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
$519M
$229,000 0.0% of portfolio
8,245
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.89%
$5.49B
$3.55 Million 0.0% of portfolio
26,928
Q4 2024 Added 28.24%
$3.79B
$474,000 0.0% of portfolio
2,211
Q4 2024 Added 13.09%
$8.4B
$1.59 Million 0.0% of portfolio
75,595
Q4 2024 Added 83.36%
$7.56B
$5.24 Million 0.0% of portfolio
77,976
Q4 2024 Added 29.56%
$784M
$746,000 0.0% of portfolio
85,555
Q4 2024 Reduced 3.5%
$318M
$315,000 0.0% of portfolio
22,844
Q4 2024 Added 3.08%
$4.61B
$3.67 Million 0.0% of portfolio
36,640
Q4 2024 Added 50.53%
$10.8B
$10.8 Million 0.0% of portfolio
121,483
Q4 2024 Added 1.55%
$3.69B
$1.26 Million 0.0% of portfolio
18,613
Q4 2024 Added 4.75%
$7.43B
$357,000 0.0% of portfolio
12,954
Q4 2024 Added 18.46%
$925M
$791,000 0.0% of portfolio
48,991
Q4 2024 Added 14.53%
$3.77B
$1.83 Million 0.0% of portfolio
47,333
Q4 2024 Added 80.71%
$111M
$23,000 0.0% of portfolio
10,900
Q4 2024 New
$7.37B
$271,000 0.0% of portfolio
4,844
Q4 2024 Reduced 85.0%
$435M
$502,000 0.0% of portfolio
49,661
Q4 2024 Added 3.08%
$8.44B
$5.08 Million 0.0% of portfolio
74,433
Q4 2024 Added 7.81%
$11.7B
$10.4 Million 0.0% of portfolio
94,152
Q4 2024 Added 0.08%
$12.7B
$3.45 Million 0.0% of portfolio
320,348
Q4 2024 Reduced 4.63%
$12.5B
$872,000 0.0% of portfolio
23,998
Q4 2024 Reduced 28.25%
$404M
$225,000 0.0% of portfolio
32,590
Q4 2024 Reduced 97.22%
$194M
$56,000 0.0% of portfolio
29,793
Q4 2024 Reduced 5.85%
$13.3M
$19,000 0.0% of portfolio
16,788
Q4 2024 New
$4.55B
$2.82 Million 0.0% of portfolio
57,798
Q4 2024 Added 6.25%
$1.49B
$165,000 0.0% of portfolio
10,973
Q4 2024 Reduced 65.1%
$0
$323,000 0.0% of portfolio
7,431
Q4 2024 Reduced 20.05%
$940M
$903,000 0.0% of portfolio
28,440
Q4 2024 Reduced 14.78%
$7B
$1.76 Million 0.0% of portfolio
17,689
Q4 2024 Reduced 3.13%
$5.03B
$873,000 0.0% of portfolio
12,358
Q4 2024 Added 25.88%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.81%
-
$0 0.0% of portfolio
-
Q4 2024 Added 28.97%
$2.84B
$615,000 0.0% of portfolio
7,284
Q4 2024 Added 10.11%
$937M
$926,000 0.0% of portfolio
26,016
Q4 2024 Added 24.59%
$4.01B
$1.13 Million 0.0% of portfolio
16,715
Q4 2024 Added 10.39%
$3.74B
$563,000 0.0% of portfolio
16,527
Q4 2024 Added 49.39%
$4.61B
$618,000 0.0% of portfolio
35,663
Q4 2024 Added 3.74%
$38.9M
$40,000 0.0% of portfolio
15,195
Q4 2024 Reduced 6.17%
-
$0 0.0% of portfolio
-
Q4 2024 Added 12.13%
$0
$2.84 Million 0.0% of portfolio
388,110
Q4 2024 Added 178.95%
$1.11B
$1.35 Million 0.0% of portfolio
32,040
Q4 2024 Added 1.24%
$0
$499,000 0.0% of portfolio
56,136
Q4 2024 Added 21.82%
$1.18B
$231,000 0.0% of portfolio
7,532
Q4 2024 Reduced 6.48%
$4.69B
$8.57 Million 0.0% of portfolio
46,561
Q4 2024 Added 12.99%
$6.07B
$1.88 Million 0.0% of portfolio
12,924
Q4 2024 Added 24.29%
$0
$3.07 Million 0.0% of portfolio
191,361
Q4 2024 Added 3.29%
$21B
$6.52 Million 0.0% of portfolio
86,055
Q4 2024 Added 13.07%
$2.27B
$598,000 0.0% of portfolio
85,931
Q4 2024 Added 13.66%
$2.68B
$363,000 0.0% of portfolio
8,091
Q4 2024 Reduced 6.05%

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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