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
$193B
$204 Million 0.09% of portfolio
355,934
Q4 2024 Added 15.06%
$141B
$217 Million 0.09% of portfolio
879,527
Q4 2024 Added 8.1%
$139B
$222 Million 0.09% of portfolio
3,095,148
Q4 2024 Added 4.34%
$176B
$211 Million 0.09% of portfolio
1,375,976
Q4 2024 Added 6.95%
$167B
$209 Million 0.09% of portfolio
196,823
Q4 2024 Added 12.17%
$221B
$183 Million 0.08% of portfolio
1,614,600
Q4 2024 Added 11.38%
$180B
$198 Million 0.08% of portfolio
444,953
Q4 2024 Added 4.23%
$105B
$184 Million 0.08% of portfolio
1,067,919
Q4 2024 Added 12.35%
$130B
$192 Million 0.08% of portfolio
3,391,407
Q4 2024 Added 11.3%
$91.7B
$178 Million 0.08% of portfolio
1,654,003
Q4 2024 Added 5.19%
$118B
$179 Million 0.08% of portfolio
540,761
Q4 2024 Added 10.76%
$174B
$190 Million 0.08% of portfolio
364,191
Q4 2024 Added 10.46%
$97.3B
$181 Million 0.08% of portfolio
2,199,185
Q4 2024 Added 6.13%
$111B
$191 Million 0.08% of portfolio
2,096,630
Q4 2024 Added 7.59%
$103B
$164 Million 0.07% of portfolio
3,128,789
Q4 2024 Added 11.86%
$123B
$176 Million 0.07% of portfolio
601,025
Q4 2024 Added 5.08%
$77.8B
$156 Million 0.07% of portfolio
456,821
Q4 2024 Added 6.36%
$141B
$164 Million 0.07% of portfolio
725,863
Q4 2024 Added 4.61%
$55B
$168 Million 0.07% of portfolio
3,876,113
Q4 2024 Added 6.76%
$84B
$174 Million 0.07% of portfolio
1,382,552
Q4 2024 Added 2.75%
$92.3B
$177 Million 0.07% of portfolio
875,786
Q4 2024 Added 8.53%
$143B
$154 Million 0.06% of portfolio
363,324
Q4 2024 Added 0.93%
$223B
$153 Million 0.06% of portfolio
918,344
Q4 2024 Added 9.04%
$2.84B
$151 Million 0.06% of portfolio
521,414
Q4 2024 Reduced 1.27%
$162B
$135 Million 0.06% of portfolio
270,099
Q4 2024 Added 6.62%
$203B
$137 Million 0.06% of portfolio
262,437
Q4 2024 Added 10.81%
$275B
$153 Million 0.06% of portfolio
2,173,153
Q4 2024 Added 4.46%
$284B
$119 Million 0.05% of portfolio
171,269
Q4 2024 Added 18.69%
$139B
$113 Million 0.05% of portfolio
1,604,558
Q4 2024 Added 13.1%
$162B
$129 Million 0.05% of portfolio
3,437,898
Q4 2024 Added 5.8%
$130B
$110 Million 0.05% of portfolio
1,111,391
Q4 2024 Added 8.82%
$45.4B
$117 Million 0.05% of portfolio
334,662
Q4 2024 Added 5.57%
$66.9B
$108 Million 0.05% of portfolio
869,880
Q4 2024 Added 4.41%
$88.8B
$130 Million 0.05% of portfolio
3,070,336
Q4 2024 Added 4.32%
$72.3B
$117 Million 0.05% of portfolio
443,233
Q4 2024 Added 0.38%
$134B
$111 Million 0.05% of portfolio
1,206,472
Q4 2024 Added 6.07%
$77.2B
$119 Million 0.05% of portfolio
470,178
Q4 2024 Added 4.93%
$170B
$128 Million 0.05% of portfolio
203,766
Q4 2024 Added 4.4%
$75.5B
$123 Million 0.05% of portfolio
261,837
Q4 2024 Added 7.76%
$173B
$117 Million 0.05% of portfolio
1,356,067
Q4 2024 Reduced 0.49%
$44.4B
$129 Million 0.05% of portfolio
1,286,993
Q4 2024 Added 3.15%
$51.5B
$112 Million 0.05% of portfolio
795,866
Q4 2024 Added 9.14%
$70.1B
$127 Million 0.05% of portfolio
659,603
Q4 2024 Added 4.88%
$160B
$113 Million 0.05% of portfolio
473,677
Q4 2024 Added 21.06%
$34.5B
$112 Million 0.05% of portfolio
2,090,335
Q4 2024 Added 2.93%
$124B
$116 Million 0.05% of portfolio
1,088,543
Q4 2024 Added 11.02%
$177B
$123 Million 0.05% of portfolio
630,922
Q4 2024 Added 5.59%
$135B
$122 Million 0.05% of portfolio
1,009,386
Q4 2024 Added 15.33%
$150B
$118 Million 0.05% of portfolio
1,961,220
Q4 2024 Added 17.67%

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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