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
$32.6B
$9.62 Million 0.0% of portfolio
93,932
Q3 2024 Added 24.97%
$56.9M
$618,000 0.0% of portfolio
118,777
Q3 2024 Added 6.85%
$795M
$2.86 Million 0.0% of portfolio
107,367
Q3 2024 Reduced 10.96%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 2.34%
$23.8B
$1.25 Million 0.0% of portfolio
30,979
Q3 2024 Added 10.05%
$3.28B
$422,000 0.0% of portfolio
340,809
Q3 2024 Reduced 7.65%
$9.65B
$8.88 Million 0.0% of portfolio
44,813
Q3 2024 Added 8.77%
$6.51B
$8.41 Million 0.0% of portfolio
117,561
Q3 2024 Added 8.45%
$16.3M
$5,000 0.0% of portfolio
30,700
Q3 2024 Added 5.86%
$31.2B
$8.43 Million 0.0% of portfolio
53,781
Q3 2024 Added 1.11%
$4.26B
$2.5 Million 0.0% of portfolio
68,042
Q3 2024 Added 19.47%
$13.1B
$423,000 0.0% of portfolio
27,566
Q3 2024 Reduced 0.04%
$183M
$190,000 0.0% of portfolio
140,005
Q3 2024 Reduced 21.34%
$2.18B
$1.61 Million 0.0% of portfolio
120,172
Q3 2024 Added 124.11%
$0
$1.41 Million 0.0% of portfolio
102,420
Q3 2024 Added 18.03%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.69%
$133M
$20,000 0.0% of portfolio
21,822
Q3 2024 Added 23.96%
$2.65B
$4.51 Million 0.0% of portfolio
298,253
Q3 2024 Reduced 0.07%
$402M
$165,000 0.0% of portfolio
23,884
Q3 2024 Added 24.9%
$2.86B
$1.89 Million 0.0% of portfolio
213,643
Q3 2024 Added 31.57%
$154M
$25,000 0.0% of portfolio
18,485
Q3 2024 Reduced 7.33%
$1.11B
$640,000 0.0% of portfolio
16,462
Q3 2024 Added 26.99%
$19.2B
$139,000 0.0% of portfolio
36,896
Q3 2024 Reduced 17.89%
$15.3B
$5.81 Million 0.0% of portfolio
66,390
Q3 2024 Reduced 2.64%
$474M
$400,000 0.0% of portfolio
13,546
Q3 2024 Added 7.07%
$5.19B
$739,000 0.0% of portfolio
5,212
Q3 2024 Added 14.5%
$4.32B
$4.18 Million 0.0% of portfolio
52,695
Q3 2024 Added 99.93%
$9.09B
$3.61 Million 0.0% of portfolio
121,870
Q3 2024 Added 13.84%
$364M
$190,000 0.0% of portfolio
35,596
Q3 2024 Reduced 40.58%
$774M
$241,000 0.0% of portfolio
4,244
Q3 2024 Added 0.54%
$2.57B
$421,000 0.0% of portfolio
7,556
Q3 2024 Added 6.35%
$627M
$978,000 0.0% of portfolio
72,255
Q3 2024 New
$2.23B
$619,000 0.0% of portfolio
12,178
Q3 2024 Added 6.13%
$263M
$201,000 0.0% of portfolio
6,514
Q3 2024 Reduced 23.45%
$27.2M
$888,000 0.0% of portfolio
359,700
Q3 2024 Reduced 4.92%
$1.84B
$600,000 0.0% of portfolio
9,590
Q3 2024 Reduced 5.62%
$4.81B
$6.33 Million 0.0% of portfolio
90,490
Q3 2024 Reduced 0.23%
$5.92B
$535,000 0.0% of portfolio
60,331
Q3 2024 Added 34.52%
$2.05B
$224,000 0.0% of portfolio
12,765
Q3 2024 Reduced 7.15%
$6.3B
$3.32 Million 0.0% of portfolio
8,654
Q3 2024 Reduced 2.23%
$117M
$471,000 0.0% of portfolio
221,294
Q3 2024 Reduced 4.09%
$1.11B
$437,000 0.0% of portfolio
170,815
Q3 2024 Reduced 2.18%
$449M
$542,000 0.0% of portfolio
15,792
Q3 2024 Reduced 13.67%
$3.51B
$638,000 0.0% of portfolio
27,850
Q3 2024 Added 72.01%
$0
$1.37 Million 0.0% of portfolio
77,968
Q3 2024 Reduced 73.4%
$17.2B
$6.88 Million 0.0% of portfolio
37,585
Q3 2024 Added 20.95%
$7.18B
$1.91 Million 0.0% of portfolio
36,630
Q3 2024 Added 7.7%
$2.19B
$1.11 Million 0.0% of portfolio
22,825
Q3 2024 Added 2.96%
$2.66B
$7.09 Million 0.0% of portfolio
205,670
Q3 2024 Added 7.65%

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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