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
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.28%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 12.74%
$4.83B
$888,000 0.0% of portfolio
9,786
Q4 2024 Added 6.5%
$555M
$683,000 0.0% of portfolio
47,230
Q4 2024 Added 24.04%
$2.8B
$1.14 Million 0.0% of portfolio
32,466
Q4 2024 Reduced 2.47%
$180M
$101,000 0.0% of portfolio
19,936
Q4 2024 New
$44.4B
$960,000 0.0% of portfolio
13,983
Q4 2024 Reduced 3.41%
$2.26B
$184,000 0.0% of portfolio
12,511
Q4 2024 Added 8.66%
$2.68B
$270,000 0.0% of portfolio
17,982
Q4 2024 Reduced 8.12%
$0
$294,000 0.0% of portfolio
39,878
Q4 2024 Reduced 36.14%
$1.57B
$389,000 0.0% of portfolio
6,066
Q4 2024 Added 130.03%
$1.64B
$424,000 0.0% of portfolio
22,751
Q4 2024 Added 1.31%
$1.21B
$120,000 0.0% of portfolio
11,986
Q4 2024 Reduced 23.53%
$303M
$74,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
$0
$0 0.0% of portfolio
129,212
Q4 2024 Added 9.84%
$636M
$361,000 0.0% of portfolio
10,851
Q4 2024 Added 18.0%
$88.3M
$19,000 0.0% of portfolio
62,057
Q4 2024 Added 7.87%
$715M
$268,000 0.0% of portfolio
10,768
Q4 2024 Added 11.53%
$2.7B
$643,000 0.0% of portfolio
25,997
Q4 2024 Added 27.84%
$1.22B
$1.09 Million 0.0% of portfolio
44,984
Q4 2024 Added 139.3%
$2.68B
$2.32 Million 0.0% of portfolio
49,882
Q4 2024 Reduced 11.47%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 9.61%
$3.57B
$397,000 0.0% of portfolio
9,550
Q4 2024 Added 30.89%
$26.7B
$7.71 Million 0.0% of portfolio
13,363
Q4 2024 Added 19.75%
$1.46B
$4.82 Million 0.0% of portfolio
69,750
Q4 2024 Added 1,357.68%
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.97%
$1.13B
$342,000 0.0% of portfolio
3,865
Q4 2024 Reduced 6.26%
$20.6B
$1.76 Million 0.0% of portfolio
5,297
Q4 2024 Added 4.13%
$107B
$5.93 Million 0.0% of portfolio
195,629
Q4 2024 Added 20.38%
$14B
$4.8 Million 0.0% of portfolio
110,621
Q4 2024 Added 8.78%
$7.17B
$1.85 Million 0.0% of portfolio
16,410
Q4 2024 Added 3.04%
$1.95B
$2.24 Million 0.0% of portfolio
9,151
Q4 2024 Added 26.17%
$6.76B
$11.3 Million 0.0% of portfolio
398,820
Q4 2024 Added 28.2%
$6.97B
$2.66 Million 0.0% of portfolio
209,454
Q4 2024 Reduced 8.38%
$1.68B
$930,000 0.0% of portfolio
25,876
Q4 2024 Added 6.17%
$2.98B
$340,000 0.0% of portfolio
8,083
Q4 2024 Reduced 3.43%
$116M
$86,000 0.0% of portfolio
11,879
Q4 2024 Added 5.17%
$5.4B
$2.29 Million 0.0% of portfolio
20,329
Q4 2024 Added 171.63%
$993M
$1.18 Million 0.0% of portfolio
62,624
Q4 2024 Added 11.82%
$1.34B
$720,000 0.0% of portfolio
86,976
Q4 2024 Reduced 36.57%
$1.54B
$444,000 0.0% of portfolio
59,539
Q4 2024 Reduced 26.18%
-
$0 0.0% of portfolio
-
Q4 2024 Added 9.59%
-
$0 0.0% of portfolio
-
Q4 2024 Added 12.66%
$3.21B
$1.87 Million 0.0% of portfolio
10,923
Q4 2024 Added 60.35%
$155M
$975,000 0.0% of portfolio
33,739
Q4 2024 Reduced 3.63%
$456M
$1.02 Million 0.0% of portfolio
160,384
Q4 2024 Added 3.24%
$5.11B
$2.58 Million 0.0% of portfolio
68,757
Q4 2024 Reduced 34.45%
$3.11B
$1.13 Million 0.0% of portfolio
38,561
Q4 2024 Added 12.68%
$667M
$508,000 0.0% of portfolio
17,870
Q4 2024 Added 20.54%

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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