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
$7.66B
$730,000 0.0% of portfolio
5,251
Q3 2024 Added 1.63%
$1.17B
$1.47 Million 0.0% of portfolio
22,506
Q3 2024 Added 2.92%
$600M
$2.33 Million 0.0% of portfolio
104,052
Q3 2024 New
$512M
$217,000 0.0% of portfolio
7,628
Q3 2024 New
$0
$809,000 0.0% of portfolio
66,409
Q3 2024 Added 9.76%
$1.91B
$1.2 Million 0.0% of portfolio
48,534
Q3 2024 Added 2.8%
$1.05B
$270,000 0.0% of portfolio
45,841
Q3 2024 Reduced 4.54%
$2.7B
$492,000 0.0% of portfolio
6,374
Q3 2024 Added 3.52%
$5.51B
$424,000 0.0% of portfolio
24,180
Q3 2024 Reduced 42.84%
$921M
$920,000 0.0% of portfolio
71,794
Q3 2024 New
$416M
$538,000 0.0% of portfolio
62,055
Q3 2024 Reduced 13.47%
$143B
$2.22 Million 0.0% of portfolio
218,088
Q3 2024 Added 12.27%
$61.9B
$129,000 0.0% of portfolio
30,918
Q3 2024 Added 78.15%
$7.52B
$2.52 Million 0.0% of portfolio
23,153
Q3 2024 Reduced 2.95%
$0
$1.03 Million 0.0% of portfolio
75,424
Q3 2024 Added 49.71%
$16.4B
$6.81 Million 0.0% of portfolio
101,896
Q3 2024 Reduced 9.11%
$122M
$313,000 0.0% of portfolio
18,639
Q3 2024 New
$4.69B
$3.46 Million 0.0% of portfolio
50,561
Q3 2024 Added 3.41%
$8.89B
$1.82 Million 0.0% of portfolio
11,296
Q3 2024 Reduced 37.38%
$17.3B
$5.95 Million 0.0% of portfolio
17,274
Q3 2024 Added 16.46%
$1.62B
$363,000 0.0% of portfolio
4,582
Q3 2024 Added 1.26%
$12.8B
$4.39 Million 0.0% of portfolio
15,800
Q3 2024 Reduced 5.14%
$78.1M
$17,000 0.0% of portfolio
12,400
Q1 2024 Reduced 22.5%
$23B
$10.7 Million 0.0% of portfolio
39,441
Q3 2024 Reduced 1.86%
$184M
$163,000 0.0% of portfolio
20,266
Q3 2024 Reduced 23.32%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.08%
$1.95B
$343,000 0.0% of portfolio
6,814
Q3 2024 Added 4.91%
$0
$731,000 0.0% of portfolio
145,108
Q3 2024 Added 9.78%
$0
$1.64 Million 0.0% of portfolio
207,217
Q3 2024 Reduced 4.95%
$15.1B
$1.43 Million 0.0% of portfolio
4,482
Q3 2024 Added 11.22%
$8.77B
$7.35 Million 0.0% of portfolio
274,352
Q3 2024 Added 3.1%
$131M
$73,000 0.0% of portfolio
10,010
Q3 2024 Reduced 68.59%
$3.6B
$2.01 Million 0.0% of portfolio
113,653
Q3 2024 Reduced 28.12%
$6.94B
$1.34 Million 0.0% of portfolio
14,485
Q3 2024 Added 48.02%
$1.17B
$1.04 Million 0.0% of portfolio
81,435
Q3 2024 Added 10.57%
$4.04B
$1.6 Million 0.0% of portfolio
18,586
Q3 2024 Reduced 2.44%
$0
$235,000 0.0% of portfolio
5,642
Q3 2024 Reduced 33.81%
$4.63B
$7.46 Million 0.0% of portfolio
100,687
Q3 2024 Added 205.6%
$3.96B
$308,000 0.0% of portfolio
14,207
Q3 2024 Reduced 23.56%
$5.04B
$1.9 Million 0.0% of portfolio
56,251
Q3 2024 Reduced 1.92%
$12.6B
$4.37 Million 0.0% of portfolio
8,878
Q3 2024 Added 5.02%
$411M
$226,000 0.0% of portfolio
16,401
Q3 2024 Added 14.32%
$2.64B
$411,000 0.0% of portfolio
4,022
Q3 2024 Reduced 63.3%
$564M
$130,000 0.0% of portfolio
53,126
Q3 2024 Added 42.17%
$317M
$400,000 0.0% of portfolio
65,905
Q3 2024 Added 1.48%
$1.47B
$1.42 Million 0.0% of portfolio
35,048
Q3 2024 Added 5.79%
$16.3B
$7.64 Million 0.0% of portfolio
60,072
Q3 2024 Reduced 6.61%
$188M
$1.03 Million 0.0% of portfolio
34,484
Q3 2024 Added 14.89%
$4.56B
$372,000 0.0% of portfolio
7,943
Q3 2024 Added 58.99%

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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