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
$6.85B
$1.3 Million 0.0% of portfolio
9,356
Q3 2024 Added 4.89%
$3.11B
$456,000 0.0% of portfolio
6,407
Q3 2024 Added 24.07%
$4.31B
$5.06 Million 0.0% of portfolio
58,317
Q3 2024 Added 9.08%
$150M
$41,000 0.0% of portfolio
18,538
Q3 2024 Reduced 11.2%
$39.2M
$112,000 0.0% of portfolio
75,530
Q3 2024 Added 4.21%
$1.21B
$829,000 0.0% of portfolio
49,389
Q3 2024 Reduced 8.18%
$1.88B
$340,000 0.0% of portfolio
12,782
Q3 2024 Added 4.67%
$1.62B
$0 0.0% of portfolio
-
Q3 2024 Added 68.33%
$5.21B
$2.22 Million 0.0% of portfolio
61,103
Q3 2024 Added 24.06%
$10.9B
$5.44 Million 0.0% of portfolio
78,557
Q3 2024 Added 4.65%
$5B
$1.07 Million 0.0% of portfolio
30,822
Q3 2024 Added 3.84%
$5.9B
$4.85 Million 0.0% of portfolio
51,940
Q3 2024 Added 1.55%
$476M
$87,000 0.0% of portfolio
40,150
Q3 2024 Reduced 0.25%
$24M
$64,000 0.0% of portfolio
51,894
Q2 2024 New
$433M
$2.08 Million 0.0% of portfolio
88,328
Q3 2024 Added 6.7%
$3.23B
$739,000 0.0% of portfolio
16,189
Q3 2024 Added 12.79%
$149M
$21,000 0.0% of portfolio
60,572
Q3 2024 Added 31.79%
$3.31B
$454,000 0.0% of portfolio
5,666
Q3 2024 Reduced 0.33%
$5.87B
$1.84 Million 0.0% of portfolio
76,749
Q3 2024 Added 31.72%
$95.5M
$116,000 0.0% of portfolio
122,225
Q3 2024 Reduced 13.08%
$13.8B
$10.5 Million 0.0% of portfolio
133,663
Q3 2024 Reduced 6.06%
$457M
$1.63 Million 0.0% of portfolio
357,843
Q3 2024 Added 76.3%
$5.25B
$1.04 Million 0.0% of portfolio
12,977
Q3 2024 Reduced 18.92%
$91.3M
$20,000 0.0% of portfolio
32,690
Q1 2024 Added 3.16%
$1.52B
$2.01 Million 0.0% of portfolio
174,043
Q3 2024 Reduced 6.31%
$4.83B
$1.62 Million 0.0% of portfolio
15,742
Q3 2024 Added 5.69%
$504M
$129,000 0.0% of portfolio
91,100
Q1 2024 Added 78.28%
$664M
$512,000 0.0% of portfolio
36,318
Q3 2024 Added 2.26%
$5.61B
$7.16 Million 0.0% of portfolio
80,813
Q3 2024 Added 15.26%
$17.8B
$270,000 0.0% of portfolio
7,827
Q3 2024 Added 6.36%
$544M
$181,000 0.0% of portfolio
32,406
Q3 2024 Reduced 18.54%
$1.11B
$346,000 0.0% of portfolio
9,790
Q3 2024 Added 9.45%
$483M
$139,000 0.0% of portfolio
11,154
Q3 2024 Reduced 0.3%
$2.99B
$1.41 Million 0.0% of portfolio
343,973
Q3 2024 Added 11.19%
$4.74B
$417,000 0.0% of portfolio
4,043
Q3 2024 Reduced 3.42%
$6.23B
$1.12 Million 0.0% of portfolio
21,400
Q3 2024 Added 142.03%
$3.54B
$2.62 Million 0.0% of portfolio
22,653
Q3 2024 Added 8.15%
$1.82B
$345,000 0.0% of portfolio
5,693
Q3 2024 Added 7.17%
$605M
$407,000 0.0% of portfolio
93,172
Q3 2024 Added 69.42%
$1.51B
$809,000 0.0% of portfolio
87,299
Q3 2024 Reduced 1.56%
$3.15B
$610,000 0.0% of portfolio
28,338
Q3 2024 Added 143.66%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.6%
-
$0 0.0% of portfolio
-
Q3 2024 Added 115.8%
$3.86B
$332,000 0.0% of portfolio
9,575
Q3 2024 Added 11.1%
$7.98B
$1.38 Million 0.0% of portfolio
7,216
Q3 2024 Reduced 9.68%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.74%
$6.7B
$3.17 Million 0.0% of portfolio
20,998
Q3 2024 Added 8.0%
$4.49B
$335,000 0.0% of portfolio
1,955
Q3 2024 Reduced 3.65%
$8.95B
$979,000 0.0% of portfolio
41,228
Q3 2024 Added 172.67%

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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