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
$0
$2.41 Million 0.0% of portfolio
208,842
Q3 2024 Added 19.1%
$0
$1.45 Million 0.0% of portfolio
114,352
Q3 2024 Added 8.67%
$0
$722,000 0.0% of portfolio
67,608
Q3 2024 Added 7.16%
$0
$185,000 0.0% of portfolio
16,287
Q3 2024 Added 1.27%
$0
$471,000 0.0% of portfolio
61,998
Q3 2024 Added 11.52%
$0
$1.84 Million 0.0% of portfolio
161,109
Q3 2024 Reduced 27.07%
$0
$910,000 0.0% of portfolio
75,823
Q3 2024 Added 11.17%
$0
$456,000 0.0% of portfolio
42,377
Q3 2024 Added 10.96%
$0
$916,000 0.0% of portfolio
73,281
Q3 2024 Added 21.17%
$0
$1.54 Million 0.0% of portfolio
128,692
Q3 2024 Added 3.76%
$0
$928,000 0.0% of portfolio
85,811
Q3 2024 Added 126.96%
$0
$1.42 Million 0.0% of portfolio
108,268
Q3 2024 Added 23.7%
$0
$552,000 0.0% of portfolio
50,264
Q3 2024 Added 0.31%
$0
$6.14 Million 0.0% of portfolio
639,640
Q3 2024 Reduced 0.52%
$0
$9.2 Million 0.0% of portfolio
260,188
Q3 2024 Added 9.38%
$0
$3.55 Million 0.0% of portfolio
184,994
Q3 2024 Added 5.53%
$0
$1.72 Million 0.0% of portfolio
207,079
Q3 2024 Reduced 15.15%
$0
$1.35 Million 0.0% of portfolio
54,178
Q3 2024 Added 0.61%
$3.28B
$4.92 Million 0.0% of portfolio
258,693
Q3 2024 Added 7.39%
$0
$808,000 0.0% of portfolio
57,257
Q3 2024 Reduced 4.5%
$0
$2.4 Million 0.0% of portfolio
195,076
Q3 2024 Added 1.58%
$339M
$84,000 0.0% of portfolio
28,696
Q3 2024 Reduced 3.65%
$80.8M
$106,000 0.0% of portfolio
61,681
Q3 2024 Added 28.63%
$9.4B
$4.66 Million 0.0% of portfolio
73,377
Q3 2024 Reduced 3.77%
$4.92B
$2.31 Million 0.0% of portfolio
219,173
Q3 2024 Added 166.12%
$1.24B
$467,000 0.0% of portfolio
28,257
Q3 2024 Reduced 23.57%
$1.3B
$811,000 0.0% of portfolio
16,913
Q3 2024 Added 8.23%
$10.5B
$1.71 Million 0.0% of portfolio
88,213
Q3 2024 Added 31.89%
$66.4M
$30,000 0.0% of portfolio
10,721
Q3 2024 Reduced 15.72%
$30.8M
$44,000 0.0% of portfolio
86,077
Q3 2024 Reduced 55.06%
$1.17B
$466,000 0.0% of portfolio
4,426
Q3 2024 Reduced 14.65%
$5.76B
$839,000 0.0% of portfolio
9,081
Q3 2024 Reduced 1.65%
$0
$178,000 0.0% of portfolio
19,400
Q3 2024 Reduced 20.49%
$0
$702,000 0.0% of portfolio
261,210
Q3 2024 Added 14.21%
$0
$1.75 Million 0.0% of portfolio
156,411
Q3 2024 Added 7.32%
$0
$265,000 0.0% of portfolio
36,368
Q3 2024 Added 19.97%
$0
$4.53 Million 0.0% of portfolio
727,062
Q3 2024 Added 10.47%
$0
$739,000 0.0% of portfolio
113,606
Q3 2024 Added 9.6%
$5.82B
$1.54 Million 0.0% of portfolio
10,940
Q3 2024 Reduced 1.65%
$7.99B
$327,000 0.0% of portfolio
3,134
Q3 2024 Reduced 13.43%
$597M
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 44.73%
$4.09B
$1.55 Million 0.0% of portfolio
9,294
Q3 2024 Added 17.51%
$8.04B
$2.17 Million 0.0% of portfolio
59,791
Q3 2024 Added 22.05%
$3.23B
$1.18 Million 0.0% of portfolio
4,081
Q3 2024 Reduced 1.8%
$4.99B
$611,000 0.0% of portfolio
18,691
Q3 2024 Added 0.52%
$7.89B
$1.94 Million 0.0% of portfolio
29,998
Q3 2024 Reduced 5.85%
$257M
$1.04 Million 0.0% of portfolio
336,512
Q3 2024 Reduced 0.03%
$961M
$248,000 0.0% of portfolio
45,652
Q3 2024 Reduced 21.88%

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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