of portfolio
66,380
Q3 2024 Added 441.66%
$8.39B
$1.29 Million 0.0% of portfolio
3,869
Q3 2024 Added 15.77%
$1.39B
$120,000 0.0% of portfolio
15,872
Q3 2024 Reduced 9.98%
$23.1B
$8.6 Million 0.0% of portfolio
44,391
Q3 2024 Reduced 13.8%
$1.17B
$1.01 Million 0.0% of portfolio
40,180
Q3 2024 Added 6.07%
$17.8M
$49,000 0.0% of portfolio
92,000
Q3 2024 Added 12.2%
$12.3B
$2.32 Million 0.0% of portfolio
32,974
Q3 2024 Added 4.9%
$212M
$192,000 0.0% of portfolio
19,094
Q3 2024 Reduced 20.75%
$28.7B
$4.4 Million 0.0% of portfolio
37,060
Q3 2024 Added 6.43%
$2.96B
$5.92 Million 0.0% of portfolio
74,024
Q3 2024 Added 8.1%
$758M
$508,000 0.0% of portfolio
42,554
Q3 2024 Added 5.48%
$11.5M
$10,000 0.0% of portfolio
17,544
Q3 2024 Reduced 4.66%
$380M
$63,000 0.0% of portfolio
18,118
Q3 2024 New
$444M
$153,000 0.0% of portfolio
72,662
Q3 2024 Reduced 16.89%
$4.17B
$1.78 Million 0.0% of portfolio
29,169
Q3 2024 Added 2.39%
$3.25B
$1.81 Million 0.0% of portfolio
119,902
Q3 2024 Reduced 27.2%
$4.45B
$928,000 0.0% of portfolio
10,965
Q3 2024 Added 2.11%
$1.48B
$263,000 0.0% of portfolio
100,086
Q3 2024 Added 2.85%
$3.7B
$504,000 0.0% of portfolio
9,148
Q3 2024 Reduced 44.86%
$0
$2.8 Million 0.0% of portfolio
231,470
Q3 2024 Added 37.01%
$0
$1.52 Million 0.0% of portfolio
92,033
Q3 2024 Added 75.53%
$0
$9.29 Million 0.0% of portfolio
924,840
Q3 2024 Added 1.34%
$0
$6.13 Million 0.0% of portfolio
543,641
Q3 2024 Reduced 32.92%
$0
$5.37 Million 0.0% of portfolio
486,419
Q3 2024 Reduced 0.6%
$0
$1.98 Million 0.0% of portfolio
153,756
Q3 2024 Added 0.72%
$0
$8.19 Million 0.0% of portfolio
415,948
Q3 2024 Reduced 2.73%
$0
$1.92 Million 0.0% of portfolio
170,416
Q3 2024 Reduced 9.8%
$0
$579,000 0.0% of portfolio
99,874
Q3 2024 Added 1.81%
$0
$1.26 Million 0.0% of portfolio
70,818
Q3 2024 Added 49.56%
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.23%
$0
$5.28 Million 0.0% of portfolio
407,751
Q3 2024 Added 38.22%
$0
$6.75 Million 0.0% of portfolio
512,804
Q3 2024 Reduced 1.23%
$0
$3.24 Million 0.0% of portfolio
204,412
Q3 2024 Added 18.04%
$0
$2.41 Million 0.0% of portfolio
57,506
Q3 2024 Reduced 11.42%
$0
$497,000 0.0% of portfolio
65,837
Q3 2024 Added 34.54%
$0
$2.13 Million 0.0% of portfolio
164,889
Q3 2024 Added 0.98%
$0
$253,000 0.0% of portfolio
23,619
Q3 2024 Added 21.45%
$0
$1.58 Million 0.0% of portfolio
108,809
Q3 2024 Reduced 65.43%
$0
$7.67 Million 0.0% of portfolio
505,397
Q3 2024 Added 7.48%
$0
$1.3 Million 0.0% of portfolio
108,306
Q3 2024 Reduced 2.61%
$0
$885,000 0.0% of portfolio
83,809
Q3 2024 Added 17.99%
$0
$8.67 Million 0.0% of portfolio
400,459
Q3 2024 Added 97.42%
$0
$2.67 Million 0.0% of portfolio
237,018
Q3 2024 Added 58.91%
$0
$3.33 Million 0.0% of portfolio
268,168
Q3 2024 Added 0.35%
$0
$555,000 0.0% of portfolio
44,329
Q3 2024 Reduced 8.63%
$0
$1.35 Million 0.0% of portfolio
111,050
Q3 2024 Added 10.56%
$0
$232,000 0.0% of portfolio
20,814
Q3 2024 Added 51.2%

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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