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
$8.8B
$3.94 Million 0.0% of portfolio
66,292
Q3 2024 Added 4.11%
$7.24B
$2.08 Million 0.0% of portfolio
37,822
Q3 2024 Added 14.92%
$80.5M
$289,000 0.0% of portfolio
88,966
Q3 2024 Reduced 42.81%
$993M
$339,000 0.0% of portfolio
55,501
Q3 2024 Reduced 45.68%
$3.72B
$1.36 Million 0.0% of portfolio
23,380
Q3 2024 Reduced 14.32%
$463M
$1.18 Million 0.0% of portfolio
195,082
Q3 2024 Added 1.47%
$1.06B
$231,000 0.0% of portfolio
4,657
Q3 2024 Reduced 4.08%
$7.69B
$2.74 Million 0.0% of portfolio
17,807
Q3 2024 Added 58.45%
$3.07B
$143,000 0.0% of portfolio
10,387
Q3 2024 New
$1.7B
$2.42 Million 0.0% of portfolio
109,501
Q3 2024 Added 1.06%
$2.92B
$336,000 0.0% of portfolio
55,070
Q3 2024 Added 346.85%
$633M
$321,000 0.0% of portfolio
26,745
Q3 2024 Reduced 17.07%
$363M
$87,000 0.0% of portfolio
10,237
Q3 2024 Reduced 23.2%
$165M
$92,000 0.0% of portfolio
50,000
Q2 2024 New
$138M
$33,000 0.0% of portfolio
18,578
Q3 2024 Added 2.3%
$78.9M
$142,000 0.0% of portfolio
14,223
Q3 2024 Reduced 27.94%
$3.63B
$2.58 Million 0.0% of portfolio
232,027
Q3 2024 Added 14.07%
$392M
$135,000 0.0% of portfolio
23,450
Q3 2024 Added 2.81%
$805M
$53,000 0.0% of portfolio
13,321
Q3 2024 Reduced 0.04%
$4.35B
$946,000 0.0% of portfolio
46,426
Q3 2024 Reduced 39.07%
$2.26B
$1.57 Million 0.0% of portfolio
21,846
Q3 2024 Added 55.43%
$1.08B
$1.01 Million 0.0% of portfolio
40,453
Q3 2024 New
$4.56B
$1.18 Million 0.0% of portfolio
11,251
Q3 2024 Added 17.3%
$412M
$557,000 0.0% of portfolio
22,115
Q3 2024 Reduced 36.44%
$1.77B
$661,000 0.0% of portfolio
40,663
Q3 2024 Reduced 9.8%
$4.19B
$1.91 Million 0.0% of portfolio
27,381
Q3 2024 Added 3.65%
$890M
$223,000 0.0% of portfolio
35,274
Q3 2023 New
$2.69B
$288,000 0.0% of portfolio
3,072
Q3 2024 Added 13.27%
$2.71B
$1.21 Million 0.0% of portfolio
50,023
Q3 2024 Added 3.75%
$6.18B
$1.9 Million 0.0% of portfolio
41,032
Q3 2024 Reduced 36.23%
$8.36B
$679,000 0.0% of portfolio
15,296
Q3 2024 Added 26.19%
$20.9B
$4.4 Million 0.0% of portfolio
150,845
Q3 2024 Added 69.91%
$2.63B
$528,000 0.0% of portfolio
41,764
Q3 2024 Reduced 23.96%
$406M
$458,000 0.0% of portfolio
56,765
Q3 2024 Added 18.07%
$0
$7.31 Million 0.0% of portfolio
952,399
Q3 2024 Added 32.08%
$0
$8.49 Million 0.0% of portfolio
1,049,472
Q3 2024 Added 6.23%
$6.36B
$1.25 Million 0.0% of portfolio
3,815
Q3 2024 Reduced 11.57%
$1.61B
$451,000 0.0% of portfolio
28,694
Q3 2024 Added 89.12%
$33.1B
$10.4 Million 0.0% of portfolio
137,606
Q3 2024 Added 21.68%
$21.3B
$9.73 Million 0.0% of portfolio
406,287
Q3 2024 Reduced 5.88%
$6.27B
$1.41 Million 0.0% of portfolio
149,833
Q3 2024 Added 1.02%
$40.4B
$2.85 Million 0.0% of portfolio
116,197
Q3 2024 Added 60.47%
$4.81B
$445,000 0.0% of portfolio
15,114
Q3 2024 Reduced 7.33%
$1.4B
$295,000 0.0% of portfolio
1,684
Q3 2024 Added 10.07%
$1.23B
$640,000 0.0% of portfolio
14,117
Q3 2024 Reduced 44.67%
$10.2B
$10.6 Million 0.0% of portfolio
66,769
Q3 2024 Added 8.71%
$14.8B
$554,000 0.0% of portfolio
3,061
Q3 2024 Added 24.43%
$0
$4.61 Million 0.0% of portfolio
1,493,106
Q3 2024 Reduced 3.1%
$0
$1.67 Million 0.0% of portfolio
737,854
Q3 2024 Reduced 2.06%

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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