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
$20.3B
$2.67 Million 0.0% of portfolio
4,953
Q3 2024 Added 170.36%
$1.38B
$679,000 0.0% of portfolio
30,526
Q3 2024 Reduced 17.93%
$7.74B
$3.91 Million 0.0% of portfolio
36,763
Q3 2024 Added 1.14%
$202M
$344,000 0.0% of portfolio
24,492
Q3 2024 Reduced 4.77%
$3.85B
$1.39 Million 0.0% of portfolio
10,777
Q3 2024 Added 31.97%
$171M
$22,000 0.0% of portfolio
13,548
Q3 2024 Reduced 22.79%
$6.22B
$613,000 0.0% of portfolio
9,548
Q3 2024 Added 3.08%
$4.84B
$789,000 0.0% of portfolio
23,132
Q3 2024 Added 7.65%
$10.5B
$10.7 Million 0.0% of portfolio
277,528
Q3 2024 Reduced 0.7%
$17.7B
$7.87 Million 0.0% of portfolio
28,845
Q3 2024 Reduced 2.81%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.25%
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.52%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.15%
-
$0 0.0% of portfolio
-
Q3 2024 Added 284.52%
-
$0 0.0% of portfolio
-
Q3 2024 Added 25.36%
-
$0 0.0% of portfolio
-
Q3 2024 Added 78.27%
$6.94B
$3.49 Million 0.0% of portfolio
62,914
Q3 2024 Reduced 9.98%
$5.23B
$1.45 Million 0.0% of portfolio
14,647
Q3 2024 Reduced 9.98%
$0
$227,000 0.0% of portfolio
24,232
Q3 2024 Reduced 21.36%
$287M
$431,000 0.0% of portfolio
8,831
Q3 2024 Added 0.78%
$245M
$534,000 0.0% of portfolio
13,726
Q2 2024 Added 0.05%
$12.1B
$4.63 Million 0.0% of portfolio
18,256
Q3 2024 Added 113.97%
$14.5B
$8.64 Million 0.0% of portfolio
23,313
Q3 2024 Added 10.91%
$1.21B
$3.18 Million 0.0% of portfolio
241,775
Q3 2024 Added 99.77%
$2.36B
$284,000 0.0% of portfolio
8,395
Q3 2024 Added 17.45%
$448M
$228,000 0.0% of portfolio
55,266
Q3 2024 Reduced 3.88%
$1.29B
$279,000 0.0% of portfolio
9,876
Q3 2024 New
$720M
$341,000 0.0% of portfolio
21,071
Q3 2024 Reduced 3.21%
$192M
$57,000 0.0% of portfolio
10,893
Q3 2024 Reduced 8.19%
$497M
$134,000 0.0% of portfolio
33,250
Q3 2024 Added 10.83%
$10.6B
$5.49 Million 0.0% of portfolio
80,697
Q3 2024 Added 1.9%
$11.7B
$2.2 Million 0.0% of portfolio
84,842
Q3 2024 Added 34.42%
$1.55B
$6.15 Million 0.0% of portfolio
161,299
Q3 2024 Added 34.62%
$2.11B
$688,000 0.0% of portfolio
48,926
Q3 2024 Reduced 3.25%
$28.1B
$7.65 Million 0.0% of portfolio
51,726
Q3 2024 Reduced 1.39%
$5.06B
$6.94 Million 0.0% of portfolio
60,215
Q3 2024 Added 14.01%
$1.5B
$286,000 0.0% of portfolio
16,702
Q3 2024 New
$593M
$126,000 0.0% of portfolio
26,002
Q3 2024 Reduced 18.5%
$2.22B
$412,000 0.0% of portfolio
27,415
Q3 2024 Added 13.64%
$3.08M
$33,000 0.0% of portfolio
64,515
Q3 2024 Added 44.93%
$673M
$116,000 0.0% of portfolio
10,360
Q3 2024 New
$6.04B
$1.07 Million 0.0% of portfolio
75,601
Q3 2024 Added 17.66%
$15.1B
$4.23 Million 0.0% of portfolio
19,203
Q3 2024 Added 15.09%
$8.58B
$1.63 Million 0.0% of portfolio
6,907
Q3 2024 Added 1.13%
$537M
$400,000 0.0% of portfolio
26,465
Q3 2024 Added 57.31%
$690M
$780,000 0.0% of portfolio
74,679
Q3 2024 Reduced 10.75%
$970M
$289,000 0.0% of portfolio
38,258
Q3 2024 Reduced 13.33%
$1.96B
$1.48 Million 0.0% of portfolio
7,919
Q3 2024 Reduced 7.0%
$9.38B
$8.15 Million 0.0% of portfolio
70,902
Q3 2024 Reduced 0.86%

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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