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
$817M
$484,000 0.0% of portfolio
79,152
Q3 2024 New
$7.84B
$566,000 0.0% of portfolio
17,030
Q3 2024 Reduced 41.68%
$1.25B
$420,000 0.0% of portfolio
208,991
Q3 2024 Reduced 2.07%
$2.3B
$1.73 Million 0.0% of portfolio
111,841
Q3 2024 Reduced 3.46%
$1.22B
$155,000 0.0% of portfolio
104,191
Q3 2024 Added 273.58%
$837M
$844,000 0.0% of portfolio
178,550
Q3 2024 Added 15.6%
$4.21B
$819,000 0.0% of portfolio
26,182
Q3 2024 Reduced 6.65%
$90.9M
$94,000 0.0% of portfolio
38,681
Q3 2024 Reduced 4.42%
$27.4B
$4.09 Million 0.0% of portfolio
356,588
Q3 2024 Reduced 6.16%
$282M
$78,000 0.0% of portfolio
18,334
Q3 2024 Added 1.21%
$530M
$37,000 0.0% of portfolio
13,009
Q3 2024 Reduced 0.04%
$3.89B
$3.36 Million 0.0% of portfolio
175,537
Q3 2024 Reduced 7.6%
$380M
$109,000 0.0% of portfolio
10,731
Q3 2024 Reduced 1.0%
$989M
$291,000 0.0% of portfolio
9,029
Q3 2024 Added 4.38%
$176M
$128,000 0.0% of portfolio
83,547
Q3 2024 Added 11.2%
$26.6M
$10,000 0.0% of portfolio
12,568
Q2 2024 Reduced 10.66%
$1.1B
$2.69 Million 0.0% of portfolio
151,139
Q3 2024 Added 37.73%
$25.4B
$206,000 0.0% of portfolio
1,781
Q3 2024 New
$4.52B
$1.47 Million 0.0% of portfolio
19,049
Q3 2024 Reduced 0.4%
$2.83B
$442,000 0.0% of portfolio
20,853
Q3 2024 Reduced 67.96%
$7.31B
$1.67 Million 0.0% of portfolio
16,618
Q3 2024 Reduced 28.08%
$3.71B
$722,000 0.0% of portfolio
39,034
Q3 2024 Reduced 13.58%
$3.36B
$4.53 Million 0.0% of portfolio
58,028
Q3 2024 Added 5.37%
$40.3M
$27,000 0.0% of portfolio
40,386
Q3 2024 Reduced 17.24%
$11.9B
$2.91 Million 0.0% of portfolio
75,938
Q3 2024 Reduced 7.4%
$19B
$9.41 Million 0.0% of portfolio
53,320
Q3 2024 Reduced 28.47%
$1.24B
$515,000 0.0% of portfolio
5,943
Q3 2024 Added 7.88%
$0
$3.29 Million 0.0% of portfolio
628,714
Q3 2024 Added 18.48%
$130M
$173,000 0.0% of portfolio
61,434
Q3 2024 Added 127.13%
-
$0 0.0% of portfolio
-
Q3 2024 Added 110.83%
-
$0 0.0% of portfolio
-
Q3 2024 New
$405M
$332,000 0.0% of portfolio
195,513
Q3 2024 Reduced 2.94%
$2.73B
$544,000 0.0% of portfolio
21,656
Q3 2024 Added 58.86%
$1.84B
$1.07 Million 0.0% of portfolio
57,543
Q3 2024 Reduced 7.71%
$2.62B
$252,000 0.0% of portfolio
29,369
Q3 2024 Reduced 2.87%
$2.73B
$273,000 0.0% of portfolio
2,888
Q3 2024 New
$4.73B
$215,000 0.0% of portfolio
3,586
Q3 2024 New
$4.75B
$3.92 Million 0.0% of portfolio
187,970
Q3 2024 Reduced 5.55%
$1.76B
$253,000 0.0% of portfolio
4,704
Q3 2024 New
$2.11B
$1.54 Million 0.0% of portfolio
29,522
Q3 2024 Reduced 0.75%
$19.2B
$1.54 Million 0.0% of portfolio
56,006
Q3 2024 Added 318.71%
$18.8M
$10,000 0.0% of portfolio
26,575
Q3 2024 Added 0.57%
$309M
$140,000 0.0% of portfolio
10,755
Q3 2024 New
$3.38B
$533,000 0.0% of portfolio
37,832
Q3 2024 Reduced 44.9%
$3.25B
$1.74 Million 0.0% of portfolio
10,368
Q3 2024 Added 44.34%
$10.3B
$5.36 Million 0.0% of portfolio
51,678
Q3 2024 Added 2.01%
$3.1B
$1.16 Million 0.0% of portfolio
8,136
Q3 2024 Added 9.37%
$1.98B
$371,000 0.0% of portfolio
17,022
Q3 2024 Added 6.55%
$1.88B
$900,000 0.0% of portfolio
117,847
Q3 2024 Added 5.14%

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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