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% of portfolio
-
Q3 2024 Added 18.33%
$17.9B
$3.95 Million 0.0% of portfolio
33,001
Q3 2024 Reduced 9.4%
$981M
$429,000 0.0% of portfolio
9,224
Q3 2024 Added 23.75%
$7.51B
$4.14 Million 0.0% of portfolio
108,720
Q3 2024 Added 10.07%
$1.08B
$343,000 0.0% of portfolio
33,990
Q3 2024 Added 2.78%
$7.7B
$2.45 Million 0.0% of portfolio
21,952
Q3 2024 Added 67.02%
$55.2B
$7.1 Million 0.0% of portfolio
177,381
Q3 2024 Added 32.55%
$18.2B
$7.05 Million 0.0% of portfolio
114,470
Q3 2024 Added 7.48%
$1.91B
$485,000 0.0% of portfolio
74,070
Q3 2024 Reduced 9.24%
$14.8M
$326,000 0.0% of portfolio
65,500
Q3 2024 Reduced 0.61%
$3.11B
$533,000 0.0% of portfolio
18,369
Q3 2024 Added 21.24%
$4.8B
$598,000 0.0% of portfolio
119,003
Q3 2024 Added 25.14%
$3.96B
$2.12 Million 0.0% of portfolio
21,545
Q3 2024 Added 13.38%
$0
$374,000 0.0% of portfolio
34,166
Q3 2024 Reduced 4.91%
$13.6B
$2.14 Million 0.0% of portfolio
7,914
Q3 2024 Added 91.48%
$2.5B
$410,000 0.0% of portfolio
11,331
Q3 2024 Added 7.98%
$11.7B
$1.38 Million 0.0% of portfolio
35,489
Q3 2024 Reduced 32.43%
$4.93B
$444,000 0.0% of portfolio
1,316
Q3 2024 Reduced 1.64%
$1.3B
$758,000 0.0% of portfolio
10,474
Q3 2024 Added 3.03%
$612M
$867,000 0.0% of portfolio
33,509
Q3 2024 Reduced 16.12%
$0
$3.11 Million 0.0% of portfolio
283,220
Q3 2024 Added 12.8%
$7.08B
$2.45 Million 0.0% of portfolio
28,623
Q3 2024 Reduced 27.47%
$8.45B
$773,000 0.0% of portfolio
11,875
Q3 2024 Added 9.59%
$548M
$268,000 0.0% of portfolio
39,020
Q3 2024 New
$27.6B
$8.51 Million 0.0% of portfolio
105,483
Q3 2024 Reduced 20.71%
$4.57B
$587,000 0.0% of portfolio
9,591
Q3 2024 Added 1.17%
$2.32B
$352,000 0.0% of portfolio
13,588
Q3 2024 New
$1.58B
$777,000 0.0% of portfolio
70,255
Q3 2024 Reduced 4.7%
$46.2B
$10.8 Million 0.0% of portfolio
288,432
Q3 2024 Added 8.85%
$30.7B
$7.29 Million 0.0% of portfolio
45,892
Q3 2024 Reduced 70.83%
$1.27B
$562,000 0.0% of portfolio
9,155
Q3 2024 Reduced 3.01%
$4.96B
$1.64 Million 0.0% of portfolio
42,418
Q3 2024 Added 13.44%
$912M
$3.87 Million 0.0% of portfolio
240,774
Q3 2024 Added 8.25%
$15.7B
$2.48 Million 0.0% of portfolio
106,951
Q3 2024 Added 13.46%
$2.53B
$434,000 0.0% of portfolio
9,603
Q3 2024 New
$13B
$1.98 Million 0.0% of portfolio
211,492
Q3 2024 Reduced 40.07%
$11.7B
$7.34 Million 0.0% of portfolio
15,771
Q3 2024 Added 18.79%
$7.77B
$600,000 0.0% of portfolio
4,905
Q3 2024 Reduced 28.96%
$6.09B
$2.76 Million 0.0% of portfolio
103,933
Q3 2024 Added 1.82%
$0
$1.19 Million 0.0% of portfolio
80,992
Q3 2024 Reduced 21.39%
$804M
$1.23 Million 0.0% of portfolio
99,653
Q3 2024 Added 22.69%
$9.57B
$1.33 Million 0.0% of portfolio
24,745
Q3 2024 Reduced 6.43%
$1.75B
$578,000 0.0% of portfolio
32,070
Q3 2024 Added 15.41%
$1.78B
$942,000 0.0% of portfolio
44,698
Q3 2024 Reduced 16.34%
$23.8B
$2.92 Million 0.0% of portfolio
89,145
Q3 2024 Added 41.37%
$5.1B
$2.08 Million 0.0% of portfolio
25,453
Q3 2024 Reduced 1.45%
$94.6M
$11,000 0.0% of portfolio
15,300
Q2 2024 Reduced 8.93%
$4.24B
$1.78 Million 0.0% of portfolio
23,630
Q3 2024 Added 4.35%
$1.75B
$330,000 0.0% of portfolio
81,885
Q3 2024 Reduced 8.93%

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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