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
$30.3B
$5.45 Million 0.0% of portfolio
109,244
Q3 2024 Added 7.94%
$8.43B
$1.51 Million 0.0% of portfolio
33,915
Q3 2024 Added 15.84%
-
$0 0.0% of portfolio
-
Q3 2024 Added 25.44%
$41.8B
$2.6 Million 0.0% of portfolio
183,088
Q3 2024 Added 6.73%
$543M
$40,000 0.0% of portfolio
19,200
Q3 2024 Reduced 20.93%
$933M
$110,000 0.0% of portfolio
10,675
Q3 2024 Added 1.05%
$1.93B
$1.52 Million 0.0% of portfolio
35,937
Q3 2024 Reduced 18.25%
$3.85B
$2.28 Million 0.0% of portfolio
68,643
Q3 2024 Added 1.64%
$14.8B
$5.66 Million 0.0% of portfolio
120,467
Q3 2024 Added 6.41%
$819M
$394,000 0.0% of portfolio
50,674
Q3 2024 Reduced 14.58%
$1.29B
$381,000 0.0% of portfolio
11,593
Q3 2024 New
$8.03B
$1.12 Million 0.0% of portfolio
15,954
Q3 2024 Added 20.24%
$0
$82,000 0.0% of portfolio
16,091
Q2 2024 Reduced 18.02%
$11.5B
$1.64 Million 0.0% of portfolio
13,630
Q3 2024 Reduced 53.75%
$13.9B
$9.78 Million 0.0% of portfolio
372,969
Q3 2024 Reduced 9.04%
$970M
$1.1 Million 0.0% of portfolio
44,944
Q3 2024 Added 17.37%
$3.88B
$4.14 Million 0.0% of portfolio
60,300
Q3 2024 Reduced 14.24%
$791M
$121,000 0.0% of portfolio
13,253
Q3 2024 New
$1.21B
$1.78 Million 0.0% of portfolio
30,494
Q3 2024 Added 15.58%
$1.84B
$852,000 0.0% of portfolio
92,815
Q3 2024 Added 3.71%
$8.96B
$6.33 Million 0.0% of portfolio
25,601
Q3 2024 Added 8.04%
$27.3B
$2.12 Million 0.0% of portfolio
279,765
Q3 2024 Added 66.7%
$14.8B
$509,000 0.0% of portfolio
49,610
Q3 2024 Added 26.96%
$25.8B
$1.02 Million 0.0% of portfolio
209,723
Q3 2024 Added 512.35%
$565M
$411,000 0.0% of portfolio
424,021
Q3 2024 Added 3.15%
$218M
$41,000 0.0% of portfolio
11,533
Q3 2024 New
$21.6B
$4.57 Million 0.0% of portfolio
272,080
Q3 2024 Added 6.66%
$0
$2.37 Million 0.0% of portfolio
406,726
Q3 2024 Added 11.51%
$9.65B
$3.01 Million 0.0% of portfolio
55,197
Q3 2024 Added 8.38%
$4.83B
$448,000 0.0% of portfolio
11,074
Q3 2024 Reduced 20.96%
$22.2B
$828,000 0.0% of portfolio
26,044
Q3 2024 Reduced 23.42%
$18.8B
$598,000 0.0% of portfolio
49,611
Q3 2024 Reduced 1.18%
$15.7B
$7.94 Million 0.0% of portfolio
47,747
Q3 2024 Added 31.32%
$1.7B
$386,000 0.0% of portfolio
4,028
Q3 2024 Reduced 0.32%
$3.21B
$2.17 Million 0.0% of portfolio
71,619
Q3 2024 Reduced 0.33%
$871M
$402,000 0.0% of portfolio
85,942
Q3 2024 Added 158.34%
$3.68B
$4.36 Million 0.0% of portfolio
82,495
Q3 2024 Reduced 10.28%
$6.39B
$2.52 Million 0.0% of portfolio
68,254
Q3 2024 Added 3.46%
$224M
$423,000 0.0% of portfolio
50,750
Q3 2024 Reduced 60.85%
$34.5M
$21,000 0.0% of portfolio
84,116
Q3 2024 Added 9.93%
$4.57B
$1.16 Million 0.0% of portfolio
17,390
Q3 2024 Added 23.97%
$508M
$1.92 Million 0.0% of portfolio
619,982
Q3 2024 Added 27.83%
$18.4B
$3.81 Million 0.0% of portfolio
211,419
Q3 2024 Reduced 1.34%
$4.45B
$600,000 0.0% of portfolio
8,394
Q3 2024 Added 3.85%
$12.1B
$10.7 Million 0.0% of portfolio
12,070
Q3 2024 Reduced 3.88%
$13.7B
$4.18 Million 0.0% of portfolio
23,677
Q3 2024 Added 15.41%
$18B
$7.78 Million 0.0% of portfolio
87,861
Q3 2024 Added 5.53%
$13B
$1.71 Million 0.0% of portfolio
12,473
Q3 2024 Added 6.08%
$4.01B
$404,000 0.0% of portfolio
31,435
Q3 2024 Added 32.2%

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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