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
$8.18B
$2.13 Million 0.0% of portfolio
31,533
Q3 2024 Reduced 36.74%
$30.6B
$3.48 Million 0.0% of portfolio
148,682
Q3 2024 Added 35.51%
$26.9B
$6.12 Million 0.0% of portfolio
138,345
Q3 2024 Added 2.46%
$10.9B
$1.28 Million 0.0% of portfolio
131,750
Q3 2024 Added 79.79%
$1.07B
$191,000 0.0% of portfolio
10,393
Q3 2024 Reduced 0.82%
$24M
$113,000 0.0% of portfolio
28,681
Q3 2024 New
$13.9B
$624,000 0.0% of portfolio
15,540
Q3 2024 Added 39.1%
$8.83B
$759,000 0.0% of portfolio
65,856
Q3 2024 Added 116.08%
$8.35B
$8.82 Million 0.0% of portfolio
118,139
Q3 2024 Reduced 6.08%
$9.78B
$3.34 Million 0.0% of portfolio
23,780
Q3 2024 Added 4.65%
$11.6B
$757,000 0.0% of portfolio
26,764
Q3 2024 Reduced 40.6%
$0
$134,000 0.0% of portfolio
11,590
Q3 2024 New
$0
$3.05 Million 0.0% of portfolio
317,461
Q3 2024 Added 6.45%
$1.39B
$238,000 0.0% of portfolio
37,461
Q3 2024 Added 27.51%
$17.8B
$10.7 Million 0.0% of portfolio
88,115
Q3 2024 Added 10.6%
$1.82B
$493,000 0.0% of portfolio
92,012
Q3 2024 Reduced 13.97%
$2.54B
$884,000 0.0% of portfolio
16,744
Q3 2024 Reduced 3.33%
$0
$569,000 0.0% of portfolio
20,337
Q3 2024 Added 12.8%
$1.24B
$1.19 Million 0.0% of portfolio
24,146
Q3 2024 Added 8.87%
$8.21B
$1.83 Million 0.0% of portfolio
27,567
Q3 2024 Reduced 5.71%
$9.78B
$4.96 Million 0.0% of portfolio
109,704
Q3 2024 Added 162.47%
$8.33B
$1.89 Million 0.0% of portfolio
12,995
Q3 2024 Reduced 4.9%
$6.38B
$725,000 0.0% of portfolio
6,768
Q3 2024 Reduced 2.1%
$1.69B
$538,000 0.0% of portfolio
12,830
Q3 2024 Reduced 3.75%
$0
$1.08 Million 0.0% of portfolio
142,206
Q3 2024 Added 5.81%
$920M
$1.68 Million 0.0% of portfolio
27,118
Q3 2024 Added 0.4%
$4.25B
$2.14 Million 0.0% of portfolio
115,163
Q3 2024 Reduced 9.56%
$1.22B
$251,000 0.0% of portfolio
68,541
Q3 2024 Added 14.28%
$61.3M
$163,000 0.0% of portfolio
64,862
Q3 2024 Reduced 19.78%
$503M
$67,000 0.0% of portfolio
13,089
Q3 2024 Added 27.55%
$1.25B
$217,000 0.0% of portfolio
2,667
Q3 2024 New
$64.5M
$399,000 0.0% of portfolio
136,755
Q3 2024 Reduced 0.94%
$14.3B
$9.05 Million 0.0% of portfolio
20,702
Q3 2024 Added 36.85%
$6.24B
$4.84 Million 0.0% of portfolio
100,500
Q3 2024 Reduced 0.49%
$191M
$50,000 0.0% of portfolio
13,760
Q3 2024 Added 22.58%
$497M
$100,000 0.0% of portfolio
24,240
Q3 2024 Added 0.83%
$1.74B
$661,000 0.0% of portfolio
110,291
Q3 2024 Added 1.88%
$1.69B
$523,000 0.0% of portfolio
16,690
Q3 2024 New
$294M
$12,000 0.0% of portfolio
14,533
Q2 2024 Added 28.22%
$4.59B
$995,000 0.0% of portfolio
14,550
Q3 2024 Added 9.27%
$1.53B
$2.17 Million 0.0% of portfolio
58,338
Q3 2024 Added 17.64%
$310M
$2.15 Million 0.0% of portfolio
92,767
Q3 2024 Added 4.11%
$10B
$5.94 Million 0.0% of portfolio
47,543
Q3 2024 Added 4.54%
$3.47B
$153,000 0.0% of portfolio
22,670
Q3 2024 Reduced 7.92%
$23.8B
$4.23 Million 0.0% of portfolio
17,584
Q3 2024 Added 18.46%
$3B
$262,000 0.0% of portfolio
9,199
Q3 2024 New
$1.55B
$323,000 0.0% of portfolio
40,368
Q3 2024 Added 7.17%
$834M
$247,000 0.0% of portfolio
7,707
Q3 2024 Added 10.83%
$1.29B
$1.07 Million 0.0% of portfolio
57,611
Q3 2024 Added 7.13%

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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