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
$0
$2.94 Million 0.0% of portfolio
208,481
Q3 2024 Added 21.55%
$0
$287,000 0.0% of portfolio
14,780
Q3 2024 Added 36.93%
$0
$1.09 Million 0.0% of portfolio
130,235
Q3 2024 Added 0.77%
$0
$5.27 Million 0.0% of portfolio
1,053,111
Q3 2024 Added 8.75%
$0
$2.11 Million 0.0% of portfolio
245,720
Q3 2024 Added 12.07%
$0
$8.59 Million 0.0% of portfolio
1,127,401
Q3 2024 Added 6.35%
$0
$639,000 0.0% of portfolio
61,976
Q3 2024 Added 9.25%
$0
$631,000 0.0% of portfolio
67,238
Q3 2024 Added 9.75%
$0
$800,000 0.0% of portfolio
96,973
Q3 2024 Added 31.04%
$0
$150,000 0.0% of portfolio
19,025
Q3 2024 New
$0
$193,000 0.0% of portfolio
23,370
Q3 2024 Reduced 9.2%
$0
$8.26 Million 0.0% of portfolio
1,073,828
Q3 2024 Added 36.74%
$9.8B
$1.9 Million 0.0% of portfolio
19,439
Q3 2024 Reduced 3.11%
$10.6B
$5.78 Million 0.0% of portfolio
65,246
Q3 2024 Reduced 1.67%
$0
$129,000 0.0% of portfolio
13,045
Q3 2024 Reduced 5.78%
$0
$1.06 Million 0.0% of portfolio
132,684
Q3 2024 Added 2.45%
$0
$398,000 0.0% of portfolio
41,508
Q3 2024 Added 53.81%
$4.7B
$979,000 0.0% of portfolio
3,456
Q3 2024 Added 25.26%
$1.43B
$1.42 Million 0.0% of portfolio
198,880
Q3 2024 Added 326.55%
$4.02B
$1.39 Million 0.0% of portfolio
10,391
Q3 2024 Added 0.15%
$12.3B
$7.95 Million 0.0% of portfolio
457,469
Q3 2024 Added 7.42%
$8.56B
$3.24 Million 0.0% of portfolio
39,833
Q3 2024 Added 10.44%
$916M
$37,000 0.0% of portfolio
16,768
Q3 2024 New
$55.2M
$9,000 0.0% of portfolio
12,214
Q3 2024 Reduced 29.66%
$4.55B
$429,000 0.0% of portfolio
3,145
Q3 2024 Added 0.8%
$1.2B
$1.42 Million 0.0% of portfolio
629,005
Q3 2024 Added 14.16%
$753M
$1.27 Million 0.0% of portfolio
56,003
Q3 2024 Reduced 21.39%
$3.91B
$6.01 Million 0.0% of portfolio
72,213
Q3 2024 Added 11.61%
$7.32B
$553,000 0.0% of portfolio
5,523
Q3 2024 Reduced 4.43%
$351M
$59,000 0.0% of portfolio
38,314
Q3 2024 Reduced 3.43%
$497M
$902,000 0.0% of portfolio
66,890
Q3 2024 Added 16.58%
$4.74B
$1.74 Million 0.0% of portfolio
36,435
Q3 2024 Added 26.88%
$16.4B
$281,000 0.0% of portfolio
4,030
Q3 2024 Reduced 5.49%
$7.14B
$3.62 Million 0.0% of portfolio
31,258
Q3 2024 Added 6.35%
$264M
$387,000 0.0% of portfolio
26,501
Q3 2024 Added 0.25%
$289M
$108,000 0.0% of portfolio
13,000
Q3 2024 New
$3.6B
$883,000 0.0% of portfolio
19,612
Q3 2024 Added 10.83%
$3.2B
$6.92 Million 0.0% of portfolio
31,153
Q3 2024 Added 116.24%
$3.75B
$1.04 Million 0.0% of portfolio
16,300
Q3 2024 Reduced 22.48%
$181M
$386,000 0.0% of portfolio
77,552
Q3 2024 Reduced 31.78%
$179M
$61,000 0.0% of portfolio
64,972
Q3 2024 Reduced 53.4%
$995M
$848,000 0.0% of portfolio
36,095
Q3 2024 Added 130.01%
$8.17M
$9,000 0.0% of portfolio
12,722
Q3 2024 Reduced 14.19%
$4.14B
$2.1 Million 0.0% of portfolio
29,075
Q3 2024 Added 9.21%
$11.4B
$1.64 Million 0.0% of portfolio
6,181
Q3 2024 Added 11.15%
$4.56B
$388,000 0.0% of portfolio
15,404
Q3 2024 Reduced 41.48%
$4.45B
$1.25 Million 0.0% of portfolio
21,608
Q3 2024 Reduced 5.34%
$21.6B
$8.79 Million 0.0% of portfolio
102,269
Q3 2024 Added 2.5%
$4.43B
$423,000 0.0% of portfolio
5,284
Q3 2024 New

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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