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
$61B
$54.1 Million 0.02% of portfolio
425,429
Q4 2024 Added 1.77%
$43.2B
$45.1 Million 0.02% of portfolio
254,370
Q4 2024 Added 20.92%
$45.4B
$42.6 Million 0.02% of portfolio
791,292
Q4 2024 Reduced 25.91%
$25.5B
$39.2 Million 0.02% of portfolio
975,922
Q4 2024 Reduced 21.83%
$71.5B
$48.1 Million 0.02% of portfolio
205,477
Q4 2024 Added 4.17%
$73.4B
$57 Million 0.02% of portfolio
464,681
Q4 2024 Added 12.46%
$16.5B
$36.5 Million 0.02% of portfolio
75,986
Q4 2024 Added 5.97%
$46.8B
$47.1 Million 0.02% of portfolio
23,663
Q4 2024 Reduced 0.8%
$16.5B
$47.7 Million 0.02% of portfolio
1,241,587
Q4 2024 Reduced 2.21%
$39.5B
$38.7 Million 0.02% of portfolio
3,905,707
Q4 2024 Reduced 15.59%
$69.8B
$51.8 Million 0.02% of portfolio
182,470
Q4 2024 Added 41.7%
$34.8B
$51.6 Million 0.02% of portfolio
808,678
Q4 2024 Added 2.63%
$20.7B
$52.7 Million 0.02% of portfolio
2,466,235
Q4 2024 Added 35.27%
$21.7B
$44.1 Million 0.02% of portfolio
2,707,940
Q4 2024 Reduced 3.26%
$99.6B
$48.7 Million 0.02% of portfolio
2,428,701
Q4 2024 Reduced 21.34%
$18.3B
$37.7 Million 0.02% of portfolio
701,383
Q4 2024 Reduced 6.64%
$39.8B
$47.6 Million 0.02% of portfolio
226,199
Q4 2024 Added 2.61%
$26.2B
$37.6 Million 0.02% of portfolio
115,273
Q4 2024 Added 8.61%
$39.5B
$49.3 Million 0.02% of portfolio
129,003
Q4 2024 Added 20.65%
$23.3B
$42.8 Million 0.02% of portfolio
576,116
Q4 2024 Added 3.86%
$74.8B
$53.6 Million 0.02% of portfolio
384,192
Q4 2024 Reduced 2.84%
$77.1B
$49.3 Million 0.02% of portfolio
176,805
Q4 2024 Added 6.29%
$65.7B
$58.9 Million 0.02% of portfolio
719,789
Q4 2024 Reduced 13.84%
$11.8B
$41.1 Million 0.02% of portfolio
717,592
Q4 2024 Added 22.39%
$30.2B
$48.6 Million 0.02% of portfolio
924,246
Q4 2024 Added 14.52%
$84.2B
$53.6 Million 0.02% of portfolio
113,273
Q4 2024 Added 4.16%
$70.5B
$56.8 Million 0.02% of portfolio
122,916
Q4 2024 Added 22.62%
$46.7B
$46.4 Million 0.02% of portfolio
781,572
Q4 2024 Added 3.32%
$53.7B
$58.3 Million 0.02% of portfolio
248,574
Q4 2024 Reduced 1.3%
$241B
$43.8 Million 0.02% of portfolio
450,219
Q4 2024 Added 4.32%
$52.7B
$45.4 Million 0.02% of portfolio
218,394
Q4 2024 Added 8.84%
$84.1B
$42.4 Million 0.02% of portfolio
35,784
Q4 2024 Added 11.61%
$33.6B
$41.8 Million 0.02% of portfolio
2,073,103
Q4 2024 Added 4.28%
$0
$53.2 Million 0.02% of portfolio
2,900,847
Q4 2024 Added 11.09%
$25.6B
$42.4 Million 0.02% of portfolio
1,305,451
Q4 2024 Added 8.0%
$21B
$48.2 Million 0.02% of portfolio
426,288
Q4 2024 Added 15.84%
$41.4B
$55.9 Million 0.02% of portfolio
661,112
Q4 2024 Added 18.97%
$23.4B
$42.5 Million 0.02% of portfolio
390,579
Q4 2024 Added 11.19%
$70.6B
$37.6 Million 0.02% of portfolio
52,790
Q4 2024 Added 6.39%
$29.9B
$43.3 Million 0.02% of portfolio
151,583
Q4 2024 Added 19.98%
$60.7B
$36 Million 0.02% of portfolio
69,331
Q4 2024 Added 15.9%
$42.9B
$36.8 Million 0.02% of portfolio
243,270
Q4 2024 Reduced 38.12%
$55B
$46.4 Million 0.02% of portfolio
200,996
Q4 2024 Reduced 3.04%
$21.9B
$48.8 Million 0.02% of portfolio
556,110
Q4 2024 Added 3.57%
$253B
$45.4 Million 0.02% of portfolio
723,534
Q4 2024 Reduced 0.72%
$116B
$37.3 Million 0.02% of portfolio
83,364
Q4 2024 Added 32.45%
$36B
$38.4 Million 0.02% of portfolio
501,726
Q4 2024 Added 1.83%
$49B
$42.4 Million 0.02% of portfolio
911,009
Q4 2024 Added 8.89%
$96.6B
$50.1 Million 0.02% of portfolio
181,438
Q4 2024 Added 15.67%

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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