Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

Lpl Financial LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 5274 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 $6B, Spdr S&P 500 ETF Trust with a value of $5.24B, Apple Inc. with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.85B, and Vanguard Total Stock Market Et with a value of $3.74B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $218B to 238B.

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 $238 Billion
ETFs: $171 Billion
Technology: $19.8 Billion
Financial Services: $9.77 Billion
Consumer Cyclical: $7.28 Billion
Healthcare: $5.91 Billion
Industrials: $5.79 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.24 Billion
Other: $6.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.4B
$67.8 Million 0.03% of portfolio
454,708
Q4 2024 Added 13.89%
$25.4B
$59.8 Million 0.03% of portfolio
568,835
Q4 2024 Reduced 3.69%
$46.8B
$81.9 Million 0.03% of portfolio
624,953
Q4 2024 Added 3.12%
$100B
$60.5 Million 0.03% of portfolio
95,988
Q4 2024 Added 1.14%
$115B
$62.6 Million 0.03% of portfolio
294,788
Q4 2024 Added 23.6%
$60B
$74.6 Million 0.03% of portfolio
675,332
Q4 2024 Added 20.18%
$95B
$78.8 Million 0.03% of portfolio
138,196
Q4 2024 Added 7.93%
$105B
$67.2 Million 0.03% of portfolio
39,490
Q4 2024 Added 13.44%
$103B
$61.8 Million 0.03% of portfolio
734,517
Q4 2024 Added 5.03%
$27.7B
$64.3 Million 0.03% of portfolio
108,743
Q4 2024 Added 10.39%
$85.6B
$76.2 Million 0.03% of portfolio
1,006,702
Q4 2024 Reduced 2.08%
$79.9B
$75.6 Million 0.03% of portfolio
118,867
Q4 2024 Added 14.71%
$41B
$59.4 Million 0.03% of portfolio
501,034
Q4 2024 Reduced 1.96%
$38.4B
$63.3 Million 0.03% of portfolio
200,147
Q4 2024 Added 24.79%
$73.7B
$72.1 Million 0.03% of portfolio
358,348
Q4 2024 Added 12.79%
$143B
$61.9 Million 0.03% of portfolio
1,284,096
Q4 2024 Added 12.46%
$53.1B
$61.7 Million 0.03% of portfolio
358,414
Q4 2024 Added 2.02%
$68.6B
$63.1 Million 0.03% of portfolio
129,967
Q4 2024 Added 33.62%
$173B
$79.9 Million 0.03% of portfolio
1,164,972
Q4 2024 Added 14.93%
$80.4B
$74.4 Million 0.03% of portfolio
201,404
Q4 2024 Added 30.43%
$129B
$76.9 Million 0.03% of portfolio
191,053
Q4 2024 Added 0.71%
$33.7B
$66 Million 0.03% of portfolio
702,290
Q4 2024 Added 7.14%
$76.3B
$64.7 Million 0.03% of portfolio
396,851
Q4 2024 Added 10.37%
$358B
$43 Million 0.02% of portfolio
506,761
Q4 2024 Added 11.9%
$55.8B
$48.2 Million 0.02% of portfolio
250,211
Q4 2024 Added 13.23%
$52.6B
$38.2 Million 0.02% of portfolio
71,685
Q4 2024 Added 33.22%
$39.6B
$47.3 Million 0.02% of portfolio
681,720
Q4 2024 Added 16.7%
$86B
$45.7 Million 0.02% of portfolio
276,834
Q4 2024 Added 29.91%
$34B
$35.8 Million 0.02% of portfolio
387,518
Q4 2024 Added 34.62%
$232B
$47 Million 0.02% of portfolio
717,171
Q4 2024 Added 22.64%
$53.1B
$47.9 Million 0.02% of portfolio
194,851
Q4 2024 Added 13.67%
$68.5B
$38 Million 0.02% of portfolio
11,869
Q4 2024 Added 18.89%
$469B
$56.5 Million 0.02% of portfolio
83
Q4 2024 Added 2.47%
$30.3B
$48.5 Million 0.02% of portfolio
571,219
Q4 2024 Added 10.51%
$19.7B
$41.1 Million 0.02% of portfolio
287,571
Q4 2024 Added 12.57%
$67.1B
$45.9 Million 0.02% of portfolio
257,496
Q4 2024 Added 34.11%
$55.3B
$38.8 Million 0.02% of portfolio
568,482
Q4 2024 Added 11.57%
$19.4B
$58.3 Million 0.02% of portfolio
319,259
Q4 2024 Added 18.09%
$17.9B
$48.2 Million 0.02% of portfolio
296,503
Q4 2024 Reduced 5.76%
$94.7B
$36.6 Million 0.02% of portfolio
157,769
Q4 2024 Added 20.45%
$26.9B
$43.5 Million 0.02% of portfolio
175,377
Q4 2024 Added 36.2%
$72.7B
$49.1 Million 0.02% of portfolio
218,192
Q4 2024 Added 10.07%
$41B
$52.6 Million 0.02% of portfolio
1,107,368
Q4 2024 Added 1.82%
$44.4B
$38 Million 0.02% of portfolio
667,511
Q4 2024 Added 24.15%
$46.1B
$42.9 Million 0.02% of portfolio
472,940
Q4 2024 Reduced 0.32%
$62.2B
$55.2 Million 0.02% of portfolio
1,712,112
Q4 2024 Added 7.85%
$88B
$48.4 Million 0.02% of portfolio
1,079,222
Q4 2024 Reduced 14.98%
$3.13B
$39.8 Million 0.02% of portfolio
196,013
Q4 2024 Added 30.27%
$25.3B
$54.6 Million 0.02% of portfolio
473,609
Q4 2024 Added 2.91%

Summary

  • Portfolio
  • No. of Stocks 5,274
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 326 stocks
  • Additional Purchases 3,301 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,454 stocks
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