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
$1.67B
$217,000 0.0% of portfolio
2,272
Q3 2024 Reduced 9.84%
$47.4M
$17,000 0.0% of portfolio
15,860
Q1 2024 Reduced 4.28%
$7.2B
$2.12 Million 0.0% of portfolio
317,115
Q3 2024 Reduced 0.07%
$15.5B
$4.97 Million 0.0% of portfolio
143,526
Q3 2024 Reduced 17.05%
$489M
$222,000 0.0% of portfolio
20,856
Q3 2024 Reduced 22.63%
$3.39B
$691,000 0.0% of portfolio
16,788
Q3 2024 Added 18.39%
$172M
$78,000 0.0% of portfolio
20,150
Q3 2024 New
$23.4B
$2.3 Million 0.0% of portfolio
525,911
Q3 2024 Reduced 10.64%
$17.9B
$61,000 0.0% of portfolio
11,848
Q3 2024 Reduced 80.82%
$32M
$47,000 0.0% of portfolio
39,351
Q4 2023 Reduced 7.97%
$831M
$744,000 0.0% of portfolio
187,115
Q3 2024 Reduced 7.03%
$3.92B
$1.21 Million 0.0% of portfolio
53,580
Q3 2024 Reduced 10.87%
$37.6M
$150,000 0.0% of portfolio
28,605
Q3 2024 Added 60.97%
$244M
$15,000 0.0% of portfolio
48,450
Q3 2024 Added 4.31%
-
$0 0.0% of portfolio
-
Q3 2024 Added 91.47%
$3.4B
$2.13 Million 0.0% of portfolio
60,138
Q3 2024 Added 8.83%
$1.88B
$3.2 Million 0.0% of portfolio
239,067
Q3 2024 Added 20.38%
$1.51B
$627,000 0.0% of portfolio
15,374
Q3 2024 Reduced 7.02%
$3.15B
$1.33 Million 0.0% of portfolio
23,281
Q3 2024 Added 10.45%
$11.5B
$6.42 Million 0.0% of portfolio
312,889
Q3 2024 Added 4.09%
$247M
$270,000 0.0% of portfolio
9,784
Q4 2023 Added 5.49%
$69.7M
$30,000 0.0% of portfolio
19,433
Q1 2024 Added 76.66%
$6.28B
$765,000 0.0% of portfolio
47,976
Q3 2024 Added 2.15%
$4.99B
$2.02 Million 0.0% of portfolio
9,715
Q3 2024 Added 9.34%
$1.19B
$379,000 0.0% of portfolio
92,455
Q3 2024 Reduced 14.64%
$5.62B
$2.84 Million 0.0% of portfolio
18,009
Q3 2024 Added 8.61%
$684M
$571,000 0.0% of portfolio
45,251
Q3 2024 Added 14.23%
$239M
$22,000 0.0% of portfolio
12,495
Q3 2024 Added 6.84%
$49.7B
$6.34 Million 0.0% of portfolio
464,408
Q3 2024 Added 26.08%
-
$0 0.0% of portfolio
-
Q3 2024 New
$1.12B
$1.24 Million 0.0% of portfolio
107,433
Q3 2024 Reduced 28.17%
$16.6B
$4.06 Million 0.0% of portfolio
68,456
Q3 2024 Added 12.32%
$24.7B
$4.66 Million 0.0% of portfolio
96,952
Q3 2024 Reduced 22.59%
$4.14B
$463,000 0.0% of portfolio
4,533
Q3 2024 Reduced 41.31%
$628M
$56,000 0.0% of portfolio
24,675
Q3 2024 New
$0
$8.51 Million 0.0% of portfolio
635,378
Q3 2024 Reduced 1.73%
$0
$9.25 Million 0.0% of portfolio
773,696
Q3 2024 Reduced 3.21%
$0
$1.38 Million 0.0% of portfolio
96,711
Q3 2024 Reduced 2.3%
$0
$329,000 0.0% of portfolio
27,860
Q3 2024 Reduced 6.47%
$0
$3.59 Million 0.0% of portfolio
301,743
Q3 2024 Added 8.54%
$0
$2.12 Million 0.0% of portfolio
149,941
Q3 2024 Reduced 2.07%
$0
$2.23 Million 0.0% of portfolio
164,036
Q3 2024 Added 18.54%
$0
$2.17 Million 0.0% of portfolio
238,190
Q3 2024 Added 7.97%
$0
$1.69 Million 0.0% of portfolio
110,217
Q3 2024 Added 2.2%
$0
$515,000 0.0% of portfolio
43,522
Q3 2024 Added 24.59%
$0
$1.05 Million 0.0% of portfolio
181,759
Q3 2024 Added 4.86%
$0
$1.87 Million 0.0% of portfolio
126,013
Q3 2024 Reduced 8.29%
$0
$1.42 Million 0.0% of portfolio
126,712
Q3 2024 Added 81.12%
$0
$302,000 0.0% of portfolio
25,908
Q3 2024 Added 26.39%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email