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
$0 0.0% of portfolio
30,663
Q3 2024 Added 104.05%
$3.83B
$659,000 0.0% of portfolio
39,135
Q3 2024 Reduced 26.13%
$95.6M
$195,000 0.0% of portfolio
92,372
Q3 2024 Added 0.64%
$28.6M
$46,000 0.0% of portfolio
43,403
Q3 2024 Added 90.29%
$2.15B
$9.04 Million 0.0% of portfolio
288,182
Q3 2024 Added 18.38%
$8.07B
$1.03 Million 0.0% of portfolio
168,974
Q3 2024 Reduced 1.14%
$30.5B
$2.25 Million 0.0% of portfolio
134,670
Q3 2024 Reduced 6.2%
$34B
$8.8 Million 0.0% of portfolio
116,889
Q3 2024 Added 3.89%
$20.5B
$4.38 Million 0.0% of portfolio
148,918
Q3 2024 Reduced 33.09%
$1.11B
$267,000 0.0% of portfolio
3,800
Q3 2024 Added 19.12%
-
$0 0.0% of portfolio
-
Q3 2024 Added 10.7%
$869M
$359,000 0.0% of portfolio
12,182
Q3 2024 New
$1.28B
$410,000 0.0% of portfolio
8,960
Q3 2024 Added 58.02%
$1.25B
$1.73 Million 0.0% of portfolio
31,467
Q3 2024 Reduced 19.3%
$2.09B
$382,000 0.0% of portfolio
23,548
Q3 2024 Added 8.02%
$2.87B
$259,000 0.0% of portfolio
2,524
Q3 2024 Reduced 71.87%
$328M
$70,000 0.0% of portfolio
40,715
Q3 2024 Added 2.44%
$17.9B
$4.55 Million 0.0% of portfolio
53,016
Q3 2024 Reduced 15.63%
$23.8B
$1.24 Million 0.0% of portfolio
10,788
Q3 2024 Added 1.48%
$5.9B
$313,000 0.0% of portfolio
3,301
Q3 2024 Reduced 2.94%
$6.17B
$1.11 Million 0.0% of portfolio
36,833
Q3 2024 Reduced 9.58%
$415M
$375,000 0.0% of portfolio
274,349
Q3 2024 Added 21.62%
$10.1B
$9.49 Million 0.0% of portfolio
48,171
Q3 2024 Added 12.78%
$7.08B
$1.78 Million 0.0% of portfolio
14,358
Q3 2024 Added 12.66%
$63.8B
$5.29 Million 0.0% of portfolio
16,319
Q3 2024 Reduced 6.52%
$2.64B
$875,000 0.0% of portfolio
21,584
Q3 2024 Added 17.51%
$267M
$22,000 0.0% of portfolio
12,471
Q3 2024 New
$8.53B
$6.41 Million 0.0% of portfolio
10,667
Q3 2024 Added 37.21%
$3.28B
$1.26 Million 0.0% of portfolio
61,860
Q3 2024 Reduced 2.29%
$28.2B
$3.47 Million 0.0% of portfolio
71,246
Q3 2024 Added 2.73%
$54.4M
$192,000 0.0% of portfolio
53,143
Q3 2024 Added 64.74%
$10.4B
$3.56 Million 0.0% of portfolio
43,220
Q3 2024 Reduced 2.39%
$2.34B
$1.53 Million 0.0% of portfolio
12,335
Q3 2024 Added 1.31%
$3.73B
$3.51 Million 0.0% of portfolio
119,898
Q3 2024 Added 15.3%
$77.1M
$11,000 0.0% of portfolio
12,728
Q2 2024 New
$8.44B
$3.27 Million 0.0% of portfolio
25,067
Q3 2024 Added 58.08%
$5.29B
$7.81 Million 0.0% of portfolio
59,989
Q3 2024 Added 23.69%
$528M
$137,000 0.0% of portfolio
37,791
Q1 2024 Reduced 0.87%
$5.32B
$2.63 Million 0.0% of portfolio
19,418
Q3 2024 Added 16.88%
$134M
$106,000 0.0% of portfolio
15,600
Q3 2024 New
$4.29B
$78,000 0.0% of portfolio
38,149
Q3 2024 Reduced 11.07%
$10.3B
$1.42 Million 0.0% of portfolio
23,029
Q3 2024 Added 17.12%
$2.11B
$864,000 0.0% of portfolio
10,553
Q3 2024 Added 6.11%
$4.16B
$227,000 0.0% of portfolio
8,166
Q3 2024 New
$1.66B
$78,000 0.0% of portfolio
20,349
Q3 2024 Reduced 11.36%
$5.84B
$2.46 Million 0.0% of portfolio
19,793
Q3 2024 Added 0.62%
$485M
$5,000 0.0% of portfolio
11,485
Q3 2024 Reduced 81.32%
$317M
$211,000 0.0% of portfolio
10,737
Q3 2024 Added 4.86%
$225M
$58,000 0.0% of portfolio
16,027
Q4 2023 Added 0.68%

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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