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
$24.8B
$10.6 Million 0.0% of portfolio
6,164
Q4 2024 Added 7.93%
$8B
$1.29 Million 0.0% of portfolio
5,694
Q4 2024 Added 192.3%
$1.72B
$44,000 0.0% of portfolio
11,673
Q4 2024 Reduced 25.28%
$2.8B
$647,000 0.0% of portfolio
7,216
Q4 2024 Reduced 21.29%
$1.16B
$522,000 0.0% of portfolio
33,447
Q4 2024 Added 7.27%
$8.69B
$712,000 0.0% of portfolio
4,310
Q4 2024 Added 22.9%
$8.5B
$2.79 Million 0.0% of portfolio
20,520
Q4 2024 Added 1.53%
$5.32B
$3.75 Million 0.0% of portfolio
66,714
Q4 2024 Reduced 2.0%
$9.06B
$1.67 Million 0.0% of portfolio
50,917
Q4 2024 Reduced 15.6%
$296M
$228,000 0.0% of portfolio
32,393
Q4 2024 Added 9.28%
$1.82B
$369,000 0.0% of portfolio
3,740
Q4 2024 Added 6.89%
$5.2B
$2.31 Million 0.0% of portfolio
17,133
Q4 2024 Added 6.75%
$7.37B
$443,000 0.0% of portfolio
24,986
Q4 2024 Added 3.89%
$1.53B
$450,000 0.0% of portfolio
94,993
Q4 2024 Reduced 18.05%
$4.24B
$345,000 0.0% of portfolio
4,626
Q4 2024 Reduced 96.63%
$295M
$535,000 0.0% of portfolio
34,046
Q4 2024 Added 58.66%
$3.43B
$2.79 Million 0.0% of portfolio
154,670
Q4 2024 Added 11.98%
$343M
$114,000 0.0% of portfolio
10,122
Q4 2024 New
$3.52B
$3.02 Million 0.0% of portfolio
763,469
Q4 2024 Reduced 24.3%
$10.5B
$5.97 Million 0.0% of portfolio
17,960
Q4 2024 Added 5.33%
$2.58B
$200,000 0.0% of portfolio
34,575
Q4 2024 Reduced 67.79%
$723M
$482,000 0.0% of portfolio
10,841
Q4 2024 Added 17.59%
$1.67B
$1.75 Million 0.0% of portfolio
47,903
Q4 2024 Added 1.11%
$2.98B
$936,000 0.0% of portfolio
14,081
Q4 2024 Added 14.78%
$2.46B
$2.22 Million 0.0% of portfolio
52,746
Q4 2024 Added 11.38%
$5.69B
$5.28 Million 0.0% of portfolio
54,592
Q4 2024 Added 23.89%
$2.84B
$1.58 Million 0.0% of portfolio
10,265
Q4 2024 Added 56.05%
$731M
$920,000 0.0% of portfolio
6,978
Q4 2024 Added 0.65%
$320M
$358,000 0.0% of portfolio
12,742
Q4 2024 Added 0.09%
$123M
$89,000 0.0% of portfolio
35,804
Q4 2024 Reduced 16.64%
$994M
$358,000 0.0% of portfolio
16,648
Q4 2024 Reduced 1.51%
$612M
$956,000 0.0% of portfolio
16,378
Q4 2024 New
$29.1B
$5.69 Million 0.0% of portfolio
4,646
Q4 2024 Added 25.81%
$1.11B
$2.37 Million 0.0% of portfolio
232,815
Q4 2024 Added 16.85%
$0
$945,000 0.0% of portfolio
148,225
Q4 2024 Reduced 2.04%
$0
$473,000 0.0% of portfolio
154,139
Q4 2024 Reduced 28.57%
$0
$95,000 0.0% of portfolio
25,953
Q4 2024 Reduced 22.68%
$0
$186,000 0.0% of portfolio
53,122
Q4 2024 Added 2.1%
$0
$76,000 0.0% of portfolio
44,305
Q4 2024 Reduced 5.09%
$0
$1.08 Million 0.0% of portfolio
407,475
Q4 2024 Added 10.87%
$0
$144,000 0.0% of portfolio
18,137
Q4 2024 Added 51.95%
$0
$2.06 Million 0.0% of portfolio
439,305
Q4 2024 Reduced 5.0%
$0
$1.19 Million 0.0% of portfolio
222,815
Q4 2024 Added 9.52%
$3.25B
$2.19 Million 0.0% of portfolio
23,267
Q4 2024 Reduced 0.54%
$7.05B
$1.28 Million 0.0% of portfolio
54,163
Q4 2024 Reduced 4.55%
$472M
$563,000 0.0% of portfolio
272,455
Q4 2024 Added 558.96%
$174M
$28,000 0.0% of portfolio
27,165
Q4 2024 Reduced 8.42%
$19.3B
$6.88 Million 0.0% of portfolio
44,534
Q4 2024 Reduced 6.96%
$893M
$4.71 Million 0.0% of portfolio
423,683
Q4 2024 Reduced 4.21%

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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