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
$5.01B
$2.31 Million 0.0% of portfolio
20,149
Q3 2024 Added 19.73%
$8.58B
$1.69 Million 0.0% of portfolio
9,236
Q3 2024 Added 2.8%
$105M
$37,000 0.0% of portfolio
29,348
Q4 2023 Reduced 25.41%
$4.93B
$950,000 0.0% of portfolio
10,764
Q3 2024 Reduced 14.42%
$283M
$302,000 0.0% of portfolio
72,944
Q3 2024 Added 29.38%
$1.23B
$229,000 0.0% of portfolio
8,890
Q3 2024 Reduced 2.71%
$0
$359,000 0.0% of portfolio
38,195
Q3 2024 Reduced 2.84%
$0
$483,000 0.0% of portfolio
40,435
Q3 2024 Added 6.52%
$0
$5.24 Million 0.0% of portfolio
319,100
Q3 2024 Added 1.92%
$0
$2.37 Million 0.0% of portfolio
137,356
Q3 2024 Added 10.02%
$1.37B
$1.32 Million 0.0% of portfolio
51,672
Q3 2024 Added 13.94%
-
$0 0.0% of portfolio
-
Q3 2024 Added 10.65%
$12.2B
$1.53 Million 0.0% of portfolio
12,298
Q3 2024 Added 2.91%
$4.83B
$807,000 0.0% of portfolio
34,985
Q3 2024 Added 3.8%
$8.01B
$3.06 Million 0.0% of portfolio
59,217
Q3 2024 Added 12.33%
$2.17B
$821,000 0.0% of portfolio
36,168
Q3 2024 Added 0.18%
$533M
$315,000 0.0% of portfolio
21,627
Q3 2024 New
$2.3B
$472,000 0.0% of portfolio
28,820
Q3 2024 Reduced 12.27%
$7.55B
$5.98 Million 0.0% of portfolio
90,735
Q3 2024 Reduced 22.98%
$31.3B
$733,000 0.0% of portfolio
7,431
Q3 2024 Added 30.32%
$2.28B
$405,000 0.0% of portfolio
15,699
Q3 2024 Reduced 8.54%
$1.51B
$3.89 Million 0.0% of portfolio
120,021
Q3 2024 Added 1.82%
$3.07B
$2.08 Million 0.0% of portfolio
45,253
Q3 2024 Added 378.92%
$21.3B
$2.24 Million 0.0% of portfolio
49,400
Q3 2024 Added 1.21%
$8.31B
$2.99 Million 0.0% of portfolio
46,103
Q3 2024 Reduced 3.73%
$967M
$322,000 0.0% of portfolio
9,121
Q3 2024 Reduced 24.04%
$310M
$805,000 0.0% of portfolio
39,428
Q3 2024 New
$2.4B
$763,000 0.0% of portfolio
26,062
Q3 2024 Added 5.04%
$14.1B
$792,000 0.0% of portfolio
18,731
Q3 2024 Added 26.48%
$1.34B
$1.45 Million 0.0% of portfolio
35,050
Q3 2024 Added 13.97%
$23.5B
$3.61 Million 0.0% of portfolio
29,025
Q3 2024 Added 0.07%
$1.1B
$895,000 0.0% of portfolio
68,554
Q3 2024 Added 13.0%
$5B
$587,000 0.0% of portfolio
5,603
Q3 2024 Reduced 8.24%
$0
$421,000 0.0% of portfolio
63,228
Q3 2024 Added 8.59%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 16.1%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 43.33%
$0
$0 0.0% of portfolio
5,407
Q3 2024 Reduced 41.35%
$0
$4.92 Million 0.0% of portfolio
650,290
Q3 2024 Added 2.01%
$7.46B
$8.67 Million 0.0% of portfolio
63,387
Q3 2024 Added 3.76%
$8.54B
$211,000 0.0% of portfolio
5,961
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.76%
$856M
$1.96 Million 0.0% of portfolio
209,184
Q3 2024 Added 14.25%
$7.02B
$2.66 Million 0.0% of portfolio
11,705
Q3 2024 Added 15.56%
$271M
$96,000 0.0% of portfolio
68,017
Q3 2024 Reduced 7.89%
$4.34B
$142,000 0.0% of portfolio
374,471
Q3 2024 Added 0.51%
$166M
$65,000 0.0% of portfolio
13,071
Q2 2024 Added 19.14%
$4.08B
$2.56 Million 0.0% of portfolio
32,213
Q3 2024 Added 16.01%
$1.44B
$1.61 Million 0.0% of portfolio
52,771
Q3 2024 Added 24.59%
$0
$2.63 Million 0.0% of portfolio
716,238
Q3 2024 Reduced 1.96%

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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